Avantis US Small Cap ValueAVUVETF
13F holders, Q3 2024 (September 30)707holders +57
83new positions
35sold out
2famous investors
$95.87avg. 13F price*
At the end of Q3 2024, 707 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 57 from Q2 2024. 83 opened new positions and 35 sold out. The largest holders were Creative Planning ($593.5M), LPL Financial LLC ($370.7M) and Merriman Wealth Management, LLC ($345.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $402.5M |
| Exits | 35 | $62.8M |
All 13F filers, Q2 2024 → Q3 2024: 14,330,747 shares bought and 2,111,056 shares sold, net +12,219,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 707 holders
| Creative Planning | 0.59% | Add +6.8% | 6,185,424 | $593.5M |
| LPL Financial LLC | 0.17% | Add +13.7% | 3,863,012 | $370.7M |
| Merriman Wealth Management, LLC | 14.01% | Reduce -1.6% | 3,596,816 | $345.1M |
| Morgan Stanley | 0.02% | Add +6.4% | 3,157,246 | $302.9M |
| Mason Investment Advisory Services, Inc. | 15.21% | Reduce -0.7% | 2,712,925 | $260.3M |
| Truepoint, Inc. | 5.79% | Add +1.7% | 2,246,883 | $215.6M |
| CHURCHILL MANAGEMENT Corp | 2.45% | Add +1.2% | 2,227,544 | $213.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +253.6% | 1,807,129 | $173.4M |
| Focus Partners Wealth | 0.53% | New | 1,743,408 | $167.3M |
| Bank of America Corp. | 0.01% | Add +10.4% | 1,724,482 | $165.5M |
| Ameriprise Financial Inc. | 0.03% | Add +227.6% | 1,282,805 | $123.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +48.2% | 1,256,543 | $120.6M |
| Osaic Holdings, Inc. | 0.26% | Add +465.5% | 1,194,018 | $113.3M |
| UBS Group AG | 0.03% | Add +22.3% | 1,136,466 | $109.0M |
| Wells Fargo & Company | 0.03% | Add +7.0% | 1,094,529 | $105.0M |
| Unison Advisors LLC | 12.19% | Reduce -3.2% | 1,056,146 | $101.3M |
| Evensky & Katz LLC | 6.11% | Add +2.9% | 977,236 | $93.8M |
| Prime Capital Investment Advisors, LLC | 1.33% | Reduce -7.5% | 969,484 | $93.0M |
| Empowered Funds, LLC | 1.46% | Add +2.5% | 969,267 | $93.0M |
| HighTower Advisors, LLC | 0.14% | Add +16.3% | 960,645 | $92.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +3.1% | 899,145 | $86.3M |
| Waverly Advisors, LLC | 1.56% | Add +7.1% | 879,097 | $84.3M |
| Avantax Planning Partners, Inc. | 2.92% | Reduce -12.1% | 848,684 | $81.4M |
| Plancorp, LLC | 3.28% | Add +3.8% | 837,800 | $80.4M |
| Focus Partners Advisor Solutions, LLC | 1.64% | Add +3.7% | 811,420 | $77.9M |
| TCI Wealth Advisors, Inc. | 6.45% | Add +3.7% | 797,648 | $76.5M |
| Carlson Capital Management | 3.16% | Add +8.9% | 775,134 | $74.4M |
| Royal Bank of Canada | 0.02% | Add +9.9% | 740,205 | $71.0M |
| WMS Partners, LLC | 3.92% | Add +4.5% | 729,558 | $70.0M |
| Oxford Financial Group, LTD. LLC | 4.36% | Reduce -0.6% | 716,340 | $68.7M |
| Alesco Advisors, LLC, An ESL Co | 2.12% | Reduce -0.1% | 714,867 | $68.6M |
| Parcion Private Wealth LLC | 5.46% | Add +4.3% | 684,432 | $65.7M |
| American Century Companies Inc. | 0.04% | Add +5.7% | 659,759 | $63.3M |
| Foster Group, Inc. | 2.24% | Add +1.0% | 625,319 | $60.0M |
| Hill Investment Group Partners, LLC | 8.31% | Add +2.6% | 669,874 | $59.8M |
| Satovsky Asset Management LLC | 13.45% | Add +0.1% | 622,061 | $59.7M |
| Corient Private Wealth LP | 0.09% | Reduce -13.4% | 591,055 | $56.7M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Reduce -3.6% | 582,643 | $55.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.45% | Add +4.2% | 565,904 | $54.3M |
| Comerica Bank | 0.21% | Reduce -12.3% | 549,440 | $52.7M |
| NorthCoast Asset Management LLC | 0.36% | New | 541,711 | $51.6M |
| Raymond James & Associates | 0.03% | Add +25.4% | 534,237 | $51.3M |
| Traphagen Investment Advisors LLC | 5.03% | Add +125.2% | 519,974 | $49.9M |
| Beaird Harris Wealth Management, LLC | 4.32% | Add +6.0% | 515,592 | $49.5M |
| PDS Planning, Inc | 4.38% | New | 509,432 | $48.9M |
| Marquette Asset Management, LLC | 7.27% | Reduce -0.4% | 477,734 | $45.8M |
