Avantis US Small Cap ValueAVUVETF
13F holders, Q1 2026 (March 31)1,061holders +76
122new positions
43sold out
5famous investors
$110.47avg. 13F price*
At the end of Q1 2026, 1,061 institutions reported holding Avantis US Small Cap Value (AVUV) in their 13F filings, up 76 from Q4 2025. 122 opened new positions and 43 sold out. The largest holders were Creative Planning ($2.2B), Focus Partners Wealth ($736.7M) and LPL Financial LLC ($721.1M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 (Q1 2026)
- CUSIP
- 025072877
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $279.9M |
| Exits | 43 | $80.7M |
All 13F filers, Q4 2025 → Q1 2026: 13,966,715 shares bought and 2,693,524 shares sold, net +11,273,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,061 holders
| Creative Planning | 1.51% | Add +7.2% | 20,195,491 | $2.2B |
| Focus Partners Wealth | 0.82% | Add +1.9% | 6,665,990 | $736.7M |
| LPL Financial LLC | 0.19% | Add +19.2% | 6,527,850 | $721.1M |
| Morgan Stanley | 0.02% | Add +10.6% | 3,300,915 | $364.7M |
| Truepoint, Inc. | 7.07% | Add +0.9% | 2,871,933 | $317.3M |
| Mason Investment Advisory Services, Inc. | 14.45% | Reduce -0.4% | 2,833,098 | $313.0M |
| Bank of America Corp. | 0.02% | Add +13.3% | 2,823,632 | $311.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +6.7% | 2,494,305 | $275.5M |
| Focus Partners Advisor Solutions, LLC | 2.76% | Add +23.6% | 2,484,516 | $274.3M |
| Ameriprise Financial Inc. | 0.06% | Add +19.4% | 2,480,157 | $274.0M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +3.5% | 2,392,956 | $264.3M |
| Wells Fargo & Company | 0.04% | Add +25.9% | 1,742,086 | $192.4M |
| Plancorp, LLC | 4.79% | Add +8.0% | 1,469,326 | $168.6M |
| Raymond James Financial Inc. | 0.05% | Add +14.0% | 1,486,333 | $164.2M |
| UBS Group AG | 0.03% | Add +13.5% | 1,449,790 | $160.2M |
| HighTower Advisors, LLC | 0.17% | Add +7.2% | 1,412,354 | $156.0M |
| Waverly Advisors, LLC | 1.17% | Add +7.5% | 1,410,331 | $155.8M |
| Osaic Holdings, Inc. | 0.22% | Add +2.1% | 1,366,089 | $150.6M |
| Unison Advisors LLC | 11.13% | Add +1.1% | 1,328,533 | $146.8M |
| TCI Wealth Advisors, Inc. | 7.11% | Add +5.9% | 1,212,762 | $134.0M |
| Evensky & Katz LLC | 7.55% | Reduce -2.0% | 1,200,901 | $132.7M |
| Sequoia Financial Advisors, LLC | 0.67% | Add +7.2% | 1,087,142 | $120.1M |
| Alesco Advisors, LLC, An ESL Co | 2.96% | Reduce -2.0% | 1,051,667 | $116.2M |
| Savant Capital, LLC | 0.51% | Add +25.3% | 960,379 | $106.1M |
| Commonwealth Equity Services, LLC | 0.15% | Add +5.7% | 952,248 | $105.2M |
| RW Investment Management LLC | 9.78% | — | 914,627 | $101.0M |
| Royal Bank of Canada | 0.02% | Add +10.9% | 885,613 | $97.8M |
| American Century Companies Inc. | 0.05% | Add +10.1% | 875,683 | $96.7M |
| Avantax Planning Partners, Inc. | 2.62% | Add +0.4% | 862,566 | $95.3M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 867,864 | $94.0M |
| Cetera Investment Advisers | 0.09% | Add +14.7% | 755,647 | $83.5M |
| Beaird Harris Wealth Management, LLC | 5.62% | Add +1.4% | 748,037 | $82.6M |
| Foster Group, Inc. | 2.31% | Reduce -3.4% | 702,392 | $77.6M |
| Symmetry Partners, LLC | 4.28% | Add +2.2% | 677,534 | $74.8M |
| Moisand Fitzgerald Tamayo, LLC | 7.51% | Reduce -2.0% | 632,849 | $69.9M |
| Cresset Asset Management, LLC | 0.30% | Reduce -2.5% | 623,763 | $68.9M |
| Satovsky Asset Management LLC | 12.09% | Add +0.0% | 619,938 | $68.5M |
| Petersen Hastings Wealth Advisors Inc. | 6.18% | Add +2.4% | 610,884 | $67.5M |
| PDS Planning, Inc | 4.40% | Add +0.2% | 603,359 | $66.7M |
| Meredith Wealth Planning | 17.72% | Add +1.4% | 591,966 | $65.4M |
| Krilogy Financial LLC | 2.10% | Reduce -1.7% | 562,877 | $65.1M |
| Oxford Financial Group, LTD. LLC | 3.35% | Reduce -15.8% | 563,090 | $62.2M |
| Farther Finance Advisors, LLC | 0.58% | Add +25.5% | 558,513 | $61.8M |
| Zions Bancorporation, National Association | 3.87% | Reduce -0.5% | 543,168 | $60.0M |
| Envestnet Portfolio Solutions, Inc. | 0.33% | Reduce -7.6% | 540,480 | $59.7M |
