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

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+0.82 (+0.93%)
(As of 04/22/2024 ET)
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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)
57
Total
Institutional Inflows
(last 12 months)
$119.81M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$25.37M
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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
4/19/2024Westside Investment Management Inc.19,892$1.86M0.4%+22.5%0.017%
4/19/2024Meadow Creek Wealth Advisors LLC18,815$1.76M1.2%+2.0%0.016%
4/19/2024Wallington Asset Management LLC146,414$13.72M2.1%+0.6%0.124%
4/17/2024Gradient Capital Advisors LLC12,050$1.13M0.4%-5.3%0.010%
4/16/2024Independence Bank of Kentucky19,759$1.85M0.6%+127.5%0.024%
4/16/2024First National Bank Sioux Falls54,376$5.10M2.8%+20.5%0.067%
4/15/2024Sunbelt 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%
3/1/2024Transcendent Capital Group LLC25,392$2.28M1.5%N/A0.031%
2/20/2024Able Wealth Management LLC11,483$1.03M0.9%N/A0.014%
2/15/2024Concentric 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%
2/9/2024EverSource Wealth Advisors LLC8,668$778K0.1%+6.4%0.011%
2/9/2024Certified Advisory Corp59,594$5.35M0.8%+5.3%0.073%
2/9/2024Keystone Financial Group2,621$235K0.0%N/A0.003%
2/8/2024Greenup Street Wealth Management LLC29,683$2.67M0.7%+2.1%0.036%
2/8/2024Janney Montgomery Scott LLC47,314$4.25M0.0%-2.3%0.058%
2/6/2024Creative Capital Management Investments LLC284,837$25.58M14.8%+0.7%0.349%
2/5/2024Cozad Asset Management Inc.14,184$1.27M0.1%+178.9%0.017%
2/1/2024First National Bank Sioux Falls45,141$4.05M2.1%+9.4%0.055%
2/1/2024Foster & Motley Inc.37,358$3.36M0.2%+37.5%0.046%
2/1/2024Greenwich Wealth Management LLC70,065$6.29M0.6%-15.8%0.086%
1/31/2024Zhang Financial LLC7,977$716K0.1%+78.3%0.010%
1/31/2024Financial Symmetry Inc2,890$259K0.3%N/A0.004%
1/31/2024Opus Capital Group LLC133,871$12.02M2.0%-0.5%0.164%
1/30/2024Scissortail Wealth Management LLC25,702$2.30M0.7%N/A0.031%
1/30/2024Diversified 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%
1/29/2024Morton Brown Family Wealth LLC48,833$4.39M1.9%+8,876.7%0.060%
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1/25/2024Pinnacle Bancorp Inc.614$55K0.0%+958.6%0.001%
1/25/2024SOL Capital Management CO27,784$2.50M0.3%-2.1%0.034%
1/25/2024Strategic Blueprint LLC107,588$9.66M0.8%+5.6%0.132%
1/25/2024Wallington Asset Management LLC145,538$13.07M2.2%+0.3%0.178%
1/24/2024Private Trust Co. NA2,790$251K0.0%-20.6%0.003%
1/23/2024Independence Bank of Kentucky8,684$780K0.3%+70.8%0.011%
1/23/2024Tanglewood Legacy Advisors LLC4,380$393K0.2%-35.6%0.005%
1/19/2024 AdvisorNet Financial Inc406$36K0.0%+576.7%0.000%
1/19/2024Life Planning Partners Inc361$32K0.0%N/A0.000%
1/18/2024Meadow 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%
1/12/2024GPS Wealth Strategies Group LLC2,351$211K0.0%+305.3%0.003%
1/12/2024Westside 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%
1/10/2024Creative 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%
11/16/2023Westside Investment Management Inc.6,342$494K0.1%+28.2%0.008%
11/15/2023KPP Advisory Services LLC18,823$1.47M0.5%N/A0.023%
11/13/2023Certified Advisory Corp56,603$4.07M0.5%+85.0%0.069%
11/13/2023Asset Dedication LLC21,524$1.68M0.1%-0.8%0.026%
11/9/2023USAdvisors Wealth Management LLC53,671$4.18M1.7%+6.6%0.066%
11/9/2023Concentric Wealth Management LLC157,077$12.24M4.0%+2.8%0.192%
11/8/2023Greenup Street Wealth Management LLC29,084$2.27M0.7%-18.9%0.036%
11/8/2023Janney Montgomery Scott LLC48,425$3.78M0.0%-0.3%0.059%
11/7/2023Greenwich Wealth Management LLC83,185$6.48M0.7%+9.2%0.102%
11/4/2023EverSource Wealth Advisors LLC8,146$635K0.1%+3.7%0.010%
11/2/2023Cozad Asset Management Inc.5,085$396K0.1%+34.7%0.006%
11/2/2023Diversified Portfolios Inc.16,549$1.29M0.2%+3.5%0.020%
10/30/2023Wallington Asset Management LLC145,128$11.31M2.1%+1.1%0.178%
10/25/2023Creative 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%
10/24/2023Bank of New York Mellon Corp5,525$431K0.0%-12.1%0.007%
10/24/2023Foster & Motley Inc.27,170$2.12M0.2%+21.3%0.033%
10/19/2023SOL Capital Management CO28,379$2.21M0.3%+43.1%0.035%
10/18/2023Strategic Blueprint LLC101,867$7.94M0.7%-0.8%0.125%
10/18/2023Private Trust Co. NA3,515$274K0.0%-10.9%0.004%
10/16/2023Independence Bank of Kentucky5,085$396K0.2%+67.0%0.006%
10/12/2023 RVW Wealth LLC216,482$16.88M2.0%+15.5%0.265%
10/12/2023First National Bank Sioux Falls41,258$3.22M1.9%-2.4%0.051%
10/12/2023 Versant Capital Management Inc25,092$1.96M0.6%-16.3%0.031%
10/11/2023Zhang Financial LLC4,473$349K0.0%+52.2%0.005%
10/11/2023 First Financial Corp IN15,697$1.22M0.7%+1.1%0.019%
10/10/2023 Evensky & Katz LLC888,118$69.23M5.9%-9.1%1.088%
9/12/2023Farther Finance Advisors LLC20,152$1.56M0.3%-3.9%0.025%
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8/22/2023Asset Dedication LLC21,687$1.68M0.1%+6.9%0.027%
8/14/2023Certified Advisory Corp30,593$2.37M0.4%N/A0.037%
8/9/2023Diversified Portfolios Inc.15,993$1.24M0.2%+61.8%0.020%
8/9/2023Concentric Wealth Management LLC152,803$11.86M3.8%N/A0.187%
8/8/2023Foster & Motley Inc.22,393$1.74M0.1%+37.4%0.027%
8/7/2023CoreFirst Bank & Trust24,950$1.94M1.4%+44.5%0.031%
8/7/2023Greenup Street Wealth Management LLC35,872$2.78M0.8%-36.4%0.044%
8/4/2023EverSource Wealth Advisors LLC7,855$610K0.1%-9.5%0.011%
8/2/2023MAI Capital Management8,209$637K0.0%-35.6%0.011%
8/1/2023Tanglewood Legacy Advisors LLC6,796$527K0.3%+10.3%0.009%
(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, 89 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 ($25.58M), 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 84 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 ($942.14K), Creative Capital Management Investments LLC ($284.84K), 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 ($131.62K).

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

Institutional investors have bought a total of 3,488,227 shares in the last 24 months. This purchase volume represents approximately $269.74M 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 438,206 shares in the last 24 months. This volume of shares sold represents approximately $35.05M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 4/23/2024 by MarketBeat.com Staff

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