AVANTIS US SMALL CAP VALUE (AVUV) Institutional Ownership and Insiders Activity
AVANTIS US SMALL CAP VALUE (AVUV) is widely held by institutional investors, with 1159 firms reporting positions valued at approximately $19.44B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Creative Planning is the largest disclosed holder, reporting approximately $2.69B in AVUV holdings in its latest filing.
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
137
Funds Exiting Positions
74
Top Institutional Owners
View allInvestorReported Balance
- Creative Planning$2.69B
- Lpl Financial Llc$981.17M
- Focus Partners Wealth$818.85M
- Bank Of America Corp$431.58M
- Morgan Stanley$425.24M
AVUV News
All news- Marquette Asset Management Q3 2026 Portfolio Changes: Strategic Shifts in ETF Holdings
Oct 14, 2026 · valut.ai
- Sanchez Levi Garrett's Investment Activity Analysis: Third Quarter 2026 Portfolio Changes
Aug 23, 2026 · valut.ai
- Means Investment Co., Inc. Activity: New Positions and Changes in Q2 2026
Aug 17, 2026 · valut.ai
- Red Lighthouse Investment Management Q2 Portfolio Activity: Significant Buys and Minimal Sells Observed
Aug 9, 2026 · valut.ai
- Collaborative Wealth Managment Inc Portfolio Changes Q2 2026
Aug 9, 2026 · valut.ai
- Argent Advisors Inc.: Investment Activity Analysis - Q3 2026
Aug 7, 2026 · valut.ai
- Pds Planning Inc Q2 2026 Portfolio Activity Report
Aug 6, 2026 · valut.ai
- McCartney Wealth Management Q2 2026 Portfolio Activity Report
Aug 6, 2026 · valut.ai