Avantis US Small Cap ValueAVUVETF
13F holders, Q4 2024 (December 31)804holders +97
62new positions
18sold out
3famous investors
$96.50avg. 13F price*
At the end of Q4 2024, 804 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 97 from Q3 2024. 62 opened new positions and 18 sold out. The largest holders were Creative Planning ($771.4M), LPL Financial LLC ($400.0M) and Merriman Wealth Management, LLC ($339.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $157.5M |
| Exits | 18 | $27.9M |
All 13F filers, Q3 2024 → Q4 2024: 10,041,530 shares bought and 1,686,039 shares sold, net +8,355,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 804 holders
| Creative Planning | 0.75% | Add +29.2% | 7,991,514 | $771.4M |
| LPL Financial LLC | 0.16% | Add +7.3% | 4,143,976 | $400.0M |
| Merriman Wealth Management, LLC | 14.15% | Reduce -2.1% | 3,520,278 | $339.8M |
| Morgan Stanley | 0.02% | Add +9.7% | 3,463,863 | $334.4M |
| Mason Investment Advisory Services, Inc. | 15.25% | Reduce -0.7% | 2,694,865 | $260.1M |
| Truepoint, Inc. | 5.89% | Add +1.5% | 2,281,447 | $220.2M |
| CHURCHILL MANAGEMENT Corp | 2.38% | Add +1.6% | 2,262,344 | $218.4M |
| Bank of America Corp. | 0.02% | Add +17.1% | 2,019,873 | $195.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.5% | 1,816,723 | $175.4M |
| Focus Partners Wealth | 0.44% | Add +1.6% | 1,770,447 | $170.9M |
| Ameriprise Financial Inc. | 0.04% | Add +19.6% | 1,534,021 | $148.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +11.9% | 1,406,084 | $135.7M |
| UBS Group AG | 0.03% | Add +21.3% | 1,378,752 | $133.1M |
| Wells Fargo & Company | 0.03% | Add +10.4% | 1,208,917 | $116.7M |
| Osaic Holdings, Inc. | 0.25% | Reduce -1.1% | 1,180,460 | $112.7M |
| Focus Partners Advisor Solutions, LLC | 1.88% | Add +42.4% | 1,155,398 | $111.5M |
| Raymond James Financial Inc. | 0.04% | — | 1,134,550 | $109.5M |
| Unison Advisors LLC | 12.03% | Reduce -0.9% | 1,046,504 | $101.0M |
| HighTower Advisors, LLC | 0.14% | Add +8.2% | 1,038,951 | $100.3M |
| Empowered Funds, LLC | 1.41% | Add +3.2% | 1,000,486 | $96.6M |
| CCM Investment Group, LLC | 10.46% | — | 997,536 | $95.9M |
| Evensky & Katz LLC | 6.21% | Add +0.6% | 983,098 | $94.9M |
| Waverly Advisors, LLC | 1.45% | Add +10.7% | 973,523 | $94.0M |
| Prime Capital Investment Advisors, LLC | 1.34% | Reduce -1.3% | 956,543 | $92.3M |
| Commonwealth Equity Services, LLC | 0.13% | Add +6.0% | 953,296 | $92.0M |
| Avantax Planning Partners, Inc. | 2.99% | Add +1.4% | 860,368 | $83.1M |
| Royal Bank of Canada | 0.02% | Add +15.1% | 852,250 | $82.3M |
| Plancorp, LLC | 3.33% | Add +0.4% | 840,968 | $81.2M |
| TCI Wealth Advisors, Inc. | 6.47% | Add +0.6% | 802,656 | $77.5M |
| Carlson Capital Management | 3.29% | Add +0.8% | 781,089 | $75.4M |
| WMS Partners, LLC | 3.98% | Add +0.9% | 736,369 | $71.1M |
| Alesco Advisors, LLC, An ESL Co | 2.17% | Add +0.0% | 715,088 | $69.0M |
| Oxford Financial Group, LTD. LLC | 4.33% | Reduce -3.2% | 693,135 | $66.9M |
| American Century Companies Inc. | 0.04% | Add +5.0% | 692,976 | $66.9M |
| Parcion Private Wealth LLC | 5.05% | Add +0.0% | 684,532 | $66.1M |
| Hill Investment Group Partners, LLC | 8.82% | Add +1.8% | 682,210 | $65.9M |
| Satovsky Asset Management LLC | 13.58% | Reduce -1.2% | 614,536 | $59.3M |
| Foster Group, Inc. | 2.24% | Reduce -2.9% | 607,086 | $58.6M |
| Moisand Fitzgerald Tamayo, LLC | 7.66% | Reduce -0.8% | 561,269 | $54.2M |
| NorthCoast Asset Management LLC | 0.26% | Add +2.5% | 555,078 | $53.6M |
| Beaird Harris Wealth Management, LLC | 4.56% | Add +6.2% | 547,456 | $52.8M |
| Comerica Bank | 0.21% | Reduce -1.6% | 540,646 | $52.2M |
| Traphagen Investment Advisors LLC | 5.18% | Add +1.5% | 527,832 | $51.0M |
| TruWealth Advisors, LLC | 3.05% | Add +26.9% | 524,558 | $50.6M |
| PDS Planning, Inc | 4.50% | Add +2.9% | 524,299 | $50.6M |
| Marquette Asset Management, LLC | 7.52% | Reduce -0.0% | 477,637 | $46.1M |
