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 |
| Osaic Holdings, Inc. | 0.02% | Add +41.3% | 118,358 | $7.9M |
| Greenwich Wealth Management LLC | 0.55% | Add +3.0% | 116,835 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -2.4% | 116,274 | $7.8M |
| Foundry Financial Group, Inc. | 4.79% | Add +4.5% | 115,900 | $7.7M |
| Mercer Global Advisors Inc. | 0.02% | New | 115,040 | $7.7M |
| Meritas Wealth Management, LLC | 4.59% | Add +22.2% | 114,385 | $7.6M |
| Yardley Wealth Management LLC | 3.63% | Add +19.5% | 112,161 | $7.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +21.1% | 110,492 | $7.4M |
| Advantage Trust Co | 4.34% | Add +74.2% | 110,446 | $7.4M |
| SOL Capital Management CO | 0.82% | Add +3.2% | 110,237 | $7.4M |
| Financial Futures Ltd Liability Co. | 4.10% | Add +3.8% | 108,143 | $7.2M |
| KMG Fiduciary Partners, LLC | 0.56% | Add +6.7% | 101,795 | $6.8M |
| Fortitude Family Office, LLC | 2.40% | Add +24.3% | 100,447 | $6.7M |
| Creative Planning | 0.01% | Add +2.1% | 99,617 | $6.7M |
| Anderson Hoagland & Co. | 0.68% | Add +1.2% | 95,527 | $6.6M |
| Pathstone Holdings, LLC | 0.03% | Reduce -1.4% | 95,286 | $6.6M |
| Corient Private Wealth LP | 0.01% | Add +1.4% | 95,088 | $6.3M |
| Concord Wealth Partners | 0.98% | Reduce -0.3% | 89,636 | $6.0M |
| Forthright Family Wealth Advisory LLC | 3.76% | Add +2.6% | 86,642 | $5.8M |
| Premier Path Wealth Partners, LLC | 0.86% | Add +4.2% | 84,542 | $5.6M |
| Financial Management Network Inc. | 1.16% | Add +29.1% | 83,057 | $5.6M |
| Larson Financial Group LLC | 0.29% | Reduce -2.4% | 82,852 | $5.5M |
| Concord Asset Management, LLC | 1.21% | Reduce -0.8% | 82,616 | $5.5M |
| Kings Path Partners LLC | 2.34% | Add +30.3% | 82,231 | $5.5M |
| Factor Wealth Management LTD | 1.81% | — | 81,769 | $5.5M |
| Cardiff Park Advisors, LLC | 0.52% | Add +0.3% | 81,091 | $5.4M |
| Focus Partners Wealth | 0.01% | Add +12.0% | 80,868 | $5.4M |
| Cherry Tree Wealth Management, LLC | 1.28% | Reduce -0.6% | 77,466 | $5.2M |
| Vestment Financial LLC | 3.88% | — | 75,428 | $5.1M |
| Farther Finance Advisors, LLC | 0.17% | Add +120.3% | 70,899 | $4.7M |
| Pine Harbor Wealth Management, LLC | 1.89% | New | 70,151 | $4.7M |
| MML Investors Services, LLC | 0.02% | Reduce -4.2% | 68,725 | $4.6M |
| Midwest Financial Group LLC | 2.47% | Add +11.7% | 64,442 | $4.3M |
| Stone Summit Wealth LLC | 1.44% | Add +3.3% | 64,162 | $4.3M |
| Nations Financial Group Inc, /Ia/ | 0.29% | Add +80.9% | 60,356 | $4.0M |
| Total Wealth Planning, LLC | 0.62% | Reduce -2.9% | 60,024 | $4.0M |
| Paladin Advisory Group, LLC | 3.04% | Add +1.2% | 59,402 | $4.0M |
| Pasadena Private Wealth, LLC | 0.76% | Add +10.9% | 55,599 | $3.7M |
| WMG Financial Advisors, LLC | 1.58% | Add +15.3% | 54,858 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +6.3% | 54,468 | $3.6M |
| EnRich Financial Partners LLC | 1.20% | Add +16.3% | 54,180 | $3.6M |
| Synovus Financial Corp. | 0.04% | Add +4.8% | 52,043 | $3.5M |
| AQR Capital Management | 0.00% | Add +150.0% | 49,412 | $3.3M |
| Navigoe, LLC | 3.19% | — | 48,947 | $3.3M |
| Prosperity Financial Group, Inc. | 1.63% | Add +5.0% | 48,847 | $3.3M |
| Elios Financial Group Inc. | 1.51% | Add +4.8% | 47,851 | $3.2M |
| Burk Holdings LLC | 2.52% | — | 46,733 | $3.1M |
