AVUV institutional holders

Avantis U.S. Small Cap Value ETF · 1,182 reporting institutions · $20.1B reported value

Funds that can replace AVUV · AVUV return decomposition

Institutional holdings

Institutions reporting AVUV, largest first
InstitutionReported positionAdvisors at firmReport period
Creative Planning$2.7B1,1712026-06-30
Lpl Financial LLC$981.2M23,4582026-06-30
Focus Partners Wealth$818.8M1,0482026-06-30
Bank of America Corp /de$431.6M02026-06-30
Morgan Stanley$425.2M23,1852026-06-30
Ameriprise Financial Inc$385.7M02026-06-30
Focus Partners Advisor Solutions, LLC$374.3M422026-06-30
Mason Investment Advisory Services, Inc.$352.3M312026-06-30
Truepoint, Inc.$331.1M402026-06-30
Northwestern Mutual Wealth Management Co$326M02026-06-30
Envestnet Pmc$299.3M602026-06-30
Wells Fargo & Company/mn$285.2M02026-06-30
Raymond James Financial Inc$240.7M02026-06-30
Waverly Advisors, LLC$224.8M2312026-06-30
UBS Group AG$200.6M02026-06-30
Plancorp, LLC$191.5M522026-06-30
Hightower Advisors, LLC$178.8M1,0462026-06-30
Tci Wealth Advisors, Inc.$173.3M462026-06-30
Unison$166.7M12026-06-30
Osaic Holdings, Inc.$162.3M02026-06-30
Wealth Management$141.4M462026-06-30
Plante Moran Financial Advisors$139.6M1312026-06-30
Sequoia Financial Group, LLC$132.7M2582026-06-30
Cetera Investment Advisers$132.3M10,3702026-06-30
American Century Companies Inc$129M02026-06-30
Alesco Advisors, LLC, An Esl Company$127.5M142026-06-30
Jpmorgan Chase & Co$120.8M02026-06-30
Savant Wealth Management$118.3M4052026-06-30
Royal Bank of Canada$114.5M02026-06-30
Rw Investment Management LLC$112.6M132026-06-30
Commonwealth Equity Services, LLC$110.9M2,8632026-06-30
Avantax Planning Partners, Inc.$107.8M102026-06-30
Beaird Harris Wealth Management, LLC$93.6M182026-06-30
Foster Group, Inc.$85.6M582026-06-30
Private Advisor Group, LLC$85.5M9272026-06-30
Cresset Asset Management, LLC$85.2M2122026-06-30
Symmetry Partners, LLC$83.3M232026-06-30
Moisand Fitzgerald Tamayo, LLC$78.8M102026-06-30
Farther Finance Advisors, LLC$78.6M3342026-06-30
Satovsky Asset Management LLC$77.1M52026-06-30
Pds Planning, Inc$76.7M102026-06-30
Petersen Hastings Wealth Advisors Inc.$74.5M162026-06-30
Avior Wealth Management, LLC$73.6M692026-06-30
Meredith Wealth Planning$73.4M22026-06-30
Krilogy$71.6M642026-06-30
Corient Private Wealth LP$69.5M6742026-06-30
Zions Bancorporation, National Association /ut$68.1M02026-06-30
Envestnet Portfolio Solutions, Inc.$68M32026-06-30
Jones Financial Companies LLLP$65.8M02026-06-30
PNC Financial Services Group, Inc.$65.6M02026-06-30
Cornerstone Wealth Partners, LLC$63.4M122026-06-30
Burton Enright Welch$63.4M122026-06-30
Keb Asset Management, LLC$63.3M142026-06-30
Oxford Financial Group, Ltd. LLC$62M502026-06-30
Wealth Enhancement Advisory Services, LLC$57.9M1,0262026-06-30
Marquette Wealth Management$56.7M22026-06-30
Savvy Advisors, Inc.$55.7M2142026-06-30
Quarry Hill Advisors, LLC$55.6M42026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$55.5M02026-06-30