| Meredith Wealth Planning | 20.23% | Add +2.8% | 470,222 | $45.4M |
| Werba Rubin Papier Wealth Management | 10.54% | Add +1.1% | 462,894 | $44.7M |
| Mariner, LLC | 0.07% | Add +18.9% | 457,213 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +4.6% | 420,860 | $40.6M |
| Burton Enright Welch | 8.17% | Reduce 0.0% | 402,989 | $38.9M |
| Krilogy Financial LLC | 2.53% | Add +1.6% | 393,467 | $38.0M |
| Correct Capital Wealth Management | 7.53% | Reduce -0.5% | 391,859 | $37.8M |
| Financial Partners Group, Inc | 5.26% | Add +2.4% | 373,174 | $36.0M |
| Corient Private Wealth LP | 0.06% | Reduce -32.2% | 400,485 | $35.9M |
| Private Advisor Group, LLC | 0.20% | Add +3.2% | 369,445 | $35.7M |
| Team Hewins, LLC | 13.49% | Add +5.0% | 357,418 | $34.5M |
| PrairieView Partners, LLC | 3.43% | Add +1.4% | 340,378 | $32.9M |
| Falcon Wealth Planning | 3.66% | Add +4.3% | 340,108 | $32.8M |
| Red Lighthouse Investment Management, LLC | 12.96% | Reduce -0.6% | 339,473 | $32.8M |
| Callan Capital, LLC | 2.22% | Add +3.5% | 314,531 | $30.4M |
| Quarry Hill Advisors, LLC | 19.86% | Add +1.1% | 305,733 | $29.5M |
| Brown University | 12.42% | No change | 301,800 | $29.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +18.0% | 301,046 | $29.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 25.10% | Reduce -3.6% | 294,142 | $28.4M |
| Acorn Financial Advisory Services Inc. | 4.61% | Add +4.0% | 289,468 | $27.9M |
| Orrstown Financial Services Inc. | 7.39% | Add +13.5% | 285,446 | $27.6M |
| Creative Capital Management Investments LLC | 11.31% | Add +0.0% | 280,134 | $27.0M |
| WMG Financial Advisors, LLC | 11.34% | Add +7.3% | 272,832 | $26.3M |
| Glenview Trust Co | 0.49% | Add +8.7% | 271,199 | $26.2M |
| Eagle Wealth Strategies LLC | 18.67% | Reduce -0.3% | 267,034 | $25.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.70% | Add +12.4% | 265,788 | $25.7M |
| RVW Wealth, LLC | 2.34% | Reduce -1.9% | 259,919 | $25.1M |
| MAI Capital Management | 0.18% | Add +164.6% | 254,776 | $24.6M |
| JPMorgan Chase & Co. | 0.00% | Add +74.8% | 253,659 | $24.5M |
| Kestra Private Wealth Services, LLC | 0.41% | Add +22.8% | 251,648 | $24.3M |
| Kondo Wealth Advisors, Inc. | 11.53% | — | 235,326 | $22.7M |
| Family Investment Center, Inc. | 5.74% | Reduce -5.5% | 234,639 | $22.6M |
| Bluespring Wealth Management, LLC | 2.29% | Add +5.3% | 230,770 | $22.3M |
| N.E.W. Advisory Services LLC | 2.11% | Add +31.1% | 230,386 | $22.2M |
| Intelligence Driven Advisers, LLC | 4.15% | Reduce -27.9% | 228,355 | $22.0M |
| Atria Investments, Inc | 0.27% | Reduce -11.9% | 227,027 | $21.9M |
| Advisor OS, LLC | 2.52% | Add +2.6% | 225,427 | $21.8M |
| High Probability Advisors, LLC | 3.90% | Add +3.6% | 225,368 | $21.8M |
| Bare Financial Services, Inc | 8.72% | Add +7.9% | 224,627 | $21.7M |
| MJP Associates Inc. | 3.88% | Add +1.9% | 223,896 | $21.6M |
| Objectivity Squared, LLC | 14.61% | Add +1.6% | 222,052 | $21.0M |
| MB Generational Wealth, LLC | 15.41% | Reduce -0.4% | 217,613 | $21.0M |
| Wealth Architects, LLC | 2.35% | Add +6.1% | 215,887 | $20.8M |
| Tarbox Family Office, Inc. | 3.42% | Add +0.9% | 214,729 | $20.7M |
| Cetera Investment Advisers | 0.04% | Add +15.4% | 212,856 | $20.5M |
| Modern Wealth Management, LLC | 0.76% | New | 210,553 | $20.3M |
| Stephens Consulting, LLC | 5.04% | Add +4.4% | 208,041 | $20.1M |
| Valued Wealth Advisors LLC | 12.40% | Add +4.5% | 205,057 | $19.8M |
| Define Financial, LLC | 14.92% | — | 204,805 | $19.8M |
| Chicago Partners Investment Group LLC | 0.62% | Add +3.8% | 194,490 | $18.7M |
| MML Investors Services, LLC | 0.06% | Reduce -8.2% | 192,763 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -9.6% | 191,501 | $18.5M |
| Great Point Wealth Advisors, LLC | 4.04% | Add +2.3% | 191,198 | $18.5M |
| Apollon Wealth Management, LLC | 0.42% | Add +2.3% | 189,693 | $18.3M |
"% 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.