Avantis US Large Cap ValueAVLVETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 486 institutions reported holding Avantis US Large Cap Value (AVLV) in their 13F filings, up 41 from Q4 2025. 60 opened new positions and 19 sold out. The largest holders were PNC Financial Services Group, Inc. ($1.1B), Envestnet Asset Management Inc. ($817.3M) and Wealth Enhancement Advisory Services, LLC ($621.2M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), 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 (Q1 2026)
- CUSIP
- 025072349
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $207.8M |
| Exits | 19 | $19.6M |
All 13F filers, Q4 2025 → Q1 2026: 9,859,546 shares bought and 6,032,934 shares sold, net +3,826,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 486 holders
| PNC Financial Services Group, Inc. | 0.62% | Reduce -3.9% | 13,221,779 | $1.1B |
| Envestnet Asset Management Inc. | 0.22% | Reduce -6.8% | 10,139,321 | $817.3M |
| Wealth Enhancement Advisory Services, LLC | 1.37% | Reduce -25.8% | 7,700,512 | $621.2M |
| Ameriprise Financial Inc. | 0.07% | Reduce -1.9% | 3,867,435 | $311.7M |
| LPL Financial LLC | 0.07% | Add +18.7% | 3,096,355 | $249.6M |
| American Century Companies Inc. | 0.12% | Add +19.1% | 2,860,379 | $230.6M |
| Cerity Partners LLC | 0.32% | Add +12.7% | 2,829,736 | $228.1M |
| Focus Partners Wealth | 0.23% | Add +13.3% | 2,504,756 | $202.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +17.9% | 2,401,298 | $193.6M |
| Petersen Hastings Wealth Advisors Inc. | 14.79% | Add +1.5% | 2,002,480 | $161.4M |
| Falcon Wealth Planning | 10.82% | Add +9.2% | 1,970,576 | $158.8M |
| Waverly Advisors, LLC | 1.01% | Add +8.5% | 1,666,055 | $134.3M |
| Savant Capital, LLC | 0.59% | Reduce -7.1% | 1,513,146 | $122.0M |
| Pure Financial Advisors, LLC | 1.69% | Reduce -2.9% | 1,448,030 | $116.7M |
| Moisand Fitzgerald Tamayo, LLC | 11.77% | Add +19.3% | 1,358,554 | $109.5M |
| Beaird Harris Wealth Management, LLC | 7.36% | Add +1.0% | 1,342,478 | $108.2M |
| Bridgewater Advisors Inc. | 6.24% | Add +3.4% | 1,189,165 | $105.0M |
| Alesco Advisors, LLC, An ESL Co | 2.66% | Reduce -2.5% | 1,291,725 | $104.1M |
| Fifth Third Bancorp | 0.19% | Add +1180.5% | 1,272,973 | $102.6M |
| Apollon Wealth Management, LLC | 1.66% | Reduce -3.9% | 1,269,381 | $102.3M |
| FMR LLC | 0.01% | Add +31.8% | 1,262,774 | $101.8M |
| Morgan Stanley | 0.01% | Add +5.5% | 1,223,715 | $98.6M |
| Cetera Investment Advisers | 0.10% | Reduce -3.4% | 1,199,784 | $96.7M |
| Prime Capital Investment Advisors, LLC | 1.08% | Reduce -8.5% | 1,163,667 | $93.8M |
| HUB Investment Partners, LLC | 2.23% | Add +4.5% | 1,130,337 | $91.1M |
| Cannon Financial Strategists, Inc. | 11.97% | Add +4.3% | 1,130,111 | $91.1M |
| Bank of America Corp. | 0.01% | Reduce -17.7% | 1,070,767 | $86.3M |
| Nixon Peabody Trust Co. | 6.61% | Add +2.5% | 1,031,823 | $83.2M |
| Commonwealth Equity Services, LLC | 0.11% | Add +2.0% | 988,484 | $79.7M |
| Wealth Management Nebraska | 7.66% | Add +8.3% | 937,713 | $75.6M |
| &partners | 0.36% | Add +5.8% | 891,464 | $72.5M |
| ESL Trust Services, LLC | 12.97% | Add +2.6% | 842,631 | $67.9M |
| B&D White Capital Company, LLC | 8.17% | Add +72.9% | 820,112 | $66.1M |
| Park Avenue Securities LLC | 0.45% | Reduce -0.9% | 710,310 | $57.3M |
| Glenview Trust Co | 0.89% | Add +8.2% | 700,094 | $56.4M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -7.9% | 696,206 | $56.1M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -2.9% | 683,776 | $55.1M |
| FAS Wealth Partners, Inc. | 3.43% | Add +0.2% | 682,177 | $55.0M |
| Global Strategic Investment Solutions, LLC | 5.31% | Reduce -1.4% | 669,290 | $54.0M |
| Financial Engines Advisors L.L.C. | 0.11% | Add +1.4% | 648,674 | $52.3M |
| Benjamin Edwards Inc. | 0.52% | New | 647,955 | $52.2M |
| Voisard Asset Management Group, Inc. | 10.94% | Add +2.5% | 636,283 | $51.3M |
| Allegiance Financial Group Advisory Services LLC | 10.14% | Add +4.3% | 632,785 | $51.0M |
| Raymond James Financial Inc. | 0.02% | Add +17.7% | 622,088 | $50.1M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 613,298 | $48.3M |
