Security key
025072349
Avantis US Large Cap Value ETF - Exchange-Traded Fund (AVLV)
CUSIP: 025072349
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Exchange-Traded Fund
- Total 13F shares
- 12,734,620
- Total 13F value
- $651,525,449
- Share change
- +1,904,605
- Put/Call ratio
- 81%
- SEC-reported price per share
- $51.11
- Number of holders
- 105
- Value change
- +$97,933,255
- Number of buys
- 82
- Number of sells
- 19
- Shares outstanding
- 235,810,138
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
105
Top holders
10
AVLV full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
AMERICAN CENTURY ETF TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 025072349
Recent filing periods:
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
Verus Financial Partners,...
Disclosed value leader
Merriman Wealth Managemen...
Comparable rows
1/15
Latest evidence
07 Mar 2023
13D/G
13F
Lead comparable stake: 5.6%
14 rows are not safely comparable across share classes.
13D/G row: Verus Financial Partners, Inc.
Showing 1-6 of 15 holder rows.
Quick read
Verus Financial Partners, Inc. leads the comparable SEC ownership view at 5.6%.
1 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 Verus Financial Partners, Inc.'s linked filing trail.
Comparable ownership
Top 1
Verus Financial Partners, Inc.
5.6%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Verus Financial Partners, Inc. |
13D/G
|
5.6%
Reported 13D/G
· 07 Mar 2023
|
$253,835
4,447 shares
|
$0 | 07 Mar 2023 |
| Merriman Wealth Management, LLC |
13F
Company
|
—
denominator unverified
|
$96,102,821
1,914,780 shares
|
— | 31 Dec 2022 |
| Pure Financial Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$92,330,897
1,839,627 shares
|
— | 31 Dec 2022 |
| Bridgewater Advisors Inc. |
13F
Company
|
—
denominator unverified
|
$43,157,431
859,881 shares
|
— | 31 Dec 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
denominator unverified
|
$21,649,000
431,355 shares
|
— | 31 Dec 2022 |
| Beaird Harris Wealth Management, LLC |
13F
Company
|
—
denominator unverified
|
$20,928,942
416,994 shares
|
— | 31 Dec 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 Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
105
Shares
12,734,620
Rows available
105
| 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 Q1 2023 vs Q2 2026 Across Filers
Q2 2026 holders
569
Q1 2023 holders
105
Holder diff
-464
| Investor | Q2 2026 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend