AVUV Institutional Ownership & Shareholders
AVANTIS US SMALL CAP VALUE (AVUV) is currently held by 1,159 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $19.44B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is currently the largest disclosed institutional shareholder of AVUV tracked by InsiderSet, reporting ownership valued at approximately $2.69B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.82B, representing an estimated gain of +4.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 36% of the total disclosed AVUV value among the investors covered in this analysis. Major shareholders include Creative Planning, Lpl Financial Llc, Focus Partners Wealth, and several other long-term asset managers with concentrated positions in AVANTIS US SMALL CAP VALUE (AVUV).
This page ranks the largest institutional AVUV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,159
Total Reported Value
$19.44B
Largest Holder
Creative Planning
Largest Position
$2.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 1.51% | 22,849,870 | $2,691,029,266 | $2,820,359,454 | +$129,330,188 | +4.81% | |
| Lpl Financial Llc | 0.22% | 7,864,486 | $981,173,211 | $970,713,507 | -$10,459,704 | -1.07% | |
| Focus Partners Wealth | 0.84% | 6,563,363 | $818,845,284 | $810,115,895 | -$8,729,389 | -1.07% | |
| Bank Of America Corp | 0.03% | 3,459,279 | $431,579,597 | $426,978,807 | -$4,600,790 | -1.07% | |
| Morgan Stanley | 0.02% | 3,408,496 | $425,244,051 | $420,710,661 | -$4,533,390 | -1.07% | |
| Ameriprise Financial Inc | 0.08% | 3,091,988 | $385,729,525 | $381,644,079 | -$4,085,446 | -1.06% | |
| Focus Partners Advisor Solutions, Llc | 3.17% | 2,999,892 | $374,266,566 | $370,276,670 | -$3,989,896 | -1.07% | |
| Mason Investment Advisory Services, Inc. | 13.40% | 2,824,089 | $352,333,292 | $348,577,305 | -$3,755,987 | -1.07% | |
| Truepoint, Inc. | 6.91% | 2,653,956 | $331,107,556 | $327,577,789 | -$3,529,767 | -1.07% | |
| Envestnet Asset Management Inc | 0.07% | 2,398,665 | $299,257,388 | $296,067,221 | -$3,190,167 | -1.07% | |
| Wells Fargo & Company/Mn | 0.05% | 2,285,615 | $285,153,314 | $282,113,459 | -$3,039,855 | -1.07% | |
| Raymond James Financial Inc | 0.07% | 1,929,481 | $240,722,093 | $238,155,840 | -$2,566,253 | -1.07% | |
| Waverly Advisors, Llc | 1.30% | 1,801,650 | $224,773,803 | $222,377,660 | -$2,396,144 | -1.07% | |
| Ubs Group Ag | 0.03% | 1,607,642 | $200,569,416 | $198,431,252 | -$2,138,164 | -1.07% | |
| Plancorp, Llc | 4.67% | 1,545,016 | $191,535,639 | $190,701,325 | -$834,314 | -0.44% | |
| Tci Wealth Advisors, Inc. | 6.93% | 1,462,447 | $172,232,400 | $180,509,833 | +$8,277,433 | +4.81% | |
| Osaic Holdings, Inc. | 0.19% | 1,300,542 | $162,286,122 | $160,525,899 | -$1,760,223 | -1.08% | |
| Unison Advisors Llc | 11.15% | 1,346,317 | $158,555,729 | $166,175,907 | +$7,620,178 | +4.81% | |
| Plante Moran Financial Advisors, Llc | 6.49% | 1,119,113 | $139,620,488 | $138,132,118 | -$1,488,370 | -1.07% | |
| Wealth Management Nebraska | 12.00% | 1,162,492 | $136,906,785 | $143,486,388 | +$6,579,603 | +4.81% | |
| Sequoia Financial Advisors | 0.66% | 1,063,743 | $132,712,616 | $131,297,798 | -$1,414,818 | -1.07% | |
| Cetera Investment Advisers | 0.12% | 1,060,508 | $132,308,906 | $130,898,502 | -$1,410,404 | -1.07% | |
| American Century Companies Inc | 0.06% | 1,034,018 | $129,004,086 | $127,628,842 | -$1,375,244 | -1.07% | |
| Alesco Advisors, Llc, An Esl Co | 2.92% | 1,021,939 | $127,497,141 | $126,137,931 | -$1,359,210 | -1.07% | |
| Jpmorgan Chase & Co | 0.01% | 969,133 | $120,802,575 | $119,620,086 | -$1,182,489 | -0.98% | |
| Savant Capital, Llc | 0.35% | 948,506 | $118,343,183 | $117,074,096 | -$1,269,087 | -1.07% | |
| Royal Bank Of Canada | 0.02% | 918,011 | $114,530,000 | $113,310,098 | -$1,219,902 | -1.07% | |
