Avantis US Large Cap ValueAVLVETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 445 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 45 from Q3 2025. 38 opened new positions and 23 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.0B), Envestnet Asset Management Inc. ($824.1M) and Wealth Enhancement Advisory Services, LLC ($815.4M). 2 famous investors held it, including 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 (Q4 2025)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $185.1M |
| Exits | 23 | $20.8M |
All 13F filers, Q3 2025 → Q4 2025: 9,434,690 shares bought and 3,740,352 shares sold, net +5,694,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 445 holders
| PNC Financial Services Group, Inc. | 0.57% | Reduce -2.3% | 13,752,416 | $1.0B |
| Envestnet Asset Management Inc. | 0.24% | Reduce -0.2% | 10,876,784 | $824.1M |
| Wealth Enhancement Advisory Services, LLC | 1.11% | Add +3.5% | 10,377,165 | $815.4M |
| Ameriprise Financial Inc. | 0.07% | Add +10.5% | 3,941,831 | $298.3M |
| LPL Financial LLC | 0.05% | Add +1.2% | 2,608,429 | $197.6M |
| Cerity Partners LLC | 0.28% | Add +10.6% | 2,511,491 | $190.3M |
| American Century Companies Inc. | 0.09% | Add +12.7% | 2,401,440 | $182.0M |
| Focus Partners Wealth | 0.19% | Add +6.5% | 2,210,192 | $167.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +3.6% | 2,035,906 | $154.3M |
| Petersen Hastings Wealth Advisors Inc. | 14.36% | — | 1,972,949 | $149.5M |
| Falcon Wealth Planning | 11.51% | Add +3.3% | 1,804,027 | $136.7M |
| Savant Capital, LLC | 0.70% | Reduce -9.3% | 1,628,864 | $123.4M |
| Waverly Advisors, LLC | 0.94% | Add +6.3% | 1,535,309 | $116.3M |
| Pure Financial Advisors, LLC | 1.69% | Reduce -0.4% | 1,491,096 | $113.0M |
| Beaird Harris Wealth Management, LLC | 6.94% | Add +3.3% | 1,329,332 | $100.7M |
| Alesco Advisors, LLC, An ESL Co | 2.60% | Add +0.2% | 1,325,341 | $100.4M |
| Apollon Wealth Management, LLC | 1.73% | Add +0.9% | 1,321,128 | $100.1M |
| Bank of America Corp. | 0.01% | Reduce -7.3% | 1,300,974 | $98.6M |
| Comerica Bank | 0.39% | Reduce -17.1% | 1,291,780 | $97.9M |
| Prime Capital Investment Advisors, LLC | 1.17% | Reduce -17.3% | 1,272,001 | $96.4M |
| Cetera Investment Advisers | 0.10% | Reduce -5.8% | 1,241,481 | $94.1M |
| Bridgewater Advisors Inc. | 5.94% | Add +4.5% | 1,150,578 | $91.7M |
| Morgan Stanley | 0.01% | Add +2.9% | 1,159,380 | $87.8M |
| Moisand Fitzgerald Tamayo, LLC | 9.75% | Add +4.3% | 1,138,940 | $86.3M |
| Cannon Financial Strategists, Inc. | 11.42% | Reduce -0.1% | 1,083,719 | $82.1M |
| HUB Investment Partners, LLC | 2.24% | New | 1,081,856 | $82.0M |
| Nixon Peabody Trust Co. | 5.77% | Add +1.7% | 1,006,324 | $76.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -12.1% | 968,781 | $73.4M |
| FMR LLC | 0.00% | Add +36.6% | 958,415 | $72.6M |
| Wealth Management Nebraska | 7.50% | Add +12.6% | 866,040 | $65.6M |
| &partners | 0.33% | Add +8.2% | 842,326 | $63.9M |
| ESL Trust Services, LLC | 11.95% | Add +1372.2% | 821,432 | $62.2M |
| Thrivent Financial for Lutherans | 0.10% | Add +51.6% | 756,140 | $57.7M |
| Park Avenue Securities LLC | 0.46% | Reduce -1.4% | 716,455 | $54.3M |
| Rockefeller Capital Management L.P. | 0.10% | Add +453.8% | 704,183 | $53.4M |
| FAS Wealth Partners, Inc. | 3.33% | Add +2.5% | 680,847 | $51.6M |
| Global Strategic Investment Solutions, LLC | 5.03% | Reduce -1.9% | 679,016 | $51.4M |
| Farther Finance Advisors, LLC | 0.54% | Add +190.0% | 668,964 | $50.7M |
| Arax Advisory Partners | 1.43% | New | 648,280 | $49.1M |
| Glenview Trust Co | 0.76% | Add +7.5% | 647,157 | $49.0M |
| Financial Engines Advisors L.L.C. | 0.09% | Add +3.4% | 639,774 | $48.5M |
| Voisard Asset Management Group, Inc. | 10.16% | Add +3.2% | 621,070 | $47.1M |
| Allegiance Financial Group Advisory Services LLC | 9.66% | Add +6.6% | 606,602 | $46.0M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 549,416 | $41.6M |
| UBS Group AG | 0.01% | Add +12.2% | 548,092 | $41.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -32.1% | 528,588 | $40.1M |
