Avantis US Small Cap ValueAVUVETF
13F holders, Q3 2025 (September 30)883holders +22
78new positions
45sold out
4famous investors
$99.52avg. 13F price*
At the end of Q3 2025, 883 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 22 from Q2 2025. 78 opened new positions and 45 sold out. The largest holders were Creative Planning ($1.7B), Focus Partners Wealth ($606.3M) and LPL Financial LLC ($508.6M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avantis US Small Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $141.7M |
| Exits | 45 | $28.9M |
All 13F filers, Q2 2025 → Q3 2025: 11,366,481 shares bought and 3,818,789 shares sold, net +7,547,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 883 holders
| Creative Planning | 1.28% | Add +15.1% | 16,802,461 | $1.7B |
| Focus Partners Wealth | 0.98% | Add +3.1% | 6,091,385 | $606.3M |
| LPL Financial LLC | 0.15% | Add +4.6% | 5,109,931 | $508.6M |
| Mason Investment Advisory Services, Inc. | 13.72% | Add +0.2% | 2,767,697 | $275.5M |
| Truepoint, Inc. | 6.37% | Add +2.1% | 2,749,775 | $273.7M |
| Morgan Stanley | 0.02% | Add +0.3% | 2,748,992 | $273.6M |
| Bank of America Corp. | 0.02% | Add +6.9% | 2,348,029 | $233.7M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.6% | 2,308,668 | $229.8M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +12.0% | 2,244,932 | $223.4M |
| Focus Partners Advisor Solutions, LLC | 2.52% | Add +16.0% | 2,241,212 | $221.9M |
| Ameriprise Financial Inc. | 0.04% | Add +6.0% | 1,920,854 | $191.2M |
| Osaic Holdings, Inc. | 0.19% | Reduce -0.4% | 1,377,758 | $137.3M |
| UBS Group AG | 0.03% | Add +4.2% | 1,335,293 | $132.9M |
| Wells Fargo & Company | 0.03% | Add +3.8% | 1,311,862 | $130.6M |
| Unison Advisors LLC | 11.89% | Add +22.1% | 1,308,869 | $130.3M |
| HighTower Advisors, LLC | 0.14% | Add +0.8% | 1,276,732 | $127.1M |
| Plancorp, LLC | 3.93% | Add +11.2% | 1,258,918 | $125.3M |
| Waverly Advisors, LLC | 1.24% | Add +5.1% | 1,243,904 | $123.8M |
| Evensky & Katz LLC | 7.00% | Reduce -0.8% | 1,211,715 | $120.6M |
| Raymond James Financial Inc. | 0.04% | Add +1.5% | 1,132,518 | $112.7M |
| Alesco Advisors, LLC, An ESL Co | 2.88% | Reduce -1.6% | 1,069,636 | $106.5M |
| Prime Capital Investment Advisors, LLC | 1.32% | Reduce -2.1% | 1,056,136 | $105.1M |
| TCI Wealth Advisors, Inc. | 6.14% | Add +12.9% | 1,033,176 | $102.8M |
| Sequoia Financial Advisors, LLC | 0.61% | Add +6.6% | 1,001,576 | $99.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -1.3% | 994,882 | $99.0M |
| RW Investment Management LLC | 8.83% | Add +156.8% | 860,585 | $85.7M |
| Avantax Planning Partners, Inc. | 2.37% | Add +4.3% | 831,724 | $82.8M |
| American Century Companies Inc. | 0.04% | Add +5.0% | 796,316 | $79.3M |
| Savant Capital, LLC | 0.47% | Add +109.8% | 780,288 | $77.7M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 779,377 | $77.6M |
| Foster Group, Inc. | 2.27% | Add +4.9% | 725,819 | $72.2M |
| Beaird Harris Wealth Management, LLC | 4.98% | Add +6.6% | 705,596 | $70.2M |
| Oxford Financial Group, LTD. LLC | 3.90% | Reduce -5.2% | 692,014 | $68.9M |
| Moisand Fitzgerald Tamayo, LLC | 7.46% | Add +0.1% | 636,120 | $63.3M |
| Cresset Asset Management, LLC | 0.27% | Add +5.5% | 620,532 | $61.8M |
| Satovsky Asset Management LLC | 12.31% | Reduce -0.0% | 619,638 | $61.7M |
| Cetera Investment Advisers | 0.07% | Add +61.4% | 614,276 | $61.1M |
| TruWealth Advisors, LLC | 3.05% | Add +2.6% | 605,662 | $60.3M |
| Comerica Bank | 0.22% | Reduce -2.4% | 595,798 | $59.3M |
| PDS Planning, Inc | 4.02% | Add +3.9% | 583,399 | $58.1M |
| Meredith Wealth Planning | 18.39% | Add +3.1% | 583,079 | $58.0M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Reduce -5.5% | 573,716 | $57.1M |
| Zions Bancorporation, National Association | 2.69% | Add +97354.7% | 546,721 | $54.4M |
| Krilogy Financial LLC | 2.03% | Add +21.6% | 553,505 | $54.1M |
| NorthCoast Asset Management LLC | 0.20% | Add +2.5% | 505,994 | $50.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 455,750 | $45.4M |
