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Avantis U.S. Large Cap Value ETF (AVLV) Institutional Ownership

Avantis U.S. Large Cap Value ETF logo
$60.68 -0.27 (-0.44%)
As of 04/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$96.47M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.08M
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AVLV Institutional Buying and Selling by Quarter

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Avantis U.S. Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025First National Bank Sioux Falls198,466$12.94M5.2%+12.2%0.211%
4/14/2025 Farther Finance Advisors LLC133,809$8.76M0.2%+88.7%0.142%
4/10/2025 Nixon Peabody Trust Co.1,009,828$65.85M5.6%+11.2%1.073%
4/9/2025 NBC Securities Inc.395$25K0.0%N/A0.000%
4/8/2025 Parallel Advisors LLC6,987$456K0.0%N/A0.007%
2/27/2025Fidelity D & D Bancorp Inc.125,846$8.40M5.6%+9.3%0.150%
2/21/2025Fidelity D & D Bancorp Inc.125,846$8.40M6.1%+9.3%0.235%
2/18/2025Sunbelt Securities Inc.1,435$96K0.0%N/A0.003%
2/17/2025BIP Wealth LLC7,496$501K0.0%+52.8%0.014%
2/17/2025Ameriprise Financial Inc.1,880,218$123.97M0.0%+16.0%3.513%
2/13/2025Titleist Asset Management LLC3,535$236K0.0%N/A0.007%
2/12/2025JPMorgan Chase & Co.170,256$11.37M0.0%-12.0%0.318%
2/10/2025Greenwich Wealth Management LLC116,835$7.80M0.6%+3.0%0.218%
2/10/2025 Farther Finance Advisors LLC70,899$4.73M0.2%+120.3%0.132%
2/5/2025 Nixon Peabody Trust Co.908,524$60.66M5.0%+5.7%1.698%
2/5/2025Magnolia Private Wealth LLC5,795$387K0.2%N/A0.011%
2/3/2025Advantage Trust Co110,446$7.37M4.3%+74.2%0.206%
1/31/2025Opus Capital Group LLC494,434$33.01M4.2%-0.8%0.924%
1/30/2025 Roxbury Financial LLC573$41K0.0%N/A0.001%
1/30/2025Nations Financial Group Inc. IA ADV60,356$4.03M0.3%+80.9%0.113%
1/29/2025Gradient Capital Advisors LLC3,827$256K0.1%-3.8%0.007%
1/29/2025Comprehensive Financial Planning Inc. PA9,675$646K0.5%N/A0.018%
1/23/2025SOL Capital Management CO110,237$7.36M0.8%+3.2%0.206%
1/23/2025USAdvisors Wealth Management LLC22,152$1.48M0.5%-0.7%0.041%
1/23/2025Strategic Blueprint LLC314,379$20.99M1.2%+1.0%0.587%
1/21/2025Team Financial Group LLC3,208$214K0.1%N/A0.006%
1/16/2025Lam Group Inc.7,455$498K0.4%+20.0%0.014%
1/13/2025First National Bank Sioux Falls176,862$11.81M5.0%+12.2%0.330%
1/10/2025Fortitude Family Office LLC100,447$6.71M2.4%+24.3%0.188%
12/26/2024JPMorgan Chase & Co.193,366$12.73M0.0%+18.5%0.361%
12/6/2024Fidelity D & D Bancorp Inc.115,176$7.58M5.0%+13.9%0.215%
11/14/2024Flow Traders U.S. LLC17,474$1.15M0.1%+261.9%0.033%
11/8/2024BIP Wealth LLC4,905$323K0.0%+40.9%0.009%
11/7/2024 Nixon Peabody Trust Co.859,673$56.59M4.7%+7.8%1.606%
11/5/2024Nations Financial Group Inc. IA ADV33,372$2.20M0.2%+73.4%0.062%
11/4/2024Advantage Trust Co63,392$4.17M2.8%+4,029.8%0.118%
10/29/2024First National Bank Sioux Falls157,681$10.38M4.7%+16.1%0.295%
10/29/2024Greenwich Wealth Management LLC113,470$7.47M0.5%+3.1%0.212%
10/29/2024 Farther Finance Advisors LLC32,190$2.12M0.1%+63.6%0.060%
10/25/2024Strategic Blueprint LLC311,179$20.49M1.3%+1.4%0.581%
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10/25/2024Fortitude Family Office LLC80,840$5.32M2.1%+10.1%0.151%
10/22/2024SOL Capital Management CO106,854$7.03M0.8%+10.2%0.200%
10/18/2024Lam Group Inc.6,210$409K0.3%+172.4%0.012%
10/15/2024 NBC Securities Inc.395$26K0.0%N/A0.001%
10/10/2024 City State Bank867$57K0.0%N/A0.002%
10/9/2024Christopher J. Hasenberg Inc28,920$1.90M0.8%+6.5%0.054%
