Avantis US Large Cap ValueAVLVETF

13F holders, Q1 2026 (March 31)
486holders +41
60new positions
19sold out
3famous investors
$80.76avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions60$207.8M
Exits19$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.

Show all 486 holders