AVANTIS US SMALL CAP VALUE (AVUV) Institutional Ownership and Insiders Activity
AVANTIS US SMALL CAP VALUE (AVUV) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $139.21M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $132.71M in AVUV holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$139.21M
Largest Holder
Sequoia Financial Advisors
Largest Position
$132.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$132.71M
- Renaissance Technologies LLC$6.50M
AVUV News
All news- Acumen Wealth Advisors Q2 2026 Investment Activity
Aug 6, 2026 · valut.ai
- Oakwell Private Wealth Management Q2 2026 Portfolio Activity: Focus on ETFs and Technology
Aug 5, 2026 · valut.ai
- Sage Rhino Capital Llc Investment Activity in Q2 2026
Aug 5, 2026 · valut.ai
- Tarbox Family Office Inc Q2 Activity: Focus on Technology Buys
Aug 5, 2026 · valut.ai
- Ferguson Johnson Wealth Management Inc Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai
- Golden Bell Financial Planning LLC Portfolio Activity Q2 2026
Aug 4, 2026 · valut.ai
- Code Waechter Llc Investment Activity Analysis: Q2 2026 Portfolio Changes
Aug 4, 2026 · valut.ai
- MB Generational Wealth LLC Investment Activity Q2 2026
Aug 4, 2026 · valut.ai
Related AVUV Institutional Insights:
- AVUV Institutional Ownership & Insiders Activity
- AVUV Institutional Ownership & 13F Activity
- AVUV Top Institutional Shareholders
- AVUV Institutional Buying Activity
- AVUV Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- AVUV Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings