Who owns Avantis U.S. Small Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVUV from SEC Form 13F filings across 1,147 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,147 institutions disclosed 162.1M shares of Avantis U.S. Small Cap Value ETF worth $20.21B — about 69.9% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
1,147
13F holders
$20.21B
value, 2026 filers
69.9%
of shares outstanding (162.1M sh)
165
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVUV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 21.6M | $2.70B | 1.6% | 9.3% | +7.0% |
| 2 | LPL Financial LLC | 7.9M | $981.2M | 0.2% | 3.4% | +20.5% |
| 3 | Focus Partners Wealth | 6.6M | $818.8M | 0.8% | 2.8% | -1.5% |
| 4 | BANK OF AMERICA CORP /DE/ | 3.5M | $431.6M | 0.0% | 1.5% | +22.5% |
| 5 | MORGAN STANLEY | 3.4M | $425.2M | 0.0% | 1.5% | +3.3% |
| 6 | AMERIPRISE FINANCIAL INC | 3.1M | $385.7M | 0.1% | 1.3% | +24.7% |
| 7 | Focus Partners Advisor Solutions, LLC | 3.0M | $374.3M | 3.2% | 1.3% | +20.7% |
| 8 | Mason Investment Advisory Services, Inc. | 2.8M | $352.3M | 13.4% | 1.2% | -0.3% |
| 9 | Truepoint, Inc. | 2.7M | $331.1M | 6.9% | 1.1% | -7.6% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.6M | $326.0M | 0.2% | 1.1% | +9.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 2.4M | $299.3M | 0.1% | 1% | -3.8% |
| 12 | WELLS FARGO & COMPANY/MN | 2.3M | $285.2M | 0.0% | 1% | +31.2% |
| 13 | RAYMOND JAMES FINANCIAL INC | 1.9M | $240.7M | 0.1% | 0.8% | +29.8% |
| 14 | Waverly Advisors, LLC | 1.8M | $224.8M | 1.3% | 0.8% | +27.7% |
| 15 | UBS Group AG | 1.6M | $200.6M | 0.0% | 0.7% | +10.9% |
| 16 | Plancorp, LLC | 1.5M | $191.5M | 4.7% | 0.7% | +5.2% |
| 17 | HighTower Advisors, LLC | 1.4M | $178.8M | 0.2% | 0.6% | +1.5% |
| 18 | TCI Wealth Advisors, Inc. | 1.4M | $173.3M | 7.5% | 0.6% | +14.5% |
| 19 | Unison Advisors LLC | 1.3M | $166.7M | 11.6% | 0.6% | +0.6% |
| 20 | OSAIC HOLDINGS, INC. | 1.3M | $162.3M | 0.2% | 0.6% | -4.8% |
| 21 | Evensky & Katz LLC | 1.2M | $144.7M | 7.5% | 0.5% | -3.4% |
| 22 | Wealth Management NebraskaNEW | 1.1M | $141.4M | 12.6% | 0.5% | new |
| 23 | Plante Moran Financial Advisors, LLC | 1.1M | $139.6M | 6.5% | 0.5% | +278286.3% |
| 24 | Sequoia Financial Advisors, LLC | 1.1M | $132.7M | 0.7% | 0.5% | -2.2% |
| 25 | Cetera Investment Advisers | 1.1M | $132.3M | 0.1% | 0.5% | +40.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.