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

CUSIP: 025072349

Q4 2022 13F Holders as of 31 Dec 2022

Holder snapshot 6 signals
Share change
+3,138,992
SEC-reported price per share
$50.19
Number of holders
87
Value change
+$160,412,050
Number of buys
74
Number of sells
9
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
235,810,138

Security key

025072349

Report period

Q4 2022

Institutions

87

Top holders

10

Ownership snapshot

Top reported holders of AVLV - Avantis US Large Cap Value ETF - Exchange-Traded Fund (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Pure Financial Advisors, LLC
Disclosed value leader
Pure Financial Advisors, LLC
Comparable rows
0/15
Latest evidence
30 Sep 2022
13F Highest disclosed value: $83,234,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Pure Financial Advisors, LLC has the largest disclosed position value at $83.23M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Pure Financial Advisors, LLC's linked filing trail.
Disclosed position value Top 5
Pure Financial Advisors, LLC $83.23M
Merriman Wealth Management, LLC $73.5M
Bridgewater Advisors Inc. $36.36M
COMMONWEALTH EQUITY SERVICES, LLC $17.44M
BSW Wealth Partners $16.93M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Pure Financial Advisors, LLC
13F
Company
13F
—
denominator unverified
$83,234,000
1,873,790 shares
— 30 Sep 2022
Merriman Wealth Management, LLC
13F
Company
13F
—
denominator unverified
$73,496,000
1,654,559 shares
— 30 Sep 2022
Bridgewater Advisors Inc.
13F
Company
13F
—
denominator unverified
$36,359,000
818,532 shares
— 30 Sep 2022
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
—
denominator unverified
$17,442,000
392,662 shares
— 30 Sep 2022
BSW Wealth Partners
13F
Company
13F
—
denominator unverified
$16,930,000
381,134 shares
— 30 Sep 2022
Strategic Blueprint, LLC
13F
Company
13F
—
denominator unverified
$11,329,000
255,053 shares
— 30 Sep 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
87
Shares
10,817,214
Rows available
87
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2022 vs Q2 2026 Across Filers

Q2 2026 holders
569
Q4 2022 holders
87
Holder diff
-482
Investor Q2 2026 Shares Q4 2022 Shares Share Diff Share Chg % Q2 2026 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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