Avantis US Large Cap ValueAVLVETF
13F holders, Q3 2024 (September 30)278holders +26
44new positions
17sold out
4famous investors
$65.84avg. 13F price*
At the end of Q3 2024, 278 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 26 from Q2 2024. 44 opened new positions and 17 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($507.3M), Merriman Wealth Management, LLC ($132.4M) and Envestnet Asset Management Inc. ($116.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Avantis US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $93.5M |
| Exits | 17 | $12.0M |
All 13F filers, Q2 2024 → Q3 2024: 7,965,207 shares bought and 1,243,369 shares sold, net +6,721,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Wealth Enhancement Advisory Services, LLC | 1.09% | Add +10.6% | 7,706,130 | $507.3M |
| Merriman Wealth Management, LLC | 5.37% | Add +2.1% | 2,011,192 | $132.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +63.8% | 1,773,463 | $116.7M |
| Pure Financial Advisors, LLC | 2.63% | Reduce -2.9% | 1,666,055 | $109.7M |
| Ameriprise Financial Inc. | 0.03% | Add +122.6% | 1,620,470 | $106.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -16.6% | 1,613,239 | $106.2M |
| Comerica Bank | 0.41% | Reduce -5.6% | 1,580,503 | $104.0M |
| Prime Capital Investment Advisors, LLC | 1.47% | Reduce -6.1% | 1,570,305 | $103.4M |
| American Century Companies Inc. | 0.06% | Add +13.7% | 1,542,310 | $101.5M |
| LPL Financial LLC | 0.04% | Add +17.7% | 1,519,200 | $100.0M |
| Alesco Advisors, LLC, An ESL Co | 2.75% | Add +0.1% | 1,351,467 | $89.0M |
| Falcon Wealth Planning | 8.62% | Add +27.0% | 1,115,395 | $73.4M |
| HUB Investment Partners, LLC | 3.08% | Add +8.3% | 1,071,768 | $70.6M |
| Cetera Investment Advisers | 0.15% | Add +2.2% | 1,068,631 | $70.3M |
| Beaird Harris Wealth Management, LLC | 5.74% | Add +8.2% | 997,567 | $65.7M |
| Apollon Wealth Management, LLC | 1.85% | Add +4.7% | 992,105 | $65.3M |
| Cannon Financial Strategists, Inc. | 11.20% | Add +1.6% | 973,032 | $64.1M |
| Bridgewater Advisors Inc. | 6.48% | Add +0.9% | 930,121 | $61.8M |
| Nixon Peabody Trust Co. | 4.71% | Add +7.8% | 859,673 | $56.6M |
| Waverly Advisors, LLC | 1.04% | Add +10.8% | 858,560 | $56.5M |
| Moisand Fitzgerald Tamayo, LLC | 7.72% | Add +7.1% | 854,254 | $56.2M |
| Park Avenue Securities LLC | 0.60% | Reduce -1.5% | 811,598 | $53.4M |
| Commonwealth Equity Services, LLC | 0.08% | Add +4.0% | 788,681 | $51.9M |
| Morgan Stanley | 0.00% | Add +33.0% | 781,039 | $51.4M |
| Bank of America Corp. | 0.00% | Add +29.0% | 743,784 | $49.0M |
| Pacific Life Fund Advisors LLC | 4.40% | Add +2.8% | 675,956 | $44.5M |
| FAS Wealth Partners, Inc. | 3.27% | Add +9.0% | 623,789 | $41.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +162.8% | 577,564 | $38.0M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +8.2% | 541,011 | $35.6M |
| Opus Capital Group, LLC | 4.10% | Add +8.0% | 498,186 | $32.8M |
| Legacy Financial Strategies, LLC | 6.87% | New | 472,992 | $31.1M |
| FMR LLC | 0.00% | Add +26.0% | 462,539 | $30.4M |
| Visionary Wealth Advisors | 1.75% | Add +3.8% | 436,160 | $28.7M |
| Allegiance Financial Group Advisory Services LLC | 9.88% | Add +5.9% | 431,442 | $28.4M |
| JRM Investment Counsel, LLC | 10.08% | Reduce -8.0% | 417,879 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +18.9% | 407,169 | $26.8M |
