Avantis US Large Cap ValueAVLVETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 566 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 80 from Q1 2026. 100 opened new positions and 20 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.0B), PNC Financial Services Group, Inc. ($1.7B) and Envestnet Asset Management Inc. ($891.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Avantis US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $450.8M |
| Exits | 20 | $110.6M |
All 13F filers, Q1 2026 → Q2 2026: 50,800,295 shares bought and 4,472,121 shares sold, net +46,328,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Northwestern Mutual Wealth Management Co. | 1.58% | Add +1248.0% | 32,368,237 | $3.0B |
| PNC Financial Services Group, Inc. | 0.85% | Add +41.5% | 18,702,541 | $1.7B |
| Envestnet Asset Management Inc. | 0.21% | Reduce -3.6% | 9,778,034 | $891.8M |
| Wealth Enhancement Advisory Services, LLC | 1.42% | Add +19.8% | 9,226,406 | $843.1M |
| Ameriprise Financial Inc. | 0.09% | Add +19.5% | 4,620,546 | $423.2M |
| LPL Financial LLC | 0.08% | Add +29.4% | 4,005,109 | $365.3M |
| American Century Companies Inc. | 0.15% | Add +26.2% | 3,608,727 | $329.2M |
| Focus Partners Wealth | 0.26% | Add +9.2% | 2,734,778 | $249.4M |
| Cerity Partners LLC | 0.30% | Reduce -3.7% | 2,726,265 | $248.7M |
| Falcon Wealth Planning | 11.99% | Add +5.4% | 2,077,645 | $189.5M |
| Petersen Hastings Wealth Advisors Inc. | 14.90% | Reduce -2.8% | 1,946,250 | $177.5M |
| Waverly Advisors, LLC | 0.93% | Add +5.3% | 1,754,726 | $160.0M |
| Apollon Wealth Management, LLC | 1.77% | Add +25.5% | 1,592,606 | $145.3M |
| Bank of America Corp. | 0.01% | Add +48.7% | 1,592,353 | $145.2M |
| Savant Capital, LLC | 0.40% | Reduce -2.3% | 1,478,222 | $134.8M |
| Cetera Investment Advisers | 0.12% | Add +21.2% | 1,454,277 | $132.6M |
| FMR LLC | 0.01% | Add +10.7% | 1,397,539 | $127.5M |
| Pure Financial Advisors, LLC | 1.62% | Reduce -4.5% | 1,382,944 | $126.1M |
| Moisand Fitzgerald Tamayo, LLC | 12.09% | Reduce -0.1% | 1,356,674 | $123.7M |
| Beaird Harris Wealth Management, LLC | 7.58% | Reduce -1.1% | 1,327,308 | $121.1M |
| Alesco Advisors, LLC, An ESL Co | 2.60% | Reduce -3.8% | 1,242,346 | $113.3M |
| Bridgewater Advisors Inc. | 6.13% | Add +1.6% | 1,208,088 | $112.5M |
| HUB Investment Partners, LLC | 2.02% | Add +6.7% | 1,205,715 | $110.0M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,139,973 | $104.0M |
| Cannon Financial Strategists, Inc. | 11.74% | Add +0.0% | 1,130,339 | $103.1M |
| Arax Advisory Partners | 0.65% | Add +88.6% | 1,076,147 | $98.2M |
| Commonwealth Equity Services, LLC | 0.12% | Add +5.7% | 1,045,145 | $95.3M |
| Wealth Management Nebraska | 8.47% | Add +10.9% | 1,040,364 | $94.9M |
| Nixon Peabody Trust Co. | 6.61% | Reduce -0.7% | 1,024,753 | $93.5M |
| &partners | 0.35% | Add +4.7% | 933,121 | $85.2M |
| B&D White Capital Company, LLC | 8.20% | Add +10.2% | 903,710 | $82.4M |
| ESL Trust Services, LLC | 13.12% | Add +0.1% | 843,691 | $77.0M |
| Two Sigma Investments, LP | 0.06% | New | 838,300 | $76.5M |
| Vestmark Advisory Solutions, Inc. | 0.66% | Add +41.0% | 775,298 | $70.7M |
| Glenview Trust Co | 0.95% | Add +8.0% | 756,072 | $69.0M |
| FAS Wealth Partners, Inc. | 3.50% | Add +7.9% | 736,028 | $67.1M |
| Raymond James Financial Inc. | 0.02% | Add +16.2% | 722,783 | $65.9M |
| Park Avenue Securities LLC | 0.40% | Reduce -0.6% | 706,032 | $64.4M |
| Thrivent Financial for Lutherans | 0.11% | Add +0.6% | 700,394 | $63.9M |
| Allegiance Financial Group Advisory Services LLC | 10.69% | Add +7.0% | 676,877 | $61.7M |
| Rockefeller Capital Management L.P. | 0.09% | Reduce -2.4% | 667,153 | $60.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 660,801 | $60.3M |
| Benjamin Edwards Inc. | 0.54% | Add +0.6% | 651,701 | $59.4M |
| Focus Partners Advisor Solutions, LLC | 0.50% | Add +85.3% | 642,722 | $58.6M |
| Voisard Asset Management Group, Inc. | 10.98% | Reduce -0.0% | 636,183 | $58.0M |
| Financial Engines Advisors L.L.C. | 0.10% | Reduce -2.3% | 634,091 | $57.8M |
