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

Avantis U.S. Large Cap Value ETF logo
$69.01 +0.02 (+0.03%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$69.00 -0.01 (-0.01%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
32
Total
Institutional Inflows
(last 12 months)
$176.74M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.69M
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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
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%
4/16/2025 Fortitude Family Office LLC129,536$8.45M3.0%+29.0%0.138%
4/15/2025 First National Bank Sioux Falls198,466$12.94M5.2%+12.2%0.211%
4/14/2025 Farther 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%
4/9/2025 NBC Securities Inc.395$25K0.0%N/A0.000%
4/8/2025 Parallel 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%
2/10/2025 Farther 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%
2/5/2025 Magnolia 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%
1/30/2025 Roxbury Financial LLC573$41K0.0%N/A0.001%
1/30/2025Nations Financial Group Inc. IA ADV60,356$4.03M0.3%+80.9%0.113%
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1/29/2025 Gradient 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%
1/16/2025 Lam Group Inc.7,455$498K0.4%+20.0%0.014%
1/13/2025 First National Bank Sioux Falls176,862$11.81M5.0%+12.2%0.330%
1/10/2025 Fortitude 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%
10/29/2024 First 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%
10/29/2024 Farther Finance Advisors LLC32,190$2.12M0.1%+63.6%0.060%
10/25/2024Strategic Blueprint LLC311,179$20.49M1.3%+1.4%0.581%
10/25/2024 Fortitude 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%
10/18/2024 Lam Group Inc.6,210$409K0.3%+172.4%0.012%
10/15/2024 NBC Securities Inc.395$26K0.0%N/A0.001%
10/10/2024City State Bank867$57K0.0%N/A0.002%
10/9/2024 Christopher 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%
7/31/2024 Farther Finance Advisors LLC19,674$1.23M0.1%+27.7%0.037%
7/31/2024 First 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%
7/25/2024 Christopher 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%
7/10/2024 Fortitude 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%
4/26/2024Opus 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%
4/24/2024SOL Capital Management CO91,603$5.89M0.7%+7.7%0.180%
4/23/2024Strategic 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%
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4/3/2024Arden Trust Co123,931$7.96M1.1%N/A0.427%
2/13/2024 Christopher J. Hasenberg Inc29,050$1.68M0.9%N/A0.100%
2/9/2024Nixon Peabody Trust Co.529,187$30.57M3.4%N/A1.825%
2/9/2024Moreno Evelyn V87,875$5.08M2.4%N/A0.303%
2/9/2024Rosenbaum 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%
2/1/2024Greenwich Wealth Management LLC100,570$5.81M0.6%+9.0%0.347%
1/31/2024Opus Capital Group LLC440,167$25.42M4.1%+2.5%1.518%
1/25/2024SOL Capital Management CO85,076$4.91M0.7%+15.6%0.293%
(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, 43 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($179.20M), Nixon Peabody Trust Co. ($65.85M), Opus Capital Group LLC ($31.96M), Farther Finance Advisors LLC ($22.52M), Strategic Blueprint LLC ($21.32M), NewEdge Advisors LLC ($15.76M), and First National Bank Sioux Falls ($14.21M).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 42 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. ($1.13M), Nixon Peabody Trust Co. ($1.01M), Farther Finance Advisors LLC ($320.01K), First National Bank Sioux Falls ($151.51K), Fidelity D & D Bancorp Inc. ($145.97K), Advantage Trust Co ($132.60K), and Fortitude Family Office LLC ($129.54K).

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

Institutional investors have bought a total of 2,695,275 shares in the last 24 months. This purchase volume represents approximately $176.74M 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 ($8.12K), USAdvisors Wealth Management LLC ($1.82K), 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 84,207 shares in the last 24 months. This volume of shares sold represents approximately $5.69M in transactions.


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This page (NYSEARCA:AVLV) was last updated on 7/20/2025 by MarketBeat.com Staff
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