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

Avantis U.S. Large Cap Value ETF logo
$72.36 -0.09 (-0.12%)
Closing price 09/23/2025 04:10 PM Eastern
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$72.36 0.00 (0.00%)
As of 08:00 AM Eastern
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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)
34
Total
Institutional Inflows
(last 12 months)
$193.14M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.26M
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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
8/15/2025 Fidelity D & D Bancorp Inc.161,993$11.05M6.8%+19.7%0.143%
8/15/2025 Ameriprise Financial Inc.3,054,363$208.32M0.1%+11.1%2.705%
8/14/2025 Hurley Capital LLC541$37K0.0%+501.1%0.000%
8/13/2025 EverSource Wealth Advisors LLC20,960$1.43M0.1%+348.2%0.019%
8/13/2025 Greenwich Wealth Management LLC134,470$9.17M0.4%+8.0%0.119%
8/12/2025 JPMorgan Chase & Co.423,936$28.92M0.0%+58.0%0.375%
8/11/2025 Diversified Portfolios Inc.7,664$523K0.0%N/A0.007%
8/8/2025 Nixon Peabody Trust Co.1,034,603$70.57M5.5%+2.5%0.921%
8/8/2025 Comprehensive Financial Planning Inc. PA13,288$906K0.7%+32.0%0.012%
8/6/2025 Cloud Capital Management LLC13,081$904K0.6%-14.3%0.012%
8/5/2025 TIAA Trust National Association3,164$216K0.0%N/A0.003%
7/31/2025 BIP Wealth LLC4,907$335K0.0%-34.5%0.004%
7/31/2025 Opus Capital Group LLC487,866$33.28M4.0%-0.4%0.434%
7/30/2025 Strategic Blueprint LLC354,898$24.21M1.2%+8.6%0.316%
7/30/2025 Advantage Trust Co138,517$9.45M4.7%+3.3%0.123%
7/22/2025 USAdvisors Wealth Management LLC19,032$1.30M0.5%-7.1%0.017%
7/21/2025 Creative Capital Management Investments LLC2,875$196K0.1%+286.9%0.003%
7/17/2025 White Pine Investment CO77,303$5.27M1.3%N/A0.069%
7/15/2025 Fortitude Family Office LLC78,527$5.36M1.8%-39.4%0.070%
7/11/2025 Farther Finance Advisors LLC330,146$22.52M0.5%+146.7%0.295%
7/8/2025 Parallel Advisors LLC21,740$1.48M0.0%+211.1%0.019%
7/3/2025 Lam Group Inc.9,615$656K0.4%+28.9%0.009%
7/1/2025 First National Bank Sioux Falls208,306$14.21M5.2%+5.0%0.186%
5/16/2025NewEdge Advisors LLC241,608$15.76M0.1%+7.6%0.223%
5/14/2025Ameriprise Financial Inc.2,749,856$179.20M0.0%+46.3%2.688%
5/13/2025Nations Financial Group Inc. IA ADV87,169$5.68M0.4%+44.4%0.085%
5/9/2025Comprehensive Financial Planning Inc. PA10,067$657K0.6%+4.1%0.010%
5/7/2025Advantage Trust Co134,134$8.75M5.3%+21.4%0.131%
5/6/2025USAdvisors Wealth Management LLC20,482$1.34M0.5%-7.5%0.020%
5/1/2025LRI Investments LLC42,375$2.76M0.2%+645.1%0.041%
5/1/2025Fidelity D & D Bancorp Inc.135,302$8.82M5.8%+7.5%0.132%
4/30/2025Opus Capital Group LLC490,071$31.96M4.1%-0.9%0.479%
4/29/2025Cloud Capital Management LLC15,268$995K0.7%N/A0.015%
4/29/2025Strategic Blueprint LLC326,902$21.32M1.2%+4.0%0.320%
4/23/2025Team Financial Group LLC5,966$389K0.2%+86.0%0.006%
4/18/2025Creative Capital Management Investments LLC743$48K0.0%+58.1%0.001%