| Sovran Advisors, LLC | 0.43% | — | 44,435 | $3.0M |
| Prosperity Planning, Inc. | 1.37% | Add +54.1% | 44,918 | $3.0M |
| Bayshore Asset Management, LLC | 1.35% | Add +0.2% | 44,137 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -33.8% | 41,582 | $2.8M |
| AGH Wealth Advisors, LLC | 2.50% | — | 40,381 | $2.7M |
| Werba Rubin Papier Wealth Management | 0.62% | Reduce -2.9% | 39,258 | $2.6M |
| Vannoy Advisory Group, Inc. | 1.93% | Reduce -2.4% | 38,886 | $2.6M |
| CAP Partners, LLC | 1.73% | Reduce -2.9% | 36,749 | $2.5M |
| Axxcess Wealth Management, LLC | 0.06% | Add +8.8% | 35,978 | $2.4M |
| Bridgewealth Advisory Group, LLC | 0.67% | Add +107.3% | 34,248 | $2.4M |
| Plancorp, LLC | 0.10% | No change | 35,559 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.9% | 35,123 | $2.3M |
| Dopkins Wealth Management, LLC | 1.19% | Add +538.5% | 35,100 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +74.3% | 33,612 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +41.2% | 33,548 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.10% | Add +6.4% | 33,190 | $2.2M |
| Armbruster Capital Management, Inc. | 0.44% | Add +20.7% | 32,730 | $2.2M |
| Cypress Point Wealth Management, LLC | 0.65% | Add +0.0% | 31,479 | $2.1M |
| Apella Capital, LLC | 0.08% | New | 31,415 | $2.1M |
| Foundations Investment Advisors, LLC | 0.04% | New | 31,192 | $2.1M |
| Herold Advisors, Inc. | 0.45% | Add +2.3% | 30,774 | $2.1M |
| Summit Wealth Partners, LLC | 0.42% | Add +22.1% | 30,657 | $2.0M |
| TAP Consulting, LLC | 0.41% | New | 30,072 | $2.0M |
| Guidance Capital, Inc. | 0.61% | Add +30.2% | 28,335 | $2.0M |
| Entrewealth, LLC | 1.80% | — | 29,663 | $1.9M |
| Signet Financial Management, LLC | 0.25% | Add +0.0% | 29,140 | $1.9M |
| Mattern Wealth Management LLC | 0.43% | New | 28,973 | $1.9M |
| CRA Financial Services, LLC | 0.33% | Add +16.8% | 28,869 | $1.9M |
| Stephens Inc. | 0.03% | New | 28,093 | $1.9M |
| Parkshore Wealth Management, Inc. | 1.12% | — | 27,850 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +200.2% | 27,690 | $1.8M |
| Greenspring Advisors, LLC | 0.40% | Reduce -1.7% | 27,677 | $1.8M |
| Legacy Financial Group, Inc. | 0.59% | Add +17.6% | 27,509 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.15% | No change | 27,355 | $1.8M |
| LexAurum Advisors, LLC | 0.36% | Add +10.2% | 26,816 | $1.8M |
| Pacific Asset Management, LLC | 1.60% | — | 25,430 | $1.7M |
| Orion Capital Management LLC | 0.74% | Add +14.6% | 25,223 | $1.7M |
| Callan Capital, LLC | 0.12% | Reduce -4.8% | 24,876 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +4.4% | 24,853 | $1.7M |
| ABLE Financial Group, LLC | 0.48% | New | 24,467 | $1.6M |
| Vawter Financial, Ltd. | 0.97% | Add +21.1% | 24,302 | $1.6M |
| Canvas Wealth Advisors, LLC | 0.40% | Add +1.0% | 23,959 | $1.6M |
| Cascade Financial Partners, LLC | 0.21% | Add +5.9% | 23,825 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.33% | Add +0.5% | 23,737 | $1.6M |
| Tillman Hartley LLC | 0.45% | Reduce -7.9% | 23,340 | $1.6M |
| Tortoise Investment Management, LLC | 0.16% | Reduce -0.8% | 23,100 | $1.5M |
| Vise Technologies, Inc. | 0.13% | New | 22,871 | $1.5M |
| USAdvisors Wealth Management, LLC | 0.48% | Reduce -0.7% | 22,152 | $1.5M |