| Fortress Wealth Management, Inc. | 12.66% | Add +19.5% | 384,980 | $25.3M |
| Global Strategic Investment Solutions, LLC | 2.83% | Add +23.1% | 367,335 | $24.2M |
| UBS Group AG | 0.01% | Add +8.8% | 358,632 | $23.6M |
| Glenview Trust Co | 0.44% | Add +7.5% | 345,841 | $22.8M |
| PrairieView Partners, LLC | 2.35% | Add +203.1% | 343,508 | $22.6M |
| Willow Creek Wealth Management Inc. | 2.18% | Add +5.5% | 315,258 | $20.8M |
| Strategic Blueprint, LLC | 1.28% | Add +1.4% | 311,179 | $20.5M |
| Websterrogers Financial Advisors, LLC | 6.90% | Reduce -1.6% | 299,645 | $19.7M |
| McIlrath & Eck, LLC | 2.48% | Add +1.4% | 293,058 | $19.3M |
| Chicago Partners Investment Group LLC | 0.69% | Add +8.0% | 290,000 | $19.2M |
| Integrated Capital Management, Inc. | 14.27% | Reduce -3.6% | 280,732 | $18.5M |
| Leading Edge Financial Planning LLC | 5.25% | Add +16.9% | 238,104 | $15.7M |
| Aire Advisors, LLC | 3.47% | Reduce -2.1% | 237,947 | $15.7M |
| Arlington Financial Advisors, LLC | 3.13% | Add +3.7% | 231,759 | $15.3M |
| Oceanside Advisors LLC | 11.28% | Add +2.5% | 229,861 | $15.1M |
| HighTower Advisors, LLC | 0.02% | Add +5395.0% | 228,755 | $15.1M |
| Northland Capital Management LLC | 8.18% | Add +14.1% | 217,234 | $14.3M |
| WJ Interests, LLC | 6.07% | Add +3.4% | 209,017 | $13.8M |
| Shotwell Rutter Baer Inc | 11.13% | Add +3.9% | 203,962 | $13.5M |
| Heritage Wealth Management, Inc. | 11.88% | Add +2.4% | 200,063 | $13.2M |
| Kestra Investment Management, LLC | 0.55% | Add +32.7% | 195,263 | $12.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.6% | 193,366 | $12.7M |
| Private Advisor Group, LLC | 0.08% | Add +24.6% | 192,526 | $12.7M |
| WCG Wealth Advisors LLC | 0.84% | Reduce -2.4% | 189,161 | $12.5M |
| Lifestyle Asset Management, Inc. | 6.82% | Reduce -0.2% | 187,577 | $12.3M |
| Atria Investments, Inc | 0.15% | New | 187,197 | $12.3M |
| Gallagher Fiduciary Advisors, LLC | 2.49% | New | 186,993 | $12.3M |
| Austin Wealth Management, LLC | 2.47% | Add +14.8% | 171,874 | $11.3M |
| Nova R Wealth, Inc. | 5.49% | Add +0.2% | 169,521 | $11.2M |
| REAP Financial Group, LLC | 2.71% | Add +10.3% | 168,249 | $11.1M |
| Modern Wealth Management, LLC | 0.67% | Add +2.5% | 165,724 | $10.9M |
| Savant Capital, LLC | 0.09% | Reduce -0.0% | 160,729 | $10.6M |
| Executive Wealth Management, LLC | 0.82% | New | 158,065 | $10.4M |
| First National Bank Sioux Falls | 4.72% | Add +16.1% | 157,681 | $10.4M |
| Sage Rhino Capital LLC | 2.25% | Add +0.3% | 154,305 | $10.2M |
| PCG Wealth Advisors, LLC | 3.84% | Add +0.3% | 151,242 | $10.0M |
| Summit X, LLC | 2.39% | Reduce -7.8% | 156,079 | $9.8M |
| Echo Wealth Management, LLC | 6.85% | Add +0.2% | 147,789 | $9.8M |
| Fonville Wealth Management LLC | 3.34% | Add +2.3% | 146,909 | $9.7M |
| Keener Financial Planning LLC | 6.29% | Add +80.1% | 145,963 | $9.6M |
| Apollon Financial, LLC | 2.77% | Add +1.7% | 143,004 | $9.4M |
| Perigon Wealth Management, LLC | 0.25% | Add +28.1% | 142,009 | $9.3M |
| ShoreHaven Wealth Partners, LLC | 4.39% | Add +2.9% | 138,264 | $9.1M |
| Collective Family Office LLC | 2.46% | Add +15.5% | 137,660 | $9.1M |
| Valued Wealth Advisors LLC | 5.85% | Reduce -1.7% | 137,041 | $9.0M |
| MB Generational Wealth, LLC | 6.39% | Add +0.5% | 134,747 | $8.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.16% | Add +1.8% | 132,137 | $8.7M |
