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

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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)
58
Total
Institutional Inflows
(last 12 months)
$124.57M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$25.16M
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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
5/15/2024CoreFirst Bank & Trust47,348$4.44M2.8%+12.8%0.039%
5/10/2024 ARK & TLK Investments LLC2,835$266K0.1%N/A0.002%
5/8/2024 Cozad Asset Management Inc.18,193$1.71M0.2%+28.3%0.015%
5/7/2024 Capital Square LLC13,864$1.30M0.9%N/A0.012%
5/2/2024 USAdvisors Wealth Management LLC49,230$4.58M1.7%-3.5%0.042%
5/1/2024 Janney Montgomery Scott LLC46,103$4.32M0.0%-2.6%0.039%
4/30/2024 MN Wealth Advisors LLC10,752$1.01M0.6%+22.8%0.009%
4/29/2024 Newman Dignan & Sheerar Inc.3,150$295K0.1%N/A0.003%
4/27/2024 White Pine Investment CO50,570$4.74M1.4%N/A0.043%
4/26/2024 YHB Investment Advisors Inc.1,625$152K0.0%N/A0.001%
4/26/2024 Opus Capital Group LLC134,925$12.64M1.8%+0.8%0.114%
4/24/2024 Zhang Financial LLC10,420$976K0.1%+30.6%0.009%
4/23/2024 Creative Capital Management Investments LLC285,565$26.76M13.8%+0.3%0.242%
4/23/2024 Morton Brown Family Wealth LLC131,537$12.33M5.1%+169.4%0.112%
4/23/2024 Strategic Blueprint LLC109,249$10.24M0.7%+1.5%0.093%
4/19/2024 Westside Investment Management Inc.19,892$1.86M0.4%+22.5%0.017%
4/19/2024 Meadow Creek Wealth Advisors LLC18,815$1.76M1.2%+2.0%0.016%
4/19/2024 Wallington Asset Management LLC146,414$13.72M2.1%+0.6%0.124%
4/17/2024 Gradient Capital Advisors LLC12,050$1.13M0.4%-5.3%0.010%
4/16/2024 Independence Bank of Kentucky19,759$1.85M0.6%+127.5%0.024%
4/16/2024 First National Bank Sioux Falls54,376$5.10M2.8%+20.5%0.067%
4/15/2024 Sunbelt Securities Inc.435$41K0.0%+111.2%0.001%
4/13/2024 First Financial Corp IN15,916$1.49M0.8%-14.4%0.019%
4/12/2024 First PREMIER Bank1,862$175K0.0%+9.1%0.002%
4/11/2024 Bull Oak Capital LLC102,370$9.59M6.4%-55.2%0.125%
4/8/2024Emprise Bank22,341$2.09M1.4%N/A0.027%
4/8/2024 Evensky & Katz LLC909,776$85.26M6.0%+0.2%1.114%
4/8/2024 RVW Wealth LLC263,449$24.69M2.5%+8.4%0.323%
4/4/2024 S. R. Schill & Associates41,944$3.93M1.7%-2.2%0.051%
4/4/2024 Orrstown Financial Services Inc.14,155$1.33M0.7%+338.2%0.017%
4/3/2024 Versant Capital Management Inc24,719$2.32M0.7%-0.7%0.030%
4/2/2024 Symmetry Partners LLC207,025$19.40M1.5%+8.7%0.254%
3/18/2024CoreFirst Bank & Trust41,974$3.77M2.5%+27.3%0.051%
3/8/2024ICA Group Wealth Management LLC328$29K0.0%N/A0.000%
3/1/2024 Transcendent Capital Group LLC25,392$2.28M1.5%N/A0.031%
2/20/2024Able Wealth Management LLC11,483$1.03M0.9%N/A0.014%
2/15/2024 Concentric Wealth Management LLC157,745$14.17M4.1%+0.4%0.193%
2/14/2024Vantage Financial Partners Ltd. Inc.73,529$6.60M2.0%+1,753.5%0.090%
2/9/2024 EverSource Wealth Advisors LLC8,668$778K0.1%+6.4%0.011%
2/9/2024 Certified Advisory Corp59,594$5.35M0.8%+5.3%0.073%
