Avantis US Small Cap ValueAVUVETF
13F holders, Q4 2025 (December 31)985holders +102
71new positions
41sold out
5famous investors
$102.12avg. 13F price*
At the end of Q4 2025, 985 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 102 from Q3 2025. 71 opened new positions and 41 sold out. The largest holders were Creative Planning ($1.9B), Focus Partners Wealth ($667.2M) and LPL Financial LLC ($558.4M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $64.2M |
| Exits | 41 | $120.0M |
All 13F filers, Q3 2025 → Q4 2025: 9,979,373 shares bought and 4,274,871 shares sold, net +5,704,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 985 holders
| Creative Planning | 1.38% | Add +12.2% | 18,844,762 | $1.9B |
| Focus Partners Wealth | 0.76% | Add +7.4% | 6,542,029 | $667.2M |
| LPL Financial LLC | 0.15% | Add +7.2% | 5,475,239 | $558.4M |
| Morgan Stanley | 0.02% | Add +8.6% | 2,985,056 | $304.4M |
| Truepoint, Inc. | 6.53% | Add +3.5% | 2,847,150 | $290.4M |
| Mason Investment Advisory Services, Inc. | 13.77% | Add +2.8% | 2,844,838 | $290.1M |
| Bank of America Corp. | 0.02% | Add +6.2% | 2,493,211 | $254.3M |
| Envestnet Asset Management Inc. | 0.07% | Add +1.3% | 2,338,087 | $238.4M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +3.0% | 2,313,192 | $235.9M |
| Ameriprise Financial Inc. | 0.05% | Add +8.2% | 2,078,029 | $211.8M |
| Focus Partners Advisor Solutions, LLC | 2.51% | Reduce -10.3% | 2,009,379 | $204.9M |
| Wells Fargo & Company | 0.03% | Add +5.5% | 1,383,863 | $141.1M |
| Plancorp, LLC | 4.19% | Add +8.0% | 1,360,184 | $138.7M |
| Osaic Holdings, Inc. | 0.20% | Reduce -2.9% | 1,338,349 | $136.5M |
| HighTower Advisors, LLC | 0.15% | Add +3.2% | 1,318,014 | $134.4M |
| Unison Advisors LLC | 11.71% | Add +0.4% | 1,313,639 | $134.0M |
| Waverly Advisors, LLC | 1.08% | Add +5.5% | 1,312,548 | $133.9M |
| Raymond James Financial Inc. | 0.04% | Add +15.1% | 1,304,026 | $133.0M |
| UBS Group AG | 0.03% | Reduce -4.3% | 1,277,426 | $130.3M |
| Evensky & Katz LLC | 7.05% | Add +1.1% | 1,224,966 | $124.9M |
| TCI Wealth Advisors, Inc. | 6.44% | Add +10.8% | 1,144,995 | $116.8M |
| Alesco Advisors, LLC, An ESL Co | 2.83% | Add +0.3% | 1,072,724 | $109.4M |
| Sequoia Financial Advisors, LLC | 0.58% | Add +1.3% | 1,014,293 | $103.4M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.5% | 900,720 | $91.9M |
| Avantax Planning Partners, Inc. | 2.45% | Add +3.3% | 858,771 | $87.6M |
| JPMorgan Chase & Co. | 0.01% | Add +86.2% | 848,616 | $86.5M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 798,242 | $81.4M |
| American Century Companies Inc. | 0.04% | Reduce -0.1% | 795,649 | $81.1M |
| Savant Capital, LLC | 0.44% | Reduce -1.7% | 766,697 | $78.2M |
| Beaird Harris Wealth Management, LLC | 5.18% | Add +4.5% | 737,326 | $75.2M |
| Prime Capital Investment Advisors, LLC | 0.90% | Reduce -31.1% | 727,507 | $74.2M |
| Foster Group, Inc. | 2.24% | Add +0.2% | 727,174 | $74.2M |
| Oxford Financial Group, LTD. LLC | 3.75% | Reduce -3.4% | 668,662 | $68.2M |
| Symmetry Partners, LLC | 4.00% | Add +276.2% | 662,794 | $67.6M |
| Cetera Investment Advisers | 0.07% | Add +7.2% | 658,681 | $67.2M |
| Moisand Fitzgerald Tamayo, LLC | 7.44% | Add +1.5% | 645,547 | $65.8M |
| Cresset Asset Management, LLC | 0.28% | Add +3.1% | 639,937 | $65.3M |
| Satovsky Asset Management LLC | 12.25% | Add +0.0% | 619,836 | $63.2M |
| Krilogy Financial LLC | 2.11% | Add +3.5% | 572,711 | $62.1M |
| PDS Planning, Inc | 4.10% | Add +3.2% | 601,919 | $61.4M |
| Petersen Hastings Wealth Advisors Inc. | 5.84% | — | 596,453 | $60.8M |
| Envestnet Portfolio Solutions, Inc. | 0.21% | Add +2.0% | 584,971 | $59.7M |
| Meredith Wealth Planning | 17.72% | Add +0.1% | 583,567 | $59.5M |
| Zions Bancorporation, National Association | 2.57% | Reduce -0.2% | 545,726 | $55.7M |
| Corient Private Wealth LP | 0.07% | Add +103.4% | 529,757 | $54.0M |
| Burton Enright Welch | 6.79% | Add +3.9% | 473,099 | $48.2M |
