AVLV · Avantis U.S. Large Cap Value ETF ETF
$94.67
-0.22 (-0.23%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $17,271,251
Total Shares: 189,357
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
98.9%
−1.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,782
Highly concentrated−218
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+866.2%
Shares held:
+753.9%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 187,274 | $17,081,261 | |
| Mid Parkside Financial Bank & Trust | 2,083 | $189,990 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Layline Advisors, LLC | 22,175 | $1,787,526 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVLV | $17,081,261 | 98.90% | 187,274 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank AVLV | $189,990 | 1.10% | 2,083 | Shares | 2026-09-04 |