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Avantis U.S. Large Cap Value ETF (AVLV) Institutional Ownership

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$63.46
-0.22 (-0.35%)
(As of 05/16/2024 ET)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$70.12M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$451.10K
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AVLV Institutional Buying and Selling by Quarter

Avantis U.S. Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 LRI Investments LLC5,687$359K0.0%N/A0.011%
5/7/2024 Nixon Peabody Trust Co.580,853$37.33M3.4%+9.8%1.085%
5/2/2024 USAdvisors Wealth Management LLC21,770$1.39M0.5%-3.6%0.043%
4/26/2024 Opus Capital Group LLC455,264$29.26M4.3%+3.4%0.897%
4/25/2024 Christopher J. Hasenberg Inc26,596$1.71M0.8%-8.4%0.052%
4/24/2024 SOL Capital Management CO91,603$5.89M0.7%+7.7%0.180%
4/23/2024 Strategic Blueprint LLC301,506$19.38M1.4%+1.1%0.594%
4/17/2024 Gradient Capital Advisors LLC4,446$286K0.1%-17.6%0.009%
4/16/2024 First National Bank Sioux Falls120,816$7.76M4.2%+21.4%0.417%
4/11/2024 Fortitude Family Office LLC53,706$3.45M2.3%+59.9%0.185%
4/3/2024 Arden Trust Co123,931$7.96M1.1%N/A0.427%
2/13/2024 Christopher J. Hasenberg Inc29,050$1.68M0.9%N/A0.100%
2/9/2024 Nixon Peabody Trust Co.529,187$30.57M3.4%N/A1.825%
2/9/2024Moreno Evelyn V87,875$5.08M2.4%N/A0.303%
2/9/2024 Rosenbaum Jay D.15,785$912K2.4%N/A0.054%
2/9/2024Cohen Lawrence B4,465$258K12.6%N/A0.015%
2/1/2024 First National Bank Sioux Falls99,557$5.75M2.9%+27.6%0.343%
2/1/2024 Greenwich Wealth Management LLC100,570$5.81M0.6%+9.0%0.347%
1/31/2024 Opus Capital Group LLC440,167$25.42M4.1%+2.5%1.518%
1/25/2024 SOL Capital Management CO85,076$4.91M0.7%+15.6%0.293%
1/25/2024 Strategic Blueprint LLC298,144$17.22M1.4%+1.9%1.028%
1/23/2024 Tanglewood Legacy Advisors LLC1,000$58K0.0%N/A0.003%
1/19/2024 Life Planning Partners Inc750$43K0.0%N/A0.003%
1/12/2024 Fortitude Family Office LLC33,582$1.94M1.4%N/A0.116%
11/7/2023 Greenwich Wealth Management LLC92,249$4.86M0.5%+16.0%0.318%
11/2/2023 Diversified Portfolios Inc.4,222$222K0.0%+8.9%0.015%
10/25/2023 Gradient Capital Advisors LLC5,395$284K0.1%-4.9%0.019%
10/19/2023 SOL Capital Management CO73,608$3.88M0.6%+22.9%0.254%
10/18/2023 Strategic Blueprint LLC292,679$15.42M1.4%-1.1%1.009%
10/12/2023 First National Bank Sioux Falls78,006$4.11M2.5%+37.3%0.269%
9/12/2023Farther Finance Advisors LLC9,308$497K0.1%+130.3%0.038%
8/14/2023 Certified Advisory Corp4,980$266K0.0%N/A0.020%
8/9/2023 Diversified Portfolios Inc.3,878$207K0.0%N/A0.016%
8/1/2023 USAdvisors Wealth Management LLC20,003$1.07M0.5%+4.8%0.100%
7/31/2023 Opus Capital Group LLC418,977$22.35M3.9%+28.9%2.084%
7/31/2023 Greenwich Wealth Management LLC79,557$4.24M0.4%+42.6%0.396%
7/18/2023 First National Bank Sioux Falls56,801$3.03M1.9%+32.6%0.283%
4/28/2023 Strategic Blueprint LLC302,250$15.45M1.6%+3.1%1.873%
4/24/2023 Opus Capital Group LLC324,954$16.61M3.0%+23.5%2.013%
4/24/2023 Greenwich Wealth Management LLC55,798$2.85M0.3%+14.9%0.346%
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4/19/2023 SOL Capital Management CO57,345$2.93M0.5%+7.8%0.355%
4/18/2023 WMG Financial Advisors LLC27,081$1.63M1.3%N/A0.168%
4/18/2023 First National Bank Sioux Falls42,835$2.19M1.5%+174.7%0.265%
4/13/2023 USAdvisors Wealth Management LLC19,082$975K0.5%+1.7%0.118%
3/6/2023 OLD Mission Capital LLC3,224$162K0.0%N/A0.020%
2/10/2023 USAdvisors Wealth Management LLC18,761$942K0.5%+2.1%0.119%
2/9/2023 Schwarz Dygos Wheeler Investment Advisors LLC4,629$232K0.1%N/A0.029%
2/6/2023 Greenwich Wealth Management LLC48,555$2.44M0.3%+11.4%0.308%
2/6/2023 Gradient Capital Advisors LLC5,549$279K0.1%-27.5%0.035%
1/27/2023 First National Bank Sioux Falls15,596$783K0.6%+54.3%0.099%
1/26/2023 Strategic Blueprint LLC293,172$14.71M1.7%+14.9%1.860%
1/24/2023 SOL Capital Management CO53,183$2.67M0.5%+16.7%0.342%
1/18/2023 Opus Capital Group LLC263,100$13.21M2.6%N/A1.702%
11/15/2022 USAdvisors Wealth Management LLC18,368$816K0.4%+9.3%0.163%
11/8/2022 Strategic Blueprint LLC255,053$11.33M1.4%+11.7%2.265%
11/7/2022 Gradient Capital Advisors LLC7,650$340K0.2%-5.1%0.068%
10/14/2022 First National Bank Sioux Falls10,107$449K0.5%+59.2%0.091%
10/12/2022 SOL Capital Management CO45,573$2.02M0.4%+14.8%0.408%
8/15/2022 USAdvisors Wealth Management LLC16,801$775K0.4%+133.5%0.188%
8/12/2022 Strategic Blueprint LLC228,306$10.53M1.3%+24.3%2.548%
8/5/2022 OLD Mission Capital LLC6,812$314K0.0%N/A0.076%
7/22/2022 First National Bank Sioux Falls6,347$293K0.4%N/A0.076%
7/21/2022 SOL Capital Management CO39,698$1.83M0.4%+36.3%0.474%
7/18/2022 Gradient Capital Advisors LLC8,063$372K0.2%+75.2%0.096%
6/8/2022 USAdvisors Wealth Management LLC7,196$389K0.2%N/A0.181%
5/9/2022 Herold Advisors Inc.600$32K0.0%N/A0.014%
4/29/2022 Gradient Capital Advisors LLC4,603$249K0.1%N/A0.121%
4/18/2022 SOL Capital Management CO29,128$1.58M0.3%+125.8%0.779%
1/19/2022 SOL Capital Management CO12,900$699K0.1%N/A0.512%
(Data available from 1/1/2016 forward)

AVLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVLV shares?

During the previous two years, 23 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Value ETF. The most heavily invested institutionals were Nixon Peabody Trust Co. ($37.33M), Opus Capital Group LLC ($29.26M), Strategic Blueprint LLC ($19.38M), Arden Trust Co ($7.96M), First National Bank Sioux Falls ($7.76M), SOL Capital Management CO ($5.89M), and Greenwich Wealth Management LLC ($5.81M).Learn more on AVLV's institutional investors.

Which institutional investors have been buying Avantis U.S. Large Cap Value ETF stock?

Of the 23 institutional investors that purchased Avantis U.S. Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nixon Peabody Trust Co. ($580.85K), Opus Capital Group LLC ($444.64K), Strategic Blueprint LLC ($127.39K), Arden Trust Co ($123.93K), First National Bank Sioux Falls ($120.82K), Moreno Evelyn V ($87.88K), and SOL Capital Management CO ($59.95K).

How much institutional buying is happening at Avantis U.S. Large Cap Value ETF?

Institutional investors have bought a total of 1,792,562 shares in the last 24 months. This purchase volume represents approximately $99.39M in transactions.

Which Avantis U.S. Large Cap Value ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis U.S. Large Cap Value ETF stock in the last 24 months: Gradient Capital Advisors LLC ($3.74K), Strategic Blueprint LLC ($3.15K), Christopher J. Hasenberg Inc ($2.45K), and USAdvisors Wealth Management LLC ($805.00).

How much institutional selling is happening at Avantis U.S. Large Cap Value ETF?

Institutional investors have sold a total of 10,152 shares in the last 24 months. This volume of shares sold represents approximately $574.89K in transactions.


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This page (NYSEARCA:AVLV) was last updated on 5/16/2024 by MarketBeat.com Staff

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