Who Owns AVUV?
Avantis U.S. Small Cap Value ETF — Institutional Ownership & 13F Holdings
$120.11
+1.52 (+1.28%)
Market Cap
$23.6B
Shares Outstanding
196,955,551
Institutional Holders
798
Total Inst. Value
$7.6B
% of Float Held
—
QoQ Holder Change
+441
Institutional data as of Q1 2025
New Positions
258
Closed Positions
57
Increased
326
Decreased
166
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Focus Partners Wealth | $495.8M | 5,687,232 |
| 2 | MORGAN STANLEY | $280.9M | 3,222,501 |
| 3 | Mason Investment Advisory Services, Inc. | $236.6M | 2,713,731 |
| 4 | Truepoint, Inc. | $221.3M | 2,539,043 |
| 5 | BANK OF AMERICA CORP /DE/ | $208.2M | 2,388,547 |
| 6 | AMERIPRISE FINANCIAL INC | $166.6M | 1,911,402 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $156.6M | 1,796,040 |
| 8 | Focus Partners Advisor Solutions, LLC | $129.2M | 1,482,024 |
| 9 | OSAIC HOLDINGS, INC. | $121.1M | 1,388,974 |
| 10 | UBS Group AG | $116.9M | 1,341,279 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Focus Partners Wealth | +3.9M | $495.8M |
| Mason Investment Advisory Services, Inc. | +19K | $236.6M |
| Truepoint, Inc. | +258K | $221.3M |
| BANK OF AMERICA CORP /DE/ | +369K | $208.2M |
| AMERIPRISE FINANCIAL INC | +377K | $166.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| TRAPHAGEN INVESTMENT ADVISORS LLC | -476K | $4.5M |
| Hill Investment Group Partners, LLC | -388K | $25.6M |
| MORGAN STANLEY | -241K | $280.9M |
| RVW Wealth, LLC | -221K | $3.4M |
| WELLS FARGO & COMPANY/MN | -119K | $95.0M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold AVUV?
As of Q1 2025, 798 institutional investors report holding AVUV (Avantis U.S. Small Cap Value ETF) in their 13F filings.
Which hedge fund owns the most AVUV?
The largest institutional holder of AVUV is Focus Partners Wealth with $495.8M in shares.
Are institutions buying or selling AVUV?
This quarter, 258 institutions opened new positions in AVUV and 57 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.