Who Owns Avantis U.S. Small Cap Value ETF (AVUV)?Hedge Fund & Institutional Holders

$106.02-0.49 (-0.46%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9070006670005581e+263T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$75.17$85.26$95.36$105.45$115.54Sep 24Jun 25Mar 26

AVUV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+2.3M+$238.0M
Unison Advisors LLCNew Position+1.3M+$134.0M
ALESCO ADVISORS LLCNew Position+1.1M+$109.4M
Sequoia Financial Advisors, LLCNew Position+1.0M+$103.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+901K+$91.0M
Avantax Planning Partners, Inc.New Position+859K+$87.0M
Savant Capital, LLCNew Position+767K+$78.0M
Prime Capital Investment Advisors, LLCNew Position+728K+$74.2M
Moisand Fitzgerald Tamayo, LLCNew Position+646K+$65.8M
Krilogy Financial LLCNew Position+573K+$62.1M
PDS Planning, IncNew Position+602K+$61.4M
Petersen Hastings Wealth Advisors Inc.New Position+596K+$60.8M
Meredith Wealth PlanningNew Position+584K+$59.5M
Envestnet Portfolio Solutions, Inc.New Position+585K+$59.0M
Burton Enright WelchNew Position+473K+$48.2M

AVUV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.5M-$223.4B
Focus Partners Advisor Solutions, LLCDecreased-232K-$221.7B
OSAIC HOLDINGS, INC.Decreased-39K-$137.1B
UBS Group AGDecreased-58K-$132.8B
RW Investment Management LLCClosed Position-861K-$85.7B
AMERICAN CENTURY COMPANIES INCDecreased-667-$79.2B
OXFORD FINANCIAL GROUP, LTD. LLCDecreased-23K-$68.8B
TruWealth Advisors, LLCDecreased-271K-$60.2B
COMERICA BANKDecreased-204K-$59.3B
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Decreased-995-$54.4B
McMill Wealth ManagementDecreased-240K-$51.9B
Kovitz Investment Group Partners, LLCClosed Position-506K-$50.4B
Mariner, LLCDecreased-61K-$44.9B
Parcion Private Wealth LLCDecreased-10K-$40.8B
Glenview Trust CoDecreased-172-$32.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Creative Planning18,707,431$1.9B1.37%Share
2Focus Partners Wealth6,542,029$667.0M0.76%Share
3LPL Financial LLC5,475,239$558.0M0.15%Share
4Anchor Investment Management, LLC3,045$310.5M0.03%Share
5MORGAN STANLEY2,983,680$304.0M0.02%Share
6Truepoint, Inc.2,847,150$290.4M6.53%Share
7Mason Investment Advisory Services, Inc.2,844,838$290.1M13.77%Share
8ENVESTNET ASSET MANAGEMENT INC2,338,087$238.0M0.07%Share
9AMERIPRISE FINANCIAL INC2,073,438$211.0M0.05%Share
10Focus Partners Advisor Solutions, LLC2,009,379$204.0M2.50%Share
11Plancorp, LLC1,360,184$138.0M4.17%Share
12BANK OF AMERICA CORP /DE/1,334,676$136.0M0.01%Share
13HighTower Advisors, LLC1,318,014$134.0M0.15%Share
14Unison Advisors LLC1,313,639$134.0M11.71%Share
15Waverly Advisors, LLC1,312,548$133.0M1.08%Share
16UBS Group AG1,276,366$130.2M0.02%Share
17Evensky & Katz LLC1,224,966$124.9M7.05%Share
18TCI Wealth Advisors, Inc.1,144,995$116.8M6.44%Share
19ALESCO ADVISORS LLC1,072,724$109.4M2.83%Share
20Empowered Funds, LLC1,026,383$104.0M0.83%Share
21Sequoia Financial Advisors, LLC1,014,293$103.4M0.58%Share
22BANK OF AMERICA CORP /DE/1,015,362$103.0M0.01%Share
23OSAIC HOLDINGS, INC.914,817$93.0M0.14%Share
24COMMONWEALTH EQUITY SERVICES, LLC900,720$91.0M0.12%Share
25WELLS FARGO & COMPANY/MN890,977$90.0M0.02%Share
26Avantax Planning Partners, Inc.858,771$87.0M2.43%Share
27AMERICAN CENTURY COMPANIES INC795,649$81.0M0.04%Share
28Savant Capital, LLC766,697$78.0M0.44%Share
29ROYAL BANK OF CANADA753,997$76.0M0.01%Share
30Beaird Harris Wealth Management, LLC737,326$75.2M5.18%Share
31Prime Capital Investment Advisors, LLC727,507$74.2M0.90%Share
32Foster Group, Inc.727,174$74.2M2.24%Share
33RAYMOND JAMES FINANCIAL INC708,123$72.0M0.02%Share
34M&T BANK CORP228,980$71.9M0.23%Share
35JPMORGAN CHASE & CO685,111$69.0M0.00%Share
36OXFORD FINANCIAL GROUP, LTD. LLC668,662$68.2M3.75%Share
37Cetera Investment Advisers658,681$67.0M0.07%Share
38Moisand Fitzgerald Tamayo, LLC645,547$65.8M7.43%Share
39Cresset Asset Management, LLC639,937$65.0M0.27%Share
40SATOVSKY ASSET MANAGEMENT LLC619,836$63.2M12.25%Share
41Krilogy Financial LLC572,711$62.1M2.11%Share
42PDS Planning, Inc601,919$61.4M4.10%Share
43Petersen Hastings Wealth Advisors Inc.596,453$60.8M5.84%Share
44Meredith Wealth Planning583,567$59.5M17.72%Share
45Envestnet Portfolio Solutions, Inc.584,971$59.0M0.21%Share
46RAYMOND JAMES FINANCIAL INC582,189$59.0M0.02%Share
47ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/545,648$55.0M2.54%Share
48WELLS FARGO & COMPANY/MN492,785$50.0M0.01%Share
49Burton Enright Welch473,099$48.2M6.79%Share
50Symmetry Partners, LLC471,142$48.0M2.84%Share

AVUV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025959$14.2B+506
Q3 2025453$8.9T-341
Q2 2025794$10.0T-5
Q1 2025799$9.8T+202
Q4 2024597$1039.0T+182
Q3 2024415$3597.9T+31
Q2 2024384$3931.1T+23
Q1 2024361$2876.8T—

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As of Q4 2025, 50 institutional investors hold AVUV (Avantis U.S. Small Cap Value ETF). The largest holder is Creative Planning with $1.9B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AVUV?

As of Q4 2025, 50 institutional investors report holding AVUV (Avantis U.S. Small Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of AVUV?

The largest institutional holder of AVUV is Creative Planning with $1.9B in shares.

Is institutional ownership of AVUV increasing or decreasing?

This quarter, 15 institutions opened new positions in AVUV and 2 closed their positions.