Summit Portfolio Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Summit Portfolio 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	$36.9M	Buy	+333,964	New	+$36.8M	23.73%	1

Other funds holding AVUV

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Portfolio Management's AVUV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 333,964 shares worth $36.9M. The stake represents 23.73% of the portfolio and ranks #1 among its holdings.

1,059 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Summit Portfolio Management held 333,964 shares of Avantis US Small Cap Value ETF worth $36.9M as of Q1 2026.
Avantis US Small Cap Value ETF was a new Summit Portfolio Management position in Q1 2026.
Avantis US Small Cap Value ETF made up 23.73% of Summit Portfolio Management's portfolio in Q1 2026, its #1 holding.
1,059 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.