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

Avantis U.S. Small Cap Value ETF logo
$85.52 +2.14 (+2.57%)
Closing price 05/2/2025 04:10 PM Eastern
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$85.50 -0.02 (-0.03%)
As of 05/2/2025 06:41 PM Eastern
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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)
108
Total
Institutional Inflows
(last 12 months)
$393.95M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$26.90M
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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
5/2/2025Cullen Frost Bankers Inc.1,734$151K0.0%+13.9%0.001%
5/2/2025Transcendent Capital Group LLC13,562$1.18M0.7%+5.9%0.008%
5/1/2025 Fidelity D & D Bancorp Inc.28,845$2.51M1.7%+12.1%0.017%
5/1/2025 Fifth Third Securities Inc.26,225$2.29M0.2%+37.9%0.015%
4/30/2025 Correct Capital Wealth Management392,647$34.23M5.5%+0.2%0.232%
4/30/2025 Leavell Investment Management Inc.6,839$596K0.0%+27.3%0.004%
4/30/2025 Financial Symmetry Inc4,043$352K0.2%+30.4%0.002%
4/30/2025 Opus Capital Group LLC148,023$12.90M1.7%-0.1%0.087%
4/30/2025 Valeo Financial Advisors LLC6,423$560K0.0%-47.3%0.004%
4/30/2025 Synergy Investment Management LLC729$64K0.0%+49.1%0.000%
4/29/2025 Heritage Wealth Management Inc.28,807$2.51M0.9%+2.6%0.017%
4/29/2025 Cloud Capital Management LLC34,154$2.98M2.1%N/A0.020%
4/29/2025 CoreFirst Bank & Trust53,006$4.62M3.0%+3.6%0.031%
4/29/2025 Bank of New York Mellon Corp7,107$619K0.0%+22.7%0.004%
4/29/2025 Strategic Blueprint LLC148,257$12.92M0.7%+32.5%0.087%
4/28/2025 First Horizon Advisors Inc.1,272$111K0.0%-29.3%0.001%
4/28/2025 Private Trust Co. NA4,329$377K0.0%-18.1%0.003%
4/28/2025 Meadow Creek Wealth Advisors LLC24,923$2.17M1.6%+4.2%0.015%
4/28/2025 Redmont Wealth Advisors LLC11,814$1.03M2.0%+9.0%0.007%
4/28/2025 Longview Financial Advisors Inc.14,281$1.25M1.1%-77.4%0.008%
4/25/2025 Morton Brown Family Wealth LLC208,387$18.17M6.2%+10.3%0.123%
4/25/2025 Westside Investment Management Inc.43,504$3.79M0.8%+38.0%0.026%
4/24/2025 Golden State Wealth Management LLC355$31K0.0%N/A0.000%
4/24/2025 Klaas Financial Asset Advisors LLC88,528$7.72M1.3%+1.2%0.052%
4/24/2025 Transcend Capital Advisors LLC29,750$2.59M0.2%+8.1%0.018%
4/24/2025 Trust Co. of Vermont468$41K0.0%+108.0%0.000%
4/24/2025 First Merchants Corp112,315$9.79M0.4%N/A0.066%
4/23/2025 Creative Financial Designs Inc. ADV17,495$1.53M0.1%-1.3%0.010%
4/23/2025 SOL Capital Management CO24,396$2.13M0.2%+4.6%0.014%
4/23/2025 White Pine Investment CO61,169$5.33M1.4%+2.8%0.036%
4/23/2025 Pinnacle Bancorp Inc.5,368$468K0.2%+8.2%0.003%
4/23/2025 Golden State Wealth Management LLC710$62K0.0%N/A0.000%
4/23/2025 Team Financial Group LLC54,692$4.77M2.8%+38.4%0.032%
4/22/2025 Diversified Portfolios Inc.49,817$4.34M0.5%+4.0%0.029%
4/21/2025 Proathlete Wealth Management LLC91,585$7.99M2.9%+10.1%0.055%
4/21/2025 Investment Research & Advisory Group Inc.2,333$203K0.1%+53.4%0.001%
