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

Avantis U.S. Small Cap Value ETF logo
$94.69 +1.00 (+1.07%)
Closing price 07/8/2025 04:10 PM Eastern
Extended Trading
$94.75 +0.06 (+0.06%)
As of 04:05 AM 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 Polygon.io. 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)
109
Total
Institutional Inflows
(last 12 months)
$445.38M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$48.49M
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Skip Chart & View Institutional Buying and Selling Data

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
7/8/2025Parallel Advisors LLC5,235$477K0.0%+42.0%0.003%
7/7/2025 O Connor Financial Group LLC125,983$11.97M5.3%N/A0.071%
7/3/2025 Lam Group Inc.26,650$2.43M1.6%+32.3%0.016%
7/1/2025 First National Bank Sioux Falls71,646$6.53M2.4%+1.6%0.042%
5/16/2025NewEdge Advisors LLC167,589$14.61M0.1%+26.1%0.097%
5/16/2025Integrated Wealth Concepts LLC35,677$3.11M0.0%+147.9%0.021%
5/15/2025Titleist Asset Management LLC48,131$4.20M0.5%+3.3%0.028%
5/15/2025Baird Financial Group Inc.189,694$16.54M0.0%+6.0%0.110%
5/14/2025Ameriprise Financial Inc.1,911,402$166.61M0.0%+24.6%1.127%
5/13/2025EverSource Wealth Advisors LLC23,859$2.08M0.1%+27.7%0.014%
5/13/2025Evensky & Katz LLC1,011,152$88.14M5.9%+2.9%0.596%
5/12/2025Bare Financial Services Inc238,862$20.82M8.0%+6.3%0.141%
5/12/2025Curio Wealth LLC336$29K2.7%-98.8%0.000%
5/9/2025Wallington Asset Management LLC152,054$13.26M1.9%+0.6%0.090%
5/9/2025Middleton & Co. Inc. MA11,936$1.04M0.1%+3.7%0.007%
5/8/2025TIAA Trust National Association69,022$6.02M0.0%+1.7%0.041%
5/8/2025RVW Wealth LLC38,495$3.36M0.3%-85.2%0.023%
5/8/2025Foster & Motley Inc.65,251$5.69M0.4%+16.2%0.038%
5/8/2025Natixis Advisors LLC21,487$1.87M0.0%+48.9%0.013%
5/8/2025Arkadios Wealth Advisors9,943$867K0.0%+9.3%0.006%
5/8/2025Cozad Asset Management Inc.28,370$2.47M0.2%-5.5%0.017%
5/7/2025Baldwin Investment Management LLC3,084$269K0.0%-22.2%0.002%
5/7/2025Nemes Rush Group LLC2,675$233K0.0%+36.4%0.002%
5/7/2025BlueStem Wealth Partners LLC44,489$3.88M0.5%-5.9%0.026%
5/6/2025USAdvisors Wealth Management LLC83,923$7.32M2.5%+3.6%0.050%
5/6/2025IMA Advisory Services Inc.34,087$2.97M0.4%-1.1%0.020%
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%
5/1/2025Fidelity D & D Bancorp Inc.28,845$2.51M1.7%+12.1%0.017%
5/1/2025Fifth Third Securities Inc.26,225$2.29M0.2%+37.9%0.015%
4/30/2025Correct Capital Wealth Management392,647$34.23M5.5%+0.2%0.232%
4/30/2025Leavell Investment Management Inc.6,839$596K0.0%+27.3%0.004%
4/30/2025Financial Symmetry Inc4,043$352K0.2%+30.4%0.002%
4/30/2025Opus Capital Group LLC148,023$12.90M1.7%-0.1%0.087%
4/30/2025Valeo Financial Advisors LLC6,423$560K0.0%-47.3%0.004%
4/30/2025Synergy Investment Management LLC729$64K0.0%+49.1%0.000%
4/29/2025Heritage Wealth Management Inc.28,807$2.51M0.9%+2.6%0.017%
4/29/2025Cloud Capital Management LLC34,154$2.98M2.1%N/A0.020%
4/29/2025CoreFirst Bank & Trust53,006$4.62M3.0%+3.6%0.031%
4/29/2025Bank of New York Mellon Corp7,107$619K0.0%+22.7%0.004%
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4/29/2025Strategic Blueprint LLC148,257$12.92M0.7%+32.5%0.087%
4/28/2025First Horizon Advisors Inc.1,272$111K0.0%-29.3%0.001%
4/28/2025Private Trust Co. NA4,329$377K0.0%-18.1%0.003%
4/28/2025Meadow Creek Wealth Advisors LLC24,923$2.17M1.6%+4.2%0.015%
4/28/2025Redmont Wealth Advisors LLC11,814$1.03M2.0%+9.0%0.007%
4/28/2025Longview Financial Advisors Inc.14,281$1.25M1.1%-77.4%0.008%
4/25/2025Morton Brown Family Wealth LLC208,387$18.17M6.2%+10.3%0.123%
4/25/2025Westside Investment Management Inc.43,504$3.79M0.8%+38.0%0.026%
4/24/2025Golden State Wealth Management LLC355$31K0.0%N/A0.000%
4/24/2025Klaas Financial Asset Advisors LLC88,528$7.72M1.3%+1.2%0.052%
4/24/2025Transcend Capital Advisors LLC29,750$2.59M0.2%+8.1%0.018%
4/24/2025Trust Co. of Vermont468$41K0.0%+108.0%0.000%
4/24/2025First Merchants Corp112,315$9.79M0.4%N/A0.066%
