HighTower Advisors
AVUV icon

HighTower Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

HighTower Advisors’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 		$156M Buy
1,412,354
+94,340
+7% +$10.4M 0.17% 132
2025
Q4 		$134M Buy
1,318,014
+41,282
+3% +$4.13M 0.15% 147
2025
Q3 		$127M Buy
1,276,732
+10,052
+0.8% +$972K 0.14% 146
2025
Q2 		$115M Buy
1,266,680
+28,650
+2% +$2.47M 0.14% 154
2025
Q1 		$108M Buy
1,238,030
+199,079
+19% +$18.7M 0.15% 154
2024
Q4 		$100M Buy
1,038,951
+78,306
+8% +$7.78M 0.14% 159
2024
Q3 		$92.1M Buy
960,645
+134,265
+16% +$12.5M 0.13% 171
2024
Q2 		$74.1M Buy
826,380
+19,732
+2% +$1.79M 0.11% 191
2024
Q1 		$75.6M Buy
806,648
+45,244
+6% +$4M 0.12% 180
2023
Q4 		$68.4M Sell
761,404
-1,118
-0.1% -$89.4K 0.11% 192
2023
Q3 		$59.4M Sell
762,522
-4,759
-0.6% -$382K 0.11% 194
2023
Q2 		$59.6M Buy
767,281
+38,287
+5% +$2.81M 0.12% 189
2023
Q1 		$54M Buy
728,994
+129,797
+22% +$10.2M 0.12% 195
2022
Q4 		$44.6M Buy
599,197
+69,327
+13% +$5.21M 0.1% 212
2022
Q3 		$35M Buy
529,870
+115,268
+28% +$8.4M 0.09% 230
2022
Q2 		$28.4M Buy
414,602
+92,352
+29% +$6.99M 0.07% 275
2022
Q1 		$25.7M Buy
322,250
+84,697
+36% +$6.71M 0.06% 317
2021
Q4 		$19M Buy
237,553
+148,076
+165% +$11.8M 0.04% 392
2021
Q3 		$6.77M Buy
89,477
+30,307
+51% +$2.25M 0.02% 699
2021
Q2 		$4.5M Buy
59,170
+28,288
+92% +$2.14M 0.01% 843
2021
Q1 		$2.23M Buy
30,882
+3,256
+12% +$218K 0.01% 1080
2020
Q4 		$1.57M Buy
27,626
+6,478
+31% +$332K 0.01% 1014
2020
Q3 		$907K Buy
21,148
+3,491
+20% +$151K ﹤0.01% 1263
2020
Q2 		$718K Buy
17,657
+2,425
+16% +$90.1K ﹤0.01% 1274
2020
Q1 		$474K Buy
+15,232
New +$688K ﹤0.01% 1348

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors's AVUV Position: Q1 2026 in Review

HighTower Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 7.2% in Q1 2026, buying an estimated $10.4M and bringing the position to 1,412,354 shares worth $156M. The position accounts for 0.17% of the portfolio, ranked #132.

HighTower Advisors first reported a position in AVUV in Q1 2020 and has held it in 25 quarters since. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • HighTower Advisors held 1,412,354 shares of Avantis US Small Cap Value ETF worth $156M as of Q1 2026.
  • HighTower Advisors bought 94,340 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $10.4M.
  • Avantis US Small Cap Value ETF made up 0.17% of HighTower Advisors's portfolio in Q1 2026, its #132 holding.
  • HighTower Advisors first reported a position in Avantis US Small Cap Value ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.