Avantis US Small Cap ValueAVUVETF
13F holders, Q2 2026 (June 30)1,146holders +85
123new positions
43sold out
7famous investors
$124.69avg. 13F price*
At the end of Q2 2026, 1,146 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 85 from Q1 2026. 123 opened new positions and 43 sold out. The largest holders were Creative Planning ($2.7B), LPL Financial LLC ($981.2M) and Focus Partners Wealth ($818.8M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $365.4M |
| Exits | 43 | $52.3M |
All 13F filers, Q1 2026 → Q2 2026: 17,649,748 shares bought and 3,645,792 shares sold, net +14,003,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,146 holders
| Creative Planning | 1.58% | Add +7.0% | 21,603,359 | $2.7B |
| LPL Financial LLC | 0.22% | Add +20.5% | 7,864,486 | $981.2M |
| Focus Partners Wealth | 0.84% | Reduce -1.5% | 6,563,363 | $818.8M |
| Bank of America Corp. | 0.03% | Add +22.5% | 3,459,279 | $431.6M |
| Morgan Stanley | 0.02% | Add +3.3% | 3,408,496 | $425.2M |
| Ameriprise Financial Inc. | 0.08% | Add +24.7% | 3,091,988 | $385.7M |
| Focus Partners Advisor Solutions, LLC | 3.17% | Add +20.7% | 2,999,892 | $374.3M |
| Mason Investment Advisory Services, Inc. | 13.40% | Reduce -0.3% | 2,824,089 | $352.3M |
| Truepoint, Inc. | 6.91% | Reduce -7.6% | 2,653,956 | $331.1M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +9.2% | 2,613,184 | $326.0M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -3.8% | 2,398,665 | $299.3M |
| Wells Fargo & Company | 0.05% | Add +31.2% | 2,285,615 | $285.2M |
| Raymond James Financial Inc. | 0.07% | Add +29.8% | 1,929,481 | $240.7M |
| Waverly Advisors, LLC | 1.30% | Add +27.8% | 1,801,650 | $224.8M |
| UBS Group AG | 0.03% | Add +10.9% | 1,607,642 | $200.6M |
| Plancorp, LLC | 4.67% | Add +5.2% | 1,545,016 | $191.5M |
| HighTower Advisors, LLC | 0.17% | Add +1.5% | 1,433,034 | $178.8M |
| TCI Wealth Advisors, Inc. | 7.50% | Add +14.5% | 1,388,724 | $173.3M |
| Unison Advisors LLC | 11.62% | Add +0.6% | 1,335,841 | $166.7M |
| Osaic Holdings, Inc. | 0.19% | Reduce -4.8% | 1,300,542 | $162.3M |
| Evensky & Katz LLC | 7.47% | Reduce -3.4% | 1,160,062 | $144.7M |
| Wealth Management Nebraska | 12.61% | New | 1,133,259 | $141.4M |
| Plante Moran Financial Advisors, LLC | 6.49% | Add +278286.3% | 1,119,113 | $139.6M |
| Sequoia Financial Advisors, LLC | 0.66% | Reduce -2.1% | 1,063,743 | $132.7M |
| Cetera Investment Advisers | 0.12% | Add +40.3% | 1,060,508 | $132.3M |
| American Century Companies Inc. | 0.06% | Add +18.1% | 1,034,018 | $129.0M |
| Alesco Advisors, LLC, An ESL Co | 2.92% | Reduce -2.8% | 1,021,939 | $127.5M |
| JPMorgan Chase & Co. | 0.01% | Add +11.7% | 969,133 | $120.8M |
| Savant Capital, LLC | 0.35% | Reduce -1.2% | 948,506 | $118.3M |
| Royal Bank of Canada | 0.02% | Add +3.7% | 918,011 | $114.5M |
| RW Investment Management LLC | 9.89% | Reduce -1.3% | 902,611 | $112.6M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -6.6% | 889,271 | $110.9M |
| Avantax Planning Partners, Inc. | 2.68% | Add +0.2% | 864,456 | $107.8M |
| Beaird Harris Wealth Management, LLC | 5.86% | Add +0.3% | 749,891 | $93.6M |
| Foster Group, Inc. | 2.27% | Reduce -2.4% | 685,757 | $85.6M |
| Private Advisor Group, LLC | 0.39% | Add +291.1% | 685,640 | $85.5M |
| Cresset Asset Management, LLC | 0.31% | Add +9.4% | 682,657 | $85.2M |
| Symmetry Partners, LLC | 4.25% | Reduce -1.4% | 667,861 | $83.3M |
| Moisand Fitzgerald Tamayo, LLC | 7.70% | Reduce -0.2% | 631,595 | $78.8M |
| Farther Finance Advisors, LLC | 0.62% | Add +12.8% | 629,767 | $78.6M |
| Satovsky Asset Management LLC | 12.30% | Reduce -0.3% | 618,166 | $77.1M |
| PDS Planning, Inc | 4.44% | Add +1.9% | 614,951 | $76.7M |
| Petersen Hastings Wealth Advisors Inc. | 6.25% | Reduce -2.2% | 597,318 | $74.5M |
| Avior Wealth Management, LLC | 1.94% | Add +111.1% | 590,250 | $73.6M |
| Meredith Wealth Planning | 17.33% | Reduce -0.6% | 588,447 | $73.4M |
| Krilogy Financial LLC | 2.12% | Add +1.9% | 573,763 | $71.6M |
| Corient Private Wealth LP | 0.10% | Add +4.7% | 557,425 | $69.5M |
