First Manhattan’s Avantis US Small Cap Value ETF AVUV Stock Holding History

First Manhattan’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
2026 Q1	$2.97M	Hold	26,855	–	–	0.01%	300
2025 Q4	$2.74M	Hold	26,855	–	–	0.01%	305
2025 Q3	$2.67M	Buy	26,855 +2,800	+12%	+$271K	0.01%	303
2025 Q2	$2.19M	Hold	24,055	–	–	0.01%	319
2025 Q1	$2.1M	Sell	24,055 -41	-0.2%	-$3.85K	0.01%	299
2024 Q4	$2.33M	Hold	24,096	–	–	0.01%	289
2024 Q3	$2.31M	Hold	24,096	–	–	0.01%	281
2024 Q2	$2.16M	Hold	24,096	–	–	0.01%	292
2024 Q1	$2.26M	Buy	24,096 +482	+2%	+$42.6K	0.01%	288
2023 Q4	$2.12M	Hold	23,614	–	–	0.01%	291
2023 Q3	$1.84M	Sell	23,614 -16	-0.1%	-$1.28K	0.01%	312
2023 Q2	$1.83M	Hold	23,630	–	–	0.01%	316
2023 Q1	$1.75M	Sell	23,630 -70	-0.3%	-$5.48K	0.01%	339
2022 Q4	$1.77M	Buy	23,700 +131	+0.6%	+$9.85K	0.01%	352
2022 Q3	$1.56M	Sell	23,569 -131	-0.6%	-$9.55K	0.01%	351
2022 Q2	$1.62M	Buy	23,700 +2,468	+12%	+$187K	0.01%	362
2022 Q1	$1.7M	Sell	21,232 -3,334	-14%	-$264K	0.01%	385
2021 Q4	$1.96M	Buy	+24,566	New	+$1.96M	0.01%	348

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Manhattan's AVUV Position: Q1 2026 in Review

First Manhattan held its Avantis US Small Cap Value ETF (AVUV) position steady in Q1 2026 at 26,855 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #300.

First Manhattan first reported a position in AVUV in Q4 2021 and has held it in 18 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

First Manhattan held 26,855 shares of Avantis US Small Cap Value ETF worth $2.97M as of Q1 2026.
First Manhattan left its Avantis US Small Cap Value ETF share count unchanged in Q1 2026.
Avantis US Small Cap Value ETF made up 0.01% of First Manhattan's portfolio in Q1 2026, its #300 holding.
First Manhattan first reported a position in Avantis US Small Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.