AVANTIS US SMALL CAP VALUE (AVUV) Institutional Ownership Changes & 13F Activity
AVANTIS US SMALL CAP VALUE (AVUV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +5,528 | +15.4% | 41,430 | $5.17M | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +420 | +13.8% | 3,465 | $432.29K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +7,322 | +5.2% | 147,927 | $18.46M | Q2 2026 | Sep 09, 2026 |
| M&T Bank Corp | Sell | -2,745 | -100.0% | 0 | $0.00 | Q2 2026 | Sep 04, 2026 |
| Parkside Financial Bank & Trust | Sell | -47 | -1.1% | 4,302 | $536.67K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +1,452 | +18.3% | 9,398 | $1.17M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +24,820 | +4.7% | 557,425 | $69.54M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +12,454 | +67.6% | 30,871 | $3.85M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +2,675 | +2.0% | 137,785 | $17.19M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -1,064 | -0.6% | 181,132 | $22.60M | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Buy | +125 | +3.9% | 3,324 | $414.70K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +144,828 | +124.0% | 261,635 | $32.64M | Q2 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Buy | +6,558 | — | 6,558 | $818.19K | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +5,082 | +1.5% | 337,905 | $42.16M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +3,010 | +6.2% | 51,585 | $6.44M | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Sell | -346 | -2.9% | 11,781 | $1.47M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +299 | — | 299 | $37.30K | Q2 2026 | Aug 18, 2026 |
| Larch Capital Partners Llc | Buy | +56,400 | — | 56,400 | $7.04M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +36,883 | +74.1% | 86,680 | $10.81M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +3,959 | +5.5% | 75,406 | $9.41M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +2,301 | +101.8% | 4,562 | $569.16K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +630 | +0.6% | 100,652 | $12.56M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +113 | +1.5% | 7,481 | $933.34K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +58 | +1.7% | 3,424 | $427.05K | Q2 2026 | Aug 17, 2026 |
| Lifetime Wealth Management P.C. | Buy | +35 | +0.3% | 13,405 | $1.67M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Buy | +5 | — | 5 | $626.00 | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +3,091,988 | — | 3,091,988 | $385.73M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +635,647 | +22.5% | 3,459,279 | $431.58M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +543,529 | +31.2% | 2,285,615 | $285.15M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +443,148 | +29.8% | 1,929,481 | $240.72M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about AVUV activity
Which institutional owners are buying AVUV?
Institutional owners buying AVUV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVUV activity?
"Buy" means an investor increased their reported position in AVUV compared to the prior reporting period. This reflects growing exposure to AVANTIS US SMALL CAP VALUE (AVUV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVUV increasing?
Institutional interest in AVUV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.