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2/9/2024 Keystone Financial Group2,621$235K0.0%N/A0.003%
2/8/2024 Greenup Street Wealth Management LLC29,683$2.67M0.7%+2.1%0.036%
2/8/2024 Janney Montgomery Scott LLC47,314$4.25M0.0%-2.3%0.058%
2/6/2024 Creative Capital Management Investments LLC284,837$25.58M14.8%+0.7%0.349%
2/5/2024 Cozad Asset Management Inc.14,184$1.27M0.1%+178.9%0.017%
2/1/2024 First National Bank Sioux Falls45,141$4.05M2.1%+9.4%0.055%
2/1/2024 Foster & Motley Inc.37,358$3.36M0.2%+37.5%0.046%
2/1/2024 Greenwich Wealth Management LLC70,065$6.29M0.6%-15.8%0.086%
1/31/2024 Zhang Financial LLC7,977$716K0.1%+78.3%0.010%
1/31/2024 Financial Symmetry Inc2,890$259K0.3%N/A0.004%
1/31/2024 Opus Capital Group LLC133,871$12.02M2.0%-0.5%0.164%
1/30/2024Scissortail Wealth Management LLC25,702$2.30M0.7%N/A0.031%
1/30/2024 Diversified Portfolios Inc.25,431$2.28M0.4%+53.7%0.031%
1/30/2024 S. R. Schill & Associates42,890$3.85M1.7%-2.2%0.053%
1/29/2024 Morton Brown Family Wealth LLC48,833$4.39M1.9%+8,876.7%0.060%
1/25/2024 Pinnacle Bancorp Inc.614$55K0.0%+958.6%0.001%
1/25/2024 SOL Capital Management CO27,784$2.50M0.3%-2.1%0.034%
1/25/2024 Strategic Blueprint LLC107,588$9.66M0.8%+5.6%0.132%
1/25/2024 Wallington Asset Management LLC145,538$13.07M2.2%+0.3%0.178%
1/24/2024 Private Trust Co. NA2,790$251K0.0%-20.6%0.003%
1/23/2024 Independence Bank of Kentucky8,684$780K0.3%+70.8%0.011%
1/23/2024 Tanglewood Legacy Advisors LLC4,380$393K0.2%-35.6%0.005%
1/19/2024 AdvisorNet Financial Inc406$36K0.0%+576.7%0.000%
1/19/2024 Life Planning Partners Inc361$32K0.0%N/A0.000%
1/18/2024 Meadow Creek Wealth Advisors LLC18,454$1.66M1.6%N/A0.023%
1/16/2024 First Financial Corp IN18,583$1.67M0.8%+18.4%0.023%
1/12/2024 GPS Wealth Strategies Group LLC2,351$211K0.0%+305.3%0.003%
1/12/2024 Westside Investment Management Inc.16,237$1.46M0.4%+156.0%0.020%
1/12/2024 Fortitude Family Office LLC408$37K0.0%N/A0.000%
1/11/2024 Orrstown Financial Services Inc.3,230$290K0.2%N/A0.004%
1/10/2024 Creative Financial Designs Inc. ADV1,597$143K0.0%N/A0.002%
1/9/2024Central Bank & Trust Co.6,151$552K0.1%N/A0.008%
1/9/2024 Versant Capital Management Inc24,893$2.24M0.7%-0.8%0.030%
1/8/2024 RVW Wealth LLC243,124$21.83M2.4%+12.3%0.298%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC31,430$2.82M1.0%N/A0.038%
1/2/2024 Symmetry Partners LLC190,433$17.30M0.9%N/A0.233%
12/18/2023CoreFirst Bank & Trust32,985$2.57M1.8%+32.2%0.040%
11/16/2023 Westside Investment Management Inc.6,342$494K0.1%+28.2%0.008%
11/15/2023KPP Advisory Services LLC18,823$1.47M0.5%N/A0.023%
11/13/2023 Certified Advisory Corp56,603$4.07M0.5%+85.0%0.069%
11/13/2023 Asset Dedication LLC21,524$1.68M0.1%-0.8%0.026%
11/9/2023 USAdvisors Wealth Management LLC53,671$4.18M1.7%+6.6%0.066%
11/9/2023 Concentric Wealth Management LLC157,077$12.24M4.0%+2.8%0.192%
11/8/2023 Greenup Street Wealth Management LLC29,084$2.27M0.7%-18.9%0.036%
11/8/2023 Janney Montgomery Scott LLC48,425$3.78M0.0%-0.3%0.059%
