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 |
| MML Investors Services, LLC | 0.03% | Add +20.3% | 144,540 | $9.9M |
| Sage Rhino Capital LLC | 2.03% | Reduce -8.5% | 140,787 | $9.6M |
| Bannerman Wealth Management Group, LLC | 7.32% | Add +5.1% | 139,950 | $9.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 4.93% | Add +2.2% | 139,336 | $9.5M |
| Advantage Trust Co | 4.65% | Add +3.3% | 138,517 | $9.4M |
| Greenwich Wealth Management LLC | 0.45% | Add +8.0% | 134,470 | $9.2M |
| Certified Advisory Corp | 0.92% | Add +215.1% | 129,862 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.3% | 124,477 | $8.5M |
| Financial Futures Ltd Liability Co. | 4.51% | Add +11.4% | 123,404 | $8.4M |
| Foundry Financial Group, Inc. | 4.74% | Add +2.5% | 122,176 | $8.3M |
| Kings Path Partners LLC | 3.33% | Add +35.4% | 121,268 | $8.3M |
| KMG Fiduciary Partners, LLC | 0.61% | Add +6.0% | 121,158 | $8.3M |
| Stephens Inc. | 0.11% | Add +11.5% | 120,947 | $8.2M |
| Ullmann Wealth Partners Group, LLC | 0.97% | Add +587.2% | 120,556 | $8.2M |
| Financial Management Network Inc. | 1.46% | Reduce -2.1% | 116,644 | $8.1M |
| Sentinel Wealth Management, Inc. | 7.58% | — | 118,316 | $8.1M |
| Pathstone Holdings, LLC | 0.03% | Add +12.2% | 116,606 | $8.0M |
| Quadcap Wealth Management, LLC | 1.00% | Add +16.2% | 115,045 | $7.8M |
| SOL Capital Management CO | 0.76% | Add +3.8% | 114,378 | $7.8M |
| Pine Harbor Wealth Management, LLC | 2.72% | Add +25.8% | 113,182 | $7.7M |
| Silver Oak Wealth Advisors Services, LLC | 5.22% | Reduce -13.5% | 106,153 | $7.2M |
| Creative Planning | 0.01% | Add +5.3% | 102,677 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -55.1% | 102,153 | $7.0M |
| Yardley Wealth Management LLC | 3.79% | Add +3.7% | 101,523 | $6.9M |
| Synovus Financial Corp. | 0.08% | Reduce -3.0% | 100,038 | $6.8M |
| Ridgeline Wealth, LLC | 5.53% | New | 99,489 | $6.8M |
| Anderson Hoagland & Co. | 0.65% | Add +0.6% | 99,365 | $6.8M |
| Nations Financial Group Inc, /Ia/ | 0.46% | Add +13.5% | 98,921 | $6.7M |
| Kavar Capital Partners Group, LLC | 0.97% | New | 98,813 | $6.7M |
| Concord Asset Management, LLC | 0.96% | Add +6.5% | 94,001 | $6.4M |
| Concord Wealth Partners | 0.93% | Reduce -0.2% | 94,001 | $6.4M |
| AlphaCore Capital LLC | 0.24% | Add +4776.4% | 92,017 | $6.3M |
| Vestment Financial LLC | 3.96% | Add +7.5% | 90,397 | $6.3M |
| Factor Wealth Management LTD | 1.71% | Add +6.8% | 91,378 | $6.2M |
| Premier Path Wealth Partners, LLC | 0.85% | Add +2.9% | 89,293 | $6.1M |
| Forthright Family Wealth Advisory LLC | 3.74% | Reduce -1.8% | 86,476 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +22.1% | 84,125 | $5.7M |
| Cherry Tree Wealth Management, LLC | 1.33% | Add +4.7% | 83,800 | $5.7M |
| B&D White Capital Company, LLC | 0.84% | Reduce -75.0% | 81,028 | $5.5M |
| Cardiff Park Advisors, LLC | 0.48% | Reduce -0.7% | 80,789 | $5.5M |
| Planwiser Financial, LLC | 4.61% | Reduce -1.5% | 76,960 | $5.4M |
| Fortitude Family Office, LLC | 1.77% | Reduce -39.4% | 78,527 | $5.4M |
| Larson Financial Group LLC | 0.21% | Reduce -5.5% | 77,347 | $5.3M |
