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

Avantis U.S. Large Cap Value ETF logo
$91.85 +0.16 (+0.17%)
As of 12:35 PM 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)
41
Total
Institutional Inflows
(last 12 months)
$227.65M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$33.79M
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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
7/10/2026 Lam Group Inc.16,150$1.47M0.7%+4.1%0.009%
7/9/2026 GoalVest Advisory LLC567$52K0.0%-19.9%0.000%
7/7/2026 Arlington Trust Co LLC1,366$125K0.0%N/A0.001%
7/2/2026 Sarver Vrooman Wealth Advisors44,966$4.11M2.4%+1.4%0.027%
6/3/2026Parallel Advisors LLC22,449$1.81M0.0%-1.7%0.017%
5/19/2026McIlrath & Eck LLC250,614$20.20M1.5%-1.5%0.188%
5/18/2026EverSource Wealth Advisors LLC4,151$335K0.0%-53.0%0.003%
5/8/2026ESL Trust Services LLC842,631$67.92M13.0%+2.6%0.632%
5/7/2026Parallel Advisors LLC22,449$1.81M0.0%-1.7%0.017%
5/6/2026Advantage Trust Co211,547$17.05M7.6%+3.4%0.159%
5/4/2026 Team Financial Group LLC56,799$4.58M2.1%+224.5%0.043%
4/30/2026Mosaic Family Wealth Partners LLC9,232$744K0.1%N/A0.007%
4/30/2026Fidelity D & D Bancorp Inc.221,519$17.86M7.2%+14.4%0.167%
4/30/2026 Frankly Finances LLC42,474$3.42M3.1%-4.1%0.032%
4/28/2026NBT Bank N A NY433$35K0.0%N/A0.000%
4/28/2026Nixon Peabody Trust Co.1,031,823$83.18M6.6%+2.5%0.784%
4/24/2026Root Financial Partners LLC4,228$341K0.0%+201.1%0.003%
4/23/2026Vicus Capital15,985$1.29M0.1%+31.1%0.012%
4/22/2026 Lam Group Inc.15,510$1.25M0.7%+26.1%0.012%
4/21/2026WJ Interests LLC178,928$14.42M5.5%+3.8%0.137%
4/20/2026 Longview Financial Advisors Inc.1,076$87K0.1%N/A0.001%
4/20/2026White Pine Investment CO84,423$6.81M1.6%+2.3%0.064%
4/17/2026First National Bank Sioux Falls225,021$19.04M5.3%+5.3%0.172%
4/15/2026Nations Financial Group Inc. IA ADV123,347$9.94M0.5%+4.5%0.095%
2/17/2026Advisory Services Network LLC23,363$1.77M0.0%-7.1%0.019%
2/17/2026Hurley Capital LLC2,859$217K0.1%+28.3%0.002%
2/12/2026Cloud Capital Management LLC17,002$1.29M0.6%+17.6%0.014%
2/11/2026TIAA Trust National Association2,997$227K0.0%-8.7%0.002%
2/11/2026JPMorgan Chase & Co.549,416$41.63M0.0%+17.1%0.445%
2/11/2026Parallel Advisors LLC22,847$1.73M0.0%-12.4%0.019%
2/10/2026Greenwich Wealth Management LLC172,629$13.08M0.6%+27.7%0.140%
2/10/2026ESL Trust Services LLC821,432$62.24M11.9%+1,372.2%0.666%
2/9/2026Diversified Portfolios Inc.8,974$680K0.1%+8.5%0.007%
2/9/2026Fidelity D & D Bancorp Inc.193,634$14.67M6.3%+7.1%0.157%
2/6/2026EverSource Wealth Advisors LLC8,829$669K0.0%-55.9%0.007%
2/6/2026Nixon Peabody Trust Co.1,006,324$76.25M5.7%+1.7%0.815%
2/5/2026USAdvisors Wealth Management LLC16,948$1.28M0.4%-4.4%0.014%
2/5/2026Western Wealth Management LLC6,422$487K0.0%+75.1%0.005%
1/30/2026First National Bank Sioux Falls213,618$16.19M4.8%+1.1%0.174%
1/30/2026SOL Capital Management CO94,170$7.14M0.6%+2.3%0.076%
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1/30/2026Strategic Blueprint LLC112,609$8.53M0.5%-68.6%0.091%
1/30/2026Opus Capital Group LLC492,427$37.31M4.0%+1.0%0.400%
1/29/2026Advantage Trust Co204,534$15.50M7.0%+33.7%0.168%
1/28/2026White Pine Investment CO82,516$6.25M1.5%+1.7%0.068%
1/26/2026 Frankly Finances LLC44,269$3.35M2.9%N/A0.036%
1/26/2026Nations Financial Group Inc. IA ADV117,981$8.94M0.5%+10.6%0.097%
1/23/2026 Lam Group Inc.12,295$932K0.5%+31.3%0.010%
