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

$94.68 +0.24 (+0.25%)

As of 11:53 AM Eastern

Number of Institutional Buyers (last 12 months): 38
Total Institutional Inflows (last 12 months): $182.44M

Number of Institutional Sellers (last 12 months): 16
Total Institutional Outflows (last 12 months): $33.22M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	Comprehensive Financial Planning Inc. PA	15,278	$1.39M	0.7%	+6.4%	0.008%
7/10/2026	Lam Group Inc.	16,150	$1.47M	0.7%	+4.1%	0.009%
7/9/2026	GoalVest Advisory LLC	567	$52K	0.0%	-19.9%	0.000%
7/7/2026	Arlington Trust Co LLC	1,366	$125K	0.0%	N/A	0.001%
7/2/2026	Sarver Vrooman Wealth Advisors	44,966	$4.11M	2.4%	+1.4%	0.027%
6/3/2026	Parallel Advisors LLC	22,449	$1.81M	0.0%	-1.7%	0.017%
5/19/2026	McIlrath & Eck LLC	250,614	$20.20M	1.5%	-1.5%	0.188%
5/18/2026	EverSource Wealth Advisors LLC	4,151	$335K	0.0%	-53.0%	0.003%
5/8/2026	ESL Trust Services LLC	842,631	$67.92M	13.0%	+2.6%	0.632%
5/7/2026	Parallel Advisors LLC	22,449	$1.81M	0.0%	-1.7%	0.017%
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5/6/2026	Advantage Trust Co	211,547	$17.05M	7.6%	+3.4%	0.159%
5/4/2026	Team Financial Group LLC	56,799	$4.58M	2.1%	+224.5%	0.043%
4/30/2026	Mosaic Family Wealth Partners LLC	9,232	$744K	0.1%	N/A	0.007%
4/30/2026	Fidelity D & D Bancorp Inc.	221,519	$17.86M	7.2%	+14.4%	0.167%
4/30/2026	Frankly Finances LLC	42,474	$3.42M	3.1%	-4.1%	0.032%
4/28/2026	NBT Bank N A NY	433	$35K	0.0%	N/A	0.000%
4/28/2026	Nixon Peabody Trust Co.	1,031,823	$83.18M	6.6%	+2.5%	0.784%
4/24/2026	Root Financial Partners LLC	4,228	$341K	0.0%	+201.1%	0.003%
4/23/2026	Vicus Capital	15,985	$1.29M	0.1%	+31.1%	0.012%
4/22/2026	Lam Group Inc.	15,510	$1.25M	0.7%	+26.1%	0.012%
4/21/2026	WJ Interests LLC	178,928	$14.42M	5.5%	+3.8%	0.137%
4/20/2026	Longview Financial Advisors Inc.	1,076	$87K	0.1%	N/A	0.001%
4/20/2026	White Pine Investment CO	84,423	$6.81M	1.6%	+2.3%	0.064%
4/17/2026	First National Bank Sioux Falls	225,021	$19.04M	5.3%	+5.3%	0.172%
4/15/2026	Nations Financial Group Inc. IA ADV	123,347	$9.94M	0.5%	+4.5%	0.095%
2/17/2026	Advisory Services Network LLC	23,363	$1.77M	0.0%	-7.1%	0.019%
2/17/2026	Hurley Capital LLC	2,859	$217K	0.1%	+28.3%	0.002%
2/12/2026	Cloud Capital Management LLC	17,002	$1.29M	0.6%	+17.6%	0.014%
2/11/2026	TIAA Trust National Association	2,997	$227K	0.0%	-8.7%	0.002%
2/11/2026	JPMorgan Chase & Co.	549,416	$41.63M	0.0%	+17.1%	0.445%
2/11/2026	Parallel Advisors LLC	22,847	$1.73M	0.0%	-12.4%	0.019%
2/10/2026	Greenwich Wealth Management LLC	172,629	$13.08M	0.6%	+27.7%	0.140%
2/10/2026	ESL Trust Services LLC	821,432	$62.24M	11.9%	+1,372.2%	0.666%
2/9/2026	Diversified Portfolios Inc.	8,974	$680K	0.1%	+8.5%	0.007%
2/9/2026	Fidelity D & D Bancorp Inc.	193,634	$14.67M	6.3%	+7.1%	0.157%
2/6/2026	EverSource Wealth Advisors LLC	8,829	$669K	0.0%	-55.9%	0.007%
2/6/2026	Nixon Peabody Trust Co.	1,006,324	$76.25M	5.7%	+1.7%	0.815%
2/5/2026	USAdvisors Wealth Management LLC	16,948	$1.28M	0.4%	-4.4%	0.014%