| White Pine Investment CO | 1.32% | New | 77,303 | $5.3M |
| Summit Wealth Partners, LLC | 1.00% | Add +81.0% | 77,169 | $5.3M |
| EnRich Financial Partners LLC | 1.61% | Add +24.6% | 76,849 | $5.2M |
| Bridgewealth Advisory Group, LLC | 1.28% | Add +103.6% | 73,779 | $5.0M |
| Total Wealth Planning, LLC | 0.63% | Add +23.5% | 73,090 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +110.7% | 69,049 | $4.7M |
| Prosperity Planning, Inc. | 1.84% | Add +17.6% | 66,926 | $4.6M |
| Signet Financial Management, LLC | 0.56% | Add +14.4% | 65,369 | $4.5M |
| Vise Technologies, Inc. | 0.18% | — | 65,133 | $4.4M |
| AQR Capital Management | 0.00% | Add +0.3% | 63,487 | $4.3M |
| Midwest Financial Group LLC | 2.26% | Reduce -0.1% | 63,063 | $4.3M |
| Sovran Advisors, LLC | 0.44% | Add +14.0% | 60,344 | $4.2M |
| Navigoe, LLC | 3.15% | Reduce -0.8% | 61,154 | $4.2M |
| Stone Summit Wealth LLC | 1.27% | Reduce -6.3% | 60,235 | $4.1M |
| Prosperity Financial Group, Inc. | 1.74% | Add +2.8% | 59,816 | $4.1M |
| Burk Holdings LLC | 2.51% | Add +25.5% | 58,841 | $4.0M |
| Entrewealth, LLC | 2.77% | Add +31.5% | 58,814 | $4.0M |
| Paladin Advisory Group, LLC | 3.00% | Reduce -3.1% | 57,675 | $3.9M |
| Werba Rubin Papier Wealth Management | 0.71% | Add +24.6% | 55,356 | $3.8M |
| WMG Financial Advisors, LLC | 1.37% | Reduce -0.3% | 54,319 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -81.2% | 53,699 | $3.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.48% | New | 50,972 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +20.2% | 50,321 | $3.4M |
| Bayshore Asset Management, LLC | 1.50% | Add +7.5% | 48,178 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +784.7% | 47,870 | $3.3M |
| Pasadena Private Wealth, LLC | 0.56% | Reduce -8.9% | 47,806 | $3.3M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +11.7% | 45,931 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.8% | 45,593 | $3.1M |
| Ruedi Wealth Management, Inc. | 0.92% | Add +2404.2% | 45,301 | $3.1M |
| Elios Financial Group Inc. | 1.38% | Reduce -6.6% | 44,674 | $3.0M |
| Axxcess Wealth Management, LLC | 0.07% | Add +9.1% | 42,883 | $2.9M |
| LRI Investments, LLC | 0.25% | No change | 42,375 | $2.9M |
| Tillman Hartley LLC | 0.81% | Add +5.7% | 41,742 | $2.8M |
| Dopkins Wealth Management, LLC | 1.23% | Add +1.9% | 40,079 | $2.7M |
| CRA Financial Services, LLC | 0.40% | Add +6.8% | 38,316 | $2.6M |
| Cascade Financial Partners, LLC | 0.31% | Reduce -6.9% | 38,307 | $2.6M |
| Vannoy Advisory Group, Inc. | 1.79% | Reduce -0.6% | 38,000 | $2.6M |
| Truepoint, Inc. | 0.06% | Add +280.8% | 37,897 | $2.6M |
| Midwest Heritage Bank, FSB | 0.97% | Add +11.0% | 37,856 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +6.5% | 37,412 | $2.6M |
| Summit Financial Strategies, Inc. | 0.24% | Add +644.0% | 37,347 | $2.5M |
| SRH Advisors, LLC | 0.77% | Add +29.4% | 37,238 | $2.5M |
| Armbruster Capital Management, Inc. | 0.45% | Add +6.8% | 36,660 | $2.5M |
| Keb Asset Management, LLC | 0.62% | New | 36,496 | $2.5M |
| Plancorp, LLC | 0.08% | No change | 35,559 | $2.4M |