1/23/2026Farther Finance Advisors LLC668,964$50.69M0.5%+190.0%0.540%
1/22/2026Vicus Capital12,189$924K0.1%+147.2%0.010%
1/21/2026BIP Wealth LLC4,846$367K0.0%-7.8%0.004%
1/21/2026Flagship Harbor Advisors LLC54,710$4.15M0.2%+13.1%0.044%
1/15/2026Fortitude Family Office LLC118,737$9.00M2.1%+20.9%0.098%
1/13/2026 Team Financial Group LLC17,503$1.33M0.6%+33.5%0.014%
1/7/2026Aventura Private Wealth LLC573$43K0.0%N/A0.000%
1/5/2026 GoalVest Advisory LLC374$28K0.0%-55.6%0.000%
1/1/2026JPMorgan Chase & Co.469,010$33.89M0.0%+10.6%0.405%
11/17/2025NewEdge Advisors LLC205,550$14.85M0.1%+1.0%0.177%
11/17/2025Ameriprise Financial Inc.3,568,058$257.77M0.1%+16.8%3.079%
11/13/2025Nemes Rush Group LLC608$44K0.0%-24.9%0.001%
11/13/2025Parallel Advisors LLC26,075$1.88M0.0%+19.9%0.022%
11/12/2025Diversified Portfolios Inc.8,274$598K0.1%+8.0%0.007%
11/12/2025USAdvisors Wealth Management LLC17,728$1.28M0.4%-6.9%0.015%
11/12/2025Hurley Capital LLC2,228$161K0.1%+311.8%0.002%
11/10/2025EverSource Wealth Advisors LLC20,002$1.45M0.1%-4.6%0.017%
11/7/2025JPMorgan Chase & Co.469,010$33.89M0.0%+10.6%0.405%
11/6/2025Western Wealth Management LLC3,668$265K0.0%N/A0.003%
11/4/2025ESL Trust Services LLC55,798$4.03M0.8%N/A0.048%
11/3/2025Advantage Trust Co152,930$11.05M5.0%+10.4%0.132%
11/3/2025Cloud Capital Management LLC14,463$1.04M0.5%+10.6%0.012%
10/30/2025BIP Wealth LLC5,254$380K0.0%+7.1%0.005%
10/29/2025Root Financial Partners LLC1,404$101K0.0%N/A0.001%
10/29/2025SOL Capital Management CO92,012$6.65M0.6%-19.6%0.079%
10/28/2025Nations Financial Group Inc. IA ADV106,688$7.71M0.5%+7.9%0.092%
10/28/2025Fiduciary Wealth Partners LLC5,044$364K0.2%N/A0.004%
10/27/2025 Gradient Capital Advisors LLC3,653$264K0.1%-4.5%0.003%
10/24/2025Vicus Capital4,930$356K0.0%N/A0.004%
10/23/2025 Lam Group Inc.9,365$677K0.4%-2.6%0.008%
10/23/2025Strategic Blueprint LLC358,864$25.93M1.1%+1.1%0.310%
10/22/2025 GoalVest Advisory LLC843$61K0.0%N/A0.001%
10/21/2025First National Bank Sioux Falls211,255$15.27M4.8%+1.4%0.183%
10/17/2025Fortitude Family Office LLC98,240$7.10M1.9%+25.1%0.085%
10/17/2025Nixon Peabody Trust Co.989,447$71.50M5.2%-4.4%0.856%
10/14/2025White Pine Investment CO81,161$5.87M1.4%+5.0%0.070%
10/14/2025Farther Finance Advisors LLC230,699$16.67M0.3%-30.1%0.200%
10/7/2025 Team Financial Group LLC13,109$947K0.4%+45.9%0.011%
8/15/2025Fidelity D & D Bancorp Inc.161,993$11.05M6.8%+19.7%0.143%
8/15/2025Ameriprise Financial Inc.3,054,363$208.32M0.1%+11.1%2.705%
8/14/2025Hurley Capital LLC541$37K0.0%+501.1%0.000%
8/13/2025EverSource Wealth Advisors LLC20,960$1.43M0.1%+348.2%0.019%
8/13/2025Greenwich Wealth Management LLC134,470$9.17M0.4%+8.0%0.119%
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8/12/2025JPMorgan Chase & Co.423,936$28.92M0.0%+58.0%0.375%
8/11/2025Diversified Portfolios Inc.7,664$523K0.0%N/A0.007%
8/8/2025Nixon Peabody Trust Co.1,034,603$70.57M5.5%+2.5%0.921%
8/8/2025Comprehensive Financial Planning Inc. PA13,288$906K0.7%+32.0%0.012%
8/6/2025Cloud Capital Management LLC13,081$904K0.6%-14.3%0.012%
8/5/2025TIAA Trust National Association3,164$216K0.0%N/A0.003%
7/31/2025BIP Wealth LLC4,907$335K0.0%-34.5%0.004%
7/31/2025Opus Capital Group LLC487,866$33.28M4.0%-0.4%0.434%
7/30/2025Strategic Blueprint LLC354,898$24.21M1.2%+8.6%0.316%
7/30/2025Advantage Trust Co138,517$9.45M4.7%+3.3%0.123%


AVLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($257.77M), Nixon Peabody Trust Co. ($83.18M), ESL Trust Services LLC ($67.92M), Farther Finance Advisors LLC ($50.69M), JPMorgan Chase & Co. ($41.63M), Opus Capital Group LLC ($37.31M), and McIlrath & Eck LLC ($20.20M).Learn more on Avantis U.S. Large Cap Value ETF's institutional investors.

Of the 52 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. ($1.95M), ESL Trust Services LLC ($842.63K), Farther Finance Advisors LLC ($753.01K), Nixon Peabody Trust Co. ($496.13K), JPMorgan Chase & Co. ($356.37K), Fidelity D & D Bancorp Inc. ($213.44K), and Advantage Trust Co ($210.01K).

Institutional investors have bought a total of 3,093,970 shares in the last 24 months. This purchase volume represents approximately $227.65M in transactions.

Of the 18 institutional investors that sold Avantis U.S. Large Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Blueprint LLC ($246.26K), Farther Finance Advisors LLC ($99.45K), Nixon Peabody Trust Co. ($45.16K), SOL Capital Management CO ($22.37K), EverSource Wealth Advisors LLC ($16.81K), Parallel Advisors LLC ($4.02K), and McIlrath & Eck LLC ($3.87K).

Institutional investors have sold a total of 453,960 shares in the last 24 months. This volume of shares sold represents approximately $33.79M in transactions.


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This page (NYSEARCA:AVLV) was last updated on 7/16/2026 by MarketBeat.com Staff.
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