| Stratos Wealth Advisors, LLC | 0.38% | Reduce -1.6% | 127,187 | $8.4M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +1.5% | 119,180 | $7.8M |
| Waypoint Capital Advisors, LLC | 1.66% | Reduce -24.2% | 118,498 | $7.8M |
| Fidelity D & D Bancorp Inc. | 5.04% | Add +13.9% | 115,176 | $7.6M |
| Greenwich Wealth Management LLC | 0.51% | Add +3.0% | 113,470 | $7.5M |
| Foundry Financial Group, Inc. | 4.56% | Reduce -9.7% | 110,921 | $7.3M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +18.1% | 109,058 | $7.2M |
| SOL Capital Management CO | 0.78% | Add +10.2% | 106,854 | $7.0M |
| Financial Futures Ltd Liability Co. | 3.93% | Add +19.5% | 104,216 | $6.9M |
| Creative Planning | 0.01% | Reduce -3.0% | 97,540 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Add +15.7% | 96,604 | $6.4M |
| KMG Fiduciary Partners, LLC | 0.54% | Add +374.2% | 95,379 | $6.3M |
| Anderson Hoagland & Co. | 0.64% | New | 94,416 | $6.3M |
| Yardley Wealth Management LLC | 3.67% | — | 93,892 | $6.2M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 93,774 | $6.2M |
| Meritas Wealth Management, LLC | 3.81% | Add +53.4% | 93,636 | $6.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +8.4% | 91,218 | $6.0M |
| Forthright Family Wealth Advisory LLC | 3.82% | Add +1455.8% | 84,482 | $6.0M |
| Concord Wealth Partners | 0.99% | Reduce -6.5% | 89,941 | $5.9M |
| Larson Financial Group LLC | 0.32% | Reduce -1.4% | 84,843 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +41.1% | 83,792 | $5.5M |
| Concord Asset Management, LLC | 1.24% | Reduce -6.3% | 83,271 | $5.5M |
| Premier Path Wealth Partners, LLC | 0.84% | Add +9.3% | 81,163 | $5.3M |
| Fortitude Family Office, LLC | 2.11% | Add +10.1% | 80,840 | $5.3M |
| Cardiff Park Advisors, LLC | 0.48% | Reduce -3.0% | 80,822 | $5.3M |
| Cherry Tree Wealth Management, LLC | 1.22% | Add +7.9% | 77,928 | $5.1M |
| Focus Partners Wealth | 0.02% | New | 72,179 | $4.8M |
| MML Investors Services, LLC | 0.02% | Reduce -27.1% | 71,768 | $4.7M |
| NewEdge Advisors, LLC | 0.03% | Add +232.0% | 71,663 | $4.7M |
| Financial Management Network Inc. | 0.90% | Add +49.3% | 64,357 | $4.3M |
| Advantage Trust Co | 2.83% | Add +4029.8% | 63,392 | $4.2M |
| B&D White Capital Company, LLC | 0.72% | Add +261.7% | 63,342 | $4.2M |
| Kings Path Partners LLC | 1.74% | Add +6.8% | 63,110 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.5% | 62,800 | $4.1M |
| Stone Summit Wealth LLC | 1.32% | Add +13.1% | 62,090 | $4.1M |
| Total Wealth Planning, LLC | 0.63% | Reduce -3.2% | 61,791 | $4.1M |
| Paladin Advisory Group, LLC | 2.85% | Add +6.5% | 58,678 | $3.9M |
| Midwest Financial Group LLC | 2.23% | Add +14.0% | 57,717 | $3.8M |
| Raymond James & Associates | 0.00% | Add +36.5% | 52,968 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +15.7% | 51,261 | $3.4M |
| Pasadena Private Wealth, LLC | 0.70% | Add +739.8% | 50,150 | $3.3M |
| Synovus Financial Corp. | 0.04% | Add +106.6% | 49,661 | $3.3M |
| WMG Financial Advisors, LLC | 1.42% | Add +18.7% | 47,599 | $3.1M |
| EnRich Financial Partners LLC | 1.02% | Add +40.9% | 46,579 | $3.1M |
| Prosperity Financial Group, Inc. | 1.72% | Reduce -0.9% | 46,526 | $3.1M |
| Elios Financial Group Inc. | 1.39% | — | 45,679 | $3.0M |
