KCM
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KM Capital Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

KM Capital Management’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 		$66.6K Buy
+565
New +$62.2K 0.04% 49
2025
Q4 		– Sell
-3,355
Closed -$334K – 48
2025
Q3 		$334K Hold
3,355
– – 0.15% 44
2025
Q2 		$306K Sell
3,355
-261
-7% -$22.5K 0.15% 49
2025
Q1 		$315K Buy
+3,616
New +$340K 0.17% 47

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

KM Capital Management's AVUV Position: Q1 2026 in Review

KM Capital Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 565 shares worth $66.6K. The stake represents 0.04% of the portfolio and ranks #49 among its holdings. This is a return to the name: KM Capital Management previously reported a position in AVUV as recently as Q3 2025.

KM Capital Management first reported a position in AVUV in Q1 2025 and has held it in 4 quarters since. The position peaked at $334K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • KM Capital Management held 565 shares of Avantis US Small Cap Value ETF worth $66.6K as of Q1 2026.
  • Avantis US Small Cap Value ETF was a new KM Capital Management position in Q1 2026.
  • Avantis US Small Cap Value ETF made up 0.04% of KM Capital Management's portfolio in Q1 2026, its #49 holding.
  • KM Capital Management first reported a position in Avantis US Small Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
  • KM Capital Management's Avantis US Small Cap Value ETF position peaked at $334K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on KM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.