8/9/2024Greenwich Wealth Management LLC110,107$6.92M0.5%+2.2%0.206%
8/7/2024Cahill Financial Advisors Inc.4,799$302K0.0%N/A0.009%
8/6/2024Fidelity D & D Bancorp Inc.101,160$6.36M4.8%N/A0.189%
7/31/2024 Farther Finance Advisors LLC19,674$1.23M0.1%+27.7%0.037%
7/31/2024First National Bank Sioux Falls135,863$8.54M4.4%+12.5%0.254%
7/31/2024Anfield Capital Management LLC994$62K0.0%N/A0.002%
7/29/2024Nations Financial Group Inc. IA ADV19,241$1.21M0.1%N/A0.036%
7/27/2024 Nixon Peabody Trust Co.797,745$50.13M4.5%+37.3%1.491%
7/27/2024Strategic Blueprint LLC306,738$19.28M1.3%+1.7%0.573%
7/25/2024Christopher J. Hasenberg Inc27,161$1.71M0.8%+2.1%0.051%
7/23/2024SOL Capital Management CO96,930$6.09M0.7%+5.8%0.181%
7/10/2024Fortitude Family Office LLC73,424$4.61M2.6%+36.7%0.137%
7/9/2024Arden Trust Co124,103$7.80M1.1%+0.1%0.232%
5/21/2024LRI Investments LLC5,687$365K0.1%N/A0.011%
5/15/2024LRI Investments LLC5,687$359K0.0%N/A0.011%
5/7/2024 Nixon Peabody Trust Co.580,853$37.33M3.4%+9.8%1.085%
5/2/2024USAdvisors Wealth Management LLC21,770$1.39M0.5%-3.6%0.043%
4/26/2024Opus Capital Group LLC455,264$29.26M4.3%+3.4%0.897%
4/25/2024Christopher J. Hasenberg Inc26,596$1.71M0.8%-8.4%0.052%
4/24/2024SOL Capital Management CO91,603$5.89M0.7%+7.7%0.180%
4/23/2024Strategic Blueprint LLC301,506$19.38M1.4%+1.1%0.594%
4/17/2024Gradient Capital Advisors LLC4,446$286K0.1%-17.6%0.009%
4/16/2024First National Bank Sioux Falls120,816$7.76M4.2%+21.4%0.417%
4/11/2024Fortitude Family Office LLC53,706$3.45M2.3%+59.9%0.185%
4/3/2024Arden Trust Co123,931$7.96M1.1%N/A0.427%
2/13/2024Christopher J. Hasenberg Inc29,050$1.68M0.9%N/A0.100%
2/9/2024 Nixon Peabody Trust Co.529,187$30.57M3.4%N/A1.825%
2/9/2024Moreno Evelyn V87,875$5.08M2.4%N/A0.303%
2/9/2024Rosenbaum Jay D.15,785$912K2.4%N/A0.054%
2/9/2024Cohen Lawrence B4,465$258K12.6%N/A0.015%
2/1/2024First National Bank Sioux Falls99,557$5.75M2.9%+27.6%0.343%
2/1/2024Greenwich Wealth Management LLC100,570$5.81M0.6%+9.0%0.347%
1/31/2024Opus Capital Group LLC440,167$25.42M4.1%+2.5%1.518%
1/25/2024SOL Capital Management CO85,076$4.91M0.7%+15.6%0.293%
1/25/2024Strategic Blueprint LLC298,144$17.22M1.4%+1.9%1.028%
1/23/2024Tanglewood Legacy Advisors LLC1,000$58K0.0%N/A0.003%
1/19/2024Life Planning Partners Inc750$43K0.0%N/A0.003%
1/12/2024Fortitude Family Office LLC33,582$1.94M1.4%N/A0.116%
11/7/2023Greenwich Wealth Management LLC92,249$4.86M0.5%+16.0%0.318%
11/2/2023Diversified Portfolios Inc.4,222$222K0.0%+8.9%0.015%
10/25/2023Gradient Capital Advisors LLC5,395$284K0.1%-4.9%0.019%
10/19/2023SOL Capital Management CO73,608$3.88M0.6%+22.9%0.254%
10/18/2023Strategic Blueprint LLC292,679$15.42M1.4%-1.1%1.009%
10/12/2023First National Bank Sioux Falls78,006$4.11M2.5%+37.3%0.269%
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9/12/2023 Farther Finance Advisors LLC9,308$497K0.1%+130.3%0.038%
8/14/2023Certified Advisory Corp4,980$266K0.0%N/A0.020%
8/9/2023Diversified Portfolios Inc.3,878$207K0.0%N/A0.016%
8/1/2023USAdvisors Wealth Management LLC20,003$1.07M0.5%+4.8%0.100%
7/31/2023Opus Capital Group LLC418,977$22.35M3.9%+28.9%2.084%
7/31/2023Greenwich Wealth Management LLC79,557$4.24M0.4%+42.6%0.396%
7/18/2023First National Bank Sioux Falls56,801$3.03M1.9%+32.6%0.283%
4/28/2023Strategic Blueprint LLC302,250$15.45M1.6%+3.1%1.873%
4/24/2023Opus Capital Group LLC324,954$16.61M3.0%+23.5%2.013%
4/24/2023Greenwich Wealth Management LLC55,798$2.85M0.3%+14.9%0.346%
(Data available from 1/1/2016 forward)

