Avantis US Large Cap ValueAVLVETF
13F holders, Q2 2025 (June 30)374holders +15
41new positions
23sold out
4famous investors
$68.39avg. 13F price*
At the end of Q2 2025, 374 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 15 from Q1 2025. 41 opened new positions and 23 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.1B), Envestnet Asset Management Inc. ($751.2M) and Wealth Enhancement Advisory Services, LLC ($672.9M). 4 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Avantis US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $222.0M |
| Exits | 23 | $30.0M |
All 13F filers, Q1 2025 → Q2 2025: 30,422,884 shares bought and 3,010,585 shares sold, net +27,412,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| PNC Financial Services Group, Inc. | 0.71% | Add +161.5% | 16,158,842 | $1.1B |
| Envestnet Asset Management Inc. | 0.22% | Add +564.8% | 11,012,886 | $751.2M |
| Wealth Enhancement Advisory Services, LLC | 1.11% | Reduce -2.6% | 9,645,590 | $672.9M |
| Ameriprise Financial Inc. | 0.05% | Add +11.1% | 3,054,363 | $208.3M |
| LPL Financial LLC | 0.05% | Add +3.5% | 2,361,048 | $161.0M |
| Cerity Partners LLC | 0.27% | Add +12655.1% | 2,207,273 | $150.6M |
| Focus Partners Wealth | 0.30% | Reduce -0.1% | 2,038,599 | $139.1M |
| American Century Companies Inc. | 0.07% | Add +4.2% | 1,966,093 | $134.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -8.9% | 1,849,420 | $126.1M |
| Falcon Wealth Planning | 11.22% | Add +13.0% | 1,627,076 | $111.0M |
| Comerica Bank | 0.41% | Add +0.1% | 1,561,019 | $106.5M |
| Prime Capital Investment Advisors, LLC | 1.40% | New | 1,540,491 | $105.1M |
| Pure Financial Advisors, LLC | 1.80% | Add +0.4% | 1,495,289 | $102.0M |
| Bank of America Corp. | 0.01% | Reduce -3.8% | 1,401,544 | $95.6M |
| Waverly Advisors, LLC | 1.01% | Add +14.3% | 1,351,013 | $92.2M |
| Alesco Advisors, LLC, An ESL Co | 2.63% | Add +2.4% | 1,342,796 | $91.6M |
| Cetera Investment Advisers | 0.15% | Add +12.2% | 1,332,795 | $90.9M |
| Apollon Wealth Management, LLC | 1.74% | Add +0.4% | 1,289,683 | $88.0M |
| PrairieView Partners, LLC | 8.13% | Add +2.3% | 1,232,715 | $84.1M |
| Beaird Harris Wealth Management, LLC | 6.32% | Add +7.1% | 1,196,991 | $81.6M |
| Morgan Stanley | 0.00% | Add +10.8% | 1,109,173 | $75.7M |
| Bridgewater Advisors Inc. | 5.73% | Add +2.2% | 1,074,556 | $75.3M |
| Cannon Financial Strategists, Inc. | 11.31% | Add +5.3% | 1,049,355 | $71.6M |
| Nixon Peabody Trust Co. | 5.47% | Add +2.5% | 1,034,603 | $70.6M |
| HUB Investment Partners, LLC | 2.46% | Add +4.5% | 1,032,791 | $70.4M |
| Moisand Fitzgerald Tamayo, LLC | 8.86% | Add +13.0% | 1,026,562 | $70.0M |
| Commonwealth Equity Services, LLC | 0.09% | Add +0.7% | 962,249 | $65.6M |
| Focus Partners Advisor Solutions, LLC | 0.76% | Add +220.9% | 830,925 | $56.7M |
| Park Avenue Securities LLC | 0.47% | New | 743,458 | $50.7M |
| &partners | 0.39% | Add +1114.5% | 742,520 | $50.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.4% | 736,509 | $50.2M |
| Wealth Management Nebraska | 6.32% | Add +10.6% | 686,247 | $46.7M |
| Global Strategic Investment Solutions, LLC | 4.93% | Reduce -12.0% | 676,904 | $46.2M |
| FAS Wealth Partners, Inc. | 3.30% | Add +4.1% | 654,293 | $44.6M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +3.4% | 611,107 | $41.7M |
| Savant Capital, LLC | 0.27% | Add +130.6% | 559,912 | $38.2M |
| Glenview Trust Co | 0.66% | Add +4.4% | 558,229 | $38.1M |
| Voisard Asset Management Group, Inc. | 9.44% | Add +15.7% | 536,993 | $36.6M |
| FMR LLC | 0.00% | Reduce -18.3% | 522,280 | $35.6M |
| Allegiance Financial Group Advisory Services LLC | 9.39% | Add +7.8% | 520,102 | $35.5M |
| Legacy Financial Strategies, LLC | 6.70% | Reduce -1.3% | 500,782 | $34.2M |
| UBS Group AG | 0.01% | Add +19.1% | 490,371 | $33.4M |
| Opus Capital Group, LLC | 3.98% | Reduce -0.5% | 487,866 | $33.3M |
| JRM Investment Counsel, LLC | 10.75% | Add +2.2% | 485,224 | $33.1M |
| Visionary Wealth Advisors | 1.66% | Add +2.3% | 475,347 | $32.4M |