| Symmetry Partners, LLC | 0.71% | New | 45,411 | $3.0M |
| Bayshore Asset Management, LLC | 1.30% | Add +0.8% | 44,049 | $2.9M |
| Werba Rubin Papier Wealth Management | 0.62% | Add +95.7% | 40,428 | $2.7M |
| Vannoy Advisory Group, Inc. | 1.91% | Add +0.1% | 39,845 | $2.6M |
| CAP Partners, LLC | 1.86% | Add +5.1% | 37,842 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +108.0% | 35,784 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +59.3% | 35,647 | $2.3M |
| Plancorp, LLC | 0.10% | Add +9.9% | 35,559 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +73.4% | 33,372 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | Add +71.1% | 33,063 | $2.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +63.6% | 32,190 | $2.1M |
| Cypress Point Wealth Management, LLC | 0.81% | Add +0.0% | 31,477 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +140.5% | 31,183 | $2.1M |
| Herold Advisors, Inc. | 0.43% | Reduce -0.8% | 30,098 | $2.0M |
| Prosperity Planning, Inc. | 0.85% | Add +143.3% | 29,149 | $1.9M |
| Signet Financial Management, LLC | 0.24% | Reduce -0.2% | 29,135 | $1.9M |
| Christopher J. Hasenberg, Inc | 0.79% | Add +6.5% | 28,920 | $1.9M |
| Greenspring Advisors, LLC | 0.40% | No change | 28,145 | $1.9M |
| TCI Wealth Advisors, Inc. | 0.15% | Add +14.2% | 27,355 | $1.8M |
| Armbruster Capital Management, Inc. | 0.36% | Add +2.1% | 27,120 | $1.8M |
| Callan Capital, LLC | 0.12% | Reduce -1.2% | 26,135 | $1.7M |
| Northwest Wealth Management, LLC | 0.39% | Reduce -0.9% | 25,681 | $1.7M |
| Bessemer Group Inc. | 0.00% | New | 25,608 | $1.7M |
| Tillman Hartley LLC | 0.50% | Reduce -3.0% | 25,353 | $1.7M |
| Summit Wealth Partners, LLC | 0.32% | Add +27.5% | 25,099 | $1.7M |
| CRA Financial Services, LLC | 0.30% | Add +35.5% | 24,712 | $1.6M |
| LexAurum Advisors, LLC | 0.36% | Add +103.8% | 24,330 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +0.4% | 23,801 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -67.2% | 23,752 | $1.6M |
| Canvas Wealth Advisors, LLC | 0.43% | Reduce -6.3% | 23,727 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.34% | Add +0.4% | 23,631 | $1.6M |
| Legacy Financial Group, Inc. | 0.52% | Add +52.8% | 23,390 | $1.5M |
| Tortoise Investment Management, LLC | 0.16% | Add +7.0% | 23,294 | $1.5M |
| Cascade Financial Partners, LLC | 0.19% | Add +45.2% | 22,502 | $1.5M |
| Guidance Capital, Inc. | 0.46% | Add +10.1% | 21,767 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.51% | Add +0.0% | 22,305 | $1.5M |
| Orion Capital Management LLC | 0.70% | Add +36.4% | 22,004 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -4.2% | 20,800 | $1.4M |
| Vawter Financial, Ltd. | 0.81% | Add +46.6% | 20,059 | $1.3M |
| AQR Capital Management | 0.00% | Add +194.4% | 19,763 | $1.3M |
| Altiora Financial Group, LLC | 0.28% | Reduce -33.8% | 19,583 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +12.5% | 19,288 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.6% | 19,140 | $1.3M |
| Wedmont Private Capital | 0.07% | Add +0.1% | 19,024 | $1.3M |
| Dixon Fnancial Services, Inc. | 0.63% | No change | 17,964 | $1.2M |
| Signal Advisors Wealth, LLC | 0.17% | New | 17,912 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | Add +261.9% | 17,474 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | New | 16,881 | $1.1M |
