SA
AVUV icon

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

Sovran 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
Q2 		$3.58M Buy
28,383
+16,375
+136% +$1.95M 0.27% 107
2026
Q1 		$1.44M Buy
12,008
+2,075
+21% +$228K 0.11% 190
2025
Q4 		$1.08M Buy
9,933
+142
+1% +$14.2K 0.09% 221
2025
Q3 		$953K Sell
9,791
-13,053
-57% -$1.26M 0.08% 221
2025
Q2 		$2.16M Sell
22,844
-3,986
-15% -$344K 0.23% 112
2025
Q1 		$2.16M Sell
26,830
-3,860
-13% -$363K 0.28% 89
2024
Q4 		$2.99M Buy
+30,690
New +$3.05M 0.43% 61

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sovran Advisors's AVUV Position: Q2 2026 in Review

Sovran Advisors increased its Avantis US Small Cap Value ETF (AVUV) stake by 136% in Q2 2026, buying an estimated $1.95M and bringing the position to 28,383 shares worth $3.58M. The position accounts for 0.27% of the portfolio, ranked #107.

Sovran Advisors first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 1,139 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Sovran Advisors held 28,383 shares of Avantis US Small Cap Value ETF worth $3.58M as of Q2 2026.
  • Sovran Advisors bought 16,375 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $1.95M.
  • Avantis US Small Cap Value ETF made up 0.27% of Sovran Advisors's portfolio in Q2 2026, its #107 holding.
  • Sovran Advisors first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.