AVUVX — Avantis U.S. Small Cap Value F Institutional Holders · Q2 2026
Who owns Avantis U.S. Small Cap Value F (AVUVX)? 3 institutions reported holding $35,811 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Simplex Trading, LLC ($30,259), Alpine Bank Wealth Management ($5,552), Phillip James Consulting Co. ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SIMPLEX TRADING, LLC | $30,259 | 300 | Trimmed |
| 2 | Alpine Bank Wealth Management | $5,552 | 260 | New |
| 3 | Phillip James Consulting Co. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30