| Orion Capital Management LLC | 0.91% | Add +1.7% | 34,957 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -11.2% | 33,975 | $2.3M |
| PFC Capital Group, Inc. | 1.06% | Add +121.4% | 33,702 | $2.3M |
| ABLE Financial Group, LLC | 0.55% | Add +4.3% | 33,666 | $2.3M |
| Guidance Capital, Inc. | 0.64% | Add +3.4% | 32,786 | $2.2M |
| Tortoise Investment Management, LLC | 0.21% | Add +27.8% | 32,440 | $2.2M |
| Legacy Financial Group, Inc. | 0.65% | Add +4.7% | 32,334 | $2.2M |
| Cypress Point Wealth Management, LLC | 0.52% | Add +0.0% | 31,482 | $2.1M |
| LexAurum Advisors, LLC | 0.33% | Add +7.3% | 30,394 | $2.1M |
| AE Wealth Management LLC | 0.02% | Add +121.3% | 30,376 | $2.1M |
| Mattern Wealth Management LLC | 0.41% | No change | 28,973 | $2.0M |
| Team Hewins, LLC | 0.71% | New | 28,772 | $2.0M |
| Herold Advisors, Inc. | 0.41% | Reduce -11.7% | 28,380 | $1.9M |
| CAP Partners, LLC | 1.19% | Add +5.9% | 27,774 | $1.9M |
| Forum Financial Management, LP | 0.03% | Add +0.0% | 27,360 | $1.9M |
| Greenwood Capital Associates LLC | 0.22% | Add +19.4% | 26,388 | $1.8M |
| Acropolis Investment Management, LLC | 0.10% | Add +171.0% | 25,999 | $1.8M |
| Pacific Asset Management, LLC | 1.42% | Reduce -0.2% | 25,953 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Add +5.4% | 24,641 | $1.7M |
| Renaissance Technologies | 0.00% | Add +192.9% | 24,900 | $1.7M |
| Parkshore Wealth Management, Inc. | 0.82% | Reduce -12.3% | 24,744 | $1.7M |
| Financial Partners Group, Inc | 0.22% | Add +17.8% | 23,597 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +24.4% | 22,996 | $1.6M |
| SC&H Financial Advisors, Inc. | 0.27% | Reduce -1.6% | 23,453 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.11% | Reduce -14.7% | 23,379 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.2% | 23,365 | $1.6M |
| Plum Street Advisors, LLC | 0.67% | Add +1.1% | 22,231 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +211.2% | 21,740 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | — | 21,261 | $1.5M |
| Northwest Wealth Management, LLC | 0.26% | Reduce -1.9% | 21,132 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +348.3% | 20,960 | $1.4M |
| Wedmont Private Capital | 0.06% | Reduce -3.6% | 20,474 | $1.4M |
| Fort Vancouver Investment Management, LLC | 0.95% | Add +91.9% | 20,359 | $1.4M |
| Mattern Capital Management, LLC | 0.17% | Add +3.6% | 20,298 | $1.4M |
| Townsquare Capital LLC | 0.13% | Add +0.9% | 20,154 | $1.4M |
| Ruggaard & Associates LLC | 0.54% | Add +0.6% | 19,873 | $1.4M |
| Decker Retirement Planning Inc. | 0.78% | Add +1.7% | 19,721 | $1.3M |
| Diversify Wealth Management, LLC | 0.08% | Add +9.7% | 18,909 | $1.3M |
| Camarda Financial Advisors, LLC | 0.52% | Add +4.4% | 19,434 | $1.3M |
| USAdvisors Wealth Management, LLC | 0.48% | Reduce -7.1% | 19,032 | $1.3M |
| Signal Advisors Wealth, LLC | 0.10% | Add +0.1% | 18,758 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +1.6% | 18,621 | $1.3M |
| AGH Wealth Advisors, LLC | 1.02% | Reduce -41.2% | 18,152 | $1.2M |
| Dixon Fnancial Services, Inc. | 0.62% | No change | 17,964 | $1.2M |
| Mendota Financial Group, LLC | 1.15% | Reduce -0.7% | 17,809 | $1.2M |