| Farther Finance Advisors, LLC | 0.41% | Add +0.1% | 580,568 | $53.0M |
| Kestra Advisory Services, LLC | 0.17% | Add +3.7% | 568,940 | $51.9M |
| JRM Investment Counsel, LLC | 12.04% | Add +1.8% | 541,727 | $49.4M |
| UBS Group AG | 0.01% | Add +3.0% | 529,807 | $48.3M |
| Wells Fargo & Company | 0.01% | Add +36.8% | 521,766 | $47.6M |
| Waterloo Capital, L.P. | 2.59% | New | 502,911 | $45.9M |
| Opus Capital Group, LLC | 4.44% | Add +0.9% | 502,053 | $45.8M |
| Visionary Wealth Advisors | 1.78% | Add +5.2% | 494,417 | $45.1M |
| Legacy Financial Strategies, LLC | 6.88% | Add +1.1% | 487,176 | $44.4M |
| Tulsa Wealth Advisors, INC | 6.12% | Add +16.7% | 476,527 | $43.5M |
| Mason Street Advisors, LLC | 3.90% | New | 474,820 | $43.3M |
| Armstrong, Fleming & Moore, Inc | 13.55% | New | 448,575 | $40.9M |
| Global Strategic Investment Solutions, LLC | 3.63% | Reduce -33.6% | 444,515 | $40.5M |
| Aprio Wealth Management, LLC | 1.90% | Reduce -2.9% | 421,374 | $38.4M |
| Integrated Wealth Concepts LLC | 0.25% | New | 417,647 | $38.1M |
| N.E.W. Advisory Services LLC | 2.48% | Add +4.1% | 406,520 | $37.1M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 393,553 | $35.9M |
| ShoreHaven Wealth Partners, LLC | 10.68% | Add +6.4% | 372,316 | $34.0M |
| Leading Edge Financial Planning LLC | 5.96% | Add +5.7% | 367,041 | $33.5M |
| Chicago Partners Investment Group LLC | 0.66% | Add +3.2% | 358,021 | $32.8M |
| Apella Capital, LLC | 0.45% | Add +7.7% | 350,410 | $31.9M |
| Symmetry Partners, LLC | 1.60% | Add +3.7% | 344,510 | $31.4M |
| Fiduciary Financial Advisors | 3.12% | Add +125.8% | 336,376 | $30.7M |
| Financial Management Network Inc. | 4.26% | Add +160.7% | 324,251 | $29.7M |
| Three Cord True Wealth Management, LLC | 13.56% | Add +5.5% | 312,452 | $28.5M |
| MML Investors Services, LLC | 0.06% | Add +49.9% | 309,512 | $28.2M |
| Fonville Wealth Management LLC | 4.39% | Add +11.6% | 294,650 | $26.9M |
| River Road Asset Management, LLC | 0.30% | New | 293,193 | $26.7M |
| McMill Wealth Management | 6.38% | Add +0.7% | 291,738 | $26.6M |
| Cornerstone Wealth Partners, LLC | 11.83% | Add +10.2% | 279,084 | $25.5M |
| Austin Wealth Management, LLC | 5.17% | Add +0.6% | 267,001 | $24.5M |
| Aire Advisors, LLC | 3.97% | Add +0.8% | 267,585 | $24.4M |
| Nova R Wealth, Inc. | 6.90% | Add +2.9% | 259,158 | $23.6M |
| Arlington Financial Advisors, LLC | 2.94% | Add +0.8% | 253,772 | $23.1M |
| REAP Financial Group, LLC | 3.90% | Add +9.1% | 250,615 | $22.9M |
| Meritas Wealth Management, LLC | 8.84% | Add +7.4% | 248,212 | $22.6M |
| Kestra Investment Management, LLC | 0.44% | Add +12.7% | 247,841 | $22.6M |
| Ullmann Wealth Partners Group, LLC | 2.05% | Add +2.3% | 247,158 | $22.5M |
| WJ Interests, LLC | 8.66% | Add +37.7% | 246,306 | $22.5M |
| Fidelity D & D Bancorp Inc. | 7.70% | Add +11.1% | 246,107 | $22.4M |
| Clearwater Capital Advisors, LLC | 1.64% | Add +3.0% | 246,027 | $22.4M |
| Keener Financial Planning LLC | 8.00% | Add +6.3% | 245,336 | $22.4M |
| Oceanside Advisors LLC | 11.23% | Add +0.9% | 243,901 | $22.2M |
| Hill Island Financial LLC | 4.62% | New | 237,431 | $21.7M |
| Integrated Capital Management, Inc. | 15.06% | Reduce -4.0% | 236,633 | $21.6M |
| Private Advisor Group, LLC | 0.10% | Add +45.9% | 229,963 | $21.0M |
| Heritage Wealth Management, Inc. | 10.36% | Add +1.2% | 227,848 | $20.8M |
| Providence Financial Advisors, LLC | 11.70% | Add +7.3% | 225,587 | $20.6M |
| Advantage Trust Co | 7.16% | Add +5.4% | 222,996 | $20.3M |
| Shotwell Rutter Baer Inc | 10.54% | Reduce -2.8% | 210,507 | $19.2M |
| NewEdge Advisors, LLC | 0.06% | Add +9.8% | 210,461 | $19.2M |
| First National Bank Sioux Falls | 5.21% | No change | 225,021 | $19.0M |
| Apollon Financial, LLC | 2.21% | Add +4.2% | 204,736 | $18.7M |
| Perigon Wealth Management, LLC | 0.29% | Add +6.8% | 203,328 | $18.5M |
"% of holder's portfolio" is AVLV's weight in each manager's 13F, not the share of Avantis US Large Cap Value the manager owns.