Avantis US Small Cap ValueAVUVETF
13F holders, Q2 2025 (June 30)861holders +44
88new positions
46sold out
4famous investors
$91.18avg. 13F price*
At the end of Q2 2025, 861 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 44 from Q1 2025. 88 opened new positions and 46 sold out. The largest holders were Creative Planning ($1.3B), Focus Partners Wealth ($538.3M) and LPL Financial LLC ($444.9M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $158.2M |
| Exits | 46 | $97.4M |
All 13F filers, Q1 2025 → Q2 2025: 14,205,277 shares bought and 5,702,723 shares sold, net +8,502,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 861 holders
| Creative Planning | 1.14% | Add +29.8% | 14,595,072 | $1.3B |
| Focus Partners Wealth | 1.17% | Add +3.9% | 5,908,604 | $538.3M |
| LPL Financial LLC | 0.15% | Add +11.3% | 4,883,120 | $444.9M |
| Mason Investment Advisory Services, Inc. | 13.71% | Add +1.8% | 2,761,344 | $251.6M |
| Morgan Stanley | 0.02% | Reduce -14.9% | 2,741,306 | $249.7M |
| Truepoint, Inc. | 6.11% | Add +6.1% | 2,693,123 | $245.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +10.9% | 2,251,063 | $205.1M |
| Bank of America Corp. | 0.02% | Reduce -8.0% | 2,197,381 | $200.2M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +11.6% | 2,004,936 | $182.6M |
| Focus Partners Advisor Solutions, LLC | 2.35% | Add +30.4% | 1,931,863 | $176.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.2% | 1,811,693 | $165.1M |
| Osaic Holdings, Inc. | 0.22% | Reduce -0.4% | 1,383,177 | $126.0M |
| UBS Group AG | 0.02% | Reduce -4.5% | 1,281,290 | $116.7M |
| HighTower Advisors, LLC | 0.14% | Add +2.3% | 1,266,680 | $115.4M |
| Wells Fargo & Company | 0.03% | Add +15.9% | 1,263,726 | $115.1M |
| Evensky & Katz LLC | 6.80% | Add +20.8% | 1,221,718 | $111.3M |
| Waverly Advisors, LLC | 1.18% | Add +6.7% | 1,183,354 | $107.8M |
| Plancorp, LLC | 3.57% | Add +21.1% | 1,131,955 | $103.1M |
| Empowered Funds, LLC | 1.16% | Add +11.6% | 1,129,106 | $102.9M |
| Raymond James Financial Inc. | 0.04% | Reduce -2.5% | 1,115,465 | $101.6M |
| Alesco Advisors, LLC, An ESL Co | 2.85% | Add +7.0% | 1,086,803 | $99.0M |
| Prime Capital Investment Advisors, LLC | 1.30% | Reduce -12.6% | 1,078,386 | $98.2M |
| Unison Advisors LLC | 10.93% | Add +0.6% | 1,071,733 | $97.6M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -1.8% | 1,007,914 | $91.8M |
| Sequoia Financial Advisors, LLC | 0.59% | Add +7.9% | 939,279 | $85.6M |
| TCI Wealth Advisors, Inc. | 5.72% | Add +5.8% | 915,454 | $83.4M |
| Avantax Planning Partners, Inc. | 2.31% | Reduce -2.5% | 797,593 | $72.7M |
| Royal Bank of Canada | 0.01% | Reduce -10.3% | 771,745 | $70.3M |
| American Century Companies Inc. | 0.04% | Add +2.5% | 758,568 | $69.1M |
| Oxford Financial Group, LTD. LLC | 3.95% | Add +3.5% | 730,259 | $66.5M |
| Foster Group, Inc. | 2.16% | Add +4.2% | 691,765 | $63.0M |
| Beaird Harris Wealth Management, LLC | 4.67% | Add +11.9% | 661,927 | $60.3M |
| Moisand Fitzgerald Tamayo, LLC | 7.33% | Add +8.9% | 635,751 | $57.9M |
| Parcion Private Wealth LLC | 4.04% | Add +0.5% | 621,071 | $56.6M |
| Satovsky Asset Management LLC | 12.02% | Add +1.2% | 619,902 | $56.5M |
| Comerica Bank | 0.22% | Add +1.1% | 610,646 | $55.6M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Add +503.4% | 607,046 | $55.3M |
| HB Wealth Management, LLC | 0.44% | Reduce -19.5% | 605,445 | $55.2M |
| TruWealth Advisors, LLC | 2.96% | Add +5.9% | 590,312 | $53.8M |
| Cresset Asset Management, LLC | 0.27% | Add +2.0% | 587,924 | $53.6M |
| Meredith Wealth Planning | 18.71% | Add +17.9% | 565,599 | $51.5M |
| PDS Planning, Inc | 3.81% | Add +8.0% | 561,391 | $51.1M |
| Corient Private Wealth LP | 0.07% | Add +33.6% | 536,380 | $48.9M |
| NorthCoast Asset Management LLC | 0.19% | Reduce -11.4% | 493,893 | $45.0M |
| First Citizens Bank & Trust Co. | 0.78% | New | 475,392 | $43.3M |
| Krilogy Financial LLC | 2.38% | Add +7.4% | 455,325 | $41.5M |