| Farther Finance Advisors, LLC | 0.44% | Reduce -13.3% | 579,883 | $46.9M |
| Arax Advisory Partners | 1.30% | Reduce -12.0% | 570,540 | $46.0M |
| Vestmark Advisory Solutions, Inc. | 0.49% | New | 549,655 | $44.3M |
| Kestra Advisory Services, LLC | 0.17% | Add +4.3% | 548,647 | $44.2M |
| JRM Investment Counsel, LLC | 11.51% | Add +6.6% | 532,169 | $42.9M |
| UBS Group AG | 0.01% | Reduce -6.2% | 514,375 | $41.5M |
| Opus Capital Group, LLC | 4.31% | Add +1.0% | 497,560 | $40.1M |
| Legacy Financial Strategies, LLC | 7.01% | Add +2.4% | 481,853 | $38.8M |
| Visionary Wealth Advisors | 1.68% | Reduce -0.2% | 470,069 | $37.9M |
| Aprio Wealth Management, LLC | 1.91% | Add +9.8% | 433,804 | $35.0M |
| Tulsa Wealth Advisors, INC | 5.77% | New | 408,289 | $32.9M |
| N.E.W. Advisory Services LLC | 2.36% | Add +3948.4% | 390,672 | $31.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.7% | 381,410 | $30.7M |
| Chicago Partners Investment Group LLC | 0.67% | Add +2.0% | 346,993 | $29.7M |
| ShoreHaven Wealth Partners, LLC | 10.13% | Add +10.0% | 349,848 | $28.2M |
| Leading Edge Financial Planning LLC | 5.89% | Add +8.2% | 347,359 | $28.0M |
| Focus Partners Advisor Solutions, LLC | 0.28% | Add +4.2% | 346,777 | $27.9M |
| Apella Capital, LLC | 0.41% | Add +15.5% | 325,246 | $27.8M |
| Royal Bank of Canada | 0.01% | Add +3.8% | 336,698 | $27.1M |
| Symmetry Partners, LLC | 1.53% | Add +9.2% | 332,226 | $26.8M |
| Three Cord True Wealth Management, LLC | 13.27% | Add +5.7% | 296,162 | $23.9M |
| McMill Wealth Management | 6.21% | Add +7.6% | 289,783 | $23.4M |
| Verus Financial Partners, Inc. | 1.95% | Reduce -37.3% | 257,373 | $21.8M |
| Austin Wealth Management, LLC | 4.91% | Reduce -23.9% | 265,529 | $21.6M |
| Northland Capital Management LLC | 11.75% | Add +2.4% | 266,638 | $21.5M |
| Aire Advisors, LLC | 3.91% | Add +1.5% | 265,478 | $21.4M |
| Fonville Wealth Management LLC | 4.05% | Add +8.7% | 263,925 | $21.3M |
| Cornerstone Wealth Partners, LLC | 11.58% | Add +13.8% | 253,305 | $20.4M |
| Arlington Financial Advisors, LLC | 2.89% | Reduce -2.9% | 251,875 | $20.3M |
| Nova R Wealth, Inc. | 6.48% | Add +41.7% | 251,854 | $20.3M |
| McIlrath & Eck, LLC | 1.52% | Reduce -1.5% | 250,614 | $20.2M |
| Integrated Capital Management, Inc. | 13.21% | Reduce -5.1% | 246,536 | $19.9M |
| Ullmann Wealth Partners Group, LLC | 2.02% | Add +10.0% | 241,731 | $19.5M |
| Oceanside Advisors LLC | 11.12% | Add +0.7% | 241,729 | $19.5M |
| Clearwater Capital Advisors, LLC | 1.55% | Add +8.8% | 238,850 | $19.3M |
| First National Bank Sioux Falls | 5.21% | Add +5.3% | 225,021 | $19.0M |
| Pacific Life Fund Advisors LLC | 2.15% | Reduce -37.4% | 231,965 | $18.7M |
| Meritas Wealth Management, LLC | 8.42% | Add +15.3% | 231,132 | $18.6M |
| Keener Financial Planning LLC | 7.82% | Add +0.8% | 230,857 | $18.6M |
| REAP Financial Group, LLC | 3.65% | Add +10.0% | 229,676 | $18.5M |
| Heritage Wealth Management, Inc. | 10.13% | Add +4.1% | 225,171 | $18.2M |
| Fidelity D & D Bancorp Inc. | 7.16% | Add +14.4% | 221,519 | $17.9M |
| Kestra Investment Management, LLC | 0.31% | Reduce -5.7% | 219,931 | $17.7M |
| Shotwell Rutter Baer Inc | 10.26% | Add +1.3% | 216,582 | $17.5M |
| Advantage Trust Co | 7.64% | Add +3.4% | 211,547 | $17.1M |
| Providence Financial Advisors, LLC | 9.66% | Add +5.7% | 210,327 | $17.0M |
| MML Investors Services, LLC | 0.05% | Add +16.3% | 206,523 | $16.6M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -19.4% | 198,881 | $16.0M |
| Apollon Financial, LLC | 2.20% | Add +3.3% | 196,536 | $15.8M |
| BostonPremier Wealth LLC | 8.16% | Add +3.7% | 195,848 | $15.8M |
| Gallagher Fiduciary Advisors, LLC | 0.61% | Add +12.0% | 194,591 | $15.7M |
| Atria Investments, Inc | 0.17% | Add +11.6% | 193,529 | $15.6M |
| NewEdge Advisors, LLC | 0.06% | Reduce -1.6% | 191,632 | $15.4M |
| Perigon Wealth Management, LLC | 0.28% | Add +11.6% | 190,363 | $15.3M |
| Corient Private Wealth LP | 0.02% | Reduce -0.5% | 190,129 | $15.2M |
"% 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.