AVANTIS US SMALL CAP VALUE (AVUV) Institutional Ownership and Insiders Activity
AVANTIS US SMALL CAP VALUE (AVUV) is widely held by institutional investors, with 3 tracked firms reporting positions valued at approximately $138.87M 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
3
Total Reported Value
$138.87M
Largest Holder
Sequoia Financial Advisors
Largest Position
$132.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$132.71M
- Renaissance Technologies LLC$5.95M
- Alapocas Investment Partners$211,718
avuv News
All news- 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
- Platt Wealth Management Q2 Portfolio Changes: Focus on ETFs and Tech Stocks
Aug 6, 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
- AVUV Articles
- Top Institutional Investor Stock Rankings