| Foster Group, Inc. | 0.04% | New | 17,351 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.5% | 16,614 | $1.1M |
| Elevation Wealth Partners, LLC | 0.42% | Add +12.3% | 15,647 | $1.1M |
| Sprinkle Financial Consultants LLC | 0.65% | Add +47.8% | 15,607 | $1.1M |
| Vista Investment Partners LLC | 0.31% | Add +16.6% | 15,533 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.21% | Reduce -15.9% | 15,061 | $1.1M |
| Tranquility Partners, LLC | 0.36% | Add +2.7% | 14,582 | $995K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,470 | $987K |
| GEM Asset Management, LLC | 0.50% | Add +9.9% | 14,266 | $985K |
| Comprehensive Financial Planning, Inc. | 0.71% | Add +32.0% | 13,288 | $906K |
| Wealth Architects, LLC | 0.09% | No change | 13,275 | $905K |
| Cloud Capital Management, LLC | 0.56% | Reduce -14.3% | 13,081 | $904K |
| UMB Bank, n.a. | 0.01% | Reduce -0.1% | 13,187 | $899K |
| Investment Advisory Group, LLC | 0.25% | Add +11.6% | 12,084 | $824K |
| Mission Wealth Management, LP | 0.02% | New | 11,943 | $815K |
| SageView Advisory Group, LLC | 0.03% | Reduce -1.4% | 11,252 | $791K |
| Ausdal Financial Partners, Inc. | 0.05% | Add +16.2% | 11,372 | $776K |
| CCG Wealth Management, LLC | 0.40% | Add +18.8% | 11,004 | $751K |
| Gentry Private Wealth, LLC | 0.57% | Reduce -2.6% | 10,966 | $748K |
| Endeavor Private Wealth, Inc. | 0.35% | Add +56.3% | 10,797 | $736K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 10,404 | $710K |
| Lam Group, Inc. | 0.44% | Add +28.9% | 9,615 | $656K |
| N.E.W. Advisory Services LLC | 0.06% | Add +0.4% | 9,590 | $654K |
| Diversified Trust Co. | 0.01% | New | 9,545 | $651K |
| TFB Advisors LLC | 0.17% | Reduce -33.6% | 9,491 | $647K |
| Betterment LLC | 0.00% | New | 9,210 | $628K |
| Team Financial Group, LLC | 0.30% | Add +50.6% | 8,988 | $613K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -14.8% | 8,942 | $610K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -14.9% | 8,652 | $590K |
| Main Street Financial Solutions, LLC | 0.04% | New | 8,608 | $587K |
| Blue Trust, Inc. | 0.01% | Reduce -0.6% | 8,358 | $570K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Reduce -30.7% | 8,271 | $564K |
| Davies Financial Advisors, Inc. | 0.42% | New | 7,924 | $540K |
| Mainsail Asset Management, LLC | 0.33% | Add +0.4% | 7,806 | $532K |
| Diversified Portfolios, Inc. | 0.05% | New | 7,664 | $523K |
| Riverchase Wealth Management, LLC | 0.33% | Add +18.1% | 7,637 | $521K |
| Disciplined Investments, LLC | 0.22% | Add +2.0% | 7,552 | $515K |
| Private Trust Co. NA | 0.05% | Add +3.9% | 7,432 | $507K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -24.3% | 6,975 | $476K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -26.4% | 6,911 | $471K |
| Jane Street Group, LLC | 0.00% | New | 6,665 | $455K |
| Austin Private Wealth, LLC | 0.04% | No change | 6,625 | $452K |
| Level Financial Advisors | 0.14% | Add +20.7% | 6,537 | $446K |
| D. E. Shaw & Co. | 0.00% | Reduce -14.5% | 6,463 | $441K |
| Bank of New York Mellon Corp | 0.00% | New | 6,377 | $435K |
| Savvy Advisors, Inc. | 0.03% | Reduce -2.7% | 6,342 | $433K |