| Werba Rubin Papier Wealth Management | 10.30% | Add +3.9% | 457,670 | $43.9M |
| Meredith Wealth Planning | 20.94% | Add +1.3% | 457,329 | $43.9M |
| TruWealth Advisors, LLC | 2.43% | Add +2.8% | 413,214 | $39.6M |
| Burton Enright Welch | 8.29% | Add +0.3% | 403,009 | $38.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +3.7% | 402,266 | $38.6M |
| Correct Capital Wealth Management | 8.37% | Reduce -8.0% | 394,002 | $37.8M |
| Krilogy Financial LLC | 2.56% | Add +2.3% | 387,296 | $37.2M |
| Mariner, LLC | 0.07% | Add +34.4% | 384,408 | $36.9M |
| Financial Partners Group, Inc | 5.17% | Add +9.4% | 364,307 | $35.0M |
| Private Advisor Group, LLC | 0.21% | Add +23.2% | 357,845 | $34.3M |
| Allworth Financial LP | 0.20% | Reduce -0.1% | 342,564 | $32.9M |
| Red Lighthouse Investment Management, LLC | 12.81% | Reduce -0.7% | 341,605 | $32.8M |
| Team Hewins, LLC | 12.50% | Reduce -1.1% | 340,562 | $32.7M |
| PrairieView Partners, LLC | 3.35% | Add +2.3% | 335,633 | $32.2M |
| Falcon Wealth Planning | 3.67% | Add +9.8% | 326,006 | $31.3M |
| Intelligence Driven Advisers, LLC | 4.35% | Reduce -2.7% | 316,892 | $30.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 25.30% | Reduce -0.3% | 305,291 | $29.3M |
| Callan Capital, LLC | 2.04% | Add +12.8% | 303,883 | $29.2M |
| Quarry Hill Advisors, LLC | 19.44% | Reduce -3.8% | 302,509 | $29.0M |
| Brown University | 11.72% | Add +22.7% | 301,800 | $29.0M |
| Creative Capital Management Investments LLC | 11.24% | Reduce -0.8% | 280,124 | $26.9M |
| Acorn Financial Advisory Services Inc. | 4.73% | Add +0.2% | 278,469 | $26.7M |
| Eagle Wealth Strategies LLC | 18.75% | Add +1.2% | 267,896 | $25.7M |
| RVW Wealth, LLC | 2.36% | Reduce -4.7% | 264,959 | $25.4M |
| Atria Investments, Inc | 0.31% | Add +271.0% | 257,782 | $24.7M |
| PNC Financial Services Group, Inc. | 0.02% | Add +19.3% | 255,118 | $24.5M |
| WMG Financial Advisors, LLC | 11.02% | Add +6.0% | 254,243 | $24.4M |
| Orrstown Financial Services Inc. | 7.13% | Add +996.5% | 251,552 | $24.1M |
| Glenview Trust Co | 0.46% | Add +7.0% | 249,491 | $23.9M |
| Family Investment Center, Inc. | 5.98% | Add +0.7% | 248,285 | $23.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.64% | Add +11.0% | 236,445 | $22.7M |
| MJP Associates Inc. | 4.00% | Add +39.3% | 219,777 | $21.1M |
| Advisor OS, LLC | 2.10% | Add +38.0% | 219,777 | $21.1M |
| Bluespring Wealth Management, LLC | 2.11% | Add +6.5% | 219,238 | $21.0M |
| MB Generational Wealth, LLC | 15.10% | Reduce -2.5% | 218,501 | $21.0M |
| High Probability Advisors, LLC | 3.55% | Add +1.9% | 217,541 | $20.9M |
| Objectivity Squared, LLC | 14.50% | Add +20.7% | 218,561 | $20.8M |
| Tarbox Family Office, Inc. | 3.35% | Add +2.8% | 212,752 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.8% | 211,732 | $20.3M |
| MML Investors Services, LLC | 0.07% | Add +32.1% | 210,055 | $20.2M |
| Bare Financial Services, Inc | 8.20% | Add +42.1% | 208,174 | $20.0M |
| Cwm, LLC | 0.09% | Add +4.3% | 206,923 | $19.9M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +10.6% | 204,912 | $19.7M |
| Wealth Architects, LLC | 2.21% | Add +10.6% | 203,438 | $19.5M |
| Stephens Consulting, LLC | 4.90% | Add +3.0% | 199,356 | $19.1M |
| Valued Wealth Advisors LLC | 12.20% | Reduce -1.6% | 196,210 | $18.8M |
| Pathstone Holdings, LLC | 0.08% | Add +0.1% | 191,245 | $18.3M |
| Great Point Wealth Advisors, LLC | 3.83% | Add +2.0% | 186,964 | $17.9M |
| Gallagher Fiduciary Advisors, LLC | 3.63% | New | 186,796 | $17.9M |
| Chicago Partners Investment Group LLC | 0.64% | Add +7.9% | 187,332 | $17.8M |
| Apollon Wealth Management, LLC | 0.50% | Add +7.8% | 185,500 | $17.8M |
| Cetera Investment Advisers | 0.04% | Add +29.3% | 184,504 | $17.7M |
| Paragon Advisors, LLC | 5.66% | Add +8.9% | 181,725 | $17.4M |
| WJ Interests, LLC | 7.68% | Add +55.3% | 181,417 | $17.4M |
"% 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.