2/5/2026	Western Wealth Management LLC	6,422	$487K	0.0%	+75.1%	0.005%
1/30/2026	First National Bank Sioux Falls	213,618	$16.19M	4.8%	+1.1%	0.174%
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1/30/2026	SOL Capital Management CO	94,170	$7.14M	0.6%	+2.3%	0.076%
1/30/2026	Strategic Blueprint LLC	112,609	$8.53M	0.5%	-68.6%	0.091%
1/30/2026	Opus Capital Group LLC	492,427	$37.31M	4.0%	+1.0%	0.400%
1/29/2026	Advantage Trust Co	204,534	$15.50M	7.0%	+33.7%	0.168%
1/28/2026	White Pine Investment CO	82,516	$6.25M	1.5%	+1.7%	0.068%
1/26/2026	Frankly Finances LLC	44,269	$3.35M	2.9%	N/A	0.036%
1/26/2026	Nations Financial Group Inc. IA ADV	117,981	$8.94M	0.5%	+10.6%	0.097%
1/23/2026	Lam Group Inc.	12,295	$932K	0.5%	+31.3%	0.010%
1/23/2026	Farther Finance Advisors LLC	668,964	$50.69M	0.5%	+190.0%	0.540%
1/22/2026	Vicus Capital	12,189	$924K	0.1%	+147.2%	0.010%
1/21/2026	BIP Wealth LLC	4,846	$367K	0.0%	-7.8%	0.004%
1/21/2026	Flagship Harbor Advisors LLC	54,710	$4.15M	0.2%	+13.1%	0.044%
1/15/2026	Fortitude Family Office LLC	118,737	$9.00M	2.1%	+20.9%	0.098%
1/13/2026	Team Financial Group LLC	17,503	$1.33M	0.6%	+33.5%	0.014%
1/7/2026	Aventura Private Wealth LLC	573	$43K	0.0%	N/A	0.000%
1/5/2026	GoalVest Advisory LLC	374	$28K	0.0%	-55.6%	0.000%
1/1/2026	JPMorgan Chase & Co.	469,010	$33.89M	0.0%	+10.6%	0.405%
11/17/2025	NewEdge Advisors LLC	205,550	$14.85M	0.1%	+1.0%	0.177%
11/17/2025	Ameriprise Financial Inc.	3,568,058	$257.77M	0.1%	+16.8%	3.079%
11/13/2025	Nemes Rush Group LLC	608	$44K	0.0%	-24.9%	0.001%
11/13/2025	Parallel Advisors LLC	26,075	$1.88M	0.0%	+19.9%	0.022%
11/12/2025	Diversified Portfolios Inc.	8,274	$598K	0.1%	+8.0%	0.007%
11/12/2025	USAdvisors Wealth Management LLC	17,728	$1.28M	0.4%	-6.9%	0.015%
11/12/2025	Hurley Capital LLC	2,228	$161K	0.1%	+311.8%	0.002%
11/10/2025	EverSource Wealth Advisors LLC	20,002	$1.45M	0.1%	-4.6%	0.017%
11/7/2025	JPMorgan Chase & Co.	469,010	$33.89M	0.0%	+10.6%	0.405%
11/6/2025	Western Wealth Management LLC	3,668	$265K	0.0%	N/A	0.003%
11/4/2025	ESL Trust Services LLC	55,798	$4.03M	0.8%	N/A	0.048%
11/3/2025	Advantage Trust Co	152,930	$11.05M	5.0%	+10.4%	0.132%
11/3/2025	Cloud Capital Management LLC	14,463	$1.04M	0.5%	+10.6%	0.012%
10/30/2025	BIP Wealth LLC	5,254	$380K	0.0%	+7.1%	0.005%
10/29/2025	Root Financial Partners LLC	1,404	$101K	0.0%	N/A	0.001%
10/29/2025	SOL Capital Management CO	92,012	$6.65M	0.6%	-19.6%	0.079%
10/28/2025	Nations Financial Group Inc. IA ADV	106,688	$7.71M	0.5%	+7.9%	0.092%
10/28/2025	Fiduciary Wealth Partners LLC	5,044	$364K	0.2%	N/A	0.004%
10/27/2025	Gradient Capital Advisors LLC	3,653	$264K	0.1%	-4.5%	0.003%
10/24/2025	Vicus Capital	4,930	$356K	0.0%	N/A	0.004%
10/23/2025	Lam Group Inc.	9,365	$677K	0.4%	-2.6%	0.008%
10/23/2025	Strategic Blueprint LLC	358,864	$25.93M	1.1%	+1.1%	0.310%
10/22/2025	GoalVest Advisory LLC	843	$61K	0.0%	N/A	0.001%
10/21/2025	First National Bank Sioux Falls	211,255	$15.27M	4.8%	+1.4%	0.183%
10/17/2025	Fortitude Family Office LLC	98,240	$7.10M	1.9%	+25.1%	0.085%
