Avantis US Small Cap ValueAVUVETF
13F holders, Q1 2025 (March 31)817holders +13
69new positions
51sold out
3famous investors
$87.08avg. 13F price*
At the end of Q1 2025, 817 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 13 from Q4 2024. 69 opened new positions and 51 sold out. The largest holders were Creative Planning ($979.8M), Focus Partners Wealth ($495.8M) and LPL Financial LLC ($382.4M). 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 (Q1 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $182.0M |
| Exits | 51 | $304.9M |
All 13F filers, Q4 2024 → Q1 2025: 18,941,049 shares bought and 6,522,455 shares sold, net +12,418,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 817 holders
| Creative Planning | 0.92% | Add +40.7% | 11,240,479 | $979.8M |
| Focus Partners Wealth | 1.24% | Add +221.2% | 5,687,232 | $495.8M |
| LPL Financial LLC | 0.15% | Add +5.8% | 4,386,459 | $382.4M |
| Morgan Stanley | 0.02% | Reduce -7.0% | 3,222,501 | $280.9M |
| Mason Investment Advisory Services, Inc. | 14.28% | Add +0.7% | 2,713,731 | $236.6M |
| Truepoint, Inc. | 6.00% | Add +11.3% | 2,539,043 | $221.3M |
| Bank of America Corp. | 0.02% | Add +18.3% | 2,388,547 | $208.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +11.7% | 2,029,665 | $176.9M |
| Ameriprise Financial Inc. | 0.05% | Add +24.6% | 1,911,402 | $166.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +27.7% | 1,796,040 | $156.6M |
| Focus Partners Advisor Solutions, LLC | 1.96% | Add +28.3% | 1,482,024 | $129.2M |
| Osaic Holdings, Inc. | 0.27% | Add +17.7% | 1,388,974 | $121.1M |
| UBS Group AG | 0.03% | Reduce -2.7% | 1,341,279 | $116.9M |
| HighTower Advisors, LLC | 0.15% | Add +19.2% | 1,238,030 | $107.9M |
| Prime Capital Investment Advisors, LLC | 1.26% | Add +29.0% | 1,233,627 | $107.5M |
| Raymond James Financial Inc. | 0.04% | Add +0.8% | 1,143,929 | $99.7M |
| Waverly Advisors, LLC | 1.18% | Add +14.0% | 1,109,558 | $96.7M |
| Wells Fargo & Company | 0.02% | Reduce -9.8% | 1,090,038 | $95.0M |
| Unison Advisors LLC | 11.81% | Add +1.8% | 1,065,041 | $92.8M |
| Commonwealth Equity Services, LLC | 0.13% | Add +7.6% | 1,026,114 | $89.4M |
| Alesco Advisors, LLC, An ESL Co | 2.78% | Add +42.0% | 1,015,603 | $88.5M |
| Empowered Funds, LLC | 1.25% | Add +1.1% | 1,011,696 | $88.2M |
| Evensky & Katz LLC | 5.91% | Add +2.9% | 1,011,152 | $88.1M |
| CCM Investment Group, LLC | 9.32% | Add +1.4% | 1,011,401 | $88.1M |
| Plancorp, LLC | 3.23% | Add +11.2% | 935,129 | $81.5M |
| Sequoia Financial Advisors, LLC | 0.59% | Add +1118.5% | 870,178 | $75.9M |
| TCI Wealth Advisors, Inc. | 6.04% | Add +7.8% | 865,098 | $75.4M |
| Royal Bank of Canada | 0.02% | Add +0.9% | 860,159 | $75.0M |
| Avantax Planning Partners, Inc. | 2.52% | Reduce -5.0% | 817,595 | $71.3M |
| HB Wealth Management, LLC | 0.55% | New | 751,803 | $65.5M |
| American Century Companies Inc. | 0.04% | Add +6.7% | 739,684 | $64.5M |
| Oxford Financial Group, LTD. LLC | 4.31% | Add +1.8% | 705,715 | $61.5M |
| Foster Group, Inc. | 2.17% | Add +9.3% | 663,812 | $57.9M |
| Parcion Private Wealth LLC | 4.39% | Reduce -9.7% | 618,057 | $53.9M |
| Satovsky Asset Management LLC | 11.95% | Reduce -0.3% | 612,625 | $53.4M |
| Comerica Bank | 0.22% | Add +11.7% | 604,058 | $52.7M |
| Beaird Harris Wealth Management, LLC | 4.38% | Add +8.0% | 591,380 | $51.6M |
| Moisand Fitzgerald Tamayo, LLC | 7.04% | Add +4.0% | 583,732 | $50.9M |
| Cresset Asset Management, LLC | 0.25% | Add +322.7% | 576,446 | $50.2M |
| NorthCoast Asset Management LLC | 0.24% | Add +0.4% | 557,406 | $48.6M |
| TruWealth Advisors, LLC | 2.93% | Add +6.3% | 557,383 | $48.6M |
| PDS Planning, Inc | 3.82% | Reduce -0.8% | 519,823 | $45.3M |
| Meredith Wealth Planning | 18.44% | Add +2.0% | 479,513 | $41.8M |
| Marquette Asset Management, LLC | 7.35% | Add +0.2% | 478,688 | $41.7M |
| Werba Rubin Papier Wealth Management | 8.59% | Reduce -2.1% | 453,260 | $39.5M |
| Mariner, LLC | 0.06% | Reduce -5.8% | 430,461 | $37.5M |