| Burton Enright Welch | 6.84% | Add +5.4% | 455,237 | $45.3M |
| Werba Rubin Papier Wealth Management | 7.29% | Reduce -0.5% | 453,155 | $45.1M |
| Mariner, LLC | 0.06% | Add +6.4% | 451,747 | $45.0M |
| Marquette Asset Management, LLC | 6.84% | Add +3.3% | 449,371 | $44.7M |
| First Citizens Bank & Trust Co. | 0.95% | Reduce -6.4% | 444,857 | $44.3M |
| PNC Financial Services Group, Inc. | 0.03% | Add +16.4% | 416,396 | $41.4M |
| AlphaCore Capital LLC | 1.38% | Add +9.4% | 410,678 | $40.9M |
| Parcion Private Wealth LLC | 2.55% | Reduce -34.0% | 409,900 | $40.8M |
| Financial Partners Group, Inc | 4.88% | Add +0.2% | 394,040 | $39.2M |
| Means Investment Co., Inc. | 3.35% | Add +7.8% | 388,452 | $38.7M |
| Fifth Third Bancorp | 0.12% | Add +13.2% | 386,276 | $38.4M |
| HB Wealth Management, LLC | 0.25% | Reduce -38.1% | 374,876 | $37.3M |
| Team Hewins, LLC | 12.59% | Add +1.0% | 374,680 | $37.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +1.1% | 371,834 | $36.9M |
| Quarry Hill Advisors, LLC | 18.88% | Add +7.2% | 369,775 | $36.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Add +9.4% | 361,072 | $35.9M |
| Orrstown Financial Services Inc. | 5.76% | Reduce -6.0% | 338,337 | $33.7M |
| Farther Finance Advisors, LLC | 0.50% | Add +216.8% | 333,576 | $33.2M |
| Red Lighthouse Investment Management, LLC | 11.50% | Reduce -0.3% | 330,693 | $32.9M |
| Glenview Trust Co | 0.51% | Add +1.4% | 324,002 | $32.2M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +8.1% | 316,161 | $31.5M |
| Wealthcare Advisory Partners LLC | 0.65% | Add +31.1% | 315,585 | $31.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.52% | Reduce -1.1% | 312,304 | $31.1M |
| MAI Capital Management | 0.19% | Add +9.7% | 311,364 | $31.0M |
| BWM Planning, LLC | 9.12% | Add +3.5% | 307,762 | $30.6M |
| High Probability Advisors, LLC | 4.16% | Add +2.2% | 304,569 | $30.3M |
| Avior Wealth Management, LLC | 0.97% | Reduce -7.8% | 302,838 | $30.1M |
| WMG Financial Advisors, LLC | 10.01% | Reduce -1.1% | 301,474 | $30.0M |
| N.E.W. Advisory Services LLC | 2.66% | Add +2.9% | 298,783 | $29.7M |
| Bare Financial Services, Inc | 8.76% | Add +8.9% | 294,833 | $29.3M |
| Creative Capital Management Investments LLC | 9.28% | Add +1.5% | 291,631 | $29.0M |
| Greenline Partners, LLC | 3.52% | Add +12.0% | 290,797 | $28.9M |
| Kondo Wealth Advisors, Inc. | 11.55% | Add +6.0% | 287,655 | $28.6M |
| Keb Asset Management, LLC | 6.25% | Add +17.4% | 280,008 | $27.9M |
| Eagle Wealth Strategies LLC | 13.60% | Reduce -0.6% | 274,705 | $27.3M |
| Kestra Private Wealth Services, LLC | 0.36% | Add +0.8% | 272,890 | $27.2M |
| Bluespring Wealth Management, LLC | 2.36% | Add +4.1% | 272,522 | $27.1M |
| Valued Wealth Advisors LLC | 12.42% | Add +8.8% | 268,986 | $26.8M |
| Venturi Wealth Management, LLC | 1.24% | Add +83.7% | 268,228 | $26.7M |
| Apollon Wealth Management, LLC | 0.47% | Add +2.2% | 267,417 | $26.6M |
| Intelligence Driven Advisers, LLC | 3.68% | Add +2.1% | 266,861 | $26.6M |
| Acorn Financial Advisory Services Inc. | 3.99% | Add +0.8% | 261,133 | $26.0M |
| McMill Wealth Management | 7.40% | Add +15.5% | 260,851 | $26.0M |
| Corient Private Wealth LP | 0.04% | Reduce -51.4% | 260,495 | $25.9M |
| Cwm, LLC | 0.08% | Add +31.8% | 253,105 | $25.2M |
| Financial Management Network Inc. | 4.06% | Add +19.9% | 244,757 | $24.6M |
| Falcon Wealth Planning | 2.19% | Add +3.7% | 245,195 | $24.4M |
| Harbor Group, Inc. | 3.85% | Reduce -5.6% | 243,365 | $24.2M |
| Jones Financial Companies LLLP | 0.02% | Add +31.5% | 240,540 | $24.2M |
| Hill Investment Group Partners, LLC | 2.94% | Reduce -3.0% | 242,480 | $24.1M |
| Define Financial, LLC | 14.26% | Add +2.1% | 238,823 | $23.8M |
| Atria Investments, Inc | 0.27% | Reduce -2.9% | 238,594 | $23.7M |
| Pathstone Holdings, LLC | 0.09% | Add +8.3% | 236,220 | $23.5M |
| Private Advisor Group, LLC | 0.11% | Reduce -9.2% | 231,544 | $23.0M |
"% 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.