10/17/2025	Nixon Peabody Trust Co.	989,447	$71.50M	5.2%	-4.4%	0.856%
10/14/2025	White Pine Investment CO	81,161	$5.87M	1.4%	+5.0%	0.070%
10/14/2025	Farther Finance Advisors LLC	230,699	$16.67M	0.3%	-30.1%	0.200%
10/7/2025	Team Financial Group LLC	13,109	$947K	0.4%	+45.9%	0.011%
8/15/2025	Fidelity D & D Bancorp Inc.	161,993	$11.05M	6.8%	+19.7%	0.143%
8/15/2025	Ameriprise Financial Inc.	3,054,363	$208.32M	0.1%	+11.1%	2.705%
8/14/2025	Hurley Capital LLC	541	$37K	0.0%	+501.1%	0.000%
8/13/2025	EverSource Wealth Advisors LLC	20,960	$1.43M	0.1%	+348.2%	0.019%
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8/13/2025	Greenwich Wealth Management LLC	134,470	$9.17M	0.4%	+8.0%	0.119%
8/12/2025	JPMorgan Chase & Co.	423,936	$28.92M	0.0%	+58.0%	0.375%
8/11/2025	Diversified Portfolios Inc.	7,664	$523K	0.0%	N/A	0.007%
8/8/2025	Nixon Peabody Trust Co.	1,034,603	$70.57M	5.5%	+2.5%	0.921%
8/8/2025	Comprehensive Financial Planning Inc. PA	13,288	$906K	0.7%	+32.0%	0.012%
8/6/2025	Cloud Capital Management LLC	13,081	$904K	0.6%	-14.3%	0.012%
8/5/2025	TIAA Trust National Association	3,164	$216K	0.0%	N/A	0.003%
7/31/2025	BIP Wealth LLC	4,907	$335K	0.0%	-34.5%	0.004%
7/31/2025	Opus Capital Group LLC	487,866	$33.28M	4.0%	-0.4%	0.434%
7/30/2025	Strategic Blueprint LLC	354,898	$24.21M	1.2%	+8.6%	0.316%

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 McIlrath & Eck LLC ($20.20M).Learn more on Avantis U.S. Large Cap Value ETF's institutional investors.

Of the 50 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 ($748.74K), JPMorgan Chase & Co. ($356.37K), Nixon Peabody Trust Co. ($279.23K), Advantage Trust Co ($210.01K), and Fidelity D & D Bancorp Inc. ($112.28K).

Institutional investors have bought a total of 2,430,804 shares in the last 24 months. This purchase volume represents approximately $182.44M in transactions.

Of the 16 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 445,529 shares in the last 24 months. This volume of shares sold represents approximately $33.22M in transactions.

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Institutional ownership data for NYSEARCA:AVLV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.

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

AVLV Institutional Buying and Selling by Quarter

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

AVLV Institutional Ownership - Frequently Asked Questions

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

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

AVLV Institutional Buying and Selling by Quarter

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

AVLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVLV shares?

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

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

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

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

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