| Rw Investment Management Llc | 9.89% | 902,611 | $112,609,743 | $111,409,276 | -$1,200,467 | -1.07% | |
| Commonwealth Equity Services, Llc | 0.14% | 926,828 | $109,152,549 | $114,398,380 | +$5,245,831 | +4.81% | |
| Avantax Planning Partners, Inc. | 2.68% | 864,456 | $107,849,556 | $106,699,804 | -$1,149,752 | -1.07% | |
| Beaird Harris Wealth Management, Llc | 5.86% | 749,891 | $93,556,348 | $92,559,046 | -$997,302 | -1.07% | |
| Private Advisor Group, Llc | 0.39% | 685,640 | $85,540,318 | $84,628,545 | -$911,773 | -1.07% | |
| Cresset Asset Management, Llc | 0.31% | 682,657 | $85,168,350 | $84,260,354 | -$907,996 | -1.07% | |
| Foster Group, Inc. | 2.18% | 681,878 | $80,304,818 | $84,164,202 | +$3,859,384 | +4.81% | |
| Farther Finance Advisors, Llc | 0.57% | 679,855 | $80,066,528 | $83,914,503 | +$3,847,975 | +4.81% | |
| Satovsky Asset Management Llc | 12.30% | 618,166 | $77,122,334 | $76,300,229 | -$822,105 | -1.07% | |
| Pds Planning, Inc | 4.44% | 614,951 | $76,721,332 | $75,903,402 | -$817,930 | -1.07% | |
| Symmetry Partners, Llc | 3.89% | 647,333 | $76,236,371 | $79,900,312 | +$3,663,941 | +4.81% | |
| Moisand Fitzgerald Tamayo, Llc | 7.57% | 639,896 | $75,360,589 | $78,982,363 | +$3,621,774 | +4.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 621,231 | $74,628,452 | $76,678,542 | +$2,050,090 | +2.75% | |
| Petersen Hastings Wealth Advisors Inc. | 5.99% | 616,955 | $72,658,835 | $76,150,756 | +$3,491,921 | +4.81% | |
| Avior Wealth Management, Llc | 1.89% | 609,568 | $71,788,849 | $75,238,978 | +$3,450,129 | +4.81% | |
| Krilogy Financial Llc | 1.92% | 584,456 | $70,099,645 | $72,139,404 | +$2,039,759 | +2.91% | |
| Cornerstone Wealth Partners, Llc | 27.69% | 592,139 | $69,736,240 | $73,087,717 | +$3,351,477 | +4.81% | |
| Corient Private Wealth Llc | 0.10% | 557,425 | $69,544,507 | $68,802,968 | -$741,539 | -1.07% | |
| Meredith Wealth Planning | 17.26% | 587,106 | $69,143,478 | $72,466,494 | +$3,323,016 | +4.81% | |
| Zions Bancorporation, National Association | 4.08% | 545,956 | $68,113,471 | $67,387,349 | -$726,122 | -1.07% | |
| Envestnet Portfolio Solutions, Inc. | 0.33% | 545,414 | $68,045,839 | $67,320,450 | -$725,389 | -1.07% | |
| Jones Financial Companies Lllp | 0.03% | 526,841 | $65,823,370 | $65,027,985 | -$795,385 | -1.21% | |
| Pnc Financial Services Group, Inc. | 0.03% | 510,877 | $63,736,994 | $63,057,548 | -$679,446 | -1.07% |
Frequently asked questions about AVUV
Who are the largest institutional holders of AVUV?
The largest institutional holders of AVUV reported in the latest SEC Form 13F filings include Creative Planning, Lpl Financial Llc, Focus Partners Wealth, Bank Of America Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported AVUV position.
What is AVUV institutional ownership?
This page tracks AVUV positions reported by institutional investment managers through SEC Form 13F. AVANTIS US SMALL CAP VALUE (AVUV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVUV?
InsiderSet currently tracks 1,159 institutional managers reporting AVUV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVUV shareholders.
How much AVUV stock do institutions own?
Institutional investment managers disclosed approximately $19.44B in AVUV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVUV institutional ownership last updated?
The latest AVUV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVUV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVUV position after the reporting date.
Are institutions buying or selling AVUV?
Institutional buying and selling can be analyzed by comparing AVUV positions across consecutive 13F reporting periods. InsiderSet's AVUV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVUV ownership changes.
How has AVUV institutional ownership changed over time?
InsiderSet tracks AVUV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.