AVANTIS US SMALL CAP VALUE (AVUV) Top Institutional Shareholders
AVANTIS US SMALL CAP VALUE (AVUV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $16.10B in AVUV holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of AVUV tracked by InsiderSet, reporting ownership valued at approximately $2.23B in its March 31, 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 $2.50B, representing an estimated gain of +12.20% 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, Focus Partners Wealth, Lpl Financial Llc, 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
1,042
Total Reported Value
$16.10B
Largest Holder
Creative Planning
Largest Position
$2.23B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
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% | 20,195,491 | $2,230,995,857 | $2,503,231,109 | +$272,235,252 | +12.20% | |
| Focus Partners Wealth | 0.82% | 6,665,990 | $736,672,163 | $826,249,461 | +$89,577,298 | +12.16% | |
| Lpl Financial Llc | 0.19% | 6,527,850 | $721,131,519 | $809,127,008 | +$87,995,489 | +12.20% | |
| Morgan Stanley | 0.02% | 3,300,915 | $364,652,239 | $409,148,414 | +$44,496,175 | +12.20% | |
| Truepoint, Inc. | 7.07% | 2,871,933 | $317,262,404 | $355,976,095 | +$38,713,691 | +12.20% | |
| Mason Investment Advisory Services, Inc. | 14.45% | 2,833,098 | $312,972,346 | $351,162,497 | +$38,190,151 | +12.20% | |
| Bank Of America Corp | 0.02% | 2,823,632 | $311,926,588 | $349,989,186 | +$38,062,598 | +12.20% | |
| Envestnet Asset Management Inc | 0.07% | 2,494,305 | $275,545,896 | $309,169,105 | +$33,623,209 | +12.20% | |
| Focus Partners Advisor Solutions, Llc | 2.76% | 2,484,516 | $274,283,015 | $307,955,758 | +$33,672,743 | +12.28% | |
| Ameriprise Financial Inc | 0.06% | 2,480,157 | $273,971,884 | $307,415,460 | +$33,443,576 | +12.21% | |
| Northwestern Mutual Wealth Management Co | 0.16% | 2,392,956 | $264,349,900 | $296,606,896 | +$32,256,996 | +12.20% | |
| Wells Fargo & Company/Mn | 0.04% | 1,742,086 | $192,448,254 | $215,931,560 | +$23,483,306 | +12.20% | |
| Plancorp, Llc | 4.79% | 1,469,326 | $168,575,732 | $182,122,958 | +$13,547,226 | +8.04% | |
| Raymond James Financial Inc | 0.05% | 1,486,333 | $164,195,179 | $184,230,975 | +$20,035,796 | +12.20% | |
| Ubs Group Ag | 0.03% | 1,449,790 | $160,158,301 | $179,701,471 | +$19,543,170 | +12.20% | |
| Hightower Advisors, Llc | 0.17% | 1,412,354 | $156,023,463 | $175,061,278 | +$19,037,815 | +12.20% | |
| Waverly Advisors, Llc | 1.17% | 1,410,331 | $155,799,226 | $174,810,527 | +$19,011,301 | +12.20% | |
| Osaic Holdings, Inc. | 0.22% | 1,366,089 | $150,570,115 | $169,326,732 | +$18,756,617 | +12.46% | |
| Unison Advisors Llc | 11.13% | 1,328,533 | $146,763,060 | $164,671,665 | +$17,908,605 | +12.20% | |
| Tci Wealth Advisors, Inc. | 7.11% | 1,212,762 | $133,973,793 | $150,321,850 | +$16,348,057 | +12.20% | |
| Sequoia Financial Advisors | 0.67% | 1,087,142 | $120,096,656 | $134,751,251 | +$14,654,595 | +12.20% | |
| Alesco Advisors, Llc, An Esl Co | 2.96% | 1,051,667 | $116,177,600 | $130,354,125 | +$14,176,525 | +12.20% | |
| Savant Capital, Llc | 0.51% | 960,379 | $106,093,084 | $119,038,977 | +$12,945,893 | +12.20% | |
