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

Avantis U.S. Small Cap Value ETF logo
$101.11 -1.01 (-0.99%)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$432.42M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$103.33M
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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
9/12/2025 Valeo Financial Advisors LLC4,057$370K0.0%-36.8%0.002%
8/22/2025 Carter Financial Group INC.2,557$233K0.2%N/A0.001%
8/15/2025 Captrust Financial Advisors27,476$2.50M0.0%+5.9%0.015%
8/15/2025 Fidelity D & D Bancorp Inc.37,356$3.40M2.1%+29.5%0.021%
8/15/2025 IHT Wealth Management LLC27,619$2.52M0.1%-18.8%0.015%
8/15/2025 Ameriprise Financial Inc.1,811,693$165.09M0.0%-5.2%1.008%
8/14/2025 Heritage Wealth Management Inc.28,395$2.59M0.8%-1.4%0.016%
8/14/2025 CoreFirst Bank & Trust59,036$5.38M3.0%+11.4%0.033%
8/14/2025 SVB Wealth LLC10,195$929K0.0%N/A0.006%
8/14/2025 Cary Street Partners Financial LLC2,250$205K0.0%N/A0.001%
8/13/2025 Flow Traders U.S. LLC14,757$1.34M0.0%N/A0.008%
8/13/2025 Baird Financial Group Inc.171,092$15.59M0.0%-9.8%0.095%
8/13/2025 EverSource Wealth Advisors LLC35,715$3.25M0.1%+49.7%0.020%
8/13/2025 Bare Financial Services Inc270,697$24.66M8.3%+13.3%0.151%
8/13/2025 Greenwich Wealth Management LLC67,600$6.16M0.3%-25.2%0.038%
8/13/2025 Correct Capital Wealth Management212,801$19.39M2.8%-45.8%0.118%
8/12/2025 North Star Asset Management Inc.2,229$203K0.0%N/A0.001%
8/12/2025 Spectrum Wealth Advisory Group LLC2,491$227K0.1%-33.3%0.001%
8/12/2025 Titleist Asset Management LLC5,824$531K0.1%-87.9%0.003%
8/12/2025 Nemes Rush Group LLC2,314$211K0.0%-13.5%0.001%
8/12/2025 Cozad Asset Management Inc.26,995$2.46M0.2%-4.8%0.015%
8/12/2025 JPMorgan Chase & Co.370,722$33.77M0.0%+37.9%0.206%
8/11/2025 Diversified Portfolios Inc.61,621$5.61M0.5%+23.7%0.034%
8/11/2025 Rothschild Investment LLC181,417$16.53M1.0%+19.6%0.101%
8/8/2025 Nixon Peabody Trust Co.17,004$1.55M0.1%+33.9%0.009%
8/8/2025 IMA Advisory Services Inc.34,574$3.15M0.3%+1.4%0.019%
8/7/2025 Cahill Financial Advisors Inc.67,908$6.19M0.8%+39.4%0.038%
8/6/2025 Middleton & Co. Inc. MA10,886$992K0.1%-8.8%0.006%
8/6/2025 First Horizon Advisors Inc.9,892$901K0.0%+677.7%0.006%
8/6/2025 Cloud Capital Management LLC33,390$3.07M1.9%-2.2%0.019%
8/5/2025 GPS Wealth Strategies Group LLC582$53K0.0%-68.2%0.000%
8/5/2025 Westside Investment Management Inc.48,764$4.45M0.8%+12.1%0.027%
8/4/2025 Creative Financial Designs Inc. ADV62,010$5.65M0.4%+254.4%0.034%
8/4/2025 Arkadios Wealth Advisors11,165$1.02M0.0%+12.3%0.006%
8/1/2025 Motco15,968$1.48M0.1%N/A0.009%
8/1/2025 Zhang Financial LLC96,446$8.79M0.4%+144.0%0.054%
8/1/2025 Transcend Capital Advisors LLC31,347$2.86M0.2%+5.4%0.017%
7/31/2025 Leavell Investment Management Inc.6,099$556K0.0%-10.8%0.003%
7/31/2025 BIP Wealth LLC2,314$211K0.0%N/A0.001%
7/31/2025 Curio Wealth LLC31,036$2.83M1.2%+9,136.9%0.017%
7/31/2025 MN Wealth Advisors LLC17,807$1.62M0.9%-18.6%0.010%
7/31/2025 Opus Capital Group LLC148,360$13.52M1.6%+0.2%0.083%
7/31/2025 Longview Financial Advisors Inc.12,326$1.12M1.0%-13.7%0.007%
7/30/2025 Strategic Blueprint LLC172,255$15.69M0.8%+16.2%0.096%
7/30/2025 Meadow Creek Wealth Advisors LLC25,079$2.29M1.5%+0.6%0.014%
7/29/2025 Financial Symmetry Inc5,360$488K0.3%+32.6%0.003%
7/29/2025 Planned Solutions Inc.68,541$6.24M2.4%-33.5%0.038%
7/29/2025 Foster & Motley Inc.77,027$7.02M0.4%+18.0%0.043%
