AVANTIS US LARGE CAP VALUE AVLV
$90.83
0.0% 52w: $65.74 – $92.01
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data65.7478.8792.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
482
+41 QoQ
13F value
$9.51B
+8.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $7K puts
Institutional value by quarter
Number of holders
Who owns AVLV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 13.2M | $1.07B | 0.6% | -3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 10.1M | $817.3M | 0.2% | -6.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 7.7M | $621.2M | 1.4% | -25.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.9M | $311.7M | 0.1% | -1.9% |
| LPL Financial LLC | Bank broker | 3.1M | $249.6M | 0.1% | +18.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 2.9M | $230.6M | 0.1% | +19.1% |
| Cerity Partners LLC | Diversified mechanical | 2.8M | $228.1M | 0.3% | +12.7% |
| Focus Partners Wealth | Wealth advisor | 2.5M | $202.3M | 0.2% | +13.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 2.4M | $193.6M | 0.1% | +17.9% |
| Petersen Hastings Wealth Advisors Inc. | Wealth advisor | 2.0M | $161.4M | 14.8% | +1.5% |
| Falcon Wealth Planning | Wealth advisor | 2.0M | $158.8M | 10.8% | +9.2% |
| Waverly Advisors, LLC | Wealth advisor | 1.7M | $134.3M | 1.0% | +8.5% |
| Savant Capital, LLC | Wealth advisor | 1.5M | $122.0M | 0.6% | -7.1% |
| Pure Financial Advisors, LLC | Wealth advisor | 1.4M | $116.7M | 1.7% | -2.9% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 1.4M | $109.5M | 11.8% | +19.3% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 1.3M | $108.2M | 7.4% | +1.0% |
| Bridgewater Advisors Inc. | Wealth advisor | 1.2M | $105.0M | 6.2% | +3.4% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 1.3M | $104.1M | 2.7% | -2.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.3M | $102.6M | 0.2% | +1180.5% |
| Apollon Wealth Management, LLC | Diversified mechanical | 1.3M | $102.3M | 1.7% | -3.9% |
| FMR LLC | Long only active | 1.3M | $101.8M | 0.0% | +31.8% |
| MORGAN STANLEY | Bank broker | 1.2M | $98.6M | 0.0% | +5.5% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $96.7M | 0.1% | -3.4% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 1.2M | $93.8M | 1.1% | -8.5% |
| HUB Investment Partners, LLC | Other | 1.1M | $91.1M | 2.2% | +4.5% |
| Cannon Financial Strategists, Inc. | Wealth advisor | 1.1M | $91.1M | 12.0% | +4.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.1M | $86.3M | 0.0% | -17.7% |
| NIXON PEABODY TRUST CO | Other | 1.0M | $83.2M | 6.6% | +2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 988.5K | $79.7M | 0.1% | +2.0% |
| Wealth Management Nebraska | Wealth advisor | 937.7K | $75.6M | 7.7% | +8.3% |
| &PARTNERS | Diversified mechanical | 891.5K | $72.5M | 0.4% | +5.8% |
| ESL Trust Services, LLC | Wealth advisor | 842.6K | $67.9M | 13.0% | +2.6% |
| B&D White Capital Company, LLC | Wealth advisor | 820.1K | $66.1M | 8.2% | +72.9% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 710.3K | $57.3M | 0.4% | -0.9% |
| Glenview Trust Co | Other | 700.1K | $56.4M | 0.9% | +8.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 696.2K | $56.1M | 0.1% | -7.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 683.8K | $55.1M | 0.1% | -2.9% |
| FAS Wealth Partners, Inc. | Wealth advisor | 682.2K | $55.0M | 3.4% | +0.2% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 669.3K | $54.0M | 5.3% | -1.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 648.7K | $52.3M | 0.1% | +1.4% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 648.0K | $52.2M | 0.5% | New |
| VOISARD ASSET MANAGEMENT GROUP, INC. | Wealth advisor | 636.3K | $51.3M | 10.9% | +2.4% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 632.8K | $51.0M | 10.1% | +4.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 622.1K | $50.1M | 0.0% | +17.7% |
| JPMORGAN CHASE & CO | Bank broker | 613.3K | $48.3M | 0.0% | +11.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 579.9K | $46.9M | 0.4% | -13.3% |
| Arax Advisory Partners | Wealth advisor | 570.5K | $46.0M | 1.3% | -12.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 549.7K | $44.3M | 0.5% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 548.6K | $44.2M | 0.2% | +4.3% |
| JRM Investment Counsel, LLC | Wealth advisor | 532.2K | $42.9M | 11.4% | +6.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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