4/16/2025Fortitude Family Office LLC129,536$8.45M3.0%+29.0%0.138%
4/15/2025First National Bank Sioux Falls198,466$12.94M5.2%+12.2%0.211%
4/14/2025Farther Finance Advisors LLC133,809$8.76M0.2%+88.7%0.142%
4/10/2025Nixon Peabody Trust Co.1,009,828$65.85M5.6%+11.2%1.073%
4/9/2025NBC Securities Inc.395$25K0.0%N/A0.000%
4/8/2025Parallel Advisors LLC6,987$456K0.0%N/A0.007%
2/27/2025Fidelity D & D Bancorp Inc.125,846$8.40M5.6%+9.3%0.150%
2/21/2025Fidelity D & D Bancorp Inc.125,846$8.40M6.1%+9.3%0.235%
2/18/2025Sunbelt Securities Inc.1,435$96K0.0%N/A0.003%
2/17/2025BIP Wealth LLC7,496$501K0.0%+52.8%0.014%
2/17/2025Ameriprise Financial Inc.1,880,218$123.97M0.0%+16.0%3.513%
2/13/2025Titleist Asset Management LLC3,535$236K0.0%N/A0.007%
2/12/2025JPMorgan Chase & Co.170,256$11.37M0.0%-12.0%0.318%
2/10/2025Greenwich Wealth Management LLC116,835$7.80M0.6%+3.0%0.218%
2/10/2025Farther Finance Advisors LLC70,899$4.73M0.2%+120.3%0.132%
2/5/2025Nixon Peabody Trust Co.908,524$60.66M5.0%+5.7%1.698%
2/5/2025Magnolia Private Wealth LLC5,795$387K0.2%N/A0.011%
2/3/2025Advantage Trust Co110,446$7.37M4.3%+74.2%0.206%
1/31/2025Opus Capital Group LLC494,434$33.01M4.2%-0.8%0.924%
1/30/2025Roxbury Financial LLC573$41K0.0%N/A0.001%
1/30/2025Nations Financial Group Inc. IA ADV60,356$4.03M0.3%+80.9%0.113%
1/29/2025Gradient Capital Advisors LLC3,827$256K0.1%-3.8%0.007%
1/29/2025Comprehensive Financial Planning Inc. PA9,675$646K0.5%N/A0.018%
1/23/2025SOL Capital Management CO110,237$7.36M0.8%+3.2%0.206%
1/23/2025USAdvisors Wealth Management LLC22,152$1.48M0.5%-0.7%0.041%
1/23/2025Strategic Blueprint LLC314,379$20.99M1.2%+1.0%0.587%
1/21/2025Team Financial Group LLC3,208$214K0.1%N/A0.006%
1/16/2025Lam Group Inc.7,455$498K0.4%+20.0%0.014%
1/13/2025First National Bank Sioux Falls176,862$11.81M5.0%+12.2%0.330%
1/10/2025Fortitude Family Office LLC100,447$6.71M2.4%+24.3%0.188%
12/26/2024JPMorgan Chase & Co.193,366$12.73M0.0%+18.5%0.361%
12/6/2024Fidelity D & D Bancorp Inc.115,176$7.58M5.0%+13.9%0.215%
11/14/2024Flow Traders U.S. LLC17,474$1.15M0.1%+261.9%0.033%
11/8/2024BIP Wealth LLC4,905$323K0.0%+40.9%0.009%
11/7/2024Nixon Peabody Trust Co.859,673$56.59M4.7%+7.8%1.606%
11/5/2024Nations Financial Group Inc. IA ADV33,372$2.20M0.2%+73.4%0.062%
11/4/2024Advantage Trust Co63,392$4.17M2.8%+4,029.8%0.118%
10/29/2024First National Bank Sioux Falls157,681$10.38M4.7%+16.1%0.295%
10/29/2024Greenwich Wealth Management LLC113,470$7.47M0.5%+3.1%0.212%
10/29/2024Farther Finance Advisors LLC32,190$2.12M0.1%+63.6%0.060%
10/25/2024Strategic Blueprint LLC311,179$20.49M1.3%+1.4%0.581%
10/25/2024Fortitude Family Office LLC80,840$5.32M2.1%+10.1%0.151%
10/22/2024SOL Capital Management CO106,854$7.03M0.8%+10.2%0.200%
10/18/2024Lam Group Inc.6,210$409K0.3%+172.4%0.012%
10/15/2024NBC Securities Inc.395$26K0.0%N/A0.001%
10/10/2024City State Bank867$57K0.0%N/A0.002%
