Avantis US Large Cap ValueAVLVETF
13F holders, Q1 2025 (March 31)359holders +14
41new positions
26sold out
5famous investors
$64.97avg. 13F price*
At the end of Q1 2025, 359 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 14 from Q4 2024. 41 opened new positions and 26 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($645.9M), PNC Financial Services Group, Inc. ($403.0M) and Ameriprise Financial Inc. ($179.2M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management'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 (Q1 2025)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $479.5M |
| Exits | 26 | $171.2M |
All 13F filers, Q4 2024 → Q1 2025: 18,584,164 shares bought and 3,639,052 shares sold, net +14,945,112 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 359 holders
| Wealth Enhancement Advisory Services, LLC | 1.24% | Add +21.3% | 9,904,202 | $645.9M |
| PNC Financial Services Group, Inc. | 0.21% | New | 6,179,549 | $403.0M |
| Ameriprise Financial Inc. | 0.05% | Add +46.3% | 2,749,856 | $179.2M |
| LPL Financial LLC | 0.06% | Add +19.6% | 2,281,637 | $148.8M |
| Focus Partners Wealth | 0.33% | Add +2424.7% | 2,041,684 | $133.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +14.9% | 2,029,687 | $132.4M |
| American Century Companies Inc. | 0.08% | Add +8.7% | 1,887,554 | $123.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -5.1% | 1,656,598 | $108.0M |
| Comerica Bank | 0.43% | Add +2.2% | 1,559,044 | $101.7M |
| Pure Financial Advisors, LLC | 2.03% | Reduce -7.2% | 1,488,918 | $97.1M |
| Bank of America Corp. | 0.01% | Add +37.7% | 1,456,466 | $95.0M |
| Falcon Wealth Planning | 10.43% | Add +21.6% | 1,439,526 | $93.9M |
| Alesco Advisors, LLC, An ESL Co | 2.68% | Reduce -2.1% | 1,311,624 | $85.5M |
| Apollon Wealth Management, LLC | 1.84% | Add +28.2% | 1,285,000 | $83.8M |
| PrairieView Partners, LLC | 8.20% | Reduce -2.0% | 1,205,444 | $78.6M |
| Cetera Investment Advisers | 0.15% | Add +7.2% | 1,188,235 | $77.5M |
| Waverly Advisors, LLC | 0.94% | Add +22.5% | 1,182,164 | $77.1M |
| Beaird Harris Wealth Management, LLC | 6.20% | Add +5.8% | 1,117,274 | $72.9M |
| Bridgewater Advisors Inc. | 5.71% | Add +6.5% | 1,051,553 | $66.0M |
| Nixon Peabody Trust Co. | 5.59% | Add +11.2% | 1,009,828 | $65.9M |
| Morgan Stanley | 0.00% | Add +12.5% | 1,001,083 | $65.3M |
| Cannon Financial Strategists, Inc. | 11.15% | Add +0.0% | 996,328 | $65.0M |
| HUB Investment Partners, LLC | 2.60% | Add +1.7% | 988,110 | $64.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +13.4% | 955,336 | $62.3M |
| Moisand Fitzgerald Tamayo, LLC | 8.20% | Add +6.6% | 908,716 | $59.3M |
| Raymond James Financial Inc. | 0.02% | Add +22.5% | 830,934 | $54.2M |
| Global Strategic Investment Solutions, LLC | 5.80% | Add +27.9% | 769,050 | $50.1M |
| Wells Fargo & Company | 0.01% | Add +33.4% | 655,328 | $42.7M |
| FMR LLC | 0.00% | Reduce -12.4% | 639,199 | $41.7M |
| FAS Wealth Partners, Inc. | 3.34% | Add +0.9% | 628,533 | $41.0M |
| Wealth Management Nebraska | 6.15% | Add +14.9% | 620,453 | $40.5M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +5.1% | 591,062 | $38.5M |
| Glenview Trust Co | 0.68% | Add +22.2% | 534,700 | $34.9M |
| Kestra Investment Management, LLC | 0.66% | Add +249.6% | 681,682 | $34.2M |
| Legacy Financial Strategies, LLC | 7.22% | Add +4.1% | 507,542 | $33.1M |
| Kestra Advisory Services, LLC | 0.16% | New | 491,200 | $32.0M |
| Opus Capital Group, LLC | 4.11% | Reduce -0.9% | 490,071 | $32.0M |
| Allegiance Financial Group Advisory Services LLC | 9.57% | Add +6.1% | 482,417 | $31.5M |
| JRM Investment Counsel, LLC | 11.00% | Add +5.4% | 474,795 | $31.0M |
| Visionary Wealth Advisors | 1.82% | Add +4.1% | 464,559 | $30.3M |
| Voisard Asset Management Group, Inc. | 8.85% | Add +46.1% | 464,290 | $30.3M |
| Pacific Life Fund Advisors LLC | 3.07% | Reduce -2.8% | 419,347 | $27.3M |
| UBS Group AG | 0.01% | Add +4.0% | 411,685 | $26.8M |
| Willow Creek Wealth Management Inc. | 2.42% | Add +12.2% | 381,714 | $24.9M |
| Fortress Wealth Management, Inc. | 11.98% | Reduce -13.8% | 353,669 | $23.1M |
| Strategic Blueprint, LLC | 1.16% | Add +4.0% | 326,902 | $21.3M |
| B&D White Capital Company, LLC | 3.11% | Add +83.1% | 323,644 | $21.1M |
| Royal Bank of Canada | 0.00% | Add +43.5% | 323,079 | $21.1M |
| Chicago Partners Investment Group LLC | 0.69% | Add +4.1% | 327,396 | $20.7M |
| McIlrath & Eck, LLC | 2.30% | Add +2.7% | 286,975 | $18.7M |
| Private Advisor Group, LLC | 0.11% | Add +19.4% | 285,527 | $18.6M |
| JPMorgan Chase & Co. | 0.00% | Add +57.6% | 268,374 | $17.5M |
| Aire Advisors, LLC | 3.62% | Add +7.5% | 263,567 | $17.2M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +69.2% | 258,907 | $16.9M |
| Leading Edge Financial Planning LLC | 5.26% | Add +5.5% | 258,280 | $16.8M |
| Integrated Capital Management, Inc. | 13.26% | Reduce -6.9% | 255,514 | $16.7M |
| Arax Advisory Partners | 1.07% | New | 255,094 | $16.6M |
| WJ Interests, LLC | 7.43% | Add +11.2% | 244,937 | $16.0M |
| Savant Capital, LLC | 0.13% | Add +33.1% | 242,840 | $15.8M |
| NewEdge Advisors, LLC | 0.09% | Add +7.6% | 241,608 | $15.8M |
| Arlington Financial Advisors, LLC | 2.77% | Add +1.7% | 241,364 | $15.7M |
| Oceanside Advisors LLC | 11.14% | Add +1.8% | 236,142 | $15.4M |
| Summit X, LLC | 3.19% | Add +43.3% | 232,326 | $15.1M |
| Three Cord True Wealth Management, LLC | 12.96% | Add +8.0% | 231,682 | $15.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +97.9% | 227,711 | $14.8M |
| ShoreHaven Wealth Partners, LLC | 6.91% | Add +63.9% | 221,296 | $14.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.4% | 217,576 | $14.2M |
| Austin Wealth Management, LLC | 2.73% | Add +14.7% | 217,984 | $13.6M |
| Northland Capital Management LLC | 8.78% | Add +1.0% | 198,970 | $13.0M |
| First National Bank Sioux Falls | 5.24% | Add +12.2% | 198,466 | $12.9M |
| Heritage Wealth Management, Inc. | 10.91% | Add +2.9% | 195,897 | $12.8M |
| Websterrogers Financial Advisors, LLC | 4.26% | Reduce -36.4% | 191,281 | $12.5M |
| Gallagher Fiduciary Advisors, LLC | 0.40% | Add +2.5% | 186,709 | $12.2M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +60.2% | 186,302 | $12.1M |
| REAP Financial Group, LLC | 2.94% | Add +9.3% | 182,211 | $11.9M |
| Shotwell Rutter Baer Inc | 10.45% | Reduce -0.1% | 203,263 | $11.9M |
| Atria Investments, Inc | 0.15% | Reduce -0.2% | 181,361 | $11.8M |
| Fonville Wealth Management LLC | 3.44% | Add +8.3% | 178,893 | $11.7M |
| Krilogy Financial LLC | 0.75% | Add +1.4% | 176,342 | $11.5M |
| Modern Wealth Management, LLC | 0.36% | Add +2.1% | 173,215 | $11.3M |
| McMill Wealth Management | 4.03% | Add +16.7% | 171,275 | $11.2M |
| Apollon Financial, LLC | 2.62% | Add +1.9% | 169,265 | $11.0M |
| Nova R Wealth, Inc. | 5.46% | Add +0.9% | 168,962 | $11.0M |
| Symmetry Partners, LLC | 1.53% | Add +29.7% | 168,466 | $11.0M |
| Perigon Wealth Management, LLC | 0.28% | Reduce -3.1% | 166,562 | $10.9M |
| Collective Family Office LLC | 2.89% | Add +11.9% | 164,140 | $10.7M |
| Bison Wealth, LLC | 1.00% | Add +8.9% | 164,074 | $10.7M |
| Keener Financial Planning LLC | 6.68% | Reduce -5.8% | 157,594 | $10.3M |
| Sage Rhino Capital LLC | 2.33% | Add +3.4% | 153,868 | $10.0M |
| Echo Wealth Management, LLC | 6.67% | Add +3.0% | 151,474 | $9.9M |
| PCG Wealth Advisors, LLC | 3.41% | Reduce -1.9% | 150,032 | $9.8M |
| BostonPremier Wealth LLC | 6.03% | Add +2.6% | 148,991 | $9.7M |
| Valued Wealth Advisors LLC | 5.74% | Add +4.9% | 146,765 | $9.6M |
| WCG Wealth Advisors LLC | 0.73% | Add +2.9% | 146,596 | $9.6M |
| Meritas Wealth Management, LLC | 5.52% | Add +26.1% | 144,239 | $9.4M |
| Gotham Asset Management | 0.08% | New | 139,098 | $9.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 5.05% | Add +0.6% | 136,363 | $8.9M |
| Fidelity D & D Bancorp Inc. | 5.81% | Add +7.5% | 135,302 | $8.8M |
| Farther Finance Advisors, LLC | 0.22% | Add +88.7% | 133,809 | $8.8M |
| Advantage Trust Co | 5.30% | Add +21.4% | 134,134 | $8.7M |
"% 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.