Q3 2023 13F Holders as of 9/30/2023
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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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137
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Total 13F shares, excl. options
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20.9M
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Shares change
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+3.6M
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Total reported value, excl. options
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$1.1B
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Value change
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+$190M
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Number of buys
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96
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Number of sells
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-37
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Price
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$52.68
Significant Holders of Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) as of Q3 2023
152 filings reported holding AVLV - Avantis US Large Cap Value ETF - Exchange-Traded Fund as of Q3 2023.
Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV) has 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.9M shares
of 93.8M outstanding shares and own 22.26% of the company stock.
Largest 10 shareholders include Merriman Wealth Management, LLC (1.96M shares), Pure Financial Advisors, LLC (1.82M shares), ENVESTNET ASSET MANAGEMENT INC (1.06M shares), PARK AVENUE SECURITIES LLC (895K shares), TCG Advisory Services, LLC (866K shares), Bridgewater Advisors Inc. (857K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (830K shares), AMERICAN CENTURY COMPANIES INC (814K shares), Cannon Financial Strategists, Inc. (712K shares), and Cetera Advisors LLC (708K shares).
This table shows the top 137 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.