| Cerity Partners LLC | 0.00% | New | 21,602 | $1.4M |
| Austin Asset Management Co Inc | 0.30% | Add +448.8% | 21,397 | $1.4M |
| Northwest Wealth Management, LLC | 0.30% | Reduce -18.7% | 20,868 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.1% | 19,543 | $1.3M |
| Wedmont Private Capital | 0.07% | Add +1.3% | 19,273 | $1.3M |
| Decker Retirement Planning Inc. | 0.70% | — | 18,069 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +7.0% | 18,069 | $1.2M |
| Dixon Fnancial Services, Inc. | 0.65% | No change | 17,964 | $1.2M |
| Mattern Capital Management, LLC | 0.16% | Add +20.3% | 17,929 | $1.2M |
| Signal Advisors Wealth, LLC | 0.13% | Reduce -1.1% | 17,708 | $1.2M |
| Midwest Heritage Bank, FSB | 0.53% | Add +376.6% | 17,087 | $1.1M |
| Plum Street Advisors, LLC | 0.55% | Add +293.4% | 16,800 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +8.7% | 15,856 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.1% | 15,825 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.1% | 15,825 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +18.7% | 15,705 | $1.0M |
| Mainsail Asset Management, LLC | 0.72% | Add +60.3% | 15,523 | $1.0M |
| TFB Advisors LLC | 0.28% | Reduce -5.8% | 14,727 | $983K |
| Quadcap Wealth Management, LLC | 0.13% | New | 13,384 | $894K |
| Tranquility Partners, LLC | 0.33% | Add +2.1% | 13,291 | $887K |
| Wealth Architects, LLC | 0.10% | No change | 13,275 | $886K |
| Advisory Services Network, LLC | 0.02% | New | 12,829 | $857K |
| Diversify Wealth Management, LLC | 0.06% | Add +34.2% | 12,416 | $830K |
| Traphagen Investment Advisors LLC | 0.08% | Add +13.1% | 12,170 | $813K |
| UMB Bank, n.a. | 0.01% | Reduce -0.0% | 12,013 | $802K |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -8.4% | 11,846 | $791K |
| GEM Asset Management, LLC | 0.43% | Add +55.8% | 11,668 | $779K |
| Gentry Private Wealth, LLC | 3.15% | New | 11,330 | $757K |
| Altiora Financial Group, LLC | 0.16% | Reduce -44.1% | 10,952 | $731K |
| GC Wealth Management RIA, LLC | 0.12% | Add +39.2% | 10,404 | $695K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +0.1% | 9,808 | $655K |
| New Century Financial Group, LLC | 0.28% | Reduce -10.9% | 9,624 | $648K |
| Comprehensive Financial Planning, Inc. | 0.55% | — | 9,675 | $646K |
| N.E.W. Advisory Services LLC | 0.06% | New | 9,550 | $638K |
| Mach-1 Financial Group, LLC | 1.14% | New | 9,505 | $635K |
| Townsquare Capital LLC | 0.01% | New | 9,333 | $623K |
| Legacy Capital Wealth Partners, LLC | 0.15% | New | 9,262 | $618K |
| Millennium Management | 0.00% | New | 9,218 | $615K |
| Investment Advisory Group, LLC | 0.20% | Add +22.9% | 9,020 | $602K |
| Sprinkle Financial Consultants LLC | 0.40% | Add +0.5% | 8,860 | $592K |
| Truepoint, Inc. | 0.02% | Add +2.5% | 8,661 | $578K |
| Blue Trust, Inc. | 0.01% | No change | 8,358 | $558K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -1.2% | 8,198 | $547K |
| SageView Advisory Group, LLC | 0.02% | Add +17.5% | 8,147 | $544K |
| Renaissance Technologies | 0.00% | Reduce -62.5% | 7,800 | $521K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +20.3% | 7,700 | $514K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +32.8% | 7,600 | $507K |
| CGN Advisors LLC | 0.05% | New | 7,545 | $504K |
