Avantis US Small Cap ValueAVUVETF
13F holders, Q1 2024 (March 31)630holders
3famous investors
$93.61avg. 13F price*
At the end of Q1 2024, 630 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings. The largest holders were Creative Planning ($496.9M), Merriman Wealth Management, LLC ($334.4M) and LPL Financial LLC ($255.2M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $493.4M |
| Exits | 23 | $40.0M |
Ownership 630 holders
| Creative Planning | 0.55% | Add +9.5% | 5,302,388 | $496.9M |
| Merriman Wealth Management, LLC | 14.91% | Add +2.8% | 3,568,828 | $334.4M |
| LPL Financial LLC | 0.14% | Add +2.5% | 2,723,660 | $255.2M |
| Mason Investment Advisory Services, Inc. | 17.62% | Reduce -0.6% | 2,718,469 | $254.7M |
| Morgan Stanley | 0.02% | Add +19.9% | 2,573,112 | $241.1M |
| Truepoint, Inc. | 5.82% | Add +2.4% | 2,187,292 | $205.0M |
| CHURCHILL MANAGEMENT Corp | 2.56% | New | 2,186,461 | $204.9M |
| Buckingham Strategic Wealth, LLC | 1.73% | Add +0.3% | 1,751,825 | $164.2M |
| Bank of America Corp. | 0.01% | Add +21.6% | 1,451,601 | $136.0M |
| Unison Advisors LLC | 10.58% | Add +0.9% | 1,143,453 | $107.2M |
| 3EDGE Asset Management, LP | 8.13% | Reduce -4.0% | 1,113,030 | $104.3M |
| Annex Advisory Services, LLC | 3.39% | Reduce -0.8% | 1,018,539 | $95.4M |
| Evensky & Katz LLC | 6.02% | Add +0.2% | 909,776 | $85.3M |
| Avantax Planning Partners, Inc. | 2.67% | New | 878,859 | $82.4M |
| UBS Group AG | 0.03% | Add +25.3% | 822,640 | $77.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.5% | 820,388 | $76.9M |
| Wells Fargo & Company | 0.02% | Add +22.2% | 812,235 | $76.1M |
| HighTower Advisors, LLC | 0.12% | Add +5.9% | 806,648 | $75.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +9.0% | 802,165 | $75.2M |
| Plancorp, LLC | 3.18% | Add +3.6% | 780,921 | $73.2M |
| TCI Wealth Advisors, Inc. | 6.89% | Add +0.5% | 746,119 | $69.9M |
| Oxford Financial Group, LTD. LLC | 4.63% | Reduce -0.7% | 712,498 | $66.8M |
| Alesco Advisors, LLC, An ESL Co | 2.18% | Add +25.6% | 707,901 | $66.3M |
| Focus Partners Advisor Solutions, LLC | 1.90% | Add +63.3% | 701,263 | $65.7M |
| Carlson Capital Management | 3.05% | Reduce -28.9% | 689,543 | $64.6M |
| Waverly Advisors, LLC | 1.51% | Add +10.3% | 685,005 | $64.2M |
| WMS Partners, LLC | 4.37% | Add +3.2% | 676,945 | $63.4M |
| Parcion Private Wealth LLC | 5.44% | Add +0.3% | 659,921 | $61.8M |
| Hill Investment Group Partners, LLC | 8.49% | Add +0.9% | 641,321 | $60.1M |
| Royal Bank of Canada | 0.01% | Add +21.1% | 627,741 | $58.8M |
| Satovsky Asset Management LLC | 16.92% | Add +0.0% | 617,160 | $57.8M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +7.1% | 588,349 | $55.1M |
| American Century Companies Inc. | 0.03% | Add +8.2% | 585,429 | $54.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.55% | Add +2.5% | 526,716 | $49.4M |
| Marquette Asset Management, LLC | 7.64% | Add +0.5% | 470,336 | $44.1M |
| Werba Rubin Papier Wealth Management | 12.40% | Reduce -0.3% | 456,456 | $42.8M |
| Beaird Harris Wealth Management, LLC | 4.08% | Add +3.1% | 446,845 | $41.9M |
| Meredith Wealth Planning | 23.27% | Add +0.1% | 445,174 | $41.7M |
| Raymond James & Associates | 0.03% | Add +20.7% | 436,448 | $40.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.1% | 429,256 | $40.2M |
| Relative Value Partners Group, LLC | 2.47% | Add +0.3% | 449,308 | $39.2M |
| Burton Enright Welch | 9.01% | Add +0.9% | 399,811 | $37.5M |
| TruWealth Advisors, LLC | 2.56% | Add +3.2% | 392,131 | $36.7M |
| Corient Private Wealth LP | 0.07% | Reduce -43.6% | 391,955 | $36.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +10.2% | 386,468 | $36.2M |
| Krilogy Financial LLC | 2.63% | Add +2.1% | 365,629 | $34.3M |
| Allworth Financial LP | 0.23% | Add +279.7% | 349,885 | $32.8M |
