Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / Exchange-Traded Fund
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Shares outstanding
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93.8M
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Number of holders
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127
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Total 13F shares, excl. options
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16.6M
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Shares change
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+4.07M
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Total reported value, excl. options
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$884M
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Value change
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+$218M
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Put/Call ratio
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3.21
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Number of buys
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95
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Number of sells
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-25
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Price
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$53.35
Significant Holders of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) as of Q2 2023
139 filings reported holding AVLV - Avantis US Large Cap Value ETF - Exchange-Traded Fund as of Q2 2023.
Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) has 127 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.6M shares
of 93.8M outstanding shares and own 17.64% of the company stock.
Largest 10 shareholders include Merriman Wealth Management, LLC (1.94M shares), Pure Financial Advisors, LLC (1.83M shares), ENVESTNET ASSET MANAGEMENT INC (1.06M shares), PARK AVENUE SECURITIES LLC (911K shares), Bridgewater Advisors Inc. (869K shares), TCG Advisory Services, LLC (816K shares), Beaird Harris Wealth Management, LLC (673K shares), AMERICAN CENTURY COMPANIES INC (543K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (528K shares), and COMMONWEALTH EQUITY SERVICES, LLC (499K shares).
This table shows the top 127 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.