| BIP Wealth, LLC | 0.03% | Add +52.8% | 7,496 | $501K |
| Greenwood Capital Associates LLC | 0.07% | New | 7,486 | $500K |
| Lam Group, Inc. | 0.35% | Add +20.1% | 7,455 | $498K |
| Members Wealth LLC | 0.36% | — | 6,926 | $478K |
| Citadel Advisors | 0.00% | Add +3.5% | 6,626 | $442K |
| AE Wealth Management LLC | 0.00% | New | 6,574 | $439K |
| Certified Advisory Corp | 0.05% | Add +0.6% | 6,498 | $434K |
| Disciplined Investments, LLC | 0.21% | Add +1.4% | 6,497 | $434K |
| Riverchase Wealth Management, LLC | 0.32% | — | 6,465 | $432K |
| CCG Wealth Management, LLC | 0.23% | Add +47.1% | 6,286 | $420K |
| Acropolis Investment Management, LLC | 0.02% | New | 6,142 | $410K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 5,996 | $400K |
| Financial Partners Group, Inc | 0.06% | Add +41.5% | 5,924 | $396K |
| Sax Wealth Advisors, LLC | 0.03% | New | 5,860 | $391K |
| Magnolia Private Wealth, LLC | 0.34% | — | 5,795 | $387K |
| Vista Investment Partners LLC | 0.12% | New | 5,690 | $380K |
| LRI Investments, LLC | 0.04% | No change | 5,687 | $380K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.09% | Add +2.3% | 5,606 | $374K |
| Porter White Investment Advisors, Inc. | 0.19% | No change | 5,469 | $365K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +0.7% | 5,466 | $365K |
| Redwood Park Advisors LLC | 0.31% | — | 5,441 | $363K |
| Adamsbrown Wealth Consultants LLC | 0.12% | Add +22.4% | 5,432 | $363K |
| Endeavor Private Wealth, Inc. | 0.34% | — | 5,311 | $355K |
| Quarry Hill Advisors, LLC | 0.23% | No change | 5,117 | $342K |
| Summit Financial Strategies, Inc. | 0.04% | No change | 5,020 | $335K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.4% | 4,953 | $331K |
| WESPAC Advisors SoCal, LLC | 0.07% | Reduce -10.3% | 4,853 | $324K |
| Cwm, LLC | 0.00% | Add +144.3% | 4,636 | $310K |
| PFG Investments, LLC | 0.02% | Add +19.3% | 4,587 | $306K |
| Jacobi Capital Management LLC | 0.02% | Add +0.2% | 4,515 | $301K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 4,075 | $272K |
| Paul R. Ried Financial Group, LLC | 0.19% | — | 4,071 | $272K |
| Mariner, LLC | 0.00% | New | 3,995 | $267K |
| Brickley Wealth Management | 0.05% | No change | 3,876 | $259K |
| Index Fund Advisors, Inc. | 0.01% | Add +6.6% | 3,833 | $256K |
| Gradient Capital Advisors, LLC | 0.08% | Reduce -3.8% | 3,827 | $256K |
| Valmark Advisers, Inc. | 0.00% | Reduce -9.8% | 3,736 | $249K |
| &partners | 0.00% | Add +1.0% | 3,694 | $249K |
| William Howard & Co Financial Advisors Inc | 0.22% | Add +0.5% | 3,717 | $248K |
| Arista Wealth Management, LLC | 0.06% | Add +4.4% | 3,664 | $245K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -89.9% | 3,615 | $241K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,543 | $237K |
| Earned Wealth Advisors, LLC | 0.08% | No change | 3,536 | $236K |
| Titleist Asset Management, LLC | 0.03% | New | 3,535 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.5% | 3,486 | $233K |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 3,472 | $232K |
| Ruedi Wealth Management, Inc. | 0.07% | No change | 3,470 | $232K |
| Adapt Wealth Advisors, LLC | 0.11% | New | 3,381 | $226K |
| Stordahl Capital Management, Inc. | 0.05% | New | 3,304 | $221K |
| D.A. Davidson & Co. | 0.00% | New | 3,300 | $220K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,288 | $220K |