| Bridgewealth Advisory Group, LLC | 0.40% | Add +7.3% | 16,524 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +21.9% | 15,846 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +21.9% | 15,846 | $1.0M |
| TFB Advisors LLC | 0.31% | Add +7.2% | 15,631 | $1.0M |
| Mattern Capital Management, LLC | 0.12% | Add +0.6% | 14,904 | $981K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +186.8% | 14,585 | $960K |
| Elevation Wealth Partners, LLC | 0.40% | Add +0.4% | 14,311 | $942K |
| D. E. Shaw & Co. | 0.00% | Reduce -30.1% | 13,905 | $915K |
| Wealth Architects, LLC | 0.10% | No change | 13,275 | $874K |
| Global Retirement Partners, LLC | 0.03% | Add +788.9% | 13,227 | $871K |
| Tranquility Partners, LLC | 0.31% | Add +9.7% | 13,015 | $857K |
| Ausdal Financial Partners, Inc. | 0.09% | Reduce -81.2% | 12,931 | $851K |
| UMB Bank, n.a. | 0.01% | New | 12,016 | $791K |
| Voisard Asset Management Group, Inc. | 0.32% | New | 11,712 | $771K |
| New Century Financial Group, LLC | 0.26% | New | 10,807 | $711K |
| Traphagen Investment Advisors LLC | 0.07% | Add +0.4% | 10,761 | $708K |
| Fort Vancouver Investment Management, LLC | 0.61% | Reduce -0.0% | 10,725 | $706K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -2.7% | 9,800 | $645K |
| Mainsail Asset Management, LLC | 0.47% | New | 9,686 | $638K |
| Diversify Wealth Management, LLC | 0.06% | New | 9,252 | $614K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.5% | 9,223 | $607K |
| Sprinkle Financial Consultants LLC | 0.42% | Add +1.3% | 8,820 | $581K |
| Truepoint, Inc. | 0.01% | Add +1.3% | 8,450 | $556K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -1.6% | 8,296 | $546K |
| Blue Trust, Inc. | 0.01% | Reduce -2.8% | 8,358 | $525K |
| GEM Asset Management, LLC | 0.28% | Add +0.2% | 7,491 | $492K |
| GC Wealth Management RIA, LLC | 0.09% | New | 7,476 | $492K |
| Investment Advisory Group, LLC | 0.17% | New | 7,340 | $483K |
| SageView Advisory Group, LLC | 0.02% | New | 6,932 | $456K |
| Certified Advisory Corp | 0.05% | Add +29.7% | 6,458 | $425K |
| Disciplined Investments, LLC | 0.21% | Add +4.3% | 6,408 | $422K |
| Citadel Advisors | 0.00% | Reduce -0.1% | 6,402 | $421K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 6,400 | $421K |
| Lam Group, Inc. | 0.29% | Add +172.4% | 6,210 | $409K |
| LRI Investments, LLC | 0.04% | No change | 5,687 | $394K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +49.6% | 5,722 | $377K |
| Dopkins Wealth Management, LLC | 0.29% | Reduce -70.6% | 5,497 | $362K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.09% | Add +8.5% | 5,480 | $361K |
| Porter White Investment Advisors, Inc. | 0.18% | No change | 5,469 | $360K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Add +6.5% | 5,428 | $357K |
| WESPAC Advisors SoCal, LLC | 0.08% | Reduce -96.6% | 5,411 | $356K |
| Quarry Hill Advisors, LLC | 0.23% | No change | 5,117 | $337K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 5,020 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Add +2.8% | 4,932 | $325K |
| BIP Wealth, LLC | 0.02% | Add +41.0% | 4,905 | $323K |
| Bridge Advisory, LLC | 0.15% | Add +0.4% | 4,692 | $309K |
| Jacobi Capital Management LLC | 0.02% | Reduce -8.8% | 4,505 | $297K |
| Adamsbrown Wealth Consultants LLC | 0.10% | New | 4,438 | $292K |
| CCG Wealth Management, LLC | 0.16% | New | 4,272 | $281K |
