Who Owns AVLV?
Avantis U.S. Large Cap Value ETF — Institutional Ownership & 13F Holdings
$85.94
+0.07 (+0.08%)
Market Cap
$10.7B
Shares Outstanding
121,221,709
Institutional Holders
351
Total Inst. Value
$4.1B
% of Float Held
—
QoQ Holder Change
+223
Institutional data as of Q1 2025
New Positions
117
Closed Positions
31
Increased
164
Decreased
46
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $645.9M | 9,904,202 |
| 2 | AMERIPRISE FINANCIAL INC | $179.2M | 2,749,856 |
| 3 | Focus Partners Wealth | $133.1M | 2,041,684 |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.4M | 2,029,687 |
| 5 | AMERICAN CENTURY COMPANIES INC | $123.1M | 1,887,554 |
| 6 | Pure Financial Advisors, LLC | $97.1M | 1,488,918 |
| 7 | BANK OF AMERICA CORP /DE/ | $95.0M | 1,456,466 |
| 8 | Falcon Wealth Planning | $93.9M | 1,439,526 |
| 9 | ALESCO ADVISORS LLC | $85.5M | 1,311,624 |
| 10 | Apollon Wealth Management, LLC | $83.8M | 1,285,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +2.2M | $645.9M |
| AMERIPRISE FINANCIAL INC | +870K | $179.2M |
| Focus Partners Wealth | +2.0M | $133.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +263K | $132.4M |
| AMERICAN CENTURY COMPANIES INC | +150K | $123.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Stratos Wealth Advisors, LLC | -124K | $684K |
| Pure Financial Advisors, LLC | -115K | $97.1M |
| FMR LLC | -91K | $41.7M |
| ENVESTNET ASSET MANAGEMENT INC | -90K | $108K |
| OSAIC HOLDINGS, INC. | -51K | $2.1M |
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Frequently Asked Questions
How many institutional investors hold AVLV?
As of Q1 2025, 351 institutional investors report holding AVLV (Avantis U.S. Large Cap Value ETF) in their 13F filings.
Which hedge fund owns the most AVLV?
The largest institutional holder of AVLV is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $645.9M in shares.
Are institutions buying or selling AVLV?
This quarter, 117 institutions opened new positions in AVLV and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.