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

Avantis U.S. Small Cap Value ETF logo
$124.83 -1.09 (-0.87%)
As of 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)
129
Total
Institutional Inflows
(last 12 months)
$313.38M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$114.04M
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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
7/10/2026 Lam Group Inc.33,855$4.22M2.1%-1.1%0.014%
7/10/2026 Torren Management LLC70,658$8.82M4.5%-1.8%0.030%
7/10/2026 Orrstown Financial Services Inc.325,361$40.59M6.0%-0.7%0.139%
7/9/2026 Atlas Brown Inc.9,414$1.17M0.3%N/A0.004%
7/9/2026 Allied Private Wealth LLC217$27K0.0%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC4,553$568K0.0%+68.6%0.002%
7/8/2026 RVW Wealth LLC14,538$1.81M0.1%-3.8%0.006%
7/8/2026 Emprise Bank31,708$3.96M1.5%-0.5%0.014%
7/7/2026 Arlington Trust Co LLC1,145$143K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC31,179$3.89M0.1%+17.4%0.013%
7/7/2026 First Financial Corp IN8,312$1.04M0.4%-3.0%0.004%
7/2/2026 KERR 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%
5/18/2026EverSource Wealth Advisors LLC8,695$961K0.0%-25.9%0.004%
5/8/2026 Wilkerson 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%
5/4/2026 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%
4/30/2026Meadow 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%
4/30/2026Mosaic 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%
4/30/2026 Frankly 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%
4/27/2026 Proathlete Wealth Management LLC113,960$12.66M3.5%+2.5%0.053%
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4/27/2026 Sound 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%
4/22/2026 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%
4/22/2026Janney 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%
4/22/2026 Venturi 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%
4/21/2026 Morton 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%
4/20/2026 White 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%
4/17/2026 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%
3/17/2026John 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%
3/2/2026Sankala 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%
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%
2/13/2026 Wilkerson 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%
2/13/2026Integrated Wealth Concepts LLC88,224$9.00M0.1%+9.6%0.044%
2/12/2026Correct 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%
2/12/2026Sfam LLC599$61K0.1%N/A0.000%
2/12/2026Colonial Trust Co SC4,860$496K0.1%+17.0%0.002%
2/11/2026Janney 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%
2/11/2026IMA Advisory Services Inc.36,108$3.68M0.4%+4.7%0.018%
2/11/2026Landing Point Financial Group LLC4,665$476K0.2%-11.5%0.002%
2/11/2026Nemes Rush Group LLC910$93K0.0%-14.6%0.000%
2/11/2026First Command Advisory Services Inc.952$97K0.0%N/A0.000%
2/11/2026Parallel Advisors LLC4,586$468K0.0%-11.2%0.002%
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2/11/2026Curio Wealth LLC36,010$3.74M1.3%+9.5%0.018%
2/11/2026Continuum 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%
2/10/2026Zhang Financial LLC164,133$16.74M0.6%+19.1%0.081%
2/10/2026Basepoint Wealth LLC305$31K0.0%N/A0.000%
2/10/2026Rothschild Investment LLC187,213$19.09M1.1%+2.5%0.092%
2/10/2026Thoroughbred Financial Services LLC11,265$1.15M0.1%+18.2%0.006%
2/9/2026Diversified Portfolios Inc.66,740$6.81M0.6%+2.5%0.033%
2/9/2026Fidelity D & D Bancorp Inc.53,629$5.47M2.4%+27.7%0.026%


AVUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 191 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. ($40.59M).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: 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. ($339.48K), and Evensky & Katz LLC ($325.19K).

Institutional investors have bought a total of 3,118,535 shares in the last 24 months. This purchase volume represents approximately $313.38M in transactions.

Of the 58 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), 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 1,167,061 shares in the last 24 months. This volume of shares sold represents approximately $114.04M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 7/23/2026 by MarketBeat.com Staff.
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