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

CUSIP: 025072349

Q3 2024 13F Holders as of 30 Sep 2024

Holder snapshot 6 signals
Share change
+6,153,177
SEC-reported price per share
$65.83
Number of holders
277
Value change
+$406,075,726
Number of buys
200
Number of sells
70
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
235,810,138

Security key

025072349

Report period

Q3 2024

Institutions

277

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
Verus Financial Partners,...
Disclosed value leader
WEALTH ENHANCEMENT ADVISO...
Comparable rows
1/15
Latest evidence
30 Jun 2024
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
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
Company
13F
—
denominator unverified
$438,023,308
6,970,454 shares
— 30 Jun 2024
Merriman Wealth Management, LLC
13F
Company
13F
—
denominator unverified
$123,797,183
1,970,038 shares
— 30 Jun 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
—
denominator unverified
$121,511,743
1,933,671 shares
— 30 Jun 2024
Pure Financial Advisors, LLC
13F
Company
13F
—
denominator unverified
$107,816,407
1,715,729 shares
— 30 Jun 2024
COMERICA BANK
13F
Company
13F
—
denominator unverified
$105,161,483
1,673,480 shares
— 30 Jun 2024
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 Q3 2024

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

Institutions
277
Shares
57,236,805
Rows available
277
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 Q3 2024 vs Q2 2026 Across Filers

Q2 2026 holders
569
Q3 2024 holders
277
Holder diff
-292
Investor Q2 2026 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2026 value Q3 2024 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .