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

Avantis U.S. Small Cap Value ETF logo
$119.94 +0.30 (+0.25%)
Closing price 04:00 PM Eastern
Extended Trading
$119.92 -0.02 (-0.01%)
As of 04:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
129
Total
Institutional Inflows
(last 12 months)
$311.39M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$73.77M
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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
10/10/2026Prism Advisors Inc.143,316$17.22M4.4%N/A0.056%
10/10/2026Atlas Brown Inc.12,649$1.49M0.4%+34.4%0.005%
10/9/2026Longview Financial Advisors Inc.10,766$1.27M0.7%-9.1%0.004%
10/8/2026Farther Finance Advisors LLC679,855$80.07M0.6%+8.0%0.265%
10/8/2026CoreCap Advisors LLC33,207$3.91M0.1%+6.5%0.013%
10/7/2026Emprise Bank31,353$3.69M1.4%-1.1%0.012%
10/7/2026First Community Trust NA23,216$2.73M0.9%N/A0.009%
10/6/2026Bank of New Hampshire48,949$5.77M1.2%+8.6%0.019%
10/6/2026RVW Wealth LLC14,438$1.70M0.1%-0.7%0.006%
10/5/2026Ferguson Wellman Capital Management Inc.1,791$211K0.0%N/A0.001%
10/1/2026 Burkett Financial Services LLC456$54K0.0%N/A0.000%
9/25/2026Atomic Invest LLC2,938$366K0.0%+72.3%0.001%
9/15/2026Anchor Investment Management LLC3,465$432K0.0%+13.8%0.001%
9/9/2026Cahill Financial Advisors Inc.88,790$11.08M1.1%+1.1%0.037%
9/9/2026SVB Wealth LLC16,658$2.08M0.1%+4.3%0.007%
9/9/2026Community Bank N.A.56,923$7.10M0.8%-0.5%0.023%
8/23/2026Red Lighthouse Investment Management LLC338,462$42.23M12.2%+2.7%0.139%
8/22/2026TOP Private Wealth LLC.260$32K0.0%N/A0.000%
8/21/2026Continuum Advisory LLC23,571$2.94M0.2%+44.4%0.010%
8/21/2026Independence Bank of Kentucky17,134$2.14M0.2%-4.1%0.007%
8/13/2026Capital Square LLC1,812$225K0.1%N/A0.001%
8/8/2026Foster & Motley Inc.94,547$11.80M0.5%N/A0.039%
7/10/2026Lam Group Inc.33,855$4.22M2.1%-1.1%0.014%
7/10/2026Torren Management LLC70,658$8.82M4.5%-1.8%0.030%
7/10/2026Orrstown Financial Services Inc.325,361$40.59M6.0%-0.7%0.139%
7/9/2026Atlas Brown Inc.9,414$1.17M0.3%N/A0.004%
7/9/2026Allied Private Wealth LLC217$27K0.0%N/A0.000%
7/9/2026Valeo Financial Advisors LLC4,553$568K0.0%+68.6%0.002%
7/8/2026RVW Wealth LLC14,538$1.81M0.1%-3.8%0.006%
7/8/2026Emprise Bank31,708$3.96M1.5%-0.5%0.014%
7/7/2026Arlington Trust Co LLC1,145$143K0.0%N/A0.000%
7/7/2026CoreCap Advisors LLC31,179$3.89M0.1%+17.4%0.013%
7/7/2026First Financial Corp IN8,312$1.04M0.4%-3.0%0.004%
7/2/2026KERR FINANCIAL PLANNING Corp244$30K0.0%N/A0.000%
6/3/2026CoreFirst Bank & Trust54,112$5.98M3.2%-2.5%0.025%
6/3/2026Parallel Advisors LLC9,371$1.04M0.0%+104.3%0.004%
6/1/2026Dala Group LLC7,960$879K0.7%N/A0.004%
5/28/2026Cozad Asset Management Inc.31,936$3.53M0.3%+2.8%0.015%
5/19/2026McIlrath & Eck LLC129,770$14.34M1.1%+1.2%0.059%
5/19/2026Arkadios Wealth Advisors15,103$1.67M0.0%+40.1%0.007%
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5/18/2026EverSource Wealth Advisors LLC8,695$961K0.0%-25.9%0.004%
5/8/2026Wilkerson Advisory Group LLC78,307$8.65M3.0%+1.9%0.036%
5/7/2026Parallel Advisors LLC9,371$1.04M0.0%+104.3%0.004%
5/6/2026IMA Advisory Services Inc.37,408$4.13M0.4%+3.6%0.017%
5/6/2026Zhang Financial LLC178,134$19.68M0.7%+8.5%0.081%
5/6/2026Cornerstone Planning Group LLC272$33K0.0%+1,992.3%0.000%
5/6/2026Bessemer Group Inc.2,804$309K0.0%+16.3%0.001%
5/5/2026Bank of New York Mellon Corp3,242$358K0.0%+12.1%0.001%
5/4/2026Team Financial Group LLC56,722$6.27M2.8%-1.1%0.026%
5/1/2026Independence Bank of Kentucky17,871$1.97M0.3%-13.7%0.008%
4/30/2026Torren Management LLC71,942$7.95M4.0%+0.1%0.033%
4/30/2026Meadow Creek Wealth Advisors LLC24,233$2.68M1.7%+0.6%0.011%
4/30/2026First Horizon Corp35,116$3.88M0.2%+11.6%0.016%
4/30/2026Mosaic Family Wealth Partners LLC15,334$1.69M0.2%+226.5%0.007%
4/30/2026Fidelity D & D Bancorp Inc.61,746$6.82M2.7%+15.1%0.028%
4/30/2026Frankly Finances LLC15,054$1.66M1.5%+6.6%0.007%
4/28/2026Bogart Wealth LLC703$78K0.0%+251.5%0.000%
4/28/2026GM Advisory Group LLC2,278$252K0.0%N/A0.001%
4/28/2026Nixon Peabody Trust Co.17,359$1.92M0.2%-0.8%0.008%
4/27/2026Carter Financial Group INC.2,390$264K0.2%-4.2%0.001%
4/27/2026USAdvisors Wealth Management LLC100,409$10.87M3.6%+1.8%0.047%
4/27/2026Proathlete Wealth Management LLC113,960$12.66M3.5%+2.5%0.053%
4/27/2026Sound Income Strategies LLC233$26K0.0%+565.7%0.000%
4/24/2026Root Financial Partners LLC4,217$466K0.0%+1,664.4%0.002%
4/24/2026Argent Advisors Inc.117,662$13.00M3.5%N/A0.055%
4/23/2026Pinnacle Bancorp Inc.4,181$462K0.1%-9.8%0.002%
4/22/2026Wallington Asset Management LLC154,271$17.04M2.3%-1.8%0.072%
4/22/2026Lam Group Inc.34,225$3.78M2.1%+5.1%0.016%
4/22/2026MeadowBrook Investment Advisors LLC540$60K0.1%N/A0.000%
4/22/2026Janney Montgomery Scott LLC78,937$8.72M0.0%+8.3%0.037%
4/22/2026Creative Capital Management Investments LLC299,879$33.13M9.5%-0.3%0.140%
4/22/2026Venturi Wealth Management LLC307,061$33.92M1.5%+11.9%0.143%
4/21/2026ADG Wealth Management Group LLC2,703$299K0.2%+12.2%0.001%
4/21/2026WJ Interests LLC210,747$23.28M8.9%+5.4%0.098%
4/21/2026Morton Brown Family Wealth LLC232,530$25.69M6.8%+3.1%0.109%
4/21/2026Foster & Motley Inc.93,422$10.32M0.5%+4.8%0.044%
4/20/2026White Pine Investment CO65,171$7.20M1.7%+2.3%0.030%
4/20/2026Heritage Wealth Management Inc.30,892$3.41M1.7%+0.8%0.014%
4/17/2026First National Bank Sioux Falls76,999$8.91M2.5%+4.5%0.036%
4/17/2026AdvisorNet Financial Inc975$108K0.0%+811.2%0.000%
4/17/2026SVB Wealth LLC15,977$1.77M0.1%+6.7%0.007%
4/17/2026First Citizens Asset Management Inc.15,384$1.70M0.6%+2.2%0.007%
4/17/2026First Merchants Corp188,387$20.81M0.8%+7.6%0.088%
4/16/2026First Community Trust NA23,216$2.57M1.9%+17,622.1%0.011%
3/17/2026John A. Wolfe & Associates Inc.13,738$1.40M0.6%N/A0.007%
3/16/2026Bank of New Hampshire33,192$3.39M0.8%+10,964.0%0.016%
3/2/2026Sankala Group LLC1,878$212K0.2%N/A0.001%
2/23/2026Monetary 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%
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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%
2/16/2026Seven 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%
2/13/2026Mosaic Family Wealth Partners LLC4,697$479K0.1%N/A0.002%
2/13/2026Arkadios Wealth Advisors10,777$1.10M0.0%-1.5%0.005%


AVUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 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), Farther Finance Advisors LLC ($80.07M), Prime Capital Investment Advisors LLC ($74.19M), Kovitz Investment Group Partners LLC ($53.58M), and Red Lighthouse Investment Management LLC ($42.23M).Learn more on Avantis U.S. Small Cap Value ETF's institutional investors.

Of the 180 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: JPMorgan Chase & Co. ($773.39K), Ameriprise Financial Inc. ($737.76K), Kovitz Investment Group Partners LLC ($555.08K), Farther Finance Advisors LLC ($451.95K), Orrstown Financial Services Inc. ($339.48K), Evensky & Katz LLC ($257.73K), and Quent Long Short Global Small Cap Fund LP ($251.27K).

Institutional investors have bought a total of 2,987,893 shares in the last 24 months. This purchase volume represents approximately $311.39M in transactions.

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 ($350.88K), CGC Financial Services LLC ($153.95K), Strategic Blueprint LLC ($88.67K), EverSource Wealth Advisors LLC ($27.02K), Transcend Capital Advisors LLC ($18.48K), Evensky & Katz LLC ($10.00K), and Captrust Financial Advisors ($9.33K).

Institutional investors have sold a total of 726,378 shares in the last 24 months. This volume of shares sold represents approximately $73.77M in transactions.


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Institutional ownership data for NYSEARCA:AVUV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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