| Zions Bancorporation, National Association | 4.08% | Add +0.5% | 545,956 | $68.1M |
| Envestnet Portfolio Solutions, Inc. | 0.33% | Add +0.9% | 545,414 | $68.0M |
| Jones Financial Companies LLLP | 0.03% | Add +28.2% | 526,841 | $65.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +11.6% | 525,630 | $65.6M |
| Cornerstone Wealth Partners, LLC | 29.47% | Add +8.6% | 508,262 | $63.4M |
| Burton Enright Welch | 7.44% | Add +4.2% | 507,991 | $63.4M |
| Keb Asset Management, LLC | 10.24% | Add +18.4% | 507,078 | $63.3M |
| Oxford Financial Group, LTD. LLC | 3.14% | Reduce -11.7% | 497,164 | $62.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +14.7% | 466,900 | $57.9M |
| Marquette Asset Management, LLC | 7.31% | Reduce -0.0% | 454,633 | $56.7M |
| Savvy Advisors, Inc. | 1.19% | Add +34.9% | 446,377 | $55.7M |
| Quarry Hill Advisors, LLC | 21.36% | Add +7.3% | 445,593 | $55.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.81% | Add +7.2% | 444,573 | $55.5M |
| Werba Rubin Papier Wealth Management | 6.68% | Add +1.9% | 440,829 | $55.0M |
| Prime Capital Investment Advisors, LLC | 0.53% | Reduce -0.6% | 436,592 | $54.5M |
| Bluespring Wealth Management, LLC | 1.04% | Add +62.8% | 434,760 | $54.2M |
| Parcion Private Wealth LLC | 3.01% | Reduce -5.7% | 434,292 | $54.2M |
| First Citizens Bank & Trust Co. | 0.80% | Add +4.6% | 429,436 | $53.6M |
| Team Hewins, LLC | 14.04% | Reduce -0.5% | 411,350 | $51.3M |
| 3EDGE Asset Management, LP | 2.28% | Add +30.3% | 410,057 | $51.2M |
| Fifth Third Bancorp | 0.08% | Add +3.1% | 408,340 | $50.9M |
| AlphaCore Capital LLC | 0.91% | Reduce -1.7% | 397,677 | $49.6M |
| Financial Partners Group, Inc | 4.95% | Reduce -0.2% | 390,844 | $48.8M |
| Means Investment Co., Inc. | 3.63% | Reduce -2.2% | 385,249 | $48.1M |
| Apollon Wealth Management, LLC | 0.58% | Add +39.8% | 384,161 | $47.9M |
| Three Arch Wealth Management LLC | 6.99% | Add +6.3% | 365,012 | $45.5M |
| HB Wealth Management, LLC | 0.25% | Add +0.5% | 363,036 | $45.3M |
| BWM Planning, LLC | 10.48% | Add +3.4% | 362,254 | $45.2M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +8.7% | 348,224 | $43.4M |
| Greenline Partners, LLC | 4.30% | Add +3.8% | 338,946 | $42.3M |
| Red Lighthouse Investment Management, LLC | 12.58% | Add +2.7% | 338,462 | $42.2M |
| Glenview Trust Co | 0.58% | Add +1.5% | 337,905 | $42.2M |
| Northwest Financial Advisors | 5.46% | New | 328,848 | $41.0M |
| MAI Capital Management | 0.16% | Reduce -0.3% | 328,545 | $41.0M |
| Orrstown Financial Services Inc. | 6.03% | Reduce -0.7% | 325,361 | $40.6M |
| Enzi Wealth | 12.78% | Add +4.5% | 325,220 | $40.4M |
| Wealthcare Advisory Partners LLC | 0.76% | Add +1.8% | 320,844 | $40.0M |
| Bare Financial Services, Inc | 9.02% | Add +1.1% | 315,023 | $39.3M |
| Kondo Wealth Advisors, Inc. | 13.00% | Add +1.8% | 311,684 | $38.9M |
| Venturi Wealth Management, LLC | 1.48% | Reduce -0.0% | 307,011 | $38.3M |
| MML Investors Services, LLC | 0.08% | Add +53.2% | 306,724 | $38.3M |
| Creative Capital Management Investments LLC | 8.71% | Add +1.0% | 302,746 | $37.8M |
| High Probability Advisors, LLC | 3.94% | Add +5.5% | 295,565 | $36.9M |
| N.E.W. Advisory Services LLC | 2.45% | Add +3.0% | 293,796 | $36.7M |
| Sherrill & Hutchins Financial Advisory, Inc | 17.22% | Reduce -5.7% | 288,668 | $36.0M |
| WMG Financial Advisors, LLC | 13.56% | Reduce -0.3% | 288,366 | $36.0M |
| Kestra Private Wealth Services, LLC | 0.39% | Add +4.5% | 287,416 | $35.9M |
| Hill Investment Group Partners, LLC | 3.65% | Add +5.8% | 287,140 | $35.8M |
| Valued Wealth Advisors LLC | 12.92% | Reduce -1.4% | 284,951 | $35.6M |
| Financial Management Network Inc. | 5.09% | Reduce -1.2% | 282,850 | $35.5M |
| Quent Capital, LLC | 2.16% | Add +5.2% | 281,331 | $35.1M |
| Fonville Wealth Management LLC | 5.65% | Add +6.6% | 277,486 | $34.6M |
| Stifel Financial Corp. | 0.03% | Add +65.9% | 275,637 | $34.4M |
"% of holder's portfolio" is AVUV's weight in each manager's 13F, not the share of Avantis US Small Cap Value the manager owns.