| Krilogy Financial LLC | 2.39% | Add +7.7% | 423,806 | $36.9M |
| Burton Enright Welch | 7.34% | Add +2.8% | 414,351 | $36.1M |
| Corient Private Wealth LP | 0.06% | Add +0.3% | 401,545 | $35.0M |
| Correct Capital Wealth Management | 6.79% | Add +0.2% | 392,647 | $34.2M |
| Private Advisor Group, LLC | 0.21% | Add +5.9% | 391,291 | $34.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -8.2% | 386,563 | $33.7M |
| Financial Partners Group, Inc | 5.15% | Add +2.5% | 382,661 | $33.4M |
| Red Lighthouse Investment Management, LLC | 13.13% | Add +1.3% | 343,714 | $32.2M |
| Team Hewins, LLC | 11.88% | Reduce -1.9% | 350,657 | $30.6M |
| Means Investment Co., Inc. | 3.22% | Add +148.6% | 347,601 | $30.3M |
| Orrstown Financial Services Inc. | 7.19% | Add +21.4% | 346,458 | $30.2M |
| PrairieView Partners, LLC | 3.03% | Reduce -2.3% | 332,731 | $29.0M |
| Quarry Hill Advisors, LLC | 18.62% | Add +7.5% | 328,802 | $28.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.9% | 321,917 | $28.1M |
| Callan Capital, LLC | 1.99% | Reduce -2.1% | 307,975 | $26.8M |
| Brown University | 12.18% | No change | 301,800 | $26.3M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.41% | Add +2.5% | 301,577 | $26.3M |
| N.E.W. Advisory Services LLC | 1.99% | Add +29.4% | 298,028 | $26.0M |
| Hill Investment Group Partners, LLC | 3.52% | Reduce -56.9% | 294,042 | $25.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.66% | Add +10.4% | 293,428 | $25.6M |
| Glenview Trust Co | 0.50% | Add +8.0% | 292,954 | $25.5M |
| WMG Financial Advisors, LLC | 10.83% | Add +7.0% | 292,008 | $25.5M |
| Creative Capital Management Investments LLC | 9.31% | Reduce -1.3% | 276,625 | $24.1M |
| Cetera Investment Advisers | 0.05% | Add +29.4% | 275,488 | $24.0M |
| Greenline Partners, LLC | 3.45% | Add +460.2% | 274,182 | $23.9M |
| Eagle Wealth Strategies LLC | 14.53% | Add +1.7% | 271,634 | $23.7M |
| MAI Capital Management | 0.18% | Add +5.9% | 269,883 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 268,767 | $23.4M |
| Apollon Wealth Management, LLC | 0.52% | Add +41.6% | 268,671 | $23.4M |
| Avior Wealth Management, LLC | 0.88% | Add +44.5% | 265,617 | $23.2M |
| Acorn Financial Advisory Services Inc. | 4.17% | Reduce -8.6% | 264,553 | $23.1M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +4.8% | 263,751 | $23.0M |
| Harbor Group, Inc. | 4.50% | Add +65.3% | 258,540 | $22.5M |
| Kondo Wealth Advisors, Inc. | 10.88% | Add +7.6% | 253,207 | $22.1M |
| Fifth Third Bancorp | 0.08% | Add +35.2% | 246,574 | $21.5M |
| High Probability Advisors, LLC | 3.52% | Add +7.3% | 241,876 | $21.1M |
| RW Investment Management LLC | 2.57% | Add +28.4% | 239,646 | $20.9M |
| Bare Financial Services, Inc | 8.00% | Add +6.3% | 238,862 | $20.8M |
| Bluespring Wealth Management, LLC | 2.08% | Add +1.6% | 234,556 | $20.4M |
| Falcon Wealth Planning | 2.25% | Reduce -31.6% | 232,625 | $20.3M |
| Intelligence Driven Advisers, LLC | 3.84% | Add +0.1% | 228,698 | $19.9M |
| Savant Capital, LLC | 0.17% | Add +228.9% | 226,088 | $19.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +51.1% | 223,520 | $19.5M |
| MB Generational Wealth, LLC | 14.43% | Add +1.9% | 221,773 | $19.3M |
| Atria Investments, Inc | 0.25% | Reduce -2.4% | 221,600 | $19.3M |
| Stephens Consulting, LLC | 4.77% | Add +4.7% | 217,710 | $19.0M |
| Modern Wealth Management, LLC | 0.59% | Add +1.1% | 212,814 | $18.6M |
| Valued Wealth Advisors LLC | 11.05% | Add +3.0% | 211,180 | $18.4M |
| New England Capital Financial Advisors LLC | 9.26% | Add +2320511.1% | 208,855 | $18.2M |
| Morton Brown Family Wealth, LLC | 6.17% | Add +10.3% | 208,387 | $18.2M |
| Pathstone Holdings, LLC | 0.08% | Add +12.5% | 208,336 | $18.2M |
| Chicago Partners Investment Group LLC | 0.60% | Add +10.4% | 214,715 | $18.1M |
| Regatta Capital Group, LLC | 3.49% | Add +54.6% | 207,017 | $18.0M |
| Wealth Architects, LLC | 1.99% | Reduce -4.3% | 206,533 | $18.0M |
"% 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.