Werba Rubin Papier Wealth Management, LLC$55M72026-06-30
Prime Capital Financial$54.5M2652026-06-30
Bluespring Wealth Management, LLC$54.2M502026-06-30
Parcion Private Wealth LLC$54.2M142026-06-30
First Citizens Bank & Trust Co$53.6M02026-06-30
Team Hewins, LLC$51.3M232026-06-30
3edge Asset Management, LP$51.2M152026-06-30
Fifth Third Bancorp$50.9M02026-06-30
Alphacore Capital LLC$49.6M692026-06-30
Financial Partners Group, Inc$48.8M92026-06-30
Means Investment Co., Inc.$48.1M132026-06-30
Apollon Wealth Management, LLC$47.9M1512026-06-30
Three Arch Wealth Management LLC$45.5M42026-06-30
Hb Wealth Management, LLC$45.3M1692026-06-30
Bwm Planning, LLC$45.2M52026-06-30
Greenline Partners, LLC$42.3M32026-06-30
Red Lighthouse Investment Management, LLC$42.2M12026-06-30
Glenview Trust Co$42.2M02026-06-30
Northwest Financial Advisors$41M192026-06-30
Mai Capital Management$41M3082026-06-30
Orrstown Financial Services Inc$40.6M02026-06-30
Enzi Wealth$40.4M52026-06-30
Wealthcare Advisory Partners LLC$40M1702026-06-30
Comerica Bank$39.9M02025-12-31
Bare Financial Services, Inc$39.3M102026-06-30
Kondo Wealth Advisors, Inc.$38.9M22026-06-30
Venturi Wealth Management, LLC$38.3M202026-06-30
MML Investors Services, LLC$38.3M5,1202026-06-30
Creative Capital Management Investments LLC$37.8M62026-06-30
Truwealth Advisors, LLC$37.7M02026-03-31
Cwm, LLC$37.6M6672026-03-31
Summit Portfolio Management, Ltd.$36.9M52026-03-31
High Probability Advisors, LLC$36.9M82026-06-30
New. Advisory Services, LLC$36.7M152026-06-30
Sherrill & Hutchins Financial Advisory, Inc$36M62026-06-30
Wmg Financial Advisors, LLC$36M142026-06-30
Kestra Private Wealth Services, LLC$35.9M2062026-06-30
Hill Investment Group Partners, LLC$35.8M72026-06-30
Valued Wealth Advisors LLC$35.6M52026-06-30
Financial Management Network Inc$35.5M212026-06-30
Quent Capital, LLC$35.1M02026-06-30
Fonville Wealth Management LLC$34.6M122026-06-30
Stifel Financial Corp$34.4M02026-06-30
Falcon Wealth Planning$33.8M242026-06-30
Highpoint Advisor Group LLC$33.6M1142026-06-30
Allegiance Financial Group Advisory Services LLC$33M72026-06-30
Define Financial, LLC$32.8M52026-06-30
Beacon Pointe Advisors, LLC$32.6M4662026-06-30
Eagle Wealth Strategies$32.3M92026-06-30
Kestra Advisory Services, LLC$32.2M1,4792026-06-30
Pathstone Holdings, LLC$31.1M02026-06-30
Morton Brown Family Wealth, LLC$30.8M72026-06-30
Meritas Wealth Management, LLC$30.7M62026-06-30
Acorn Financial Advisory Services Inc /adv$29.9M172026-06-30
Oakwell Private Wealth Management, LLC$29.8M112026-06-30
New England Capital Financial Advisors LLC$29.1M62026-06-30
Chicago Partners Investment Group LLC$29M572026-06-30
Baird Financial Group, Inc.$28.9M02026-06-30
Regatta Capital Group, LLC$28.8M142026-06-30
Great Point Wealth Advisors, LLC$28.1M32026-06-30
Hhm Wealth Advisors, LLC$28.1M122026-06-30
Harbor Group, Inc.$28M92026-06-30
&partners$28M5552026-06-30
Retirement Financial Solutions, LLC$27.9M152026-06-30
Tarbox Family Office, Inc.$27.8M62026-06-30
Wealth Architects, LLC$27.5M152026-06-30
Concurrent Investment Advisors, LLC$27.5M3492026-06-30
Lifelong Wealth Advisors, Inc.$27.3M92026-06-30
Peirce Capital Management, LLC$27M52026-06-30
Jrm Investment Counsel.$26.9M32026-06-30
Drake & Associates, LLC$26.8M172026-06-30
Cowa, LLC$26.7M52026-06-30
Rothschild Investment LLC$26.5M182026-06-30
Northwest Wealth Management, LLC$26.5M212026-06-30
Newedge Advisors$26.3M6012026-06-30
Correct Capital Wealth Management$26.1M72026-06-30
Bank of Montreal /can$25.8M02026-06-30
Highland Financial Advisors, LLC$24.9M82026-06-30
Parkshore Wealth Management$24.9M52026-06-30
Stephens Inc /ar$24.8M2432026-06-30
First Merchants Corp$24.7M02026-06-30
Hmv Wealth Advisors, LLC$24.6M32026-06-30
Zhang Financial LLC$24.5M202026-06-30
Atria Investments, Inc$24.5M62026-06-30
Merit Financial Group, LLC$24.4M2952026-06-30
Flagstone Financial Management$24.4M102026-06-30
B&D White Capital Company, LLC$24.3M62026-06-30
Wcg Wealth Advisors LLC$23.8M1302026-06-30
Aqr Capital Management LLC$23.8M12026-06-30
Rockefeller Capital Management LP$23.2M3462026-06-30
Fort Vancouver Investment Management, LLC$23M42026-06-30
Reap Financial Group, LLC$23M72026-06-30
Bfsg, LLC$22.7M252026-06-30
Certified Advisory Corp$22.7M172026-06-30
Stock Yards Bank & Trust Co$22.6M02026-06-30
Financial Synergies Wealth Advisors, Inc.$22.6M172026-06-30
Mb Generational Wealth, LLC$22.2M32026-06-30
Integrated Wealth Concepts LLC$21.8M4802026-06-30
Tidal Investments LLC$21.8M02026-06-30
Onedigital Investment Advisors LLC$21.7M3862026-06-30
Libra Wealth LLC$21.6M42026-06-30
Gallagher Fiduciary Advisors, LLC$21.6M1262026-06-30
Pw Advisors, LLC$21.2M02026-06-30
Able Financial Group, LLC$21M92026-06-30
Stolz & Associates, Ps$20.9M32026-06-30
Peak Asset Management, LLC$20.9M142026-06-30
Mraz and Associates$20.6M52026-06-30
Quantum Financial Advisors, LLC$20.5M02026-06-30
Avondale Wealth Management LLC$20.4M42026-06-30
Betterwealth, LLC$20.4M52026-06-30
Wheelhouse Advisory Group LLC$20.3M122026-06-30
Acumen Wealth Advisors, LLC$20.1M122026-06-30
Heritage Financial Services, LLC$20M02025-12-31
Wj Interests, LLC$19.9M72026-06-30
Fiduciary Financial Advisors$19.6M512026-06-30
Fas Wealth Partners, Inc.$19.6M232026-06-30
Arlington Financial Advisors, LLC$19.4M82026-06-30
Foundations Investment Advisors, LLC$19.3M3022026-06-30
Aire Advisors, LLC$19.3M122026-06-30
Wallington Asset Management, LLC$19.3M82026-06-30
Sfg Wealth Management, Llc.$19.2M92026-06-30
Ocean Park Asset Management, LLC$18.9M122026-06-30
Ameritas Advisory Services, LLC$18.9M5502026-06-30
Smartleaf Asset Management LLC$18.7M92026-06-30
Invariant Investment Management$18.6M62026-06-30
Neuberger Berman Group LLC$18.5M02026-06-30
Claris Advisors, LLC / Mo$18.5M42026-06-30
Diversify Advisory Services, LLC$18M1162026-06-30
Diversify Wealth Management, LLC$18M782026-06-30
Compass Ion Advisors, LLC$18M172026-06-30
Apella Capital, LLC$17.9M1042026-06-30
Sage Rhino Capital LLC$17.7M102026-06-30
Simplicity Wealth, LLC$17.7M02026-06-30
Hamilton Point Investment Advisors, LLC$17.7M72026-06-30
Capital Advisors Wealth Management, LLC$17.7M62026-06-30
Bucket List Wealth Management, LLC$17.5M22026-06-30
Symphony Financial, Ltd. Co.$17.5M462026-06-30
Mercer Global Advisors Inc /adv$17.2M02026-06-30
Nwam LLC$17.2M622026-06-30
Apeiron RIA LLC$17.1M112026-06-30
Arq Wealth Advisors, LLC$17.1M152026-06-30
Family Investment Center, Inc.$16.9M122026-06-30
Mariner, LLC$16.7M02026-06-30
Mfa Wealth Advisors, LLC$16.6M82026-06-30
Nottingham Advisors, Inc.$16.3M82026-06-30
Revolve Wealth Partners, LLC$16.2M142026-06-30
Pine Harbor Wealth Management, LLC$16.2M12026-06-30
Collective Family Office, LLC$16.1M42026-06-30
Kavar Capital Partners Group, LLC$16.1M42026-06-30
Compound Planning, Inc.$16.1M752026-06-30
Three Cord True Wealth Management, LLC$16M62026-06-30
Platform Wealth Management, LLC$15.9M112026-06-30
Insight Wealth Strategies, LLC$15.7M92026-06-30
Creative Financial Designs Inc /adv$15.6M02026-06-30
Trilogy Capital, Inc.$15.6M722026-06-30
Porter White Investment Advisors, Inc.$15.6M52026-06-30
L2 Asset Management, LLC$15.4M22026-06-30
Lutz Financial Services LLC$15.3M152026-06-30
Allworth Financial, LP$15.3M3172026-06-30
Steward Partners Investment Advisory, LLC$15.3M4812026-06-30
Midwest Financial Group LLC$15.3M112026-06-30
O'Connor Financial Group LLC$15.2M42026-06-30
Bragg Financial Advisors Inc$15.2M152026-06-30
Argent Advisors, Inc.$15.1M132026-06-30
Wespac Advisors Socal, LLC$15.1M102026-06-30
Caliber Wealth Management, LLC / Ks$15.1M142026-06-30
Greater Midwest Financial Group, LLC$15.1M82026-06-30
Atlanta Consulting Group Advisors, LLC$15M82026-06-30
Advisor Os, LLC$14.9M22026-06-30
Earned Wealth Advisors, LLC$14.8M462026-06-30
Stephens Consulting, LLC$14.8M02025-12-31
Financial Futures Ltd Liability Co.$14.8M32026-06-30
Mgo One Seven LLC$14.7M1182026-06-30
Moneco Advisors, LLC$14.7M502026-06-30
Burk Holdings LLC$14.6M72026-06-30
Silver Oak Securities, Incorporated$14.6M1172026-06-30
Willow Creek Wealth Management Inc.$14.5M102025-09-30
Gateway Wealth Partners, LLC$14.4M1012026-06-30
McIlrath & Eck, LLC$14.3M62026-03-31
Private Wealth Management Group, LLC$14.2M72026-06-30
Fortress Financial Group, LLC$14.2M82026-06-30
Mjp Associates Inc /adv$14.2M122026-06-30
Voisard Asset Management Group$14.1M62026-06-30
Ullmann Wealth Partners Group, LLC$14.1M82026-06-30
Proathlete Wealth Management LLC$14M42026-06-30
Commerce Bank$14M02026-06-30
Venture Visionary Partners LLC$13.9M312026-06-30
Sunesis Advisors, LLC$13.8M102026-06-30
Legacy Edge Advisors, LLC$13.8M182026-06-30
Visionary Horizons, LLC$13.7M162026-06-30
Alliance Wealth Advisors, LLC$13.7M62026-06-30

The 250 largest of 1,182 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30