Who owns AVUV?
Avantis US Small Cap Value ETF · Avantis
1,140 institutions reported holding AVUV, worth $20.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVUV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Creative Planning | Overland Park, KS | $2.7B | 21,603,359 | +1,407,868 shares |
| LPL Financial LLC | Fort Mill, SC | $981.2M | 7,864,486 | +1,336,636 shares |
| Focus Partners Wealth | St Louis, MO | $818.8M | 6,563,363 | −102,627 shares |
| Bank of America Corp. | Charlotte, NC | $431.6M | 3,459,279 | +635,647 shares |
| Morgan Stanley | New York, NY | $425.2M | 3,408,496 | +107,581 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $385.7M | 3,091,988 | +611,831 shares |
| Focus Partners Advisor Solutions, LLC | Saint Louis, MO | $374.3M | 2,999,892 | +515,376 shares |
| Mason Investment Advisory Services, Inc. | Reston, VA | $352.3M | 2,824,089 | −9,009 shares |
| Truepoint, Inc. | Cincinnati, OH | $331.1M | 2,653,956 | −217,977 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $326.0M | 2,613,184 | +220,228 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVUV?
1,140 institutional managers reported holding AVUV in Form 13F filings for June 30, 2026, worth $20.3B in total. The largest reported position was held by Creative Planning, at $2.7B.
Did institutions buy or sell AVUV last quarter?
Reported 13F value rose 24.7% from March 31, 2026, which includes price moves as well as buying and selling. 159 firms reported a new position and 42 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVUV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.