Avantis US Large Cap ValueAVLVETF

13F holders, Q4 2025 (December 31)
445holders +45
38new positions
23sold out
2famous investors
$76.13avg. 13F price*

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

0200400600 Q1 2024: 222Q1 2024Q2 2024: 252Q2 2024Q3 2024: 278Q3 2024Q4 2024: 345Q4 2024Q1 2025: 359Q1 2025Q2 2025: 374Q2 2025Q3 2025: 400Q3 2025Q4 2025: 445Q4 2025Q1 2026: 486Q1 2026Q2 2026: 566Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$185.1M
Exits23$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.

Show all 445 holders