Avantis US Large Cap ValueAVLVETF
13F holders, Q4 2024 (December 31)345holders +67
49new positions
6sold out
5famous investors
$66.79avg. 13F price*
At the end of Q4 2024, 345 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 67 from Q3 2024. 49 opened new positions and 6 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($545.3M), Merriman Wealth Management, LLC ($131.5M) and LPL Financial LLC ($127.4M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Avantis US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $76.4M |
| Exits | 6 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 6,882,726 shares bought and 1,010,611 shares sold, net +5,872,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 345 holders
| Wealth Enhancement Advisory Services, LLC | 1.04% | Add +6.0% | 8,166,120 | $545.3M |
| Merriman Wealth Management, LLC | 5.47% | Reduce -2.1% | 1,969,084 | $131.5M |
| LPL Financial LLC | 0.05% | Add +25.6% | 1,907,422 | $127.4M |
| Ameriprise Financial Inc. | 0.03% | Add +16.0% | 1,880,218 | $124.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +9.5% | 1,766,405 | $117.9M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.5% | 1,746,327 | $116.6M |
| American Century Companies Inc. | 0.07% | Add +12.6% | 1,737,228 | $116.0M |
| Pure Financial Advisors, LLC | 2.43% | Reduce -3.7% | 1,603,858 | $107.1M |
| Comerica Bank | 0.41% | Reduce -3.5% | 1,525,473 | $101.9M |
| Prime Capital Investment Advisors, LLC | 1.47% | Reduce -3.7% | 1,511,839 | $100.9M |
| Alesco Advisors, LLC, An ESL Co | 2.81% | Reduce -0.9% | 1,339,283 | $89.4M |
| PrairieView Partners, LLC | 8.58% | Add +257.9% | 1,229,591 | $82.1M |
| Falcon Wealth Planning | 8.81% | Add +6.2% | 1,184,004 | $79.1M |
| Cetera Investment Advisers | 0.15% | Add +3.7% | 1,108,265 | $74.0M |
| Bank of America Corp. | 0.01% | Add +42.2% | 1,057,561 | $70.6M |
| Beaird Harris Wealth Management, LLC | 6.09% | Add +5.8% | 1,055,799 | $70.5M |
| Apollon Wealth Management, LLC | 1.54% | Add +1.0% | 1,002,469 | $66.9M |
| Bridgewater Advisors Inc. | 6.99% | Add +6.1% | 987,096 | $66.9M |
| Cannon Financial Strategists, Inc. | 11.40% | Add +2.4% | 996,181 | $66.5M |
| HUB Investment Partners, LLC | 2.73% | Reduce -9.4% | 971,276 | $64.9M |
| Waverly Advisors, LLC | 1.00% | Add +12.4% | 964,906 | $64.4M |
| Nixon Peabody Trust Co. | 5.00% | Add +5.7% | 908,524 | $60.7M |
| Morgan Stanley | 0.00% | Add +13.9% | 889,718 | $59.4M |
| Moisand Fitzgerald Tamayo, LLC | 8.05% | Reduce -0.2% | 852,397 | $56.9M |
| Commonwealth Equity Services, LLC | 0.08% | Add +6.8% | 842,613 | $56.3M |
| Park Avenue Securities LLC | 0.55% | Reduce -1.2% | 801,673 | $53.5M |
| FMR LLC | 0.00% | Add +57.8% | 730,036 | $48.7M |
| Raymond James Financial Inc. | 0.02% | — | 678,277 | $45.3M |
| FAS Wealth Partners, Inc. | 3.49% | Reduce -0.2% | 622,599 | $41.6M |
| Global Strategic Investment Solutions, LLC | 4.70% | Add +63.7% | 601,460 | $40.2M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +3.9% | 562,184 | $37.5M |
| Wealth Management Nebraska | 5.86% | — | 539,922 | $36.1M |
| Opus Capital Group, LLC | 4.19% | Reduce -0.8% | 494,434 | $33.0M |
| Wells Fargo & Company | 0.01% | Add +20.7% | 491,411 | $32.8M |
| Legacy Financial Strategies, LLC | 7.00% | Add +3.0% | 487,382 | $32.5M |
| Allegiance Financial Group Advisory Services LLC | 9.84% | Add +5.4% | 454,763 | $30.4M |
| JRM Investment Counsel, LLC | 11.22% | Add +7.8% | 450,536 | $30.1M |
| Visionary Wealth Advisors | 1.75% | Add +2.3% | 446,081 | $29.8M |
| Glenview Trust Co | 0.55% | Add +26.6% | 437,665 | $29.2M |
| Pacific Life Fund Advisors LLC | 2.99% | Reduce -36.2% | 431,448 | $28.8M |
| Fortress Wealth Management, Inc. | 13.28% | Add +6.6% | 410,331 | $27.4M |
| UBS Group AG | 0.01% | Add +10.3% | 395,739 | $26.4M |
| Willow Creek Wealth Management Inc. | 2.32% | Add +7.9% | 340,264 | $22.7M |
| Chicago Partners Investment Group LLC | 0.71% | Add +8.4% | 314,439 | $21.2M |
| Voisard Asset Management Group, Inc. | 7.09% | Add +2613.8% | 317,834 | $21.2M |
