AVUV

Avantis US Small Cap Value

+$2.3B

Net Activity

Institutions Holding

1049

Popularity Rank

#412

Avg Weight

1.44%

Total Value

$16.4B

Ownership Trend

1049 institutions currently hold AVUV, with 678 net buyers and 311 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

311

Net Buying Institutions

678

Key Holders

Key Holders

Top 5 by Value

CP
Creative Planning
$2.2B
FP
Focus Partners Wealth
$736.7M
LF
LPL Financial LLC
$721.1M
MS
Morgan Stanley
$364.7M
TI
Truepoint, Inc.
$317.3M

Top 5 by Conviction

CW
Cornerstone Wealth Partners, LLC
29.32%
MW
Meredith Wealth Planning
17.72%
MI
Mason Investment Advisory Services, Inc.
14.45%
SA
Satovsky Asset Management LLC
12.09%
UA
Unison Advisors LLC
11.13%
View all 1049 holding institutions

Quarterly Activity

Recent Activity

+$13.6B

Total Buy Value

$3.0B

Total Sell Value

New buy124
Trim264
Add554
Sold out47

678

Net Buyers

311

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AVANTIS US SMALL CAP VALUE (AVUV)?
Major stakeholders currently include Creative Planning ($2.2B), Focus Partners Wealth ($736.7M), LPL Financial LLC ($721.1M). Based on the latest 13F filings, there are a total of 1049 tracked investment funds and institutions maintaining positions in AVUV.
What is the overall institutional sentiment toward AVUV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.3B, driven by 678 managers accumulating shares while 311 reduced their exposure.
Which institutions have been selling or reducing their AVUV positions?
In the latest period, 264 funds trimmed their holdings, and 47 managers completely exited their positions. The aggregate reported sell value was $3.0B.
Are there any notable investors adding AVUV to their portfolios?
Yes, buying activity remains notable. 124 institutions opened new positions in {ticker}, and 554 existing holders added to their shares. The total reported buy value for the quarter amounted to $13.6B.

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