Go Pro
→ DOJ Admits It In Court—Your Cash Can Be Seized Without Warning (From Priority Gold) (Ad)tc pixel Free AVUV Stock Alerts

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

Avantis U.S. Small Cap Value ETF logo
$124.35 -0.41 (-0.33%)
As of 07/1/2026 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)
128
Total
Institutional Inflows
(last 12 months)
$384.28M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$132.12M
Get AVUV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Avantis U.S. Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/8/2026Wilkerson 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%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
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%
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%
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%
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%
2/9/2026RHL Group LLC1,624$166K0.1%N/A0.001%
2/9/2026North Star Asset Management Inc.7,818$797K0.0%-22.2%0.004%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/6/2026EverSource Wealth Advisors LLC11,727$1.20M0.0%-43.6%0.006%
2/6/2026Nixon Peabody Trust Co.17,491$1.78M0.1%-1.1%0.009%
2/6/2026Gradient Capital Advisors LLC13,078$1.33M0.3%-3.1%0.006%
2/6/2026Bare Financial Services Inc303,644$30.97M8.6%+3.0%0.150%
2/6/2026Motco17,881$1.82M0.2%-1.4%0.009%
2/6/2026BlueStem Wealth Partners LLC51,319$5.23M0.6%+1.1%0.025%
2/6/2026Creative Financial Designs Inc. ADV69,622$7.10M0.4%+7.6%0.034%
2/5/2026Evensky & Katz LLC1,224,966$124.92M7.0%+1.1%0.605%
2/5/2026First Citizens Asset Management Inc.15,048$1.54M0.5%N/A0.007%
2/5/2026USAdvisors Wealth Management LLC98,672$10.06M3.3%+4.1%0.049%


AVUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 189 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. ($34.74M).Learn more on Avantis U.S. Small Cap Value ETF's institutional investors.

Of the 179 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. ($348.27K), and Evensky & Katz LLC ($325.19K).

Institutional investors have bought a total of 3,903,252 shares in the last 24 months. This purchase volume represents approximately $384.28M in transactions.

Of the 57 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 ($506.12K), 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 1,367,341 shares in the last 24 months. This volume of shares sold represents approximately $132.12M in transactions.


Related Companies

This page (NYSEARCA:AVUV) was last updated on 7/2/2026 by MarketBeat.com Staff.
From Our Partners
DOJ Admits It In Court—Your Cash Can Be Seized Without Warning
The Department of Justice recently argued in court that cash may not be legally your property - raising concer...
Priority Gold | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Urgent exposé on the "Mar-a-Lago Trade"
Dr. David Eifrig, former Goldman Sachs VP and Senior Partner at Stansberry Research, has released an urgent ex...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Gold Is About to Do Something It Hasn’t in 90 Years
The U.S. Treasury still carries America's gold reserves at $42 per ounce — a price set generations ago. Buried...
US Gold Bureau | Sponsoredtc pixel
What Happens to Your Assets If You Die Without a Will?
Without a will, your state's intestacy laws decide how your assets are divided — a rigid formula that ignores ...
SmartAsset | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel