AVUV · Insider trading · 13F holders · Congress trades
Avantis U.S. Small Cap Value ETF (AVUV)
Who is buying and selling AVUV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 563
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
AVUV at a glance
- No open-market insider purchases or sales of AVUV were filed in the last 90 days.
- 563 13F filers hold AVUV among their 50 largest positions, worth $13.5B combined. The biggest bets by portfolio weight are Cornerstone Wealth Partners, LLC (27.7%), Summit Portfolio Management, LTD. (23.7%) and Quarry Hill Advisors, LLC (21.4%). In their latest 13Fs, 6 managers opened a new position and 138 added to one.
- Members of Congress have disclosed 1 AVUV trade since 2026, 1 purchase and 0 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Aug 19, 2026.
- AVUV last closed at $123.49 on Oct 30, 2026.
AVUV insider trading
No open-market insider purchases or sales of AVUV were filed in the last 90 days.
Who owns AVUV? Hedge funds and superinvestors
563 13F filers hold AVUV among their 50 largest positions, worth $13.5B combined. The biggest bets by portfolio weight are Cornerstone Wealth Partners, LLC (27.7%), Summit Portfolio Management, LTD. (23.7%) and Quarry Hill Advisors, LLC (21.4%). In their latest 13Fs, 6 managers opened a new position and 138 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Creative PlanningWealth manager | 1.6% | $2.7B | 21,603,359 | +7.0% shares | Q2 2026 |
| Focus Partners WealthWealth manager | 0.8% | $818.8M | 6,563,363 | -1.5% shares | Q2 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 3.2% | $374.3M | 2,999,892 | +20.7% shares | Q2 2026 |
| Mason Investment Advisory Services, Inc.Institutional asset manager | 13.4% | $352.3M | 2,824,089 | -0.3% shares | Q2 2026 |
| Truepoint, Inc.Wealth manager | 6.9% | $331.1M | 2,653,956 | -7.6% shares | Q2 2026 |
| Waverly Advisors, LLCWealth manager | 1.3% | $224.8M | 1,801,650 | +27.7% shares | Q2 2026 |
| Plancorp, LLCWealth manager | 4.7% | $191.5M | 1,545,016 | +5.2% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 7.5% | $173.3M | 1,388,724 | +14.5% shares | Q2 2026 |
| Unison Advisors LLCWealth manager | 11.2% | $158.6M | 1,346,317 | +0.8% shares | Q3 2026 |
| Plante Moran Financial Advisors, LLCWealth manager | 6.5% | $139.6M | 1,119,113 | — | Q2 2026 |
| Wealth Management NebraskaInstitutional asset manager | 12.0% | $136.9M | 1,162,492 | +2.6% shares | Q3 2026 |
| Evensky & Katz LLCWealth manager | 7.0% | $133.9M | 1,136,871 | -2.0% shares | Q3 2026 |
| Sequoia Financial Advisors, LLCWealth manager | 0.7% | $132.7M | 1,063,743 | -2.2% shares | Q2 2026 |
| Alesco Advisors, LLC, An ESL CoInstitutional asset manager | 2.9% | $127.5M | 1,021,939 | -2.8% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.3% | $118.3M | 948,506 | -1.2% shares | Q2 2026 |
| RW Investment Management LLCWealth manager | 9.9% | $112.6M | 902,611 | -1.3% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 2.7% | $107.8M | 864,456 | +0.2% shares | Q2 2026 |
| Beaird Harris Wealth Management, LLCWealth manager | 5.9% | $93.6M | 749,891 | +0.2% shares | Q2 2026 |
| Private Advisor Group, LLCWealth manager | 0.4% | $85.5M | 685,640 | — | Q2 2026 |
| Foster Group, Inc.Wealth manager | 2.2% | $80.3M | 681,878 | -0.6% shares | Q3 2026 |
| Farther Finance Advisors, LLCWealth manager | 0.6% | $80.1M | 679,855 | +8.0% shares | Q3 2026 |
| Satovsky Asset Management LLCWealth manager | 12.3% | $77.1M | 618,166 | -0.3% shares | Q2 2026 |
| PDS Planning, IncWealth manager | 4.4% | $76.7M | 614,951 | +1.9% shares | Q2 2026 |
| Symmetry Partners, LLCWealth manager | 3.9% | $76.2M | 647,333 | -3.1% shares | Q3 2026 |
| Moisand Fitzgerald Tamayo, LLCWealth manager | 7.6% | $75.4M | 639,896 | +1.3% shares | Q3 2026 |
| Petersen Hastings Wealth Advisors Inc.Wealth manager | 6.0% | $72.7M | 616,955 | +3.3% shares | Q3 2026 |
| Avior Wealth Management, LLCWealth manager | 1.9% | $71.8M | 609,568 | +3.3% shares | Q3 2026 |
| Krilogy Financial LLCWealth manager | 1.9% | $70.1M | 584,456 | +1.9% shares | Q3 2026 |
| Cornerstone Wealth Partners, LLCWealth manager | 27.7% | $69.7M | 592,139 | +16.5% shares | Q3 2026 |
| Meredith Wealth PlanningWealth manager | 17.3% | $69.1M | 587,106 | -0.2% shares | Q3 2026 |
The 30 largest of 563 positions, by value. Each manager counts with its latest 13F (Q3 2026: 293, Q2 2026: 263, Q1 2026: 7). Screen AVUV in the grand portfolio →
AVUV stock trades by members of Congress
Members of Congress have disclosed 1 AVUV trade since 2026, 1 purchase and 0 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Aug 19, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 11, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Aug 19, 2026 | -2.4% |
Analysis mentioning AVUV
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AVUV questions and answers
Are insiders buying AVUV stock?
No open-market insider purchases or sales of AVUV were filed in the last 90 days.
Which hedge funds own AVUV?
563 13F filers hold AVUV among their 50 largest positions, worth $13.5B combined. The biggest bets by portfolio weight are Cornerstone Wealth Partners, LLC (27.7%), Summit Portfolio Management, LTD. (23.7%) and Quarry Hill Advisors, LLC (21.4%). In their latest 13Fs, 6 managers opened a new position and 138 added to one.
Has Congress traded AVUV?
Members of Congress have disclosed 1 AVUV trade since 2026, 1 purchase and 0 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Aug 19, 2026.
Who is the largest holder of AVUV?
Among 13F filers, Creative Planning reports the largest AVUV position, $2.7B (21,603,359 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Cornerstone Wealth Partners, LLC's: 27.7% of its portfolio.
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