| Team Financial Group, LLC | 0.12% | New | 3,208 | $214K |
| OneDigital Investment Advisors LLC | 0.00% | New | 3,183 | $213K |
| Level Financial Advisors | 0.08% | New | 3,156 | $211K |
| Wescott Financial Advisory Group, LLC | 0.02% | No change | 3,113 | $208K |
| D. E. Shaw & Co. | 0.00% | Reduce -78.0% | 3,062 | $204K |
| Watts Gwilliam & Co., LLC | 0.04% | New | 3,021 | $204K |
| Stegent Equity Advisors, Inc. | 0.20% | New | 3,004 | $201K |
| Parkside Financial Bank & Trust | 0.02% | Add +44.4% | 2,681 | $179K |
| Nemes Rush Group LLC | 0.02% | Add +127.6% | 2,547 | $170K |
| Principal Securities, Inc. | 0.00% | Reduce -5.3% | 2,239 | $149K |
| Private Trust Co. NA | 0.01% | No change | 2,140 | $143K |
| BlackRock, Inc. | 0.00% | New | 2,123 | $142K |
| Bank of Montreal | 0.00% | No change | 1,983 | $132K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,917 | $128K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,435 | $96K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +247.0% | 1,034 | $69K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,017 | $68K |
| Anfield Capital Management, LLC | 0.02% | No change | 994 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 950 | $63K |
| IFP Advisors, Inc | 0.00% | Reduce -7.2% | 927 | $62K |
| TCTC Holdings, LLC | 0.00% | No change | 911 | $61K |
| Glassman Wealth Services | 0.01% | Add +1.2% | 833 | $56K |
| Russell Investments Group, Ltd. | 0.00% | No change | 810 | $54K |
| Allworth Financial LP | 0.00% | Add +0.9% | 757 | $53K |
| Atala Financial Inc | 0.03% | — | 744 | $50K |
| Addison Advisors LLC | 0.01% | No change | 735 | $49K |
| Transcendent Capital Group LLC | 0.02% | New | 719 | $48K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 621 | $41K |
| Geneos Wealth Management Inc. | 0.00% | Add +55.0% | 620 | $41K |
| Roxbury Financial LLC | 0.04% | — | 573 | $41K |
| Mather Group, Llc. | 0.00% | No change | 577 | $39K |
| Aventura Private Wealth, LLC | 0.02% | — | 573 | $38K |
| US Bancorp \de | 0.00% | New | 532 | $36K |
| Creative Capital Management Investments LLC | 0.01% | No change | 470 | $31K |
| Robinswood Financial LLC | 0.01% | No change | 450 | $30K |
| Assetmark, Inc. | 0.00% | Reduce -9.3% | 428 | $29K |
| Hantz Financial Services, Inc. | 0.00% | No change | 373 | $25K |
| Morling Financial Advisors, LLC | 0.01% | New | 343 | $23K |
| Aspect Partners, LLC | 0.01% | Add +151.9% | 325 | $22K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 286 | $19K |
| Christopher J. Hasenberg, Inc | 0.01% | Reduce -99.1% | 262 | $17K |
| FWL Investment Management, LLC | 0.01% | No change | 262 | $17K |
| Bessemer Group Inc. | 0.00% | Reduce -99.6% | 100 | $7K |
| GHP Investment Advisors, Inc. | 0.00% | New | 87 | $6K |
| JDM Financial Group LLC | 0.00% | No change | 79 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 51 | $3K |
| Red Lighthouse Investment Management, LLC | 0.00% | New | 40 | $3K |
| Curio Wealth, LLC | 0.00% | — | 38 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 36 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 14 | $935 |
| Islay Capital Management, LLC | 0.00% | No change | 2 | $134 |
"% 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.