| Commonwealth Equity Services, Llc | 0.15% | 952,248 | $105,194,878 | $118,031,140 | +$12,836,262 | +12.20% | |
| Rw Investment Management Llc | 9.78% | 914,627 | $101,038,871 | $113,368,017 | +$12,329,146 | +12.20% | |
| Royal Bank Of Canada | 0.02% | 885,613 | $97,833,000 | $109,771,731 | +$11,938,731 | +12.20% | |
| American Century Companies Inc | 0.05% | 875,683 | $96,736,701 | $108,540,908 | +$11,804,207 | +12.20% | |
| Avantax Planning Partners, Inc. | 2.62% | 862,566 | $95,287,720 | $106,915,056 | +$11,627,336 | +12.20% | |
| Beaird Harris Wealth Management, Llc | 5.86% | 749,891 | $93,556,348 | $92,948,989 | -$607,359 | -0.65% | |
| Foster Group, Inc. | 2.27% | 685,757 | $85,555,060 | $84,999,580 | -$555,480 | -0.65% | |
| Cetera Investment Advisers | 0.09% | 755,647 | $83,476,279 | $93,662,446 | +$10,186,167 | +12.20% | |
| Symmetry Partners, Llc | 4.28% | 677,534 | $74,847,197 | $83,980,339 | +$9,133,142 | +12.20% | |
| Avior Wealth Management, Llc | 1.94% | 590,250 | $73,639,615 | $73,161,488 | -$478,128 | -0.65% | |
| Moisand Fitzgerald Tamayo, Llc | 7.51% | 632,849 | $69,910,878 | $78,441,634 | +$8,530,756 | +12.20% | |
| Cresset Asset Management, Llc | 0.30% | 623,763 | $68,907,064 | $77,315,424 | +$8,408,360 | +12.20% | |
| Satovsky Asset Management Llc | 12.09% | 619,938 | $68,484,512 | $76,841,315 | +$8,356,803 | +12.20% | |
| Petersen Hastings Wealth Advisors Inc. | 6.18% | 610,884 | $67,484,401 | $75,719,072 | +$8,234,671 | +12.20% | |
| Pds Planning, Inc | 4.40% | 603,359 | $66,653,020 | $74,786,348 | +$8,133,328 | +12.20% | |
| Meredith Wealth Planning | 17.72% | 591,966 | $65,394,520 | $73,374,186 | +$7,979,666 | +12.20% | |
| Krilogy Financial Llc | 2.10% | 562,877 | $65,130,459 | $69,768,604 | +$4,638,145 | +7.12% | |
| Oxford Financial Group, Ltd. Llc | 3.35% | 563,090 | $62,204,555 | $69,795,006 | +$7,590,451 | +12.20% | |
| Farther Finance Advisors, Llc | 0.58% | 558,513 | $61,810,592 | $69,227,686 | +$7,417,094 | +12.00% | |
| Zions Bancorporation, National Association | 3.87% | 543,168 | $60,003,769 | $67,325,674 | +$7,321,905 | +12.20% | |
| Envestnet Portfolio Solutions, Inc. | 0.33% | 540,480 | $59,706,850 | $66,992,496 | +$7,285,646 | +12.20% | |
| Marquette Asset Management, Llc | 7.31% | 454,633 | $56,720,014 | $56,351,760 | -$368,254 | -0.65% | |
| Corient Private Wealth Llc | 0.08% | 532,605 | $56,094,922 | $66,016,390 | +$9,921,468 | +17.69% | |
| Mariner, Llc | 0.06% | 499,530 | $55,183,077 | $61,916,744 | +$6,733,667 | +12.20% | |
| Burton Enright Welch | 7.32% | 487,601 | $53,865,293 | $60,438,144 | +$6,572,851 | +12.20% | |
| Cornerstone Wealth Partners, Llc | 29.32% | 467,881 | $51,686,780 | $57,993,850 | +$6,307,070 | +12.20% | |
| Parcion Private Wealth Llc | 3.15% | 460,638 | $50,886,706 | $57,096,080 | +$6,209,374 | +12.20% |
Frequently asked questions about AVUV
Who owns the most AVUV stock?
The largest holders of AVUV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS US SMALL CAP VALUE (AVUV).
Is AVUV widely held by superinvestors?
Many widely followed stocks like AVUV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVUV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.