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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -6

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
BANK OF AMERICA CORP /DE/Increased+145K+$251.8B
Unison Advisors LLCNew Position+1.3M+$134.0B
ALESCO ADVISORS LLCNew Position+1.1M+$109.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+901K+$91.0B
Avantax Planning Partners, Inc.New Position+859K+$87.0B
M&T BANK CORPIncreased+226K+$71.6B
Krilogy Financial LLCNew Position+573K+$62.1B
PDS Planning, IncNew Position+602K+$61.4B
Focus Partners WealthIncreased+451K+$60.7B
Meredith Wealth PlanningNew Position+584K+$59.5B
Symmetry Partners, LLCIncreased+487K+$50.1B
FIRST CITIZENS BANK & TRUST CONew Position+453K+$45.0B
QUARRY HILL ADVISORS, LLCNew Position+407K+$41.5B
JPMORGAN CHASE & COIncreased+393K+$39.6B
BWM Planning, LLCNew Position+342K+$34.9B

AVUV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1.5M-$223.4B
RW Investment Management LLCClosed Position-861K-$85.7B
Kovitz Investment Group Partners, LLCClosed Position-506K-$50.4B
Mariner, LLCDecreased-61K-$44.9B
Avior Wealth Management, LLCDecreased-10K-$30.1B
TruWealth Advisors, LLCDecreased-271K-$26.2B
McMill Wealth ManagementDecreased-240K-$23.2B
COMERICA BANKDecreased-204K-$19.4B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-154K-$18.0B
Bison Wealth, LLCClosed Position-160K-$15.9B
Willow Creek Wealth Management Inc.Closed Position-146K-$14.5B
Allworth Financial LPDecreased-3K-$12.9B
Advisory Services Network, LLCDecreased-652-$11.9B
Watts Gwilliam & Co., LLCClosed Position-83K-$8.2B
NCM Capital Management, LLCClosed Position-72K-$7.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Focus Partners Wealth6,542,029$667.0B0.76%Share
2Truepoint, Inc.2,847,150$290.4B6.53%Share
3Mason Investment Advisory Services, Inc.2,844,838$290.1B13.77%Share
4AMERIPRISE FINANCIAL INC2,073,438$211.0B0.05%Share
5BANK OF AMERICA CORP /DE/1,334,676$136.0B0.01%Share
6Unison Advisors LLC1,313,639$134.0B11.71%Share
7UBS Group AG1,276,366$130.2B0.02%Share
8ALESCO ADVISORS LLC1,072,724$109.4B2.83%Share
9BANK OF AMERICA CORP /DE/1,015,362$103.0B0.01%Share
10OSAIC HOLDINGS, INC.914,817$93.0B0.14%Share
11COMMONWEALTH EQUITY SERVICES, LLC900,720$91.0B0.12%Share
12WELLS FARGO & COMPANY/MN890,977$90.0B0.02%Share
13Avantax Planning Partners, Inc.858,771$87.0B2.43%Share
14AMERICAN CENTURY COMPANIES INC795,649$81.0B0.04%Share
15ROYAL BANK OF CANADA753,997$76.0B0.01%Share
16Beaird Harris Wealth Management, LLC737,326$75.2B5.18%Share
17Foster Group, Inc.727,174$74.2B2.24%Share
18RAYMOND JAMES FINANCIAL INC708,123$72.0B0.02%Share
19M&T BANK CORP228,980$71.9B0.23%Share
20JPMORGAN CHASE & CO685,111$69.0B0.00%Share
21OXFORD FINANCIAL GROUP, LTD. LLC668,662$68.2B3.75%Share
22Cresset Asset Management, LLC639,937$65.0B0.27%Share
23SATOVSKY ASSET MANAGEMENT LLC619,836$63.2B12.25%Share
24Krilogy Financial LLC572,711$62.1B2.11%Share
25PDS Planning, Inc601,919$61.4B4.10%Share
26Meredith Wealth Planning583,567$59.5B17.72%Share
27RAYMOND JAMES FINANCIAL INC582,189$59.0B0.02%Share
28ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/545,648$55.0B2.54%Share
29WELLS FARGO & COMPANY/MN492,785$50.0B0.01%Share
30Symmetry Partners, LLC471,142$48.0B2.84%Share
31Farther Finance Advisors, LLC444,918$45.4B0.49%Share
32FIRST CITIZENS BANK & TRUST CO450,892$45.0B0.94%Share
33QUARRY HILL ADVISORS, LLC407,037$41.5B19.29%Share
34Parcion Private Wealth LLC400,284$40.8B2.48%Share
35Team Hewins, LLC389,787$39.8B12.81%Share
36FIFTH THIRD BANCORP389,628$39.7B0.13%Share
37COMERICA BANK374,627$38.2B0.15%Share
38KEB ASSET MANAGEMENT, LLC372,077$37.9B7.69%Share
39PNC FINANCIAL SERVICES GROUP, INC.368,811$37.0B0.02%Share
40BWM Planning, LLC342,003$34.9B9.32%Share
41TruWealth Advisors, LLC334,624$34.1B1.67%Share
42Wealthcare Advisory Partners LLC333,389$34.0B0.67%Share
43RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC327,195$33.4B11.94%Share
44OSAIC HOLDINGS, INC.333,047$33.0B0.05%Share
45Glenview Trust Co319,514$32.0B0.49%Share
46Sherrill & Hutchins Financial Advisory, Inc312,358$31.9B22.59%Share
47High Probability Advisors, LLC310,636$31.7B4.22%Share
48ENZI WEALTH290,686$31.3B11.03%Share
49N.E.W. Advisory Services LLC306,475$31.3B2.31%Share
50Kondo Wealth Advisors, Inc.304,678$31.1B11.89%Share

AVUV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025959$7.3T+506
Q3 2025453$7.8T-341
Q2 2025794$9.1T-5
Q1 2025799$8.9T+202
Q4 2024597$342.3T+182
Q3 2024415$1120.2T+31
Q2 2024384$506.3T+23
Q1 2024361$317.6T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold AVUV (Avantis U.S. Small Cap Value ETF). The largest holder is Focus Partners Wealth with $667.0B in shares. This quarter, 10 institutions opened new positions and 6 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 Focus Partners Wealth with $667.0B in shares.

Is institutional ownership of AVUV increasing or decreasing?

This quarter, 10 institutions opened new positions in AVUV and 6 closed their positions.