SG
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StoneX Group’s Avantis US Small Cap Value ETF AVUV Stock Holding History

StoneX Group’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 		$3.47M Buy
27,848
+4,964
+22% +$592K 0.14% 115
2026
Q1 		$2.53M Buy
+22,884
New +$2.52M 0.14% 125
2025
Q2 		– Sell
-4,270
Closed -$372K – 882
2025
Q1 		$372K Buy
+4,270
New +$401K 0.02% 554
2024
Q4 		– Sell
-3,188
Closed -$306K – 868
2024
Q3 		$306K Buy
+3,188
New +$298K 0.02% 469

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

StoneX Group's AVUV Position: Q2 2026 in Review

StoneX Group increased its Avantis US Small Cap Value ETF (AVUV) stake by 22% in Q2 2026, buying an estimated $592K and bringing the position to 27,848 shares worth $3.47M. The position accounts for 0.14% of the portfolio, ranked #115.

StoneX Group first reported a position in AVUV in Q3 2024 and has held it in 4 quarters since. 1,142 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • StoneX Group held 27,848 shares of Avantis US Small Cap Value ETF worth $3.47M as of Q2 2026.
  • StoneX Group bought 4,964 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $592K.
  • Avantis US Small Cap Value ETF made up 0.14% of StoneX Group's portfolio in Q2 2026, its #115 holding.
  • StoneX Group first reported a position in Avantis US Small Cap Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,142 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.