| Strategic Blueprint, LLC | 1.25% | Add +1.0% | 314,379 | $21.0M |
| Websterrogers Financial Advisors, LLC | 6.98% | Add +0.4% | 300,822 | $20.1M |
| McIlrath & Eck, LLC | 2.38% | Reduce -4.7% | 279,375 | $18.7M |
| Integrated Capital Management, Inc. | 14.48% | Reduce -2.2% | 274,510 | $18.3M |
| Aire Advisors, LLC | 3.37% | Add +3.1% | 245,223 | $16.4M |
| Leading Edge Financial Planning LLC | 5.36% | Add +2.8% | 244,838 | $16.3M |
| Private Advisor Group, LLC | 0.09% | Add +24.2% | 239,085 | $16.0M |
| Arlington Financial Advisors, LLC | 3.15% | Add +2.4% | 237,244 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Add +1.7% | 232,562 | $15.5M |
| Oceanside Advisors LLC | 11.55% | Add +0.9% | 231,933 | $15.5M |
| Royal Bank of Canada | 0.00% | New | 225,194 | $15.0M |
| NewEdge Advisors, LLC | 0.09% | Add +213.4% | 224,602 | $15.0M |
| WJ Interests, LLC | 7.10% | Add +5.4% | 220,299 | $14.7M |
| Three Cord True Wealth Management, LLC | 12.39% | — | 214,564 | $14.3M |
| Shotwell Rutter Baer Inc | 11.45% | Reduce -0.2% | 203,485 | $13.6M |
| Austin Wealth Management, LLC | 2.73% | Add +10.6% | 190,076 | $13.2M |
| Northland Capital Management LLC | 9.76% | Reduce -9.3% | 197,058 | $13.2M |
| Kestra Investment Management, LLC | 0.51% | Reduce -0.1% | 195,004 | $13.0M |
| Heritage Wealth Management, Inc. | 10.86% | Reduce -4.8% | 190,424 | $12.7M |
| Savant Capital, LLC | 0.10% | Add +13.5% | 182,498 | $12.2M |
| Gallagher Fiduciary Advisors, LLC | 2.38% | Reduce -2.5% | 182,245 | $12.2M |
| Atria Investments, Inc | 0.15% | Reduce -2.9% | 181,724 | $12.1M |
| Perigon Wealth Management, LLC | 0.29% | Add +21.0% | 171,827 | $11.8M |
| First National Bank Sioux Falls | 5.03% | Add +12.2% | 176,862 | $11.8M |
| B&D White Capital Company, LLC | 1.99% | Add +179.0% | 176,748 | $11.8M |
| Krilogy Financial LLC | 0.77% | New | 173,877 | $11.6M |
| Executive Wealth Management, LLC | 0.90% | Add +9.4% | 172,862 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 170,256 | $11.4M |
| Modern Wealth Management, LLC | 0.42% | Add +2.3% | 169,568 | $11.3M |
| Nova R Wealth, Inc. | 5.63% | Reduce -1.3% | 167,383 | $11.2M |
| Keener Financial Planning LLC | 6.60% | Add +14.7% | 167,394 | $11.2M |
| Independent Advisor Alliance | 0.15% | New | 166,755 | $11.1M |
| REAP Financial Group, LLC | 2.76% | Reduce -0.9% | 166,745 | $11.1M |
| Apollon Financial, LLC | 2.77% | Add +16.2% | 166,128 | $11.1M |
| Fonville Wealth Management LLC | 3.64% | Add +12.4% | 165,198 | $11.0M |
| Summit X, LLC | 2.40% | Add +3.9% | 162,114 | $10.8M |
| Lifestyle Asset Management, Inc. | 5.82% | Reduce -14.8% | 159,860 | $10.7M |
| Focus Partners Advisor Solutions, LLC | 0.17% | Add +40.3% | 153,002 | $10.2M |
| PCG Wealth Advisors, LLC | 3.77% | Add +1.1% | 152,902 | $10.2M |
| Bison Wealth, LLC | 1.23% | — | 150,598 | $10.1M |
| Sage Rhino Capital LLC | 2.17% | Reduce -3.6% | 148,787 | $9.9M |
| Echo Wealth Management, LLC | 6.78% | Reduce -0.5% | 147,027 | $9.8M |
| McMill Wealth Management | 3.97% | — | 146,790 | $9.8M |
| Collective Family Office LLC | 2.69% | Add +6.6% | 146,739 | $9.8M |
| BostonPremier Wealth LLC | 5.88% | — | 145,260 | $9.7M |
| WCG Wealth Advisors LLC | 0.63% | Reduce -24.7% | 142,459 | $9.5M |
| Valued Wealth Advisors LLC | 5.85% | Add +2.1% | 139,956 | $9.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.34% | Add +2.6% | 135,618 | $9.1M |
| ShoreHaven Wealth Partners, LLC | 4.26% | Reduce -2.3% | 135,025 | $9.0M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +5.6% | 134,272 | $9.0M |
| MB Generational Wealth, LLC | 6.57% | Reduce -0.5% | 134,097 | $9.0M |
| Symmetry Partners, LLC | 1.23% | Add +186.0% | 129,863 | $8.7M |
| Bannerman Wealth Management Group, LLC | 7.13% | — | 129,244 | $8.6M |
| Fidelity D & D Bancorp Inc. | 5.59% | Add +9.3% | 125,846 | $8.4M |
| Silver Oak Wealth Advisors Services, LLC | 7.25% | — | 125,597 | $8.4M |
"% 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.