4/23/2025Creative Financial Designs Inc. ADV17,495$1.53M0.1%-1.3%0.010%
4/23/2025SOL Capital Management CO24,396$2.13M0.2%+4.6%0.014%
4/23/2025White Pine Investment CO61,169$5.33M1.4%+2.8%0.036%
4/23/2025Pinnacle Bancorp Inc.5,368$468K0.2%+8.2%0.003%
4/23/2025Golden State Wealth Management LLC710$62K0.0%N/A0.000%
4/23/2025Team Financial Group LLC54,692$4.77M2.8%+38.4%0.032%
4/22/2025Diversified Portfolios Inc.49,817$4.34M0.5%+4.0%0.029%
4/21/2025Proathlete Wealth Management LLC91,585$7.99M2.9%+10.1%0.055%
4/21/2025Investment Research & Advisory Group Inc.2,333$203K0.1%+53.4%0.001%
4/21/2025Community Bank N.A.57,355$5M0.7%+96.7%0.034%
4/21/2025MN Wealth Advisors LLC21,871$1.91M1.1%-17.5%0.013%
4/18/2025Creative 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%
4/16/2025Fortitude Family Office LLC3,877$338K0.1%+3,777.0%0.002%
4/15/2025Zhang Financial LLC39,529$3.45M0.2%+93.0%0.024%
4/15/2025Magnolia 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%
4/14/2025Farther Finance Advisors LLC92,616$8.11M0.2%+51.2%0.055%
4/14/2025Orrstown Financial Services Inc.346,458$30.20M7.2%+21.4%0.207%
4/10/2025Nixon Peabody Trust Co.12,700$1.11M0.1%N/A0.008%
4/10/2025First Financial Corp IN12,240$1.07M0.5%-5.9%0.007%
4/9/2025Planned Solutions Inc.103,011$8.98M3.6%+2.5%0.061%
4/9/2025NBC Securities Inc.324$28K0.0%N/A0.000%
4/8/2025Avondale Wealth Management8,262$720K0.5%N/A0.005%
4/8/2025Rothschild Investment LLC151,697$13.22M0.9%+8.3%0.090%
4/8/2025Parallel Advisors LLC3,686$321K0.0%-56.8%0.002%
4/7/2025GAMMA Investing LLC9,153$798K0.0%+8,617.1%0.005%
4/1/2025Emprise Bank44,636$3.89M2.1%+80.1%0.027%
2/27/2025Fidelity D & D Bancorp Inc.25,736$2.48M1.7%+8.5%0.015%
2/21/2025Fidelity 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%
2/18/2025Continuum 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%
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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%
2/13/2025Bessemer Group Inc.2,476$239K0.0%-81.4%0.002%
(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, 136 institutional investors and hedge funds held shares of Avantis U.S. Small Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($166.61M), Prime Capital Investment Advisors LLC ($92.34M), Evensky & Katz LLC ($88.14M), Kovitz Investment Group Partners LLC ($53.58M), Correct Capital Wealth Management ($34.23M), Orrstown Financial Services Inc. ($30.20M), and JPMorgan Chase & Co. ($24.49M).Learn more on Avantis U.S. Small Cap Value ETF's institutional investors.

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

Of the 130 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), Ameriprise Financial Inc. ($628.60K), Kovitz Investment Group Partners LLC ($555.08K), Orrstown Financial Services Inc. ($346.46K), Morton Brown Family Wealth LLC ($208.39K), Symmetry Partners LLC ($207.03K), and Avior Wealth Management LLC ($183.67K).

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

Institutional investors have bought a total of 4,816,564 shares in the last 24 months. This purchase volume represents approximately $445.38M in transactions.

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

Of the 40 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: RVW Wealth LLC ($226.46K), Prime Capital Investment Advisors LLC ($91.90K), Longview Financial Advisors Inc. ($49.52K), Greenup Street Wealth Management LLC ($48.22K), Curio Wealth LLC ($27.73K), Transcendent Capital Group LLC ($12.64K), and Bessemer Group Inc. ($10.84K).

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

Institutional investors have sold a total of 536,952 shares in the last 24 months. This volume of shares sold represents approximately $48.49M in transactions.


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This page (NYSEARCA:AVUV) was last updated on 7/9/2025 by MarketBeat.com Staff
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