§ EQUITY
USDAVUV
AVANTIS US SMALL CAP VALUE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
730 increased/new, 325 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Creative Planning | 20.2M | 1.5% | +7% |
| Focus Partners Wealth | 6.7M | 0.8% | +2% |
| LPL Financial LLC | 6.5M | 0.2% | +19% |
| Morgan Stanley | 3.3M | 0.0% | n/a |
| Truepoint, Inc. | 2.9M | 7.1% | +1% |
| Mason Investment Advisory Services, Inc. | 2.8M | 14.5% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for AVUV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER86.0% · 981 holders
DEALER / BANK9.5% · 44 holders
QUALITY / COMPOUNDER2.4% · 8 holders
INCOME / DEFENSIVE1.8% · 6 holders
SYSTEMATIC / QUANT0.2% · 3 holders
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 2 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVUV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVUV yet.