| Plum Street Advisors, LLC | 0.14% | New | 4,271 | $281K |
| Financial Partners Group, Inc | 0.04% | New | 4,186 | $276K |
| Valmark Advisers, Inc. | 0.00% | New | 4,140 | $273K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 4,075 | $268K |
| Gradient Capital Advisors, LLC | 0.09% | Reduce -11.9% | 3,977 | $262K |
| Austin Asset Management Co Inc | 0.05% | Reduce -10.7% | 3,899 | $257K |
| Brickley Wealth Management | 0.05% | Add +15.1% | 3,876 | $255K |
| PFG Investments, LLC | 0.02% | New | 3,846 | $253K |
| William Howard & Co Financial Advisors Inc | 0.21% | Add +0.4% | 3,700 | $244K |
| &partners | 0.00% | New | 3,658 | $241K |
| Index Fund Advisors, Inc. | 0.01% | New | 3,595 | $237K |
| Midwest Heritage Bank, FSB | 0.11% | New | 3,585 | $236K |
| Earned Wealth Advisors, LLC | 0.07% | Reduce -22.0% | 3,536 | $233K |
| Arista Wealth Management, LLC | 0.06% | New | 3,511 | $231K |
| Ruedi Wealth Management, Inc. | 0.08% | No change | 3,470 | $228K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,469 | $228K |
| Bank of New York Mellon Corp | 0.00% | New | 3,468 | $228K |
| Soltis Investment Advisors LLC | 0.02% | New | 3,247 | $214K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | New | 3,132 | $206K |
| Wescott Financial Advisory Group, LLC | 0.02% | New | 3,113 | $205K |
| Principal Securities, Inc. | 0.00% | New | 2,365 | $156K |
| Private Trust Co. NA | 0.01% | No change | 2,140 | $141K |
| Bank of Montreal | 0.00% | New | 1,983 | $130K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,917 | $126K |
| Cwm, LLC | 0.00% | Add +4.2% | 1,898 | $125K |
| Parkside Financial Bank & Trust | 0.02% | New | 1,857 | $122K |
| Nemes Rush Group LLC | 0.01% | Reduce -40.7% | 1,119 | $72K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,017 | $67K |
| IFP Advisors, Inc | 0.00% | Add +158.8% | 999 | $66K |
| Anfield Capital Management, LLC | 0.02% | No change | 994 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 950 | $63K |
| TCTC Holdings, LLC | 0.00% | New | 911 | $60K |
| City State Bank | 0.02% | New | 867 | $57K |
| Glassman Wealth Services | 0.01% | No change | 823 | $54K |
| Russell Investments Group, Ltd. | 0.00% | No change | 810 | $53K |
| Allworth Financial LP | 0.00% | No change | 750 | $49K |
| Addison Advisors LLC | 0.01% | No change | 735 | $48K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 621 | $41K |
| Mather Group, Llc. | 0.00% | Reduce -12.0% | 577 | $38K |
| Assetmark, Inc. | 0.00% | New | 472 | $31K |
| Creative Capital Management Investments LLC | 0.01% | No change | 470 | $31K |
| Robinswood Financial LLC | 0.01% | No change | 450 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Add +63.9% | 400 | $26K |
| Lanark Financial, Inc. | 0.00% | New | 395 | $26K |
| Hantz Financial Services, Inc. | 0.00% | No change | 373 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.6% | 298 | $20K |
| Elevate Wealth Advisory, Inc. | 0.01% | Reduce -4.0% | 286 | $19K |
| Peterson Financial Group, Inc. | 0.07% | New | 279 | $18K |
| FWL Investment Management, LLC | 0.01% | New | 262 | $17K |
| Aspect Partners, LLC | 0.00% | Add +14.2% | 129 | $8K |
| JDM Financial Group LLC | 0.00% | No change | 79 | $5K |
| Islay Capital Management, LLC | 0.00% | New | 2 | $132 |
"% 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.