Avantis US Large Cap ValueAVLVETF

13F holders, Q2 2026 (June 30)
566holders +80
100new positions
20sold out
3famous investors
$91.24avg. 13F price*

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

0200400600 Q1 2024: 222Q1 2024Q2 2024: 252Q2 2024Q3 2024: 278Q3 2024Q4 2024: 345Q4 2024Q1 2025: 359Q1 2025Q2 2025: 374Q2 2025Q3 2025: 400Q3 2025Q4 2025: 445Q4 2025Q1 2026: 486Q1 2026Q2 2026: 566Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions100$450.8M
Exits20$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.

Show all 566 holders