| Team Hewins, LLC | 13.00% | Add +1.5% | 344,631 | $32.3M |
| Red Lighthouse Investment Management, LLC | 12.96% | Reduce -1.4% | 343,714 | $32.2M |
| PrairieView Partners, LLC | 3.52% | Add +0.2% | 327,374 | $30.7M |
| Intelligence Driven Advisers, LLC | 4.36% | Reduce -31.2% | 314,944 | $29.5M |
| Financial Partners Group, Inc | 4.66% | Add +47.0% | 311,620 | $29.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 26.39% | Reduce -1.4% | 309,300 | $29.0M |
| Falcon Wealth Planning | 4.52% | Reduce -10.6% | 304,520 | $28.5M |
| Empowered Funds, LLC | 0.50% | New | 295,851 | $27.7M |
| Quarry Hill Advisors, LLC | 20.08% | Add +3.7% | 291,191 | $27.3M |
| Creative Capital Management Investments LLC | 13.83% | Add +0.3% | 285,565 | $26.8M |
| Acorn Financial Advisory Services Inc. | 4.94% | Reduce -8.7% | 279,310 | $26.2M |
| RVW Wealth, LLC | 2.54% | Add +8.4% | 263,449 | $24.7M |
| JPMorgan Chase & Co. | 0.00% | Add +13.9% | 260,020 | $24.4M |
| Mariner, LLC | 0.05% | Add +24.7% | 258,134 | $24.2M |
| Private Advisor Group, LLC | 0.17% | Reduce -6.5% | 257,331 | $24.1M |
| Eagle Wealth Strategies LLC | 19.51% | Add +70.6% | 258,157 | $24.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +16.7% | 247,093 | $23.2M |
| Brown University | 9.17% | No change | 245,900 | $23.0M |
| CGC Financial Services, LLC | 12.01% | Add +3.7% | 244,729 | $22.9M |
| Family Investment Center, Inc. | 7.04% | Add +33.4% | 233,027 | $21.8M |
| Callan Capital, LLC | 1.89% | Add +24.1% | 228,973 | $21.5M |
| Osaic Holdings, Inc. | 0.05% | Add +24.9% | 225,204 | $21.1M |
| Correct Capital Wealth Management | 4.86% | Add +0.4% | 224,437 | $21.0M |
| True Wealth Design, LLC | 5.15% | Add +1.6% | 220,424 | $20.7M |
| MB Generational Wealth, LLC | 16.09% | Add +11.1% | 218,757 | $20.5M |
| WMG Financial Advisors, LLC | 11.73% | Add +7.3% | 218,693 | $20.5M |
| Glenview Trust Co | 0.43% | Add +23.1% | 213,025 | $20.0M |
| High Probability Advisors, LLC | 3.60% | New | 207,098 | $19.4M |
| Symmetry Partners, LLC | 1.52% | Add +8.7% | 207,025 | $19.4M |
| JRM Investment Counsel, LLC | 6.89% | Reduce -23.3% | 205,372 | $19.2M |
| Bluespring Wealth Management, LLC | 2.06% | Add +4.2% | 200,024 | $18.7M |
| Tarbox Family Office, Inc. | 3.27% | Add +9.8% | 198,420 | $18.6M |
| Truist Financial Corp. | 0.03% | Add +276.2% | 195,892 | $18.4M |
| Modern Wealth Management, LLC | 1.68% | Add +5.7% | 193,418 | $18.1M |
| Valued Wealth Advisors LLC | 12.52% | Add +472.8% | 188,579 | $17.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Add +19.3% | 184,010 | $17.2M |
| Foster Group, Inc. | 0.84% | Add +20.9% | 181,173 | $17.0M |
| Stephens Consulting, LLC | 5.19% | Reduce -0.8% | 180,474 | $16.9M |
| Cwm, LLC | 0.08% | Add +10.4% | 176,819 | $16.6M |
| Kestra Private Wealth Services, LLC | 0.37% | Add +19.1% | 174,874 | $16.4M |
| Mfa Wealth Advisors, LLC | 4.30% | Reduce -0.8% | 174,674 | $16.4M |
| Great Point Wealth Advisors, LLC | 3.78% | Add +31.4% | 172,899 | $16.2M |
| Pathstone Holdings, LLC | 0.08% | Reduce -1.1% | 171,388 | $16.1M |
| Klaas Financial Asset Advisors, LLC | 3.14% | Reduce -0.1% | 167,831 | $15.7M |
| Stifel Financial Corp. | 0.02% | Add +66.6% | 164,737 | $15.4M |
| Objectivity Squared, LLC | 13.56% | Add +18.1% | 171,800 | $15.4M |
| AE Wealth Management LLC | 0.17% | Reduce -43.5% | 162,761 | $15.3M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +14.9% | 162,567 | $15.2M |
| Orion Portfolio Solutions, LLC | 0.16% | Add +14.9% | 162,567 | $15.2M |
| MJP Associates Inc. | 3.30% | New | 162,059 | $15.2M |
| Advisor OS, LLC | 1.75% | New | 162,054 | $15.2M |
| Chicago Partners Investment Group LLC | 0.64% | Add +7.5% | 167,524 | $15.1M |
| Townsquare Capital LLC | 0.22% | Reduce -11.3% | 161,614 | $15.1M |
"% 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.