Avantis US Large Cap ValueAVLVETF
13F holders, Q3 2025 (September 30)400holders +26
48new positions
19sold out
3famous investors
$72.27avg. 13F price*
At the end of Q3 2025, 400 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 26 from Q2 2025. 48 opened new positions and 19 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.0B), Envestnet Asset Management Inc. ($787.9M) and Wealth Enhancement Advisory Services, LLC ($723.4M). 3 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Large Cap Value
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $57.6M |
| Exits | 19 | $115.2M |
All 13F filers, Q2 2025 → Q3 2025: 7,142,236 shares bought and 4,751,430 shares sold, net +2,390,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 400 holders
| PNC Financial Services Group, Inc. | 0.62% | Reduce -12.9% | 14,070,399 | $1.0B |
| Envestnet Asset Management Inc. | 0.23% | Reduce -1.0% | 10,903,214 | $787.9M |
| Wealth Enhancement Advisory Services, LLC | 1.09% | Add +3.9% | 10,022,201 | $723.4M |
| Ameriprise Financial Inc. | 0.06% | Add +16.8% | 3,568,058 | $257.8M |
| LPL Financial LLC | 0.05% | Add +9.2% | 2,577,163 | $186.2M |
| Cerity Partners LLC | 0.27% | Add +2.9% | 2,271,804 | $164.2M |
| American Century Companies Inc. | 0.08% | Add +8.4% | 2,130,837 | $154.0M |
| Focus Partners Wealth | 0.24% | Add +1.8% | 2,076,173 | $150.0M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +6.3% | 1,965,402 | $142.0M |
| Savant Capital, LLC | 0.79% | Add +220.7% | 1,795,780 | $129.8M |
| Falcon Wealth Planning | 11.34% | Add +7.3% | 1,745,815 | $126.2M |
| Comerica Bank | 0.42% | Reduce -0.2% | 1,558,581 | $112.6M |
| Prime Capital Investment Advisors, LLC | 1.40% | Reduce -0.1% | 1,538,675 | $111.2M |
| Focus Partners Advisor Solutions, LLC | 1.24% | Add +79.9% | 1,495,138 | $109.4M |
| Pure Financial Advisors, LLC | 1.72% | Add +0.1% | 1,497,427 | $108.2M |
| Waverly Advisors, LLC | 1.04% | Add +7.0% | 1,444,905 | $104.4M |
| Bank of America Corp. | 0.01% | Add +0.1% | 1,402,657 | $101.4M |
| Alesco Advisors, LLC, An ESL Co | 2.59% | Reduce -1.5% | 1,322,879 | $95.6M |
| Cetera Investment Advisers | 0.11% | Reduce -1.1% | 1,318,573 | $95.3M |
| Apollon Wealth Management, LLC | 1.68% | Add +1.5% | 1,309,340 | $94.6M |
| Beaird Harris Wealth Management, LLC | 6.60% | Add +7.5% | 1,286,875 | $93.0M |
| Morgan Stanley | 0.00% | Add +1.6% | 1,127,293 | $81.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +14.5% | 1,101,552 | $79.6M |
| Bridgewater Advisors Inc. | 5.51% | Add +2.4% | 1,100,651 | $79.4M |
| Moisand Fitzgerald Tamayo, LLC | 9.30% | Add +6.4% | 1,091,822 | $78.9M |
| Cannon Financial Strategists, Inc. | 11.22% | Add +3.4% | 1,084,848 | $78.4M |
| Nixon Peabody Trust Co. | 5.24% | Reduce -4.4% | 989,447 | $71.5M |
| &partners | 0.36% | Add +4.9% | 778,878 | $56.5M |
| Raymond James Financial Inc. | 0.02% | Add +5.6% | 777,969 | $56.2M |
| Wealth Management Nebraska | 6.63% | Add +12.1% | 769,210 | $55.6M |
| Park Avenue Securities LLC | 0.41% | Reduce -2.3% | 726,655 | $52.5M |
| FMR LLC | 0.00% | Add +34.3% | 701,406 | $50.7M |
| Global Strategic Investment Solutions, LLC | 4.99% | Add +2.3% | 692,318 | $50.0M |
| FAS Wealth Partners, Inc. | 3.25% | Add +1.5% | 664,330 | $48.0M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +1.2% | 618,632 | $44.7M |
| Glenview Trust Co | 0.69% | Add +7.9% | 602,078 | $43.5M |
| Voisard Asset Management Group, Inc. | 10.07% | Add +12.1% | 602,060 | $43.5M |
| Allegiance Financial Group Advisory Services LLC | 9.46% | Add +9.4% | 569,107 | $41.1M |
| Kestra Advisory Services, LLC | 0.17% | Add +5.8% | 499,857 | $36.1M |
| Thrivent Financial for Lutherans | 0.07% | Add +3345.8% | 498,600 | $36.0M |
| UBS Group AG | 0.01% | Reduce -0.4% | 488,379 | $35.3M |
| Opus Capital Group, LLC | 3.96% | Reduce -0.0% | 487,749 | $35.2M |
| JRM Investment Counsel, LLC | 10.64% | Add +0.4% | 487,352 | $35.2M |
| Visionary Wealth Advisors | 1.61% | Add +0.3% | 476,953 | $34.5M |
| JPMorgan Chase & Co. | 0.00% | Add +10.6% | 469,010 | $33.9M |