| Marquette Asset Management, LLC | 6.86% | Add +1.4% | 455,898 | $46.5M |
| First Citizens Bank & Trust Co. | 0.96% | Add +1.9% | 453,086 | $46.2M |
| Farther Finance Advisors, LLC | 0.49% | Add +33.4% | 444,918 | $45.4M |
| PNC Financial Services Group, Inc. | 0.02% | Add +6.1% | 441,934 | $45.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +11.8% | 415,787 | $44.1M |
| Financial Partners Group, Inc | 4.93% | Reduce -0.9% | 390,424 | $42.7M |
| AlphaCore Capital LLC | 0.94% | Add +0.1% | 411,300 | $41.9M |
| Quarry Hill Advisors, LLC | 19.29% | Add +10.1% | 407,037 | $41.5M |
| Cornerstone Wealth Partners, LLC | 28.75% | — | 406,210 | $41.4M |
| Parcion Private Wealth LLC | 2.48% | Reduce -2.4% | 400,284 | $40.8M |
| Means Investment Co., Inc. | 3.41% | Add +2.1% | 396,604 | $40.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.72% | Add +9.3% | 394,769 | $40.3M |
| Comerica Bank | 0.16% | Reduce -34.3% | 391,724 | $39.9M |
| Mariner, LLC | 0.05% | Reduce -13.6% | 390,422 | $39.8M |
| Team Hewins, LLC | 12.81% | Add +4.0% | 389,787 | $39.8M |
| Fifth Third Bancorp | 0.13% | Add +0.9% | 389,628 | $39.7M |
| Keb Asset Management, LLC | 7.69% | Add +32.9% | 372,077 | $37.9M |
| HB Wealth Management, LLC | 0.24% | Reduce -2.5% | 365,486 | $37.3M |
| BWM Planning, LLC | 9.32% | Add +11.1% | 342,003 | $34.9M |
| Orrstown Financial Services Inc. | 5.79% | Add +0.7% | 340,686 | $34.7M |
| Cwm, LLC | 0.09% | Add +33.4% | 337,661 | $34.4M |
| TruWealth Advisors, LLC | 1.67% | Reduce -44.8% | 334,624 | $34.1M |
| Three Arch Wealth Management LLC | 6.38% | — | 333,821 | $34.0M |
| Wealthcare Advisory Partners LLC | 0.67% | Add +5.6% | 333,389 | $34.0M |
| Red Lighthouse Investment Management, LLC | 11.94% | Reduce -1.1% | 327,195 | $33.4M |
| Glenview Trust Co | 0.51% | Reduce -0.1% | 323,830 | $33.0M |
| MAI Capital Management | 0.19% | Add +4.0% | 323,673 | $33.0M |
| Greenline Partners, LLC | 3.71% | Add +9.4% | 318,160 | $32.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 22.59% | Add +0.0% | 312,358 | $31.9M |
| High Probability Advisors, LLC | 4.22% | Add +2.0% | 310,636 | $31.7M |
| Enzi Wealth | 11.03% | Add +421.2% | 290,686 | $31.3M |
| N.E.W. Advisory Services LLC | 2.31% | Add +2.6% | 306,475 | $31.3M |
| Kondo Wealth Advisors, Inc. | 11.89% | Add +5.9% | 304,678 | $31.1M |
| Bare Financial Services, Inc | 8.61% | Add +3.0% | 303,644 | $31.0M |
| Creative Capital Management Investments LLC | 9.25% | Add +3.1% | 300,713 | $30.7M |
| WMG Financial Advisors, LLC | 12.58% | Reduce -0.7% | 299,365 | $30.5M |
| Avior Wealth Management, LLC | 0.93% | Reduce -3.3% | 292,763 | $29.9M |
| Jones Financial Companies LLLP | 0.02% | Add +21.3% | 291,839 | $29.8M |
| McMill Wealth Management | 8.09% | Add +8.1% | 282,097 | $28.8M |
| Financial Management Network Inc. | 4.54% | Add +13.6% | 278,082 | $28.7M |
| Valued Wealth Advisors LLC | 12.55% | Add +4.1% | 279,903 | $28.5M |
| Kestra Private Wealth Services, LLC | 0.35% | Add +0.7% | 274,742 | $28.0M |
| Venturi Wealth Management, LLC | 1.24% | Add +2.3% | 274,313 | $28.0M |
| Apollon Wealth Management, LLC | 0.48% | Add +2.2% | 273,401 | $27.9M |
| Eagle Wealth Strategies LLC | 12.87% | Reduce -1.3% | 271,024 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -15.1% | 268,525 | $27.4M |
| Bluespring Wealth Management, LLC | 2.35% | Reduce -1.6% | 268,025 | $27.3M |
| Acorn Financial Advisory Services Inc. | 3.96% | Add +0.7% | 262,951 | $26.8M |
| Hill Investment Group Partners, LLC | 3.08% | Add +4.6% | 253,668 | $25.9M |
| Falcon Wealth Planning | 2.16% | Add +2.8% | 251,951 | $25.7M |
| Quent Capital, LLC | 1.85% | Add +9.4% | 251,266 | $25.6M |
| Define Financial, LLC | 14.32% | Add +3.7% | 247,677 | $25.3M |
| Pathstone Holdings, LLC | 0.10% | Add +4.2% | 246,104 | $25.1M |
| Fonville Wealth Management LLC | 5.07% | Add +11.3% | 243,354 | $24.8M |
"% 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.