| Kestra Advisory Services, LLC | 0.16% | Reduce -3.8% | 472,476 | $32.2M |
| Verus Financial Partners, Inc. | 2.95% | New | 416,887 | $28.9M |
| JPMorgan Chase & Co. | 0.00% | Add +58.0% | 423,936 | $28.9M |
| Pacific Life Fund Advisors LLC | 3.08% | Add +0.3% | 420,664 | $28.7M |
| Willow Creek Wealth Management Inc. | 2.57% | Add +9.5% | 418,110 | $28.5M |
| Strategic Blueprint, LLC | 1.19% | Add +8.6% | 354,898 | $24.2M |
| Royal Bank of Canada | 0.00% | Add +7.5% | 347,307 | $23.7M |
| Fortress Wealth Management, Inc. | 11.38% | Reduce -2.2% | 345,971 | $23.6M |
| Chicago Partners Investment Group LLC | 0.66% | Reduce -1.1% | 323,762 | $22.8M |
| Farther Finance Advisors, LLC | 0.45% | Add +146.7% | 330,146 | $22.5M |
| Austin Wealth Management, LLC | 3.85% | Add +43.1% | 311,955 | $21.6M |
| Wells Fargo & Company | 0.00% | Reduce -54.5% | 298,409 | $20.4M |
| McIlrath & Eck, LLC | 2.21% | Reduce -1.1% | 283,739 | $19.4M |
| Leading Edge Financial Planning LLC | 5.23% | Add +6.8% | 275,842 | $18.8M |
| Arax Advisory Partners | 0.85% | Add +6.8% | 272,457 | $18.6M |
| Summit X, LLC | 3.37% | Add +14.1% | 265,049 | $18.1M |
| Aire Advisors, LLC | 3.36% | Reduce -3.6% | 254,002 | $17.3M |
| Integrated Capital Management, Inc. | 13.17% | Reduce -0.7% | 253,790 | $17.3M |
| ShoreHaven Wealth Partners, LLC | 6.98% | Add +12.9% | 249,948 | $17.0M |
| Three Cord True Wealth Management, LLC | 12.60% | Add +6.8% | 247,459 | $16.9M |
| WJ Interests, LLC | 7.08% | Reduce -0.9% | 242,762 | $16.6M |
| Oceanside Advisors LLC | 10.93% | Add +1.4% | 239,478 | $16.3M |
| HighTower Advisors, LLC | 0.02% | Add +7.5% | 233,812 | $15.9M |
| Arlington Financial Advisors, LLC | 2.59% | Reduce -3.8% | 232,278 | $15.8M |
| Northland Capital Management LLC | 9.29% | Add +11.1% | 221,117 | $15.1M |
| Symmetry Partners, LLC | 1.85% | Add +30.5% | 219,854 | $15.0M |
| Shotwell Rutter Baer Inc | 9.82% | Add +1.9% | 207,156 | $14.5M |
| Fonville Wealth Management LLC | 3.63% | Add +17.5% | 210,131 | $14.3M |
| Kestra Investment Management, LLC | 0.43% | Reduce -69.3% | 209,142 | $14.3M |
| First National Bank Sioux Falls | 5.21% | Add +5.0% | 208,306 | $14.2M |
| Heritage Wealth Management, Inc. | 10.68% | Add +5.4% | 206,497 | $14.1M |
| Apella Capital, LLC | 0.38% | Add +68.4% | 201,785 | $13.9M |
| NewEdge Advisors, LLC | 0.07% | Reduce -15.8% | 203,475 | $13.9M |
| Keener Financial Planning LLC | 6.78% | Add +26.6% | 199,443 | $13.6M |
| Corient Private Wealth LP | 0.02% | Add +98.0% | 193,770 | $13.2M |
| Websterrogers Financial Advisors, LLC | 4.15% | Add +0.1% | 191,426 | $13.1M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +1.5% | 189,111 | $12.9M |
| McMill Wealth Management | 4.25% | Add +9.9% | 188,273 | $12.8M |
| REAP Financial Group, LLC | 2.88% | Reduce -1.2% | 179,983 | $12.3M |
| Nova R Wealth, Inc. | 5.62% | Add +4.9% | 177,298 | $12.1M |
| Collective Family Office LLC | 3.08% | Add +7.2% | 175,944 | $12.0M |
| Gallagher Fiduciary Advisors, LLC | 0.46% | Reduce -6.0% | 175,445 | $12.0M |
| Apollon Financial, LLC | 2.49% | Add +2.8% | 174,053 | $11.9M |
| Krilogy Financial LLC | 0.68% | Reduce -1.7% | 173,321 | $11.8M |
| Atria Investments, Inc | 0.14% | Reduce -6.8% | 168,998 | $11.5M |
| Bison Wealth, LLC | 0.91% | Add +2.4% | 168,064 | $11.5M |
| Modern Wealth Management, LLC | 0.28% | Reduce -3.1% | 167,764 | $11.4M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -1.1% | 164,818 | $11.2M |
| Fidelity D & D Bancorp Inc. | 6.77% | Add +19.7% | 161,993 | $11.0M |
| Valued Wealth Advisors LLC | 5.69% | Add +9.0% | 160,038 | $10.9M |
| Meritas Wealth Management, LLC | 5.94% | Add +9.8% | 158,384 | $10.8M |
| Echo Wealth Management, LLC | 6.54% | Add +3.3% | 156,424 | $10.7M |
| BostonPremier Wealth LLC | 5.76% | Add +2.3% | 152,346 | $10.4M |
| Mach-1 Financial Group, LLC | 2.96% | Add +12.0% | 148,795 | $10.1M |
| WCG Wealth Advisors LLC | 0.65% | Add +0.4% | 147,151 | $10.0M |
"% 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.