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Avantis U.S. Small Cap Value ETF (AVUV) Institutional Ownership

Avantis U.S. Small Cap Value ETF logo
$119.84 +0.66 (+0.55%)
As of 05/8/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$425.21M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$134.05M
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AVUV Institutional Buying and Selling by Quarter

Avantis U.S. Small Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2026Wilkerson Advisory Group LLC78,307$8.65M3.0%+1.9%0.036%
5/7/2026 Parallel Advisors LLC9,371$1.04M0.0%+104.3%0.004%
5/6/2026 IMA Advisory Services Inc.37,408$4.13M0.4%+3.6%0.017%
5/6/2026 Zhang Financial LLC178,134$19.68M0.7%+8.5%0.081%
5/6/2026 Cornerstone Planning Group LLC272$33K0.0%+1,992.3%0.000%
5/6/2026 Bessemer Group Inc.2,804$309K0.0%+16.3%0.001%
5/5/2026 Bank of New York Mellon Corp3,242$358K0.0%+12.1%0.001%
5/4/2026 Team Financial Group LLC56,722$6.27M2.8%-1.1%0.026%
5/1/2026 Independence Bank of Kentucky17,871$1.97M0.3%-13.7%0.008%
4/30/2026 Torren Management LLC71,942$7.95M4.0%+0.1%0.033%
4/30/2026 Meadow Creek Wealth Advisors LLC24,233$2.68M1.7%+0.6%0.011%
4/30/2026 First Horizon Corp35,116$3.88M0.2%+11.6%0.016%
4/30/2026 Mosaic Family Wealth Partners LLC15,334$1.69M0.2%+226.5%0.007%
4/30/2026 Fidelity D & D Bancorp Inc.61,746$6.82M2.7%+15.1%0.028%
4/30/2026 Frankly Finances LLC15,054$1.66M1.5%+6.6%0.007%
4/28/2026 Bogart Wealth LLC703$78K0.0%+251.5%0.000%
4/28/2026 GM Advisory Group LLC2,278$252K0.0%N/A0.001%
4/28/2026 Nixon Peabody Trust Co.17,359$1.92M0.2%-0.8%0.008%
4/27/2026 Carter Financial Group INC.2,390$264K0.2%-4.2%0.001%
4/27/2026 USAdvisors Wealth Management LLC100,409$10.87M3.6%+1.8%0.047%
4/27/2026 Proathlete Wealth Management LLC113,960$12.66M3.5%+2.5%0.053%
4/27/2026 Sound Income Strategies LLC233$26K0.0%+565.7%0.000%
4/24/2026 Root Financial Partners LLC4,217$466K0.0%+1,664.4%0.002%
4/24/2026 Argent Advisors Inc.117,662$13.00M3.5%N/A0.055%
4/23/2026 Pinnacle Bancorp Inc.4,181$462K0.1%-9.8%0.002%
4/22/2026 Wallington Asset Management LLC154,271$17.04M2.3%-1.8%0.072%
4/22/2026 Lam Group Inc.34,225$3.78M2.1%+5.1%0.016%
4/22/2026 MeadowBrook Investment Advisors LLC540$60K0.1%N/A0.000%
4/22/2026 Janney Montgomery Scott LLC78,937$8.72M0.0%+8.3%0.037%
4/22/2026 Creative Capital Management Investments LLC299,879$33.13M9.5%-0.3%0.140%
4/22/2026 Venturi Wealth Management LLC307,061$33.92M1.5%+11.9%0.143%
4/21/2026 ADG Wealth Management Group LLC2,703$299K0.2%+12.2%0.001%
4/21/2026 WJ Interests LLC210,747$23.28M8.9%+5.4%0.098%
4/21/2026 Morton Brown Family Wealth LLC232,530$25.69M6.8%+3.1%0.109%
4/21/2026 Foster & Motley Inc.93,422$10.32M0.5%+4.8%0.044%
4/20/2026 White Pine Investment CO65,171$7.20M1.7%+2.3%0.030%
4/20/2026 Heritage Wealth Management Inc.30,892$3.41M1.7%+0.8%0.014%
4/17/2026 First National Bank Sioux Falls76,999$8.91M2.5%+4.5%0.036%
4/17/2026 AdvisorNet Financial Inc975$108K0.0%+811.2%0.000%
4/17/2026 SVB Wealth LLC15,977$1.77M0.1%+6.7%0.007%
4/17/2026 First Citizens Asset Management Inc.15,384$1.70M0.6%+2.2%0.007%
4/17/2026 First Merchants Corp188,387$20.81M0.8%+7.6%0.088%
4/16/2026 First Community Trust NA23,216$2.57M1.9%+17,622.1%0.011%
3/17/2026 John A. Wolfe & Associates Inc.13,738$1.40M0.6%N/A0.007%
3/16/2026 Bank of New Hampshire33,192$3.39M0.8%+10,964.0%0.016%
