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First Citizens Investor Services’s Avantis US Small Cap Value ETF AVUV Stock Holding History

First Citizens Investor Services’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.29M Buy
12,679
+216
+2% +$21.6K 0.49% 13
2025
Q3 		$1.24M Buy
+12,463
New +$1.21M 0.48% 13

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Citizens Investor Services's AVUV Position: Q4 2025 in Review

First Citizens Investor Services increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.7% in Q4 2025, buying an estimated $21.6K and bringing the position to 12,679 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #13.

First Citizens Investor Services first reported a position in AVUV in Q3 2025 and has held it in 2 quarters since. 985 funds tracked by Wall St. Rank hold AVUV as of Q4 2025.

  • First Citizens Investor Services held 12,679 shares of Avantis US Small Cap Value ETF worth $1.29M as of Q4 2025.
  • First Citizens Investor Services bought 216 Avantis US Small Cap Value ETF shares in Q4 2025, an estimated $21.6K.
  • Avantis US Small Cap Value ETF made up 0.49% of First Citizens Investor Services's portfolio in Q4 2025, its #13 holding.
  • First Citizens Investor Services first reported a position in Avantis US Small Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 985 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.