7/28/2025 Rosenberg Matthew Hamilton667$61K0.0%N/A0.000%
7/24/2025 Morton Brown Family Wealth LLC210,393$19.17M5.8%+1.0%0.118%
7/23/2025 First Merchants Corp137,353$12.51M0.5%+22.3%0.077%
7/23/2025 Venturi Wealth Management LLC146,039$13.30M0.7%-7.5%0.082%
7/23/2025 Prime Capital Investment Advisors LLC1,078,386$98.24M1.3%-12.6%0.606%
7/22/2025 Evensky & Katz LLC1,221,718$111.30M6.8%+20.8%0.686%
7/22/2025 Valeo Financial Advisors LLC3,694$337K0.0%-42.5%0.002%
7/22/2025 USAdvisors Wealth Management LLC93,609$8.53M3.2%+11.5%0.053%
7/21/2025 Quent Capital LLC210,908$19.21M1.9%N/A0.119%
7/21/2025 Wallington Asset Management LLC153,834$14.01M2.0%+1.2%0.086%
7/21/2025 Creative Capital Management Investments LLC287,204$26.16M9.4%+3.8%0.161%
7/18/2025 Trust Co. of Vermont917$84K0.0%+95.9%0.001%
7/18/2025 Magnolia Private Wealth LLC4,048$369K0.3%-30.2%0.002%
7/17/2025 White Pine Investment CO61,387$5.59M1.4%+0.4%0.035%
7/17/2025 Avondale Wealth Management139,948$12.75M7.1%+1,593.9%0.079%
7/17/2025 Fifth Third Securities Inc.31,889$2.91M0.2%+21.6%0.018%
7/17/2025 Independence Bank of Kentucky23,259$2.12M0.3%-12.0%0.013%
7/16/2025 Gradient Capital Advisors LLC14,143$1.29M0.4%+25.8%0.008%
7/15/2025 RVW Wealth LLC20,117$1.83M0.2%-47.7%0.011%
7/15/2025 Fortitude Family Office LLC23,645$2.15M0.7%+509.9%0.013%
7/14/2025 Proathlete Wealth Management LLC99,022$9.02M2.9%+8.1%0.056%
7/11/2025 Orrstown Financial Services Inc.360,075$32.80M6.9%+3.9%0.203%
7/11/2025 Farther Finance Advisors LLC105,303$9.59M0.2%+13.7%0.059%
7/11/2025 Pinnacle Bancorp Inc.4,907$447K0.1%-8.6%0.003%
7/10/2025 Hurlow Wealth Management Group Inc.2,235$204K0.1%N/A0.001%
7/10/2025 Klaas Financial Asset Advisors LLC91,468$8.33M1.3%+3.3%0.052%
7/9/2025 Emprise Bank33,544$3.06M1.5%-24.8%0.019%
7/9/2025 First Financial Corp IN11,785$1.07M0.5%-3.7%0.007%
7/8/2025 Parallel Advisors LLC5,235$477K0.0%+42.0%0.003%
7/7/2025 O Connor Financial Group LLC125,983$11.97M5.3%N/A0.071%
7/3/2025 Lam Group Inc.26,650$2.43M1.6%+32.3%0.016%
7/1/2025 First National Bank Sioux Falls71,646$6.53M2.4%+1.6%0.042%
5/16/2025NewEdge Advisors LLC167,589$14.61M0.1%+26.1%0.097%
5/16/2025Integrated Wealth Concepts LLC35,677$3.11M0.0%+147.9%0.021%
5/15/2025Titleist Asset Management LLC48,131$4.20M0.5%+3.3%0.028%
5/15/2025Baird Financial Group Inc.189,694$16.54M0.0%+6.0%0.110%
5/14/2025Ameriprise Financial Inc.1,911,402$166.61M0.0%+24.6%1.127%
5/13/2025EverSource Wealth Advisors LLC23,859$2.08M0.1%+27.7%0.014%
5/13/2025Evensky & Katz LLC1,011,152$88.14M5.9%+2.9%0.596%
5/12/2025Bare Financial Services Inc238,862$20.82M8.0%+6.3%0.141%
5/12/2025Curio Wealth LLC336$29K2.7%-98.8%0.000%
5/9/2025Wallington Asset Management LLC152,054$13.26M1.9%+0.6%0.090%
5/9/2025Middleton & Co. Inc. MA11,936$1.04M0.1%+3.7%0.007%
5/8/2025TIAA Trust National Association69,022$6.02M0.0%+1.7%0.041%
5/8/2025RVW Wealth LLC38,495$3.36M0.3%-85.2%0.023%
5/8/2025Foster & Motley Inc.65,251$5.69M0.4%+16.2%0.038%
5/8/2025Natixis Advisors LLC21,487$1.87M0.0%+48.9%0.013%
5/8/2025Arkadios Wealth Advisors9,943$867K0.0%+9.3%0.006%
5/8/2025Cozad Asset Management Inc.28,370$2.47M0.2%-5.5%0.017%
5/7/2025Baldwin Investment Management LLC3,084$269K0.0%-22.2%0.002%
5/7/2025Nemes Rush Group LLC2,675$233K0.0%+36.4%0.002%
5/7/2025BlueStem Wealth Partners LLC44,489$3.88M0.5%-5.9%0.026%
(Data available from 1/1/2016 forward)

AVUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVUV shares?

During the previous two years, 146 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($165.09M), Evensky & Katz LLC ($111.30M), Prime Capital Investment Advisors LLC ($98.24M), Kovitz Investment Group Partners LLC ($53.58M), JPMorgan Chase & Co. ($33.77M), Orrstown Financial Services Inc. ($32.80M), and Creative Capital Management Investments LLC ($26.16M).Learn more on Avantis U.S. Small Cap Value ETF's institutional investors.

Which institutional investors have been buying Avantis U.S. Small Cap Value ETF's stock?

Of the 139 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), Ameriprise Financial Inc. ($628.60K), Kovitz Investment Group Partners LLC ($555.08K), Orrstown Financial Services Inc. ($360.08K), Evensky & Katz LLC ($313.54K), Quent Capital LLC ($210.91K), and JPMorgan Chase & Co. ($210.46K).

How much institutional buying is happening at Avantis U.S. Small Cap Value ETF?

Institutional investors have bought a total of 4,654,619 shares in the last 24 months. This purchase volume represents approximately $432.42M in transactions.

Which of Avantis U.S. Small Cap Value ETF's major shareholders have been selling company stock?

Of the 49 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 ($247.14K), RVW Wealth LLC ($244.84K), Correct Capital Wealth Management ($179.85K), Ameriprise Financial Inc. ($99.71K), Longview Financial Advisors Inc. ($51.47K), Greenup Street Wealth Management LLC ($48.22K), and Titleist Asset Management LLC ($42.31K).

How much institutional selling is happening at Avantis U.S. Small Cap Value ETF?

Institutional investors have sold a total of 1,138,659 shares in the last 24 months. This volume of shares sold represents approximately $103.33M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 9/19/2025 by MarketBeat.com Staff
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