Avantis US Large Cap ValueAVLVETF
13F holders, Q1 2024 (March 31)222holders
2famous investors
$64.23avg. 13F price*
At the end of Q1 2024, 222 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($401.7M), Merriman Wealth Management, LLC ($125.2M) and Pure Financial Advisors, LLC ($112.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $132.7M |
| Exits | 8 | $3.4M |
Ownership 222 holders
| Wealth Enhancement Advisory Services, LLC | 1.04% | Add +3489.7% | 6,251,242 | $401.7M |
| Merriman Wealth Management, LLC | 5.58% | Add +4.0% | 1,947,678 | $125.2M |
| Pure Financial Advisors, LLC | 3.51% | Reduce -3.7% | 1,743,516 | $112.0M |
| Alesco Advisors, LLC, An ESL Co | 2.86% | Add +23.2% | 1,355,499 | $87.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +45.7% | 1,345,967 | $86.5M |
| American Century Companies Inc. | 0.05% | Add +17.6% | 1,188,379 | $76.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.1% | 1,071,438 | $68.9M |
| Cetera Investment Advisers | 0.15% | New | 963,709 | $61.9M |
| HUB Investment Partners, LLC | 3.32% | Add +3.7% | 932,981 | $60.0M |
| Cannon Financial Strategists, Inc. | 11.76% | Add +6.7% | 930,487 | $59.8M |
| Bridgewater Advisors Inc. | 8.66% | Add +0.8% | 900,120 | $57.8M |
| Apollon Wealth Management, LLC | 1.78% | Add +61.2% | 881,923 | $56.7M |
| Park Avenue Securities LLC | 0.69% | Reduce -4.0% | 834,433 | $53.6M |
| LPL Financial LLC | 0.03% | Add +18.2% | 775,971 | $49.9M |
| Beaird Harris Wealth Management, LLC | 4.79% | Add +5.1% | 764,689 | $49.1M |
| Moisand Fitzgerald Tamayo, LLC | 7.39% | Add +32.2% | 751,306 | $48.3M |
| Commonwealth Equity Services, LLC | 0.08% | Add +6.7% | 719,913 | $46.3M |
| Waverly Advisors, LLC | 0.96% | Add +28.6% | 634,228 | $40.8M |
| Falcon Wealth Planning | 6.27% | Add +120.9% | 616,096 | $39.6M |
| Nixon Peabody Trust Co. | 3.43% | Add +9.8% | 580,853 | $37.3M |
| FAS Wealth Partners, Inc. | 3.08% | Add +15.8% | 540,539 | $34.7M |
| Opus Capital Group, LLC | 4.28% | Add +3.4% | 455,264 | $29.3M |
| JRM Investment Counsel, LLC | 9.19% | Add +1.1% | 399,601 | $25.7M |
| Bank of America Corp. | 0.00% | Add +49.1% | 396,707 | $25.5M |
| Visionary Wealth Advisors | 1.70% | Add +23.6% | 392,855 | $25.2M |
| Allegiance Financial Group Advisory Services LLC | 9.82% | Add +10.6% | 373,391 | $24.0M |
| Fortress Wealth Management, Inc. | 10.49% | Add +4.6% | 316,844 | $20.4M |
| Morgan Stanley | 0.00% | Add +304.0% | 301,896 | $19.4M |
| Strategic Blueprint, LLC | 1.38% | Add +1.1% | 301,506 | $19.4M |
| Websterrogers Financial Advisors, LLC | 6.87% | Add +8.8% | 300,756 | $19.3M |
| Integrated Capital Management, Inc. | 15.62% | Reduce -4.3% | 297,213 | $19.1M |
| Glenview Trust Co | 0.40% | Add +19.5% | 292,715 | $18.8M |
| Willow Creek Wealth Management Inc. | 2.02% | Add +14.7% | 269,107 | $17.3M |
| UBS Group AG | 0.01% | Add +3.8% | 265,891 | $17.1M |
| Chicago Partners Investment Group LLC | 0.67% | Add +5.9% | 255,060 | $15.9M |
| FMR LLC | 0.00% | Add +322127.0% | 238,448 | $15.3M |
| Aire Advisors, LLC | 3.45% | Reduce -0.7% | 238,145 | $15.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +41.3% | 220,751 | $14.2M |
| Arlington Financial Advisors, LLC | 3.10% | New | 219,780 | $14.1M |
| Oceanside Advisors LLC | 11.64% | Add +2.8% | 218,891 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +54777.4% | 204,144 | $13.1M |
| Shotwell Rutter Baer Inc | 25.27% | Reduce -0.9% | 195,353 | $12.5M |
| WJ Interests, LLC | 6.42% | Add +4.3% | 189,280 | $12.2M |
| Heritage Wealth Management, Inc. | 11.94% | Add +2.8% | 187,109 | $12.0M |
| Leading Edge Financial Planning LLC | 5.30% | Add +18.9% | 186,356 | $12.0M |
| Nova R Wealth, Inc. | 5.61% | Add +8.1% | 167,079 | $10.7M |
| Waypoint Capital Advisors, LLC | 2.78% | Add +14.3% | 165,226 | $10.6M |