| Werba Rubin Papier Wealth Management | 7.79% | Add +0.4% | 455,269 | $41.5M |
| Marquette Asset Management, LLC | 6.65% | Reduce -9.1% | 435,188 | $39.6M |
| Burton Enright Welch | 6.82% | Add +4.2% | 431,857 | $39.3M |
| Mariner, LLC | 0.06% | Reduce -1.4% | 424,478 | $38.7M |
| Financial Partners Group, Inc | 4.96% | Add +2.8% | 393,384 | $35.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -4.9% | 367,714 | $34.9M |
| Cetera Investment Advisers | 0.06% | Add +38.2% | 380,711 | $34.7M |
| AlphaCore Capital LLC | 1.30% | Add +763.7% | 375,270 | $34.2M |
| Savant Capital, LLC | 0.24% | Add +64.5% | 371,993 | $33.9M |
| Team Hewins, LLC | 12.19% | Add +5.8% | 371,111 | $33.8M |
| JPMorgan Chase & Co. | 0.00% | Add +37.9% | 370,722 | $33.8M |
| Means Investment Co., Inc. | 3.11% | Add +3.6% | 360,258 | $32.8M |
| Orrstown Financial Services Inc. | 6.91% | Add +3.9% | 360,075 | $32.8M |
| PNC Financial Services Group, Inc. | 0.02% | Add +11.1% | 357,721 | $32.6M |
| Quarry Hill Advisors, LLC | 18.28% | Add +4.9% | 344,851 | $31.4M |
| PrairieView Partners, LLC | 3.01% | Add +2.8% | 342,112 | $31.2M |
| Fifth Third Bancorp | 0.11% | Add +38.5% | 341,371 | $31.1M |
| RW Investment Management LLC | 3.40% | Add +39.9% | 335,159 | $30.5M |
| Red Lighthouse Investment Management, LLC | 11.55% | Reduce -3.5% | 331,784 | $30.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.68% | Add +12.4% | 329,958 | $30.1M |
| Avior Wealth Management, LLC | 1.03% | Add +23.7% | 328,454 | $29.9M |
| Glenview Trust Co | 0.50% | Add +9.0% | 319,398 | $29.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.37% | Add +4.8% | 315,934 | $28.8M |
| WMG Financial Advisors, LLC | 10.28% | Add +4.4% | 304,829 | $27.8M |
| High Probability Advisors, LLC | 4.06% | Add +23.2% | 298,078 | $27.2M |
| BWM Planning, LLC | 9.34% | Add +206.9% | 297,432 | $27.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +44.8% | 292,534 | $26.6M |
| N.E.W. Advisory Services LLC | 2.57% | Reduce -2.5% | 290,437 | $26.5M |
| Creative Capital Management Investments LLC | 9.35% | Add +3.8% | 287,204 | $26.2M |
| MAI Capital Management | 0.18% | Add +5.2% | 283,850 | $25.9M |
| Kondo Wealth Advisors, Inc. | 11.14% | Add +7.1% | 271,286 | $25.2M |
| Eagle Wealth Strategies LLC | 14.08% | Add +1.7% | 276,263 | $25.2M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +2.7% | 270,863 | $24.7M |
| Bare Financial Services, Inc | 8.32% | Add +13.3% | 270,697 | $24.7M |
| Bluespring Wealth Management, LLC | 2.27% | Add +11.6% | 261,765 | $23.8M |
| Apollon Wealth Management, LLC | 0.47% | Reduce -2.6% | 261,552 | $23.8M |
| Intelligence Driven Advisers, LLC | 3.59% | Add +14.3% | 261,449 | $23.8M |
| Greenline Partners, LLC | 3.19% | Reduce -5.3% | 259,668 | $23.7M |
| Acorn Financial Advisory Services Inc. | 3.87% | Reduce -2.0% | 259,148 | $23.6M |
| Harbor Group, Inc. | 4.16% | Reduce -0.3% | 257,701 | $23.5M |
| Private Advisor Group, LLC | 0.13% | Reduce -34.8% | 255,094 | $23.2M |
| Simplicity Wealth,LLC | 0.95% | Add +121.4% | 250,474 | $22.8M |
| Hill Investment Group Partners, LLC | 2.97% | Reduce -15.0% | 249,975 | $22.8M |
| Valued Wealth Advisors LLC | 11.74% | Add +17.0% | 247,112 | $22.5M |
| Atria Investments, Inc | 0.26% | Add +10.9% | 245,828 | $22.4M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +93.4% | 240,820 | $21.9M |
| Keb Asset Management, LLC | 5.41% | Add +48.0% | 238,555 | $21.7M |
| Falcon Wealth Planning | 2.18% | Add +1.6% | 236,422 | $21.5M |
| Define Financial, LLC | 14.04% | Add +4.6% | 233,946 | $21.3M |
| Chicago Partners Investment Group LLC | 0.60% | Reduce -0.0% | 214,637 | $20.7M |
| McMill Wealth Management | 6.83% | Add +18.4% | 225,789 | $20.6M |
| Lifelong Wealth Advisors, Inc. | 6.70% | New | 221,519 | $20.2M |
| Modern Wealth Management, LLC | 0.50% | Add +4.0% | 221,316 | $20.2M |
| MML Investors Services, LLC | 0.06% | Add +14.3% | 218,416 | $19.9M |
"% 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.