| CGN Advisors LLC | 0.04% | Reduce -17.5% | 6,329 | $432K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.4% | 6,264 | $427K |
| Financial Synergies Wealth Advisors, Inc. | 0.05% | Add +6.5% | 6,191 | $422K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.10% | Add +9.3% | 6,128 | $418K |
| Altiora Financial Group, LLC | 0.08% | No change | 6,103 | $416K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 5,860 | $400K |
| Redwood Park Advisors LLC | 0.31% | Add +7.2% | 5,835 | $398K |
| Park Square Financial Group, LLC | 0.29% | Add +440.6% | 5,828 | $398K |
| Zhang Financial LLC | 0.02% | New | 5,820 | $397K |
| Magnolia Private Wealth, LLC | 0.31% | No change | 5,795 | $395K |
| Avantax Planning Partners, Inc. | 0.01% | New | 5,649 | $385K |
| Morey & Quinn Wealth Partners, LLC | 0.31% | Add +32.1% | 5,596 | $382K |
| Parkwoods Wealth Partners, LLC | 0.22% | Add +5.4% | 5,527 | $377K |
| Porter White Investment Advisors, Inc. | 0.17% | No change | 5,469 | $373K |
| Stegent Equity Advisors, Inc. | 0.33% | Add +24.2% | 5,456 | $372K |
| Smithfield Trust Co | 0.02% | New | 5,413 | $370K |
| Kelman-Lazarov, Inc. | 0.06% | New | 5,243 | $358K |
| Quarry Hill Advisors, LLC | 0.20% | No change | 5,117 | $349K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.4% | 4,928 | $336K |
| BIP Wealth, LLC | 0.02% | Reduce -34.5% | 4,907 | $335K |
| Citadel Advisors | 0.00% | Reduce -35.3% | 4,799 | $327K |
| PFG Investments, LLC | 0.02% | Add +0.6% | 4,768 | $325K |
| Mariner, LLC | 0.00% | Reduce -34.9% | 4,549 | $310K |
| Jacobi Capital Management LLC | 0.02% | Add +0.2% | 4,533 | $309K |
| BlackRock, Inc. | 0.00% | Add +56.7% | 4,484 | $306K |
| Oak Wealth Advisors LLC | 0.19% | New | 4,423 | $302K |
| Acorn Creek Capital LLC | 0.12% | Add +38.1% | 4,366 | $298K |
| Adamsbrown Wealth Consultants LLC | 0.09% | Add +0.4% | 4,359 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -17.0% | 4,284 | $292K |
| Lido Advisors, LLC | 0.00% | New | 4,103 | $280K |
| Good Life Advisors, LLC | 0.02% | New | 4,020 | $274K |
| Wescott Financial Advisory Group, LLC | 0.03% | No change | 3,988 | $272K |
| Brickley Wealth Management | 0.05% | No change | 3,876 | $264K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 3,827 | $261K |
| Oppenheimer & Co. Inc. | 0.00% | Add +20.1% | 3,816 | $260K |
| Paul R. Ried Financial Group, LLC | 0.16% | Reduce -2.3% | 3,807 | $260K |
| D.A. Davidson & Co. | 0.00% | No change | 3,800 | $259K |
| William Howard & Co Financial Advisors Inc | 0.22% | Add +0.4% | 3,747 | $256K |
| Titleist Asset Management, LLC | 0.02% | Add +0.2% | 3,547 | $242K |
| Earned Wealth Advisors, LLC | 0.05% | No change | 3,536 | $241K |
| Evanson Asset Management, LLC | 0.01% | Add +7.8% | 3,349 | $228K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -4.9% | 3,312 | $226K |
| Tiaa Trust, National Association | 0.00% | New | 3,164 | $216K |
| FMB Wealth Management | 0.10% | New | 3,140 | $214K |
| James J. Burns & Company, LLC | 0.03% | New | 3,096 | $211K |
| Waterfront Wealth Inc. | 0.05% | New | 3,034 | $207K |
| Stordahl Capital Management, Inc. | 0.05% | New | 2,999 | $205K |
