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Who Owns Avantis U.S. Small Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Avantis U.S. Small Cap Value ETF.
Who crossed 5% of AVUV →Managers holding
66
as of 2026-09-30
Reported value
$449M
summed across filings
Shares held
3.8M
Added vs trimmed
31 / 24
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF679.9K shadded | $80.1M |
| Marquette Asset Management, LLCUS SML CP VALU456.5K shadded | $53.8M |
| FINANCIAL MANAGEMENT NETWORK INCUS SML CP VALU278.2K shtrimmed | $33.4M |
| Capital Advisors Wealth Management, LLCUS SML CP VALU159.6K shadded | $18.8M |
| Invariant Investment ManagementUS SML CP VALU153.3K shadded | $18.4M |
| Prism Advisors, Inc.SH BEN INT143.3K sh— | $17.2M |
| Apeiron RIA LLCUS SML CP VALU140.2K shadded | $16.7M |
| MFA WEALTH ADVISORS, LLCUS SML CP VALU131.5K shtrimmed | $15.5M |
| COLLECTIVE FAMILY OFFICE LLCUS SML CP VALU129.7K shadded | $15.3M |
| Insight Wealth Strategies, LLCUS SML CP VALU126.1K shtrimmed | $14.9M |
| Apella Capital, LLCUS SML CP VALU117.9K shtrimmed | $14M |
| Venture Visionary Partners LLCUS SML CP VALU110.7K shtrimmed | $13M |
| Intelligence Driven Advisers, LLCUS SML CP VALU101.1K shadded | $11.9M |
| Wedmont Private CapitalUS SML CP VALU98.8K shadded | $11.9M |
| Towneley Capital Management, Inc / DEUS SML CP VALU89.7K shadded | $10.6M |
| Prosperity Planning, Inc.US SML CP VALU88.3K shadded | $10.4M |
| JP Wealth Management, Inc.US SML CP VALU82.1K shtrimmed | $9.7M |
| Freestate Advisors LLCUS SML CP VALU58.7K shtrimmed | $6.9M |
| Cooper Financial GroupUS SML CP VALU58.5K shadded | $6.9M |
| Bank of New HampshireUS SML CP VALU48.9K shadded | $5.8M |
| Friday FinancialUS SML CP VALU46.9K shadded | $5.6M |
| Arbor Wealth Advisors LLCUS SML CP VALU40.2K shadded | $4.7M |
| Cadent Capital Advisors, LLCUS SML CP VALU37.7K sh— | $4.4M |
| CoreCap Advisors, LLCETF33.2K shadded | $3.9M |
| Conrad Siegel Investment Advisors, Inc.US SML CP VALU32.2K shtrimmed | $3.8M |
| Emprise BankEquities31.4K shtrimmed | $3.7M |
| TITLEIST ASSET MANAGEMENT, LLCUS SML CP VALU26.7K shadded | $3.1M |
| Paragon Capital Management LtdUS SML CP VALU25.6K shtrimmed | $3M |
| FIRST COMMUNITY TRUST NAUS SML CP VALU23.2K shheld | $2.7M |
| BAKER TILLY WEALTH MANAGEMENT, LLCUS SML CP VALU22.9K shtrimmed | $2.7M |
| VISTA INVESTMENT PARTNERS LLCUS SML CP VALU20.8K shtrimmed | $2.5M |
| Hardin Capital Partners, LLCUS SML CP VALU19.2K shadded | $2.3M |
| Factor Wealth Management LTDUS SML CP VALU18.7K shadded | $2.2M |
| PUFF WEALTH MANAGEMENT, LLCUS SML CP VALU15.2K shtrimmed | $1.8M |
| Wealth Enhancement Trust Services, Inc.US SML CP VALU14.8K shadded | $1.7M |
| RVW Wealth, LLCUS SML CP VALU14.4K shtrimmed | $1.7M |
| Atlas Brown,Inc.ETF12.6K shadded | $1.5M |
| Longview Financial Advisors, Inc.ETF10.8K shtrimmed | $1.3M |
| DIVERSIFIED MANAGEMENT INCUS SML CP VALU8.5K shadded | $1M |
| Cambridge Financial Group, LLCUS SML CP VALU7.7K shheld | $955.7K |
| CogentBlue Wealth Advisors, LLCUS SML CP VALU8K shtrimmed | $940K |
| CYPRESS FINANCIAL PLANNING LLCUS SML CP VALU7.8K shtrimmed | $913.7K |
| First Heartland Consultants, Inc.US SML CP VALU6.6K sh— | $782K |
| Avidian Wealth Enterprises, LLCUS SML CP VALU6.1K shadded | $713.4K |
| Whitaker-Myers Wealth Managers, LTD.US SML CP VALU5.3K shadded | $627.7K |
| Financial Symmetry IncCOM4.7K shtrimmed | $552.8K |
| Valeo Financial Advisors, LLCETF4.6K shadded | $541.7K |
| Breakwater Capital GroupUS SML CP VALU4.4K shadded | $520.6K |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCUS SML CP VALU4K shheld | $471.2K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCUS SML CP VALU3.7K shadded | $431.9K |
| Cassilly Financial Group LLCUS SML CP VALU2.9K shtrimmed | $347.2K |
| Matrix Trust CoUS SML CP VALU2.9K shtrimmed | $338K |
| LifeGoal Investments, LLCUS SML CP VALU2.7K shadded | $313.5K |
| CHAPIN DAVIS, INC.US SML CP VALU2.3K shadded | $275.6K |
| EPIQ PARTNERS, LLCUS SML CP VALU2.1K shadded | $252.9K |
| Ballew Advisors, IncUS SML CP VALU2K sh— | $245.6K |
| SAPIENT CAPITAL LLCUS SML CP VALU1.9K shtrimmed | $220.2K |
| Acropolis Investment Management, LLCUS SML CP VALU1.8K shtrimmed | $217.5K |
| Vann Equity Management LLCUS SML CP VALU1.8K shadded | $212.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF1.8K shtrimmed | $210.9K |
| Rosenberg Matthew HamiltonETF667 shheld | $78.6K |
| ATWOOD & PALMER INCCOM610 shadded | $71.8K |
| ELEVATION WEALTH PARTNERS, LLCUS SML CP VALU301 shtrimmed | $35.5K |
| GAMMA Investing LLCETF105 shheld | $12.4K |
| GK Wealth Management LLCUS SML CP VALU97 sh— | $11.4K |
| Davis Capital ManagementETF11 shheld | $1.3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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