| Kestra Advisory Services, LLC | 0.16% | Add +5.2% | 525,810 | $39.8M |
| JRM Investment Counsel, LLC | 11.03% | Add +2.4% | 499,066 | $37.8M |
| Opus Capital Group, LLC | 4.04% | Add +1.0% | 492,427 | $37.3M |
| B&D White Capital Company, LLC | 4.16% | Add +343.7% | 474,291 | $35.9M |
| Visionary Wealth Advisors | 1.61% | Reduce -1.3% | 470,955 | $35.7M |
| Legacy Financial Strategies, LLC | 6.31% | Add +8.2% | 470,694 | $35.7M |
| Verus Financial Partners, Inc. | 3.02% | Reduce -4.4% | 410,597 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +13.3% | 396,099 | $30.0M |
| Aprio Wealth Management, LLC | 1.72% | New | 395,095 | $29.9M |
| Pacific Life Fund Advisors LLC | 2.89% | Reduce -5.2% | 370,280 | $28.1M |
| Austin Wealth Management, LLC | 4.05% | Add +5.4% | 349,095 | $27.4M |
| Chicago Partners Investment Group LLC | 0.67% | Add +0.1% | 340,014 | $27.1M |
| Focus Partners Advisor Solutions, LLC | 0.31% | Reduce -77.8% | 332,703 | $25.2M |
| Royal Bank of Canada | 0.00% | Reduce -0.4% | 324,392 | $24.6M |
| Leading Edge Financial Planning LLC | 5.54% | Add +9.8% | 320,959 | $24.3M |
| ShoreHaven Wealth Partners, LLC | 8.66% | Add +17.8% | 318,044 | $24.1M |
| Symmetry Partners, LLC | 1.36% | Add +24.2% | 304,318 | $23.1M |
| Apella Capital, LLC | 0.42% | Add +12.6% | 281,549 | $21.3M |
| Three Cord True Wealth Management, LLC | 12.35% | Add +10.7% | 280,189 | $21.2M |
| McMill Wealth Management | 5.74% | Add +5.6% | 269,242 | $20.4M |
| Aire Advisors, LLC | 3.62% | Add +1.3% | 261,594 | $19.8M |
| Northland Capital Management LLC | 11.05% | Add +17.1% | 260,445 | $19.7M |
| Integrated Capital Management, Inc. | 13.08% | Add +0.1% | 259,744 | $19.7M |
| Arlington Financial Advisors, LLC | 2.82% | Add +4.5% | 259,385 | $19.7M |
| McIlrath & Eck, LLC | 1.79% | Reduce -8.0% | 254,481 | $19.3M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +20.3% | 246,660 | $18.7M |
| Fonville Wealth Management LLC | 3.76% | Add +11.1% | 242,754 | $18.4M |
| Oceanside Advisors LLC | 11.03% | Reduce -0.8% | 240,033 | $18.2M |
| Kestra Investment Management, LLC | 0.43% | Add +4.2% | 233,118 | $17.7M |
| Keener Financial Planning LLC | 7.50% | Add +7.7% | 229,126 | $17.4M |
| Cornerstone Wealth Partners, LLC | 11.70% | — | 222,541 | $16.9M |
| Shotwell Rutter Baer Inc | 10.07% | Add +2.4% | 213,775 | $16.8M |
| Clearwater Capital Advisors, LLC | 1.39% | Add +6.9% | 219,562 | $16.6M |
| Heritage Wealth Management, Inc. | 10.61% | Add +5.5% | 216,227 | $16.4M |
| First National Bank Sioux Falls | 4.85% | Add +1.1% | 213,618 | $16.2M |
| Ullmann Wealth Partners Group, LLC | 1.66% | Add +31.8% | 219,727 | $16.0M |
| REAP Financial Group, LLC | 3.21% | Add +7.7% | 208,788 | $15.8M |
| Advantage Trust Co | 6.98% | Add +33.7% | 204,534 | $15.5M |
| Meritas Wealth Management, LLC | 7.30% | Add +9.0% | 200,443 | $15.2M |
| Providence Financial Advisors, LLC | 15.04% | Reduce -1.1% | 199,067 | $15.1M |
| Krilogy Financial LLC | 0.50% | Reduce -2.6% | 185,103 | $14.8M |
| NewEdge Advisors, LLC | 0.05% | Reduce -5.3% | 194,660 | $14.7M |
| Fidelity D & D Bancorp Inc. | 6.34% | Add +7.1% | 193,634 | $14.7M |
| Corient Private Wealth LP | 0.02% | Add +288.7% | 191,036 | $14.5M |
| Apollon Financial, LLC | 2.10% | Add +6.4% | 190,275 | $14.4M |
| BostonPremier Wealth LLC | 7.33% | Add +19.4% | 188,881 | $14.3M |
| Websterrogers Financial Advisors, LLC | 3.95% | Reduce -2.2% | 179,389 | $13.6M |
| Valued Wealth Advisors LLC | 5.94% | Add +2.6% | 178,244 | $13.5M |
| Nova R Wealth, Inc. | 4.91% | Reduce -2.6% | 177,696 | $13.5M |
| MML Investors Services, LLC | 0.03% | Add +7.3% | 177,561 | $13.5M |
| Pine Harbor Wealth Management, LLC | 4.11% | Add +20.9% | 177,103 | $13.4M |
| Collective Family Office LLC | 3.07% | Reduce -0.8% | 176,347 | $13.4M |
| Gallagher Fiduciary Advisors, LLC | 0.43% | Add +3.7% | 173,727 | $13.2M |
| Atria Investments, Inc | 0.15% | Reduce -0.2% | 173,447 | $13.1M |
"% 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.