| Savant Capital, LLC | 0.12% | Reduce -1.1% | 161,807 | $10.4M |
| Lifestyle Asset Management, Inc. | 6.07% | New | 159,986 | $10.3M |
| Modern Wealth Management, LLC | 0.95% | Add +24.8% | 159,004 | $10.2M |
| ShoreHaven Wealth Partners, LLC | 5.58% | Reduce -1.1% | 157,868 | $10.1M |
| WESPAC Advisors SoCal, LLC | 2.60% | New | 154,947 | $10.0M |
| Sage Rhino Capital LLC | 2.34% | Reduce -2.3% | 154,618 | $9.9M |
| WCG Wealth Advisors LLC | 0.80% | New | 148,906 | $9.6M |
| PCG Wealth Advisors, LLC | 4.50% | Add +288.0% | 147,415 | $9.5M |
| Summit X, LLC | 2.42% | Add +569.1% | 146,669 | $9.4M |
| Northland Capital Management LLC | 6.42% | Add +0.5% | 142,698 | $9.2M |
| Valued Wealth Advisors LLC | 6.22% | Add +10.2% | 136,712 | $8.8M |
| Echo Wealth Management, LLC | 7.25% | Add +1.0% | 136,025 | $8.7M |
| Austin Wealth Management, LLC | 2.14% | Add +11.0% | 137,372 | $8.7M |
| Executive Wealth Management, LLC | 0.76% | New | 134,546 | $8.6M |
| Private Advisor Group, LLC | 0.06% | Add +337.8% | 133,992 | $8.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 7.54% | Reduce -4.1% | 133,208 | $8.6M |
| MB Generational Wealth, LLC | 6.68% | Add +13.8% | 132,522 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.50% | Add +4.4% | 132,077 | $8.5M |
| REAP Financial Group, LLC | 2.27% | Add +54.0% | 128,666 | $8.3M |
| Fonville Wealth Management LLC | 3.55% | Add +14.0% | 124,582 | $8.0M |
| Arden Trust Co | 1.11% | New | 123,931 | $8.0M |
| First National Bank Sioux Falls | 4.24% | Add +21.4% | 120,816 | $7.8M |
| PrairieView Partners, LLC | 0.84% | Add +7.7% | 114,162 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +5.8% | 113,554 | $7.3M |
| Apollon Financial, LLC | 2.40% | Add +63.5% | 108,104 | $6.9M |
| Greenwich Wealth Management LLC | 0.55% | Add +7.1% | 107,701 | $6.9M |
| Perigon Wealth Management, LLC | 0.20% | Add +254.2% | 105,123 | $6.8M |
| Collective Family Office LLC | 2.13% | Add +18.5% | 102,133 | $6.6M |
| Concord Wealth Partners | 1.08% | Reduce -27.0% | 93,567 | $6.0M |
| SOL Capital Management CO | 0.74% | Add +7.7% | 91,603 | $5.9M |
| Concord Asset Management, LLC | 1.50% | Reduce -26.6% | 88,641 | $5.7M |
| Larson Financial Group LLC | 0.44% | Reduce -2.7% | 88,511 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +8.5% | 87,096 | $5.6M |
| Cardiff Park Advisors, LLC | 0.51% | Add +0.3% | 83,094 | $5.3M |
| Financial Futures Ltd Liability Co. | 3.49% | Reduce -19.8% | 82,013 | $5.3M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +124.6% | 81,774 | $5.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +27.3% | 81,530 | $5.2M |
| Pathstone Holdings, LLC | 0.02% | Reduce -8.3% | 80,007 | $5.1M |
| Ausdal Financial Partners, Inc. | 0.59% | Add +1.0% | 78,918 | $5.1M |
| Buckingham Strategic Wealth, LLC | 0.05% | Add +3.1% | 71,442 | $4.6M |
| Total Wealth Planning, LLC | 0.73% | Reduce -10.5% | 65,728 | $4.2M |
| Cherry Tree Wealth Management, LLC | 1.06% | Add +4.4% | 65,604 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +894.7% | 63,125 | $4.1M |
| ML & R Wealth Management LLC | 0.90% | Reduce -19.1% | 61,193 | $3.9M |
| Renaissance Technologies | 0.01% | Add +331.4% | 60,400 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +19.2% | 56,746 | $3.6M |
| Fortitude Family Office, LLC | 2.32% | Add +59.9% | 53,706 | $3.5M |
| Meritas Wealth Management, LLC | 2.40% | Add +61.5% | 53,667 | $3.4M |
| Paladin Advisory Group, LLC | 2.68% | Add +5.2% | 52,859 | $3.4M |
| Stone Summit Wealth LLC | 1.17% | Add +24.6% | 52,292 | $3.4M |
| Prosperity Financial Group, Inc. | 1.83% | Add +90.5% | 46,109 | $3.0M |
| Creative Planning | 0.00% | Add +4.1% | 46,014 | $3.0M |
| Bayshore Asset Management, LLC | 1.39% | Add +11.8% | 44,096 | $2.8M |
"% 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.