JM2 Capital
AVUV icon

JM2 Capital’s Avantis US Small Cap Value ETF AVUV Stock Holding History

JM2 Capital’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
Q3 		$487K Buy
4,136
+624
+18% +$77.8K 0.32% 68
2026
Q2 		$438K Buy
3,512
+1,365
+64% +$163K 0.3% 78
2026
Q1 		$237K Buy
+2,147
New +$236K 0.2% 103

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

JM2 Capital's AVUV Position: Q3 2026 in Review

JM2 Capital increased its Avantis US Small Cap Value ETF (AVUV) stake by 18% in Q3 2026, buying an estimated $77.8K and bringing the position to 4,136 shares worth $487K. The position accounts for 0.32% of the portfolio, ranked #68.

JM2 Capital first reported a position in AVUV in Q1 2026 and has held it in 3 quarters since. 1,108 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • JM2 Capital held 4,136 shares of Avantis US Small Cap Value ETF worth $487K as of Q3 2026.
  • JM2 Capital bought 624 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $77.8K.
  • Avantis US Small Cap Value ETF made up 0.32% of JM2 Capital's portfolio in Q3 2026, its #68 holding.
  • JM2 Capital first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.