Avantis US Small Cap ValueAVUVETF
13F holders, Q2 2024 (June 30)650holders +20
62new positions
42sold out
5famous investors
$89.81avg. 13F price*
At the end of Q2 2024, 650 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 20 from Q1 2024. 62 opened new positions and 42 sold out. The largest holders were Creative Planning ($519.5M), Merriman Wealth Management, LLC ($328.0M) and LPL Financial LLC ($304.9M). 5 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 (Q2 2024)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $135.2M |
| Exits | 42 | $213.9M |
All 13F filers, Q1 2024 → Q2 2024: 10,887,566 shares bought and 4,457,658 shares sold, net +6,429,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 650 holders
| Creative Planning | 0.55% | Add +9.2% | 5,790,106 | $519.5M |
| Merriman Wealth Management, LLC | 14.34% | Add +2.4% | 3,655,898 | $328.0M |
| LPL Financial LLC | 0.15% | Add +24.8% | 3,398,849 | $304.9M |
| Morgan Stanley | 0.02% | Add +15.4% | 2,968,502 | $266.3M |
| Mason Investment Advisory Services, Inc. | 15.17% | Add +0.5% | 2,730,762 | $245.0M |
| Truepoint, Inc. | 5.65% | Add +1.0% | 2,208,793 | $198.2M |
| CHURCHILL MANAGEMENT Corp | 2.33% | Add +0.7% | 2,200,844 | $197.5M |
| Buckingham Strategic Wealth, LLC | 1.61% | Reduce -1.3% | 1,729,579 | $155.2M |
| Bank of America Corp. | 0.01% | Add +7.6% | 1,562,192 | $140.2M |
| Unison Advisors LLC | 12.28% | Reduce -4.6% | 1,091,037 | $97.9M |
| Prime Capital Investment Advisors, LLC | 1.39% | Add +32551.5% | 1,048,441 | $94.1M |
| Wells Fargo & Company | 0.02% | Add +25.9% | 1,022,614 | $91.7M |
| Avantax Planning Partners, Inc. | 2.79% | Add +9.9% | 965,855 | $86.7M |
| Evensky & Katz LLC | 5.93% | Add +4.4% | 949,691 | $85.2M |
| Empowered Funds, LLC | 1.47% | Add +219.6% | 945,576 | $84.8M |
| UBS Group AG | 0.03% | Add +13.0% | 929,321 | $83.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +6.3% | 872,086 | $78.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.7% | 847,721 | $76.1M |
| HighTower Advisors, LLC | 0.11% | Add +2.5% | 826,380 | $74.1M |
| Waverly Advisors, LLC | 1.44% | Add +19.8% | 820,682 | $73.6M |
| Plancorp, LLC | 3.14% | Add +3.4% | 807,330 | $72.4M |
| Focus Partners Advisor Solutions, LLC | 1.84% | Add +11.5% | 782,215 | $70.2M |
| TCI Wealth Advisors, Inc. | 6.51% | Add +3.1% | 769,153 | $69.0M |
| Oxford Financial Group, LTD. LLC | 4.27% | Add +1.2% | 720,987 | $64.7M |
| Alesco Advisors, LLC, An ESL Co | 2.10% | Add +1.1% | 715,515 | $64.2M |
| Carlson Capital Management | 3.01% | Add +3.2% | 711,756 | $63.9M |
| Hill Investment Group Partners, LLC | 8.59% | Add +1.8% | 652,958 | $63.8M |
| WMS Partners, LLC | 4.02% | Add +3.1% | 697,775 | $62.6M |
| Corient Private Wealth LP | 0.11% | Add +74.1% | 682,270 | $60.8M |
| Royal Bank of Canada | 0.01% | Add +7.3% | 673,319 | $60.4M |
| Parcion Private Wealth LLC | 5.38% | Reduce -0.6% | 656,097 | $58.9M |
| Comerica Bank | 0.23% | Add +1580.2% | 626,476 | $56.2M |
| American Century Companies Inc. | 0.03% | Add +6.6% | 623,925 | $56.0M |
| Satovsky Asset Management LLC | 13.40% | Add +0.7% | 621,720 | $55.8M |
| Foster Group, Inc. | 2.19% | Add +241.8% | 619,245 | $55.6M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +2.7% | 604,286 | $54.2M |
| Moisand Fitzgerald Tamayo, LLC | 7.30% | Add +3.1% | 543,122 | $48.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +19.1% | 511,051 | $45.9M |
| Beaird Harris Wealth Management, LLC | 4.11% | Add +8.9% | 486,512 | $43.6M |
| Marquette Asset Management, LLC | 7.31% | Add +1.9% | 479,531 | $43.0M |
| Meredith Wealth Planning | 21.22% | Add +1.4% | 451,357 | $40.5M |
| Werba Rubin Papier Wealth Management | 10.91% | Reduce -3.5% | 440,381 | $39.5M |
| Correct Capital Wealth Management | 8.98% | Add +90.9% | 428,372 | $38.4M |
| Raymond James & Associates | 0.03% | Reduce -2.4% | 425,957 | $38.2M |
| TruWealth Advisors, LLC | 2.40% | Add +2.5% | 402,129 | $36.1M |
| Burton Enright Welch | 8.31% | Add +0.5% | 401,758 | $36.0M |
