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

Avantis U.S. Large Cap Value ETF logo
$88.27 +0.32 (+0.36%)
As of 05/13/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$243.74M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$36.54M
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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
5/8/2026 ESL Trust Services LLC842,631$67.92M13.0%+2.6%0.632%
5/7/2026 Parallel Advisors LLC22,449$1.81M0.0%-1.7%0.017%
5/6/2026 Advantage 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%
4/30/2026 Mosaic Family Wealth Partners LLC9,232$744K0.1%N/A0.007%
4/30/2026 Fidelity 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%
4/28/2026 NBT Bank N A NY433$35K0.0%N/A0.000%
4/28/2026 Nixon Peabody Trust Co.1,031,823$83.18M6.6%+2.5%0.784%
4/24/2026 Root Financial Partners LLC4,228$341K0.0%+201.1%0.003%
4/23/2026 Vicus Capital15,985$1.29M0.1%+31.1%0.012%
4/22/2026 Lam Group Inc.15,510$1.25M0.7%+26.1%0.012%
4/21/2026 WJ Interests LLC178,928$14.42M5.5%+3.8%0.137%
4/20/2026 Longview Financial Advisors Inc.1,076$87K0.1%N/A0.001%
4/20/2026 White Pine Investment CO84,423$6.81M1.6%+2.3%0.064%
4/17/2026 First National Bank Sioux Falls225,021$19.04M5.3%+5.3%0.172%
4/15/2026 Nations 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%
2/17/2026 Hurley Capital LLC2,859$217K0.1%+28.3%0.002%
2/12/2026 Cloud Capital Management LLC17,002$1.29M0.6%+17.6%0.014%
2/11/2026 TIAA Trust National Association2,997$227K0.0%-8.7%0.002%
2/11/2026JPMorgan Chase & Co.549,416$41.63M0.0%+17.1%0.445%
2/11/2026 Parallel Advisors LLC22,847$1.73M0.0%-12.4%0.019%
2/10/2026 Greenwich Wealth Management LLC172,629$13.08M0.6%+27.7%0.140%
2/10/2026 ESL Trust Services LLC821,432$62.24M11.9%+1,372.2%0.666%
2/9/2026 Diversified Portfolios Inc.8,974$680K0.1%+8.5%0.007%
2/9/2026 Fidelity 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%
2/6/2026 Nixon Peabody Trust Co.1,006,324$76.25M5.7%+1.7%0.815%
2/5/2026 USAdvisors Wealth Management LLC16,948$1.28M0.4%-4.4%0.014%
2/5/2026Western Wealth Management LLC6,422$487K0.0%+75.1%0.005%
1/30/2026 First National Bank Sioux Falls213,618$16.19M4.8%+1.1%0.174%
1/30/2026 SOL Capital Management CO94,170$7.14M0.6%+2.3%0.076%
1/30/2026 Strategic Blueprint LLC112,609$8.53M0.5%-68.6%0.091%
1/30/2026 Opus Capital Group LLC492,427$37.31M4.0%+1.0%0.400%
1/29/2026 Advantage Trust Co204,534$15.50M7.0%+33.7%0.168%
1/28/2026 White Pine Investment CO82,516$6.25M1.5%+1.7%0.068%
1/26/2026 Frankly Finances LLC44,269$3.35M2.9%N/A0.036%
1/26/2026 Nations 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%
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1/23/2026 Farther Finance Advisors LLC668,964$50.69M0.5%+190.0%0.540%
1/22/2026 Vicus Capital12,189$924K0.1%+147.2%0.010%
1/21/2026 BIP Wealth LLC4,846$367K0.0%-7.8%0.004%
1/21/2026 Flagship Harbor Advisors LLC54,710$4.15M0.2%+13.1%0.044%
1/15/2026 Fortitude 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%
1/7/2026 Aventura 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%
11/13/2025 Nemes Rush Group LLC608$44K0.0%-24.9%0.001%
11/13/2025 Parallel Advisors LLC26,075$1.88M0.0%+19.9%0.022%
11/12/2025 Diversified Portfolios Inc.8,274$598K0.1%+8.0%0.007%
11/12/2025 USAdvisors Wealth Management LLC17,728$1.28M0.4%-6.9%0.015%
11/12/2025 Hurley 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%
11/4/2025 ESL Trust Services LLC55,798$4.03M0.8%N/A0.048%
11/3/2025 Advantage Trust Co152,930$11.05M5.0%+10.4%0.132%
11/3/2025 Cloud Capital Management LLC14,463$1.04M0.5%+10.6%0.012%
10/30/2025 BIP Wealth LLC5,254$380K0.0%+7.1%0.005%
10/29/2025 Root Financial Partners LLC1,404$101K0.0%N/A0.001%
10/29/2025 SOL Capital Management CO92,012$6.65M0.6%-19.6%0.079%
10/28/2025 Nations Financial Group Inc. IA ADV106,688$7.71M0.5%+7.9%0.092%
10/28/2025 Fiduciary Wealth Partners LLC5,044$364K0.2%N/A0.004%
10/27/2025 Gradient Capital Advisors LLC3,653$264K0.1%-4.5%0.003%
10/24/2025 Vicus Capital4,930$356K0.0%N/A0.004%
10/23/2025 Lam Group Inc.9,365$677K0.4%-2.6%0.008%
10/23/2025 Strategic Blueprint LLC358,864$25.93M1.1%+1.1%0.310%
10/22/2025 GoalVest Advisory LLC843$61K0.0%N/A0.001%
10/21/2025 First National Bank Sioux Falls211,255$15.27M4.8%+1.4%0.183%
10/17/2025 Fortitude Family Office LLC98,240$7.10M1.9%+25.1%0.085%
10/17/2025 Nixon Peabody Trust Co.989,447$71.50M5.2%-4.4%0.856%
10/14/2025 White Pine Investment CO81,161$5.87M1.4%+5.0%0.070%
10/14/2025 Farther 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%
8/15/2025 Fidelity 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%
8/14/2025 Hurley Capital LLC541$37K0.0%+501.1%0.000%
8/13/2025EverSource 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%
8/12/2025JPMorgan 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%
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SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
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%


AVLV Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 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 First National Bank Sioux Falls ($19.04M).Learn more on Avantis U.S. Large Cap Value ETF's institutional investors.

Of the 51 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 3,331,442 shares in the last 24 months. This purchase volume represents approximately $243.74M 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), Fortitude Family Office LLC ($51.01K), Nixon Peabody Trust Co. ($45.16K), SOL Capital Management CO ($22.37K), EverSource Wealth Advisors LLC ($12.13K), and Parallel Advisors LLC ($3.63K).

Institutional investors have sold a total of 495,885 shares in the last 24 months. This volume of shares sold represents approximately $36.54M in transactions.


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This page (NYSEARCA:AVLV) was last updated on 5/14/2026 by MarketBeat.com Staff.
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