4/21/2025 Community Bank N.A.57,355$5M0.7%+96.7%0.034%
4/21/2025 MN Wealth Advisors LLC21,871$1.91M1.1%-17.5%0.013%
4/18/2025 Creative Capital Management Investments LLC276,625$24.11M9.3%-1.3%0.165%
4/16/2025 Lam Group Inc.20,140$1.76M1.3%-23.7%0.012%
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4/16/2025 Fortitude Family Office LLC3,877$338K0.1%+3,777.0%0.002%
4/15/2025 Zhang Financial LLC39,529$3.45M0.2%+93.0%0.024%
4/15/2025 Magnolia Private Wealth LLC5,798$505K0.3%-26.1%0.003%
4/15/2025 First National Bank Sioux Falls70,484$6.14M2.5%+7.9%0.042%
4/14/2025 Farther Finance Advisors LLC92,616$8.11M0.2%+51.2%0.055%
4/14/2025 Orrstown Financial Services Inc.346,458$30.20M7.2%+21.4%0.207%
4/10/2025 Nixon Peabody Trust Co.12,700$1.11M0.1%N/A0.008%
4/10/2025 First Financial Corp IN12,240$1.07M0.5%-5.9%0.007%
4/9/2025 Planned Solutions Inc.103,011$8.98M3.6%+2.5%0.061%
4/9/2025 NBC Securities Inc.324$28K0.0%N/A0.000%
4/8/2025 Avondale Wealth Management8,262$720K0.5%N/A0.005%
4/8/2025 Rothschild Investment LLC151,697$13.22M0.9%+8.3%0.090%
4/8/2025 Parallel Advisors LLC3,686$321K0.0%-56.8%0.002%
4/7/2025 GAMMA Investing LLC9,153$798K0.0%+8,617.1%0.005%
4/1/2025 Emprise Bank44,636$3.89M2.1%+80.1%0.027%
2/27/2025 Fidelity D & D Bancorp Inc.25,736$2.48M1.7%+8.5%0.015%
2/21/2025 Fidelity D & D Bancorp Inc.25,736$2.48M1.8%+8.5%0.021%
2/18/2025JDM Financial Group LLC369$36K0.0%+113.3%0.000%
2/18/2025 Continuum Advisory LLC87,059$8.40M1.1%+1.3%0.072%
2/17/2025Systematic Financial Management LP46,310$4.47M0.1%N/A0.038%
2/17/2025Evensky & Katz LLC983,098$94.90M6.2%+0.6%0.816%
2/17/2025Cahill Financial Advisors Inc.25,806$2.49M0.3%+369.5%0.021%
2/17/2025Captrust Financial Advisors25,322$2.44M0.0%+4.0%0.021%
2/17/2025Baird Financial Group Inc.178,959$17.28M0.0%+14.5%0.148%
2/17/2025Baldwin Investment Management LLC3,966$383K0.0%-4.8%0.003%
2/17/2025Ameriprise Financial Inc.1,534,021$148.04M0.0%+19.6%1.273%
2/14/2025Kovitz Investment Group Partners LLC555,078$53.58M0.2%+2.5%0.460%
2/14/2025Integrated Wealth Concepts LLC14,389$1.39M0.0%+81.9%0.012%
2/14/2025IHT Wealth Management LLC37,796$3.65M0.1%+24.1%0.031%
2/14/2025Landing Point Financial Group LLC2,729$263K0.2%N/A0.002%
2/13/2025Capital Square LLC12,047$1.20M0.7%+5.1%0.010%
2/13/2025M Holdings Securities Inc.36,745$3.55M0.6%+7.0%0.030%
2/13/2025Keystone Financial Group4,921$475K0.0%N/A0.004%
2/13/2025 Bessemer Group Inc.2,476$239K0.0%-81.4%0.002%
2/13/2025Titleist Asset Management LLC46,605$4.50M0.5%+29.2%0.039%
2/12/2025Nemes Rush Group LLC1,961$189K0.0%+163.2%0.002%
2/12/2025 ARK & TLK Investments LLC3,358$324K0.1%+19.8%0.003%
2/12/2025Prime Capital Investment Advisors LLC956,543$92.34M1.3%-1.3%0.794%
2/12/2025JPMorgan Chase & Co.253,659$24.49M0.0%+74.8%0.210%
2/11/2025TIAA Trust National Association67,859$6.55M0.0%+60.4%0.056%
2/11/2025 CoreFirst Bank & Trust51,150$4.94M2.9%N/A0.042%
2/11/2025 Crowley Wealth Management Inc.1,100$106K0.1%N/A0.001%