| Creative Capital Management Investments LLC | 0.07% | Add +286.9% | 2,875 | $196K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 2,145 | $146K |
| Principal Securities, Inc. | 0.00% | Reduce -11.6% | 1,979 | $135K |
| Bank of Montreal | 0.00% | No change | 1,968 | $134K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,917 | $131K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,879 | $128K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,857 | $127K |
| Fifth Third Bancorp | 0.00% | Add +92.1% | 1,458 | $99K |
| Cwm, LLC | 0.00% | Reduce -26.1% | 1,443 | $98K |
| Sunbelt Securities, Inc. | 0.01% | New | 1,435 | $96K |
| IFP Advisors, Inc | 0.00% | Add +23.3% | 1,321 | $90K |
| US Bancorp \de | 0.00% | Add +7.0% | 1,275 | $87K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 1,240 | $85K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.4% | 1,143 | $78K |
| Allworth Financial LP | 0.00% | Add +36.7% | 1,035 | $71K |
| Tanglewood Legacy Advisors, LLC | 0.03% | No change | 1,017 | $69K |
| Anfield Capital Management, LLC | 0.02% | No change | 994 | $68K |
| Exchange Traded Concepts, LLC | 0.00% | New | 855 | $58K |
| Russell Investments Group, Ltd. | 0.00% | No change | 810 | $55K |
| Nemes Rush Group LLC | 0.01% | Reduce -1.0% | 810 | $55K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +3810.0% | 782 | $54K |
| Addison Advisors LLC | 0.01% | No change | 735 | $50K |
| Hantz Financial Services, Inc. | 0.00% | Add +59.3% | 594 | $41K |
| CoreCap Advisors, LLC | 0.00% | New | 578 | $39K |
| Aventura Private Wealth, LLC | 0.02% | No change | 573 | $39K |
| Hurley Capital, LLC | 0.03% | Add +501.1% | 541 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 523 | $36K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 499 | $34K |
| CENTRAL TRUST Co | 0.00% | Add +3.6% | 462 | $32K |
| Qube Research & Technologies Ltd | 0.00% | Add +214.3% | 462 | $32K |
| Robinswood Financial LLC | 0.01% | No change | 450 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +2671.4% | 388 | $27K |
| Lanark Financial, Inc. | 0.00% | No change | 395 | $26K |
| Brooklyn Investment Group | 0.00% | New | 221 | $15K |
| Pacifica Partners Inc. | 0.01% | New | 219 | $15K |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -32.8% | 176 | $12K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -86.7% | 126 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -80.1% | 108 | $7K |
| FWL Investment Management, LLC | 0.00% | No change | 89 | $6K |
| Family Capital Trust Co | 0.00% | No change | 62 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | Reduce -78.1% | 61 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 57 | $4K |
| Red Lighthouse Investment Management, LLC | 0.00% | New | 40 | $3K |
| Curio Wealth, LLC | 0.00% | Add +3700.0% | 38 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 36 | $2K |
| Eq Wealth Advisors, LLC | 0.00% | Add +12.5% | 18 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 13 | $887 |
| New Millennium Group LLC | 0.00% | New | 1 | $85 |
"% 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.