| Corient Private Wealth LP | 0.08% | Add +0.5% | 532,605 | $56.1M |
| Mariner, LLC | 0.06% | Add +27.9% | 499,530 | $55.2M |
| Burton Enright Welch | 7.32% | Add +3.1% | 487,601 | $53.9M |
| PNC Financial Services Group, Inc. | 0.03% | Add +6.5% | 470,834 | $52.0M |
| Cornerstone Wealth Partners, LLC | 29.32% | Add +15.2% | 467,881 | $51.7M |
| Parcion Private Wealth LLC | 3.15% | Add +15.1% | 460,638 | $50.9M |
| Marquette Asset Management, LLC | 7.53% | Reduce -0.3% | 454,662 | $50.2M |
| Quarry Hill Advisors, LLC | 20.07% | Add +2.0% | 415,067 | $48.8M |
| Prime Capital Investment Advisors, LLC | 0.56% | Reduce -39.6% | 439,214 | $48.5M |
| Werba Rubin Papier Wealth Management | 6.66% | New | 432,808 | $47.8M |
| Keb Asset Management, LLC | 9.06% | Add +15.1% | 428,174 | $47.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.80% | Add +5.0% | 414,659 | $45.8M |
| Team Hewins, LLC | 13.58% | Add +6.1% | 413,588 | $45.7M |
| First Citizens Bank & Trust Co. | 0.96% | Reduce -9.4% | 410,476 | $45.3M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.1% | 406,905 | $45.3M |
| Jones Financial Companies LLLP | 0.02% | Add +40.8% | 411,029 | $44.9M |
| AlphaCore Capital LLC | 1.06% | Reduce -1.6% | 404,540 | $44.7M |
| Fifth Third Bancorp | 0.08% | Add +1.7% | 396,193 | $43.8M |
| Independent Advisor Alliance | 0.47% | Add +765.1% | 395,340 | $43.7M |
| Means Investment Co., Inc. | 3.80% | Reduce -0.7% | 394,029 | $43.5M |
| Financial Partners Group, Inc | 5.18% | Add +0.3% | 391,650 | $43.3M |
| HB Wealth Management, LLC | 0.26% | Reduce -1.1% | 361,409 | $39.9M |
| BWM Planning, LLC | 10.21% | Add +2.4% | 350,329 | $38.7M |
| Three Arch Wealth Management LLC | 6.82% | Add +2.9% | 343,505 | $37.9M |
| TruWealth Advisors, LLC | 1.81% | Add +2.1% | 341,689 | $37.7M |
| Cwm, LLC | 0.10% | Add +0.7% | 340,064 | $37.6M |
| Summit Portfolio Management, LTD. | 23.73% | — | 333,964 | $36.9M |
| Glenview Trust Co | 0.58% | Add +2.8% | 332,823 | $36.8M |
| Savvy Advisors, Inc. | 0.98% | Add +1720.2% | 330,824 | $36.5M |
| Red Lighthouse Investment Management, LLC | 12.30% | Add +0.8% | 329,700 | $36.4M |
| MAI Capital Management | 0.21% | Add +1.8% | 329,451 | $36.4M |
| Orrstown Financial Services Inc. | 6.06% | Reduce -3.9% | 327,517 | $36.2M |
| Greenline Partners, LLC | 3.88% | Add +2.6% | 326,413 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +19.3% | 320,240 | $35.4M |
| Wealthcare Advisory Partners LLC | 0.68% | Reduce -5.5% | 315,036 | $34.8M |
| 3EDGE Asset Management, LP | 1.67% | New | 314,694 | $34.6M |
| Bare Financial Services, Inc | 9.10% | Add +2.6% | 311,497 | $34.4M |
| Enzi Wealth | 11.93% | Add +7.0% | 311,148 | $34.4M |
| Venturi Wealth Management, LLC | 1.53% | Add +11.9% | 307,061 | $33.9M |
| Kondo Wealth Advisors, Inc. | 12.73% | Add +0.5% | 306,161 | $33.8M |
| Sherrill & Hutchins Financial Advisory, Inc | 19.97% | Reduce -2.0% | 306,117 | $33.8M |
| Creative Capital Management Investments LLC | 9.51% | Reduce -0.3% | 299,879 | $33.1M |
| Financial Management Network Inc. | 5.06% | Add +2.9% | 286,201 | $33.0M |
| WMG Financial Advisors, LLC | 13.32% | Reduce -3.4% | 289,163 | $31.9M |
| Valued Wealth Advisors LLC | 12.94% | Add +3.2% | 288,962 | $31.9M |
| N.E.W. Advisory Services LLC | 2.36% | Reduce -6.9% | 285,372 | $31.5M |
| High Probability Advisors, LLC | 3.96% | Reduce -9.8% | 280,293 | $31.0M |
| Avior Wealth Management, LLC | 0.88% | Reduce -4.5% | 279,586 | $30.9M |
| Kestra Private Wealth Services, LLC | 0.37% | Add +0.1% | 274,923 | $30.4M |
| Apollon Wealth Management, LLC | 0.49% | Add +0.5% | 274,846 | $30.4M |
| Acorn Financial Advisory Services Inc. | 4.16% | Add +4.5% | 274,735 | $30.3M |
| Hill Investment Group Partners, LLC | 3.31% | Add +7.0% | 271,433 | $30.0M |
| Quent Capital, LLC | 2.10% | Add +6.4% | 267,405 | $29.5M |
| Bluespring Wealth Management, LLC | 2.54% | Reduce -0.4% | 267,027 | $29.5M |
| Eagle Wealth Strategies LLC | 12.93% | Reduce -1.5% | 266,876 | $29.5M |
"% 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.