2/10/2025Cozad Asset Management Inc.30,037$2.90M0.3%+30.0%0.025%
2/10/2025Curio Wealth LLC28,070$2.71M1.5%N/A0.023%
2/10/2025 Creative Financial Designs Inc. ADV17,728$1.71M0.1%+5.0%0.015%
2/10/2025Greenwich Wealth Management LLC80,864$7.81M0.6%+3.4%0.067%
2/10/2025Natixis Advisors LLC14,433$1.39M0.0%N/A0.012%
2/10/2025Bare Financial Services Inc224,627$21.68M8.7%+7.9%0.186%
2/10/2025 Farther Finance Advisors LLC61,241$5.91M0.2%+13.3%0.051%
2/10/2025EverSource Wealth Advisors LLC18,683$1.80M0.1%+30.8%0.015%
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2/7/2025 Kendall Capital Management10,000$965K0.3%N/A0.008%
2/6/2025Cullen Frost Bankers Inc.1,523$147K0.0%N/A0.001%
2/6/2025 Synergy Investment Management LLC489$47K0.0%N/A0.000%
2/5/2025 Bridges Investment Management Inc.2,299$222K0.0%N/A0.002%
2/5/2025BlueStem Wealth Partners LLC47,254$4.56M0.6%N/A0.039%
2/5/2025Middleton & Co. Inc. MA11,515$1.11M0.1%+391.0%0.010%
2/5/2025WR Wealth Planners LLC67,423$6.51M2.1%+4.4%0.056%
2/5/2025 Bull Oak Capital LLC123,834$11.95M6.6%+0.1%0.103%
2/5/2025 Magnolia Private Wealth LLC7,850$758K0.4%N/A0.007%
2/4/2025 Financial Symmetry Inc3,100$299K0.2%-23.0%0.003%
(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, 138 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($148.04M), Evensky & Katz LLC ($94.90M), Prime Capital Investment Advisors LLC ($92.34M), Kovitz Investment Group Partners LLC ($53.58M), Correct Capital Wealth Management ($34.23M), Orrstown Financial Services Inc. ($30.20M), and RVW Wealth LLC ($25.09M).Learn more on AVUV's institutional investors.

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

Of the 133 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: Prime Capital Investment Advisors LLC ($1.05M), Kovitz Investment Group Partners LLC ($555.08K), Orrstown Financial Services Inc. ($346.46K), Ameriprise Financial Inc. ($251.22K), Morton Brown Family Wealth LLC ($208.39K), Symmetry Partners LLC ($207.03K), and RVW Wealth LLC ($186.15K).

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

Institutional investors have bought a total of 5,707,603 shares in the last 24 months. This purchase volume represents approximately $519.00M in transactions.

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

Of the 52 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), Prime Capital Investment Advisors LLC ($91.90K), Evensky & Katz LLC ($88.79K), Greenup Street Wealth Management LLC ($75.55K), Longview Financial Advisors Inc. ($49.52K), Greenwich Wealth Management LLC ($13.12K), and Transcendent Capital Group LLC ($12.64K).

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

Institutional investors have sold a total of 588,340 shares in the last 24 months. This volume of shares sold represents approximately $52.55M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 5/3/2025 by MarketBeat.com Staff
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