| Willow Creek Wealth Management Inc. | 2.65% | Add +6.3% | 444,586 | $32.1M |
| Legacy Financial Strategies, LLC | 5.67% | Reduce -13.2% | 434,856 | $31.4M |
| Verus Financial Partners, Inc. | 2.98% | Add +3.0% | 429,520 | $31.0M |
| Pacific Life Fund Advisors LLC | 2.90% | Reduce -7.2% | 390,561 | $28.2M |
| Strategic Blueprint, LLC | 1.13% | Add +1.1% | 358,864 | $25.9M |
| Wells Fargo & Company | 0.01% | Add +17.1% | 349,502 | $25.3M |
| Fortress Wealth Management, Inc. | 11.16% | Add +0.3% | 347,107 | $25.1M |
| Chicago Partners Investment Group LLC | 0.65% | Add +4.9% | 339,702 | $24.8M |
| Austin Wealth Management, LLC | 3.74% | Add +6.2% | 331,165 | $23.9M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 325,589 | $23.5M |
| Leading Edge Financial Planning LLC | 5.30% | Add +5.9% | 292,233 | $21.1M |
| McIlrath & Eck, LLC | 2.06% | Reduce -2.5% | 276,611 | $20.0M |
| ShoreHaven Wealth Partners, LLC | 7.22% | Add +8.0% | 269,896 | $19.5M |
| Integrated Capital Management, Inc. | 13.06% | Add +2.2% | 259,365 | $18.7M |
| Aire Advisors, LLC | 3.39% | Add +1.6% | 258,183 | $18.7M |
| McMill Wealth Management | 5.25% | Add +35.4% | 254,978 | $18.4M |
| Three Cord True Wealth Management, LLC | 12.38% | Add +2.3% | 253,148 | $18.3M |
| Arlington Financial Advisors, LLC | 2.64% | Add +6.9% | 248,246 | $17.9M |
| Apella Capital, LLC | 0.40% | Add +23.9% | 250,049 | $17.8M |
| Symmetry Partners, LLC | 1.93% | Add +11.4% | 244,940 | $17.7M |
| Oceanside Advisors LLC | 10.93% | Add +1.1% | 242,058 | $17.5M |
| Farther Finance Advisors, LLC | 0.25% | Reduce -30.1% | 230,699 | $16.7M |
| Kestra Investment Management, LLC | 0.43% | Add +6.9% | 223,652 | $16.2M |
| Northland Capital Management LLC | 9.40% | Add +0.6% | 222,344 | $16.1M |
| Fonville Wealth Management LLC | 3.55% | Add +4.0% | 218,606 | $15.8M |
| Keener Financial Planning LLC | 7.13% | Add +6.7% | 212,828 | $15.4M |
| First National Bank Sioux Falls | 4.76% | Add +1.4% | 211,255 | $15.3M |
| Shotwell Rutter Baer Inc | 9.77% | Add +0.8% | 208,770 | $15.1M |
| NewEdge Advisors, LLC | 0.07% | Add +1.0% | 205,550 | $14.9M |
| Clearwater Capital Advisors, LLC | 1.27% | New | 205,475 | $14.8M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +8.4% | 205,053 | $14.8M |
| Heritage Wealth Management, Inc. | 10.11% | Reduce -0.8% | 204,859 | $14.8M |
| Providence Financial Advisors, LLC | 13.87% | — | 201,219 | $14.5M |
| REAP Financial Group, LLC | 3.04% | Add +7.7% | 193,799 | $14.0M |
| Krilogy Financial LLC | 0.52% | Add +9.7% | 190,039 | $13.8M |
| WJ Interests, LLC | 5.53% | Reduce -21.9% | 189,504 | $13.7M |
| Meritas Wealth Management, LLC | 6.58% | Add +16.1% | 183,957 | $13.3M |
| Websterrogers Financial Advisors, LLC | 3.98% | Reduce -4.2% | 183,423 | $13.3M |
| Nova R Wealth, Inc. | 5.59% | Add +3.0% | 182,529 | $13.2M |
| Fidelity D & D Bancorp Inc. | 7.20% | Add +11.6% | 180,740 | $13.1M |
| Apollon Financial, LLC | 2.16% | Add +2.8% | 178,858 | $12.9M |
| Collective Family Office LLC | 3.08% | Add +1.1% | 177,791 | $12.8M |
| Atria Investments, Inc | 0.14% | Add +2.9% | 173,860 | $12.6M |
| Valued Wealth Advisors LLC | 5.83% | Add +8.6% | 173,765 | $12.6M |
| Perigon Wealth Management, LLC | 0.25% | Add +2.3% | 168,554 | $12.2M |
| Gallagher Fiduciary Advisors, LLC | 0.44% | Reduce -4.5% | 167,498 | $12.1M |
| Ullmann Wealth Partners Group, LLC | 1.32% | Add +38.3% | 166,724 | $12.0M |
| Certified Advisory Corp | 1.14% | Add +27.4% | 165,496 | $12.0M |
| MML Investors Services, LLC | 0.03% | Add +14.4% | 165,428 | $12.0M |
| Echo Wealth Management, LLC | 6.70% | Add +1.6% | 158,856 | $11.5M |
| BostonPremier Wealth LLC | 5.68% | Add +3.8% | 158,140 | $11.4M |
| Advantage Trust Co | 4.99% | Add +10.4% | 152,930 | $11.1M |
| WCG Wealth Advisors LLC | 0.69% | Add +2.8% | 151,215 | $10.9M |
| Modern Wealth Management, LLC | 0.21% | Reduce -10.9% | 149,475 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -36.7% | 148,036 | $10.7M |
"% 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.