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AVLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVLV shares?

During the previous two years, 40 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Value ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($123.97M), Nixon Peabody Trust Co. ($65.85M), Opus Capital Group LLC ($33.01M), Strategic Blueprint LLC ($20.99M), First National Bank Sioux Falls ($12.94M), JPMorgan Chase & Co. ($11.37M), and Farther Finance Advisors LLC ($8.76M).Learn more on AVLV's institutional investors.

Which institutional investors have been buying Avantis U.S. Large Cap Value ETF stock?

Of the 39 institutional investors that purchased Avantis U.S. Large Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nixon Peabody Trust Co. ($1.01M), Ameriprise Financial Inc. ($259.75K), First National Bank Sioux Falls ($182.87K), Opus Capital Group LLC ($181.54K), Fidelity D & D Bancorp Inc. ($136.52K), Arden Trust Co ($124.10K), and Farther Finance Advisors LLC ($123.67K).

How much institutional buying is happening at Avantis U.S. Large Cap Value ETF?

Institutional investors have bought a total of 2,715,015 shares in the last 24 months. This purchase volume represents approximately $166.92M in transactions.

Which Avantis U.S. Large Cap Value ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis U.S. Large Cap Value ETF stock in the last 24 months: JPMorgan Chase & Co. ($23.11K), Opus Capital Group LLC ($3.75K), Strategic Blueprint LLC ($3.15K), Christopher J. Hasenberg Inc ($2.45K), Gradient Capital Advisors LLC ($1.38K), and USAdvisors Wealth Management LLC ($958.00).

How much institutional selling is happening at Avantis U.S. Large Cap Value ETF?

Institutional investors have sold a total of 34,803 shares in the last 24 months. This volume of shares sold represents approximately $2.26M in transactions.


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This page (NYSEARCA:AVLV) was last updated on 4/16/2025 by MarketBeat.com Staff
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