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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+5,528+15.4%41,430$5.17MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+420+13.8%3,465$432.29KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+7,322+5.2%147,927$18.46MQ2 2026Sep 09, 2026
M&T Bank CorpSell-2,745-100.0%0$0.00Q2 2026Sep 04, 2026
Parkside Financial Bank & TrustSell-47-1.1%4,302$536.67KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+1,452+18.3%9,398$1.17MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+24,820+4.7%557,425$69.54MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+12,454+67.6%30,871$3.85MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+2,675+2.0%137,785$17.19MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-1,064-0.6%181,132$22.60MQ2 2026Aug 19, 2026
Prosperitas Financial LlcBuy+125+3.9%3,324$414.70KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+144,828+124.0%261,635$32.64MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+6,5586,558$818.19KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+5,082+1.5%337,905$42.16MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+3,010+6.2%51,585$6.44MQ2 2026Aug 18, 2026
North Star Asset Management IncSell-346-2.9%11,781$1.47MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+299299$37.30KQ2 2026Aug 18, 2026
Larch Capital Partners LlcBuy+56,40056,400$7.04MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+36,883+74.1%86,680$10.81MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+3,959+5.5%75,406$9.41MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+2,301+101.8%4,562$569.16KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+630+0.6%100,652$12.56MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+113+1.5%7,481$933.34KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+58+1.7%3,424$427.05KQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Buy+35+0.3%13,405$1.67MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+55$626.00Q2 2026Aug 17, 2026
Ameriprise Financial IncBuy+3,091,9883,091,988$385.73MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+635,647+22.5%3,459,279$431.58MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+543,529+31.2%2,285,615$285.15MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+443,148+29.8%1,929,481$240.72MQ2 2026Aug 14, 2026
Showing 30 of 1,087

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.