Q4 2022 13F Holders as of 12/31/2022
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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114M
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Number of holders
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86
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Total 13F shares, excl. options
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10.7M
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Shares change
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+3.07M
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Total reported value, excl. options
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$540M
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Value change
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+$157M
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Number of buys
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73
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Number of sells
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-9
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Price
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$50.19
Significant Holders of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) as of Q4 2022
93 filings reported holding AVLV - Avantis US Large Cap Value ETF - Exchange-Traded Fund as of Q4 2022.
Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.7M shares
of 114M outstanding shares and own 9.38% of the company stock.
Largest 10 shareholders include Merriman Wealth Management, LLC (1.91M shares), Pure Financial Advisors, LLC (1.84M shares), Bridgewater Advisors Inc. (860K shares), COMMONWEALTH EQUITY SERVICES, LLC (431K shares), Beaird Harris Wealth Management, LLC (417K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (413K shares), JRM Investment Counsel, LLC (304K shares), Strategic Blueprint, LLC (293K shares), Opus Capital Group, LLC (263K shares), and FAS Wealth Partners (248K shares).
This table shows the top 86 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.