Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2021 to Q4 2025

Type / Class
Equity / Exchange-Traded Fund
Symbol
AVLV
Shares outstanding
114,356,989
Price per share
$75.77
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
107,049,649
Total reported value
$7,736,142,906
% of total 13F portfolios
0.06%
Share change
+2,107,647
Value change
+$160,794,092
Number of holders
397
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PNC FINANCIAL SERVICES GROUP, INC. 12% +82% $1,009,791,878 +$569,074,092 13,974,424 +129% The PNC Financial Services Group, Inc. 30 Sep 2025

As of 30 Sep 2025, 397 institutional investors reported holding 107,049,649 shares of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV). This represents 94% of the company’s total 114,356,989 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
PNC Financial Services Group, Inc. 12% 14,070,399 -13% 0.62% $1,016,727,031
ENVESTNET ASSET MANAGEMENT INC 9.5% 10,903,214 -1% 0.23% $787,866,247
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8.8% 10,022,201 +3.9% 1.1% $723,402,459
AMERIPRISE FINANCIAL INC 3.1% 3,568,058 +17% 0.06% $257,768,495
LPL Financial LLC 2.3% 2,577,163 +9.2% 0.05% $186,225,772
Cerity Partners LLC 2% 2,271,804 +2.9% 0.27% $164,160,522
AMERICAN CENTURY COMPANIES INC 1.9% 2,130,837 +8.4% 0.08% $153,974,282
Focus Partners Wealth 1.8% 2,076,173 +1.8% 0.24% $150,024,278
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.7% 1,965,402 +6.3% 0.09% $142,020,007
Savant Capital, LLC 1.5% 1,755,637 +212% 0.67% $126,862,335
Falcon Wealth Planning 1.5% 1,745,815 +7.3% 11% $126,152,609
COMERICA BANK 1.4% 1,558,581 -0.16% 0.42% $112,623,076
Prime Capital Investment Advisors, LLC 1.3% 1,538,675 -0.12% 1.4% $111,184,656
Pure Financial Advisors, LLC 1.3% 1,497,427 +0.14% 1.7% $108,204,104
Focus Partners Advisor Solutions, LLC 1.3% 1,495,138 +80% 1.2% $109,438,125
Waverly Advisors, LLC 1.3% 1,444,905 +6.9% 1% $104,408,828
BANK OF AMERICA CORP /DE/ 1.2% 1,402,657 +0.08% 0.01% $101,355,995
Alesco Advisors LLC 1.2% 1,322,879 -1.5% 2.6% $95,591,202
Cetera Investment Advisers 1.2% 1,318,573 -1.1% 0.11% $95,280,093
Apollon Wealth Management, LLC 1.1% 1,309,340 +1.5% 1.7% $94,612,921
Beaird Harris Wealth Management, LLC 1.1% 1,286,875 +7.5% 6.6% $92,989,577
MORGAN STANLEY 0.99% 1,127,293 +1.6% 0% $81,458,280
COMMONWEALTH EQUITY SERVICES, LLC 0.96% 1,101,552 +14% 0.1% $79,598,000
Bridgewater Advisors Inc. 0.96% 1,100,651 +2.4% 5.5% $79,445,004
Moisand Fitzgerald Tamayo, LLC 0.95% 1,091,822 +6.4% 9.3% $78,895,027

Institutional Holders of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 17,426,639 $1,350,878,781 +$58,754,210 $75.77 77
2025 Q3 107,049,649 $7,736,142,906 +$160,794,092 $72.26 397
2025 Q2 105,781,327 $7,234,873,677 +$1,897,515,430 $68.21 371
2025 Q1 78,028,089 $5,079,744,774 +$947,483,193 $65.21 355
2024 Q4 65,434,591 $4,370,304,876 +$426,063,427 $66.77 339
2024 Q3 56,895,924 $3,746,325,488 +$404,515,948 $65.83 273
2024 Q2 50,670,620 $3,185,145,580 +$720,840,381 $62.84 246
2024 Q1 39,022,870 $2,506,441,278 +$678,730,601 $64.26 217
2023 Q4 1,076,635 $62,186,432 +$7,890,480 $57.76 3
2023 Q3 20,884,470 $1,099,352,197 +$189,624,905 $52.68 137
2023 Q2 16,555,906 $884,036,367 +$218,403,825 $53.35 127
2023 Q1 12,611,298 $645,222,007 +$95,976,955 $51.11 104
2022 Q4 10,732,159 $539,777,751 +$156,782,466 $50.19 86
2022 Q3 7,390,663 $329,433,315 +$71,199,013 $44.42 55
2022 Q2 5,799,796 $267,683,257 +$156,328,534 $46.10 50
2022 Q1 2,410,347 $130,138,740 +$26,303,944 $54.06 28
2021 Q4 1,922,089 $104,162,309 +$100,557,580 $54.21 15
2021 Q3 20,100 $1,004,000 +$1,003,999 $49.95 1