3/2/2026 Sankala Group LLC1,878$212K0.2%N/A0.001%
2/23/2026 Monetary Solutions Ltd7,062$720K0.7%N/A0.003%
2/18/2026Garton & Associates Financial Advisors LLC436$44K0.0%N/A0.000%
2/18/2026Cahill Financial Advisors Inc.85,247$8.69M0.8%+16.8%0.042%
2/18/2026IHT Wealth Management LLC27,728$2.83M0.1%+5.3%0.014%
2/17/2026Advisory Services Network LLC119,275$12.16M0.2%-0.5%0.059%
2/17/2026Captrust Financial Advisors30,410$3.10M0.0%-23.5%0.015%
2/16/2026 Seven Mile Advisory106,387$10.85M1.9%+2.5%0.053%
2/16/2026Icon Wealth Advisors LLC2,220$226K0.0%N/A0.001%
2/16/2026Baldwin Investment Management LLC2,750$280K0.0%+4.8%0.001%
2/13/2026Marshall Wace LLP6,371$650K0.0%N/A0.003%
2/13/2026Wilkerson Advisory Group LLC76,852$7.84M2.8%N/A0.038%
2/13/2026 Mosaic Family Wealth Partners LLC4,697$479K0.1%N/A0.002%
2/13/2026Arkadios Wealth Advisors10,777$1.10M0.0%-1.5%0.005%
2/13/2026Integrated Wealth Concepts LLC88,224$9.00M0.1%+9.6%0.044%
2/12/2026 Correct Capital Wealth Management221,085$22.55M4.2%+1.5%0.109%
2/12/2026Cloud Capital Management LLC46,465$4.74M2.2%+23.0%0.023%
2/12/2026 Sfam LLC599$61K0.1%N/A0.000%
2/12/2026Colonial Trust Co SC4,860$496K0.1%+17.0%0.002%
2/11/2026 Janney Montgomery Scott LLC72,876$7.43M0.0%+8.2%0.036%
2/11/2026JPMorgan Chase & Co.848,616$86.54M0.0%+86.2%0.419%
2/11/2026 IMA Advisory Services Inc.36,108$3.68M0.4%+4.7%0.018%
2/11/2026 Landing Point Financial Group LLC4,665$476K0.2%-11.5%0.002%
2/11/2026 Nemes Rush Group LLC910$93K0.0%-14.6%0.000%
2/11/2026 First Command Advisory Services Inc.952$97K0.0%N/A0.000%
2/11/2026 Parallel Advisors LLC4,586$468K0.0%-11.2%0.002%
2/11/2026Curio Wealth LLC36,010$3.74M1.3%+9.5%0.018%
2/11/2026 Continuum Advisory LLC7,888$804K0.1%+20.8%0.004%
2/10/2026Greenwich Wealth Management LLC96,257$9.82M0.4%+7.6%0.048%
2/10/2026Natixis Advisors LLC29,692$3.03M0.0%+18.5%0.015%
2/10/2026 Zhang Financial LLC164,133$16.74M0.6%+19.1%0.081%
2/10/2026 Basepoint Wealth LLC305$31K0.0%N/A0.000%
2/10/2026 Rothschild Investment LLC187,213$19.09M1.1%+2.5%0.092%
2/10/2026Thoroughbred Financial Services LLC11,265$1.15M0.1%+18.2%0.006%
2/9/2026 Diversified Portfolios Inc.66,740$6.81M0.6%+2.5%0.033%
2/9/2026 Fidelity D & D Bancorp Inc.53,629$5.47M2.4%+27.7%0.026%
2/9/2026RHL Group LLC1,624$166K0.1%N/A0.001%
2/9/2026 North Star Asset Management Inc.7,818$797K0.0%-22.2%0.004%
2/6/2026EverSource Wealth Advisors LLC11,727$1.20M0.0%-43.6%0.006%
2/6/2026 Nixon Peabody Trust Co.17,491$1.78M0.1%-1.1%0.009%
2/6/2026 Gradient Capital Advisors LLC13,078$1.33M0.3%-3.1%0.006%
2/6/2026Bare Financial Services Inc303,644$30.97M8.6%+3.0%0.150%
2/6/2026 Motco17,881$1.82M0.2%-1.4%0.009%
2/6/2026 BlueStem Wealth Partners LLC51,319$5.23M0.6%+1.1%0.025%
2/6/2026 Creative Financial Designs Inc. ADV69,622$7.10M0.4%+7.6%0.034%
2/5/2026 Evensky & Katz LLC1,224,966$124.92M7.0%+1.1%0.605%
2/5/2026 First Citizens Asset Management Inc.15,048$1.54M0.5%N/A0.007%
2/5/2026 USAdvisors Wealth Management LLC98,672$10.06M3.3%+4.1%0.049%
2/5/2026Western Wealth Management LLC2,818$287K0.0%N/A0.001%
2/4/2026Community Bank N.A.57,130$5.83M0.7%-0.4%0.028%
2/4/2026Valeo Financial Advisors LLC5,154$526K0.0%+39.3%0.003%
2/4/2026 SVB Wealth LLC14,977$1.53M0.1%+12.4%0.007%
2/4/2026 Osprey Private Wealth LLC2,472$252K0.1%N/A0.001%
2/3/2026 CGC Financial Services LLC16,678$1.70M0.5%+0.8%0.008%
2/3/2026BOKF NA19,463$1.99M0.0%+19.9%0.010%


AVUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 187 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($191.19M), Evensky & Katz LLC ($124.92M), JPMorgan Chase & Co. ($86.54M), Prime Capital Investment Advisors LLC ($74.19M), Kovitz Investment Group Partners LLC ($53.58M), Farther Finance Advisors LLC ($45.37M), and Orrstown Financial Services Inc. ($34.74M).Learn more on Avantis U.S. Small Cap Value ETF's institutional investors.

Of the 177 institutional investors that purchased Avantis U.S. Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prime Capital Investment Advisors LLC ($1.05M), JPMorgan Chase & Co. ($773.39K), Ameriprise Financial Inc. ($737.76K), Kovitz Investment Group Partners LLC ($555.08K), Farther Finance Advisors LLC ($401.87K), Orrstown Financial Services Inc. ($348.27K), and Evensky & Katz LLC ($325.19K).

Institutional investors have bought a total of 4,377,948 shares in the last 24 months. This purchase volume represents approximately $425.21M in transactions.

Of the 57 institutional investors that sold Avantis U.S. Small Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prime Capital Investment Advisors LLC ($506.12K), Correct Capital Wealth Management ($179.85K), CGC Financial Services LLC ($153.95K), Ameriprise Financial Inc. ($99.71K), Strategic Blueprint LLC ($88.67K), Titleist Asset Management LLC ($42.43K), and Planned Solutions Inc. ($35.34K).

Institutional investors have sold a total of 1,390,659 shares in the last 24 months. This volume of shares sold represents approximately $134.05M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 5/9/2026 by MarketBeat.com Staff.
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