| Ameriprise Financial Inc. | 0.01% | New | 391,555 | $35.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +0.4% | 387,847 | $34.8M |
| Krilogy Financial LLC | 2.51% | Add +3.6% | 378,698 | $34.0M |
| Allworth Financial LP | 0.21% | Reduce -2.0% | 342,966 | $32.8M |
| Team Hewins, LLC | 12.84% | Reduce -0.0% | 344,498 | $30.9M |
| Red Lighthouse Investment Management, LLC | 12.92% | Add +0.1% | 343,896 | $30.9M |
| Financial Partners Group, Inc | 4.71% | Add +6.8% | 332,841 | $29.9M |
| PrairieView Partners, LLC | 3.31% | Add +0.2% | 328,120 | $29.4M |
| Intelligence Driven Advisers, LLC | 4.14% | Add +3.4% | 325,657 | $29.2M |
| Quarry Hill Advisors, LLC | 18.87% | Add +8.0% | 314,381 | $28.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 24.78% | Reduce -1.0% | 306,117 | $27.5M |
| Falcon Wealth Planning | 3.46% | Reduce -2.5% | 297,024 | $26.6M |
| Private Advisor Group, LLC | 0.17% | Add +12.8% | 290,356 | $26.1M |
| Mariner, LLC | 0.05% | Add +10.8% | 286,000 | $25.7M |
| Creative Capital Management Investments LLC | 12.31% | Reduce -1.1% | 282,317 | $25.3M |
| Acorn Financial Advisory Services Inc. | 4.66% | Reduce -0.5% | 278,032 | $24.9M |
| RVW Wealth, LLC | 2.49% | Add +5.5% | 278,007 | $24.9M |
| Callan Capital, LLC | 1.99% | Add +17.7% | 269,523 | $24.2M |
| Eagle Wealth Strategies LLC | 19.20% | Add +2.5% | 264,684 | $23.7M |
| Family Investment Center, Inc. | 6.60% | Add +5.8% | 246,566 | $22.1M |
| Brown University | 8.33% | No change | 245,900 | $22.1M |
| WMG Financial Advisors, LLC | 11.39% | Add +9.7% | 239,832 | $21.5M |
| Glenview Trust Co | 0.42% | Add +9.5% | 233,289 | $20.9M |
| Traphagen Investment Advisors LLC | 2.25% | Add +486.3% | 230,873 | $20.7M |
| MB Generational Wealth, LLC | 15.58% | Add +2.4% | 223,987 | $20.1M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12483.1% | 213,913 | $19.2M |
| High Probability Advisors, LLC | 3.47% | Add +3.1% | 213,484 | $19.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.58% | Add +15.7% | 212,933 | $19.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.2% | 211,160 | $18.9M |
| Tarbox Family Office, Inc. | 3.27% | Add +4.3% | 206,918 | $18.6M |
| Bluespring Wealth Management, LLC | 1.98% | Add +2.9% | 205,766 | $18.5M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -19.0% | 200,180 | $18.0M |
| Valued Wealth Advisors LLC | 12.28% | Add +5.7% | 199,348 | $17.9M |
| Cwm, LLC | 0.08% | Add +12.3% | 198,486 | $17.8M |
| Objectivity Squared, LLC | 13.58% | Add +5.4% | 181,104 | $17.8M |
| Symmetry Partners, LLC | 0.91% | Reduce -4.6% | 197,430 | $17.7M |
| Modern Wealth Management, LLC | 1.29% | Add +0.5% | 194,295 | $17.4M |
| Stephens Consulting, LLC | 4.95% | Add +7.2% | 193,480 | $17.4M |
| Chicago Partners Investment Group LLC | 0.67% | Add +3.7% | 173,682 | $17.2M |
| Pathstone Holdings, LLC | 0.08% | Add +11.5% | 191,150 | $17.1M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +5.9% | 185,269 | $16.6M |
| Wealth Architects, LLC | 2.02% | Add +16.1% | 184,017 | $16.5M |
| Great Point Wealth Advisors, LLC | 3.76% | Add +6.0% | 183,305 | $16.4M |
| JRM Investment Counsel, LLC | 5.87% | Reduce -11.7% | 181,395 | $16.3M |
| Flaharty Asset Management, LLC | 2.36% | Add +557.6% | 177,681 | $15.9M |
| Mfa Wealth Advisors, LLC | 3.49% | Add +1.6% | 177,459 | $15.9M |
| Apollon Wealth Management, LLC | 0.47% | Add +9.5% | 172,063 | $15.4M |
| Oakwell Private Wealth Management, LLC | 4.28% | Add +7.0% | 168,899 | $15.2M |
| D'Orazio & Associates, Inc. | 2.30% | Add +4.8% | 166,954 | $15.0M |
| Paragon Advisors, LLC | 5.46% | Add +3.9% | 166,933 | $15.0M |
| Concentric Wealth Management, LLC | 3.87% | Add +3.2% | 165,513 | $14.8M |
| AE Wealth Management LLC | 0.15% | Add +1.4% | 165,008 | $14.8M |
| Bare Financial Services, Inc | 7.68% | Add +712.9% | 146,543 | $14.6M |
| Stifel Financial Corp. | 0.02% | Reduce -1.2% | 162,729 | $14.6M |
"% 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.