11/7/2023 Greenwich Wealth Management LLC83,185$6.48M0.7%+9.2%0.102%
11/4/2023 EverSource Wealth Advisors LLC8,146$635K0.1%+3.7%0.010%
11/2/2023 Cozad Asset Management Inc.5,085$396K0.1%+34.7%0.006%
11/2/2023 Diversified Portfolios Inc.16,549$1.29M0.2%+3.5%0.020%
10/30/2023 Wallington Asset Management LLC145,128$11.31M2.1%+1.1%0.178%
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10/25/2023 Creative Capital Management Investments LLC282,858$22.05M15.1%+1.6%0.346%
10/24/2023 S. R. Schill & Associates43,841$3.42M1.7%N/A0.054%
10/24/2023 Bank of New York Mellon Corp5,525$431K0.0%-12.1%0.007%
10/24/2023 Foster & Motley Inc.27,170$2.12M0.2%+21.3%0.033%
10/19/2023 SOL Capital Management CO28,379$2.21M0.3%+43.1%0.035%
10/18/2023 Strategic Blueprint LLC101,867$7.94M0.7%-0.8%0.125%
10/18/2023 Private Trust Co. NA3,515$274K0.0%-10.9%0.004%
10/16/2023 Independence Bank of Kentucky5,085$396K0.2%+67.0%0.006%
10/12/2023 RVW Wealth LLC216,482$16.88M2.0%+15.5%0.265%
10/12/2023 First National Bank Sioux Falls41,258$3.22M1.9%-2.4%0.051%
(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, 94 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Evensky & Katz LLC ($85.26M), Creative Capital Management Investments LLC ($26.76M), RVW Wealth LLC ($24.69M), Symmetry Partners LLC ($19.40M), Concentric Wealth Management LLC ($14.17M), Wallington Asset Management LLC ($13.72M), and B&D White Capital Company LLC ($13.30M).Learn more on AVUV's institutional investors.

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

Of the 87 institutional investors that purchased Avantis U.S. Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Evensky & Katz LLC ($816.94K), Creative Capital Management Investments LLC ($285.57K), RVW Wealth LLC ($258.90K), Symmetry Partners LLC ($207.03K), Concentric Wealth Management LLC ($157.75K), Wallington Asset Management LLC ($144.82K), and Opus Capital Group LLC ($132.67K).

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

Institutional investors have bought a total of 3,417,174 shares in the last 24 months. This purchase volume represents approximately $266.45M in transactions.

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

Of the 36 institutional investors that sold Avantis U.S. Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bull Oak Capital LLC ($126.30K), Evensky & Katz LLC ($88.79K), B&D White Capital Company LLC ($87.45K), Greenup Street Wealth Management LLC ($27.33K), IAM Advisory LLC ($16.35K), Greenwich Wealth Management LLC ($15.85K), and Gradient Capital Advisors LLC ($14.82K).

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

Institutional investors have sold a total of 441,183 shares in the last 24 months. This volume of shares sold represents approximately $35.33M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 5/15/2024 by MarketBeat.com Staff

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