AVANTIS US SMALL CAP VALUE AVUV
$123.51
-0.7% 52w: $87.66 – $124.94
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data87.66106.30124.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.0K
+69 QoQ
13F value
$16.46B
+16.7% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
4.4×
$7.6M calls / $1.7M puts
Institutional value by quarter
Number of holders
Who owns AVUV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Creative Planning | Wealth advisor | 20.2M | $2.23B | 1.5% | +7.2% |
| Focus Partners Wealth | Wealth advisor | 6.7M | $736.7M | 0.8% | +1.9% |
| LPL Financial LLC | Bank broker | 6.5M | $721.1M | 0.2% | +19.2% |
| MORGAN STANLEY | Bank broker | 3.3M | $364.7M | 0.0% | +10.6% |
| Truepoint, Inc. | Wealth advisor | 2.9M | $317.3M | 7.1% | +0.9% |
| Mason Investment Advisory Services, Inc. | Wealth advisor | 2.8M | $313.0M | 14.5% | -0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.8M | $311.9M | 0.0% | +13.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.5M | $275.5M | 0.1% | +6.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 2.5M | $274.3M | 2.8% | +23.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.5M | $274.0M | 0.1% | +19.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.4M | $264.3M | 0.2% | +3.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $192.4M | 0.0% | +25.9% |
| Plancorp, LLC | Wealth advisor | 1.5M | $168.6M | 4.8% | +8.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $164.2M | 0.1% | +14.0% |
| UBS Group AG | Bank broker | 1.4M | $160.2M | 0.0% | +13.5% |
| HighTower Advisors, LLC | Diversified mechanical | 1.4M | $156.0M | 0.2% | +7.2% |
| Waverly Advisors, LLC | Wealth advisor | 1.4M | $155.8M | 1.2% | +7.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $150.6M | 0.2% | +2.1% |
| Unison Advisors LLC | Wealth advisor | 1.3M | $146.8M | 11.1% | +1.1% |
| TCI Wealth Advisors, Inc. | Wealth advisor | 1.2M | $134.0M | 7.1% | +5.9% |
| Evensky & Katz LLC | Wealth advisor | 1.2M | $132.7M | 7.5% | -2.0% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 1.1M | $120.1M | 0.7% | +7.2% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 1.1M | $116.2M | 3.0% | -2.0% |
| Savant Capital, LLC | Wealth advisor | 960.4K | $106.1M | 0.5% | +25.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 952.2K | $105.2M | 0.1% | +5.7% |
| RW Investment Management LLC | Wealth advisor | 914.6K | $101.0M | 9.8% | — |
| ROYAL BANK OF CANADA | Bank broker | 885.6K | $97.8M | 0.0% | +10.9% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 875.7K | $96.7M | 0.0% | +10.1% |
| Avantax Planning Partners, Inc. | Wealth advisor | 862.6K | $95.3M | 2.6% | +0.4% |
| JPMORGAN CHASE & CO | Bank broker | 867.9K | $94.0M | 0.0% | +2.3% |
| Cetera Investment Advisers | Wealth advisor | 755.6K | $83.5M | 0.1% | +14.7% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 748.0K | $82.6M | 5.6% | +1.5% |
| Foster Group, Inc. | Wealth advisor | 702.4K | $77.6M | 2.3% | -3.4% |
| Symmetry Partners, LLC | Wealth advisor | 677.5K | $74.8M | 4.3% | +2.2% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 632.8K | $69.9M | 7.5% | -2.0% |
| Cresset Asset Management, LLC | Wealth advisor | 623.8K | $68.9M | 0.3% | -2.5% |
| SATOVSKY ASSET MANAGEMENT LLC | Wealth advisor | 619.9K | $68.5M | 12.1% | 0.0% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 610.9K | $67.5M | 6.2% | +2.4% |
| PDS Planning, Inc | Wealth advisor | 603.4K | $66.7M | 4.4% | +0.2% |
| Meredith Wealth Planning | Wealth advisor | 592.0K | $65.4M | 17.7% | +1.4% |
| Krilogy Financial LLC | Wealth advisor | 562.9K | $65.1M | 2.1% | -1.7% |
| OXFORD FINANCIAL GROUP, LTD. LLC | Wealth advisor | 563.1K | $62.2M | 3.3% | -15.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 558.5K | $61.8M | 0.6% | +25.5% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 543.2K | $60.0M | 3.9% | -0.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 540.5K | $59.7M | 0.3% | -7.6% |
| Corient Private Wealth LLC | Diversified mechanical | 532.6K | $56.1M | 0.1% | -48.6% |
| Mariner, LLC | Diversified mechanical | 499.5K | $55.2M | 0.1% | +27.9% |
| Burton Enright Welch | Wealth advisor | 487.6K | $53.9M | 7.3% | +3.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 470.8K | $52.0M | 0.0% | +6.5% |
| Cornerstone Wealth Partners, LLC | Wealth advisor | 467.9K | $51.7M | 29.3% | +15.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.