AVANTIS US SMALL CAP VALUE

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AVUV·025072877·US·ETF·Unknown - Unknown

AVUV (AVANTIS US SMALL CAP VALUE) is held by 118 institutional investors as of Q2 2026. Largest holders: Creative Planning ($2.7B), LPL Financial LLC ($981.2M), Focus Partners Wealth ($818.8M). Net institutional sentiment: Bullish.

118

Holders

(20 Elite)

$9.9B

Total Value

78% (113)

Consensus

88 buying - 25 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)46

Insider (Form 4)61

Activist (13D/13G)32

Congressional (STOCK Act)57

Holder Quality

67

★★★★★

Elite

43

★★★★

Strong

75

★★★

Solid

33

★★

Below

28

★

Weak

Held by 118 funds

20 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AVUV.

Top Holders

Top Holders (118)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	21.6M(+7.0%)	$2.7B	1.6%	+37.28%	54
LPL Financial LLC	Increased	7.9M(+20.5%)	$981.2M	0.2%	+33.26%	45
FWFocus Partners Wealth	Decreased	6.6M(-1.5%)	$818.8M	0.8%	+35.85%	0
BANK OF AMERICA CORP /DE/	Increased	3.5M(+22.5%)	$431.6M	0.0%	+23.68%	38
MORGAN STANLEY	Increased	3.4M(+3.3%)	$425.2M	0.0%	+35.26%	32
AMERIPRISE FINANCIAL INC	Increased	3.1M(+24.7%)	$385.7M	0.1%	+23.92%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	2.6M(+9.2%)	$326M	0.2%	+39.46%	41
ENVESTNET ASSET MANAGEMENT INC	Decreased	2.4M(-3.8%)	$299.3M	0.1%	+38.11%	0
WELLS FARGO & COMPANY/MN	Increased	2.3M(+31.2%)	$285.2M	0.0%	+26.53%	39
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+29.8%)	$240.7M	0.1%	+20.83%	39
WAWaverly Advisors, LLC	Increased	1.8M(+27.8%)	$224.8M	1.3%	+34.58%	60
UBS Group AG	Increased	1.6M(+10.9%)	$200.6M	0.0%	+35.46%	34
HighTower Advisors, LLC	Increased	1.4M(+1.5%)	$178.8M	0.2%	+54.70%	37
OSAIC HOLDINGS, INC.	Decreased	1.3M(-4.8%)	$162.3M	0.2%	+39.38%	0
Sequoia Financial Advisors, LLC	Decreased	1.1M(-2.1%)	$132.7M	0.7%	+40.77%	0
Cetera Investment Advisers	Increased	1.1M(+40.3%)	$132.3M	0.1%	+20.30%	48
AMERICAN CENTURY COMPANIES INC	Increased	1M(+18.1%)	$129M	0.1%	+53.97%	35
JPMORGAN CHASE & CO	Increased	969,133(+11.7%)	$120.8M	0.0%	+25.47%	34
Savant Capital, LLC	Decreased	948,506(-1.2%)	$118.3M	0.3%	+28.94%	0
ROYAL BANK OF CANADA	Increased	918,011(+3.7%)	$114.5M	0.0%	+30.92%	31

Showing 1-20 of 119

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AVUVAVANTIS US SMALL CAP VALUE

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer