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

CUSIP: 025072349

Q1 2025 13F Holders as of 31 Mar 2025

Holder snapshot 6 signals
Share change
+14,605,973
SEC-reported price per share
$65.21
Number of holders
355
Value change
+$947,483,201
Number of buys
252
Number of sells
94
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
235,810,138

Security key

025072349

Report period

Q1 2025

Institutions

355

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
Savant Capital, LLC
Comparable rows
2/15
Latest evidence
31 Dec 2024
13D/G 13F 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
13D/G 13F
Company
13%
Reported 13D/G · 31 Dec 2024
$1,001,001,764
16,567,391 shares
$0 31 Dec 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
$993,485,698
16,661,847 shares
mixed-class rows
— 31 Dec 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
Company
13F
—
mixed-class rows
$560,981,893
8,433,683 shares
mixed-class rows
— 31 Dec 2024
MERCER GLOBAL ADVISORS INC /ADV
13F
Company
13F
—
mixed-class rows
$479,647,756
8,143,047 shares
mixed-class rows
— 31 Dec 2024
MORGAN STANLEY
13F
Company
13F
—
mixed-class rows
$353,011,740
5,883,853 shares
mixed-class rows
— 31 Dec 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 Q1 2025

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

Institutions
355
Shares
78,028,089
Rows available
355
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 2025 vs Q2 2026 Across Filers

Q2 2026 holders
569
Q1 2025 holders
355
Holder diff
-214
Investor Q2 2026 Shares Q1 2025 Shares Share Diff Share Chg % Q2 2026 value Q1 2025 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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