AVLV

Avantis U.S. Large Cap Value ETF
$80.11-0.90 (-1.11%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

InfinityB

Total Value

$8.24000815354669e+256T

% of Float

Price History

$56.85$63.75$70.64$77.54$84.44Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC10,876,784$824.0M0.24%Share
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC10,377,165$815.4M1.11%Share
3PNC FINANCIAL SERVICES GROUP, INC.8,839,110$669.0M0.37%Share
4PNC FINANCIAL SERVICES GROUP, INC.4,720,676$357.0M0.19%Share
5AMERIPRISE FINANCIAL INC3,940,367$298.0M0.07%Share
6LPL Financial LLC2,608,429$197.0M0.05%Share
7Cerity Partners LLC2,510,205$190.0M0.28%Share
8AMERICAN CENTURY COMPANIES INC2,401,440$181.0M0.09%Share
9Focus Partners Wealth2,210,192$167.0M0.19%Share
10Petersen Hastings Wealth Advisors Inc.1,972,949$149.5M14.36%Share
11Falcon Wealth Planning1,804,027$136.7M11.51%Share
12Savant Capital, LLC1,628,864$123.0M0.70%Share
13Waverly Advisors, LLC1,535,309$116.0M0.94%Share
14Beaird Harris Wealth Management, LLC1,329,332$100.7M6.94%Share
15ALESCO ADVISORS LLC1,325,341$100.4M2.60%Share
16Apollon Wealth Management, LLC1,321,128$100.1M1.73%Share
17COMERICA BANK1,290,208$97.8M0.39%Share
18Prime Capital Investment Advisors, LLC1,272,001$96.4M1.17%Share
19Cetera Investment Advisers1,241,481$94.0M0.10%Share
20Bridgewater Advisors Inc.1,150,578$91.7M5.94%Share
21MORGAN STANLEY1,158,589$87.0M0.01%Share
22Moisand Fitzgerald Tamayo, LLC1,138,940$86.3M9.74%Share
23Cannon Financial Strategists, Inc.1,083,719$82.1M11.42%Share
24HUB Investment Partners, LLC1,081,856$81.0M2.10%Share
25NIXON PEABODY TRUST CO1,006,324$76.0M5.76%Share
26COMMONWEALTH EQUITY SERVICES, LLC968,781$73.0M0.10%Share
27FMR LLC957,314$72.0M0.00%Share
28Wealth Management Nebraska866,040$65.6M7.50%Share
29&PARTNERS842,326$63.0M0.33%Share
30ESL Trust Services, LLC821,432$62.2M11.95%Share
31THRIVENT FINANCIAL FOR LUTHERANS727,194$55.0M0.10%Share
32PARK AVENUE SECURITIES LLC716,455$54.3M0.46%Share
33Rockefeller Capital Management L.P.704,183$53.0M0.10%Share
34FAS Wealth Partners, Inc.680,847$51.6M3.33%Share
35Global Strategic Investment Solutions, LLC679,016$51.4M5.03%Share
36Farther Finance Advisors, LLC668,964$50.7M0.54%Share
37Arax Advisory Partners648,280$49.0M1.43%Share
38BANK OF AMERICA CORP /DE/649,535$49.0M0.00%Share
39Financial Engines Advisors L.L.C.639,774$48.5M0.09%Share
40Glenview Trust Co640,715$48.0M0.74%Share
41VOISARD ASSET MANAGEMENT GROUP, INC.621,070$47.1M10.16%Share
42Allegiance Financial Group Advisory Services LLC606,602$46.0M9.66%Share
43BANK OF AMERICA CORP /DE/544,888$41.0M0.00%Share
44JPMORGAN CHASE & CO545,576$41.0M0.00%Share
45Kestra Advisory Services, LLC525,810$39.0M0.16%Share
46UBS Group AG501,848$38.0M0.01%Share
47JRM Investment Counsel, LLC499,066$37.8M10.94%Share
48Opus Capital Group, LLC492,427$37.3M4.04%Share
49B&D White Capital Company, LLC474,291$35.9M4.16%Share
50Visionary Wealth Advisors470,955$35.7M1.61%Share