10/9/2024Christopher J. Hasenberg Inc28,920$1.90M0.8%+6.5%0.054%
8/9/2024Greenwich Wealth Management LLC110,107$6.92M0.5%+2.2%0.206%
8/7/2024Cahill Financial Advisors Inc.4,799$302K0.0%N/A0.009%
8/6/2024Fidelity D & D Bancorp Inc.101,160$6.36M4.8%N/A0.189%
7/31/2024Farther Finance Advisors LLC19,674$1.23M0.1%+27.7%0.037%
7/31/2024First National Bank Sioux Falls135,863$8.54M4.4%+12.5%0.254%
7/31/2024Anfield Capital Management LLC994$62K0.0%N/A0.002%
7/29/2024Nations Financial Group Inc. IA ADV19,241$1.21M0.1%N/A0.036%
7/27/2024Nixon Peabody Trust Co.797,745$50.13M4.5%+37.3%1.491%
7/27/2024Strategic Blueprint LLC306,738$19.28M1.3%+1.7%0.573%
7/25/2024Christopher J. Hasenberg Inc27,161$1.71M0.8%+2.1%0.051%
7/23/2024SOL Capital Management CO96,930$6.09M0.7%+5.8%0.181%
7/10/2024Fortitude Family Office LLC73,424$4.61M2.6%+36.7%0.137%
7/9/2024Arden Trust Co124,103$7.80M1.1%+0.1%0.232%
5/21/2024LRI Investments LLC5,687$365K0.1%N/A0.011%
5/15/2024LRI Investments LLC5,687$359K0.0%N/A0.011%
5/7/2024Nixon Peabody Trust Co.580,853$37.33M3.4%+9.8%1.085%
5/2/2024USAdvisors Wealth Management LLC21,770$1.39M0.5%-3.6%0.043%
(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, 45 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($208.32M), Nixon Peabody Trust Co. ($70.57M), Opus Capital Group LLC ($33.28M), JPMorgan Chase & Co. ($28.92M), Strategic Blueprint LLC ($24.21M), Farther Finance Advisors LLC ($22.52M), and NewEdge Advisors LLC ($15.76M).Learn more on Avantis U.S. Large Cap Value ETF's institutional investors.

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

Of the 43 institutional investors that purchased Avantis U.S. Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($1.43M), Nixon Peabody Trust Co. ($1.03M), Farther Finance Advisors LLC ($314.74K), JPMorgan Chase & Co. ($185.81K), Fidelity D & D Bancorp Inc. ($172.66K), First National Bank Sioux Falls ($151.51K), and Advantage Trust Co ($136.98K).

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

Institutional investors have bought a total of 2,906,117 shares in the last 24 months. This purchase volume represents approximately $193.14M in transactions.

Which of Avantis U.S. Large Cap Value ETF's 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: Fortitude Family Office LLC ($51.01K), JPMorgan Chase & Co. ($23.11K), Opus Capital Group LLC ($10.32K), USAdvisors Wealth Management LLC ($3.27K), BIP Wealth LLC ($2.59K), Cloud Capital Management LLC ($2.19K), and Gradient Capital Advisors LLC ($150.00).

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

Institutional investors have sold a total of 92,638 shares in the last 24 months. This volume of shares sold represents approximately $6.26M in transactions.


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This page (NYSEARCA:AVLV) was last updated on 9/24/2025 by MarketBeat.com Staff
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