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

CUSIP: 025072349

Q4 2024 13F Holders as of 31 Dec 2024

Holder snapshot 6 signals
Share change
+6,443,370
SEC-reported price per share
$66.77
Number of holders
342
Value change
+$430,245,625
Number of buys
216
Number of sells
75
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
235,810,138

Security key

025072349

Report period

Q4 2024

Institutions

342

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
Savant Capital, LLC
Disclosed value leader
ENVESTNET ASSET MANAGEMEN...
Comparable rows
2/15
Latest evidence
30 Sep 2024
13F 13D/G Lead comparable stake: 13% 13 rows are not safely comparable across share classes. 13D/G row: Savant Capital, LLC Showing 1-6 of 15 holder rows.

Quick read

Savant Capital, LLC leads the comparable SEC ownership view at 13%.

2 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 Savant Capital, LLC's linked filing trail.
Comparable ownership Top 2
Savant Capital, LLC 13%
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
Savant Capital, LLC
13F 13D/G
Company
13%
Reported 13D/G · 31 Dec 2024
$1,005,086,848
15,555,559 shares
mixed-class rows
— 30 Sep 2024
Verus Financial Partners, Inc.
13D/G
5.6%
Reported 13D/G · 07 Mar 2023
$253,835
4,447 shares
$0 07 Mar 2023
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
—
mixed-class rows
$1,008,229,181
15,573,496 shares
mixed-class rows
— 30 Sep 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
Company
13F
—
mixed-class rows
$524,163,189
7,967,255 shares
mixed-class rows
— 30 Sep 2024
MORGAN STANLEY
13F
Company
13F
—
mixed-class rows
$332,811,565
5,137,009 shares
mixed-class rows
— 30 Sep 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
—
mixed-class rows
$227,525,825
3,491,356 shares
mixed-class rows
— 30 Sep 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 Q4 2024

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

Institutions
342
Shares
65,537,181
Rows available
342
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 2024 vs Q2 2026 Across Filers

Q2 2026 holders
569
Q4 2024 holders
342
Holder diff
-227
Investor Q2 2026 Shares Q4 2024 Shares Share Diff Share Chg % Q2 2026 value Q4 2024 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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