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Public ownership evidence

Avantis U.S. Small Cap Value ETF (AVUV) Ownership Disclosures

Read AVUV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2916,869$1,470,435None
Corient Private Wealth LP2026-06-302026-08-28557,425$69,544,507None
Legacy Edge Advisors, LLC2025-09-302026-08-273,597$358,009None
Dakota Wealth Management2025-09-302026-08-2776,208$7,584,963None
Dakota Wealth Management2025-12-312026-08-27120,128$12,250,634None
Dakota Wealth Management2026-03-312026-08-27106,601$11,776,191None
Kings Path Partners LLC2026-03-312026-08-227,343$811,145None
Kingsview Wealth Management, LLC2026-06-302026-08-2030,871$3,851,476None
Prosperitas Financial LLC2026-06-302026-08-203,324$414,702None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2024,162$3,014,451None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-20156,970$19,583,571None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20137,785$17,190,071None
Sankala Group LLC2026-06-302026-08-193,890$493,955None
Beacon Pointe Advisors, LLC2026-06-302026-08-19261,635$32,641,560None
JDM Financial Group LLC2026-06-302026-08-19299$37,303None
Capasso Planning Partners LLC2026-06-302026-08-196,558$818,188None
Orion Capital Management LLC2026-06-302026-08-1951,585$6,435,793None
Glenview Trust Co2026-06-302026-08-194,371$545,325None
Glenview Trust Co2026-06-302026-08-19333,534$41,611,701None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-1911,781$1,469,798None
Sanchez Levi Garrett2026-06-302026-08-182,530$315,667None
Sanchez Levi Garrett2026-06-302026-08-1872,876$9,092,044None
LARCH CAPITAL PARTNERS LLC2026-06-302026-08-1856,400$7,036,464None
Strive Financial Group ,LLC2026-06-302026-08-185$626None
Parvin Asset Management, LLC2026-06-302026-08-18110$13,724None
Corient Private Wealth LP2026-06-302026-08-18559,715$69,830,084None
Pure Financial Advisors, LLC2026-06-302026-08-184,562$569,164None
Camarda Financial Advisors, LLC2026-06-302026-08-187,481$933,335None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-183,424$427,051None
Equitable Holdings, Inc.2026-06-302026-08-1886,680$10,814,245None
Lifetime Wealth Management P.C.2026-06-302026-08-1813,405$1,672,430None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18100,652$12,557,000None
Steelhead Wealth Management LLC2026-06-302026-08-1533,500$4,179,000None
Vines Capital Management, LLC2026-06-302026-08-1514$1,747None
Vines Capital Management, LLC2026-06-302026-08-159,815$1,224,519None
Financial Plan, Inc.2026-06-302026-08-1548,709$6,076,951None
AMERIFLEX GROUP, INC.2026-06-302026-08-15290$36,181None
Synergy Investment Management, LLC2026-06-302026-08-15941$117,406None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,870$233,039None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1537$4,616None
Mutual Advisors, LLC2026-06-302026-08-1589,194$11,127,848None
Advyzon Investment Management, LLC2026-06-302026-08-15798$99,558None
Advyzon Investment Management, LLC2026-06-302026-08-15441$55,019None
Nemes Rush Group LLC2026-06-302026-08-15901$112,415None
Empire Financial Management Company, LLC2026-06-302026-08-152,561$319,544None
Clifford Group, LLC2026-06-302026-08-1542,687$5,325,630None
J.M. Arbour, LLC2026-06-302026-08-153,949$492,677None
Navis Wealth Advisors, LLC2026-06-302026-08-155,735$715,533None
Meridian Wealth Advisors, LLC2026-06-302026-08-151,985$247,604None
VANCE WEALTH, LLC2026-06-302026-08-153,547$442,524None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Kings Path Partners LLC ↗Kingsview Wealth Management, LLC ↗Prosperitas Financial LLC ↗STOCK YARDS BANK & TRUST CO ↗

Recent Congressional disclosures

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John Boozman2026-09-122026-08-19purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.