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

Avantis U.S. Large Cap Value ETF logo
$69.95 +0.58 (+0.84%)
As of 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)
27
Total
Institutional Inflows
(last 12 months)
$103.19M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$270.41K
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AVLV Institutional Buying and Selling by Quarter

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
1/21/2025Team Financial Group LLC3,208$214K0.1%N/A0.006%
1/16/2025 Lam Group Inc.7,455$498K0.4%+20.0%0.014%
1/13/2025 First National Bank Sioux Falls176,862$11.81M5.0%+12.2%0.330%
1/10/2025 Fortitude 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%
11/7/2024Nixon 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%
10/29/2024 First 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%
10/29/2024Farther Finance Advisors LLC32,190$2.12M0.1%+63.6%0.060%
10/25/2024Strategic Blueprint LLC311,179$20.49M1.3%+1.4%0.581%
10/25/2024 Fortitude 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%
10/18/2024 Lam Group Inc.6,210$409K0.3%+172.4%0.012%
10/15/2024NBC Securities Inc.395$26K0.0%N/A0.001%
10/10/2024 City State Bank867$57K0.0%N/A0.002%
10/9/2024 Christopher 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%
7/31/2024Farther Finance Advisors LLC19,674$1.23M0.1%+27.7%0.037%
7/31/2024 First 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%
7/27/2024Nixon 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%
7/25/2024 Christopher 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%
7/10/2024 Fortitude 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%
5/7/2024Nixon 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%
4/25/2024 Christopher J. Hasenberg Inc26,596$1.71M0.8%-8.4%0.052%
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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%
4/16/2024 First National Bank Sioux Falls120,816$7.76M4.2%+21.4%0.417%
4/11/2024 Fortitude Family Office LLC53,706$3.45M2.3%+59.9%0.185%
4/3/2024Arden Trust Co123,931$7.96M1.1%N/A0.427%
2/13/2024 Christopher J. Hasenberg Inc29,050$1.68M0.9%N/A0.100%
2/9/2024Nixon 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%
2/1/2024 First 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%
1/12/2024 Fortitude 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%
10/12/2023 First National Bank Sioux Falls78,006$4.11M2.5%+37.3%0.269%
9/12/2023Farther Finance Advisors LLC9,308$497K0.1%+130.3%0.038%
8/14/2023 Certified 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%
7/18/2023 First 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%
4/19/2023SOL Capital Management CO57,345$2.93M0.5%+7.8%0.355%
4/18/2023WMG Financial Advisors LLC27,081$1.63M1.3%N/A0.168%
4/18/2023 First National Bank Sioux Falls42,835$2.19M1.5%+174.7%0.265%
4/13/2023USAdvisors Wealth Management LLC19,082$975K0.5%+1.7%0.118%
3/6/2023OLD Mission Capital LLC3,224$162K0.0%N/A0.020%
2/10/2023USAdvisors Wealth Management LLC18,761$942K0.5%+2.1%0.119%
2/9/2023Schwarz Dygos Wheeler Investment Advisors LLC4,629$232K0.1%N/A0.029%
2/6/2023Greenwich Wealth Management LLC48,555$2.44M0.3%+11.4%0.308%
2/6/2023Gradient Capital Advisors LLC5,549$279K0.1%-27.5%0.035%
1/27/2023 First National Bank Sioux Falls15,596$783K0.6%+54.3%0.099%
1/26/2023Strategic Blueprint LLC293,172$14.71M1.7%+14.9%1.860%
1/24/2023SOL Capital Management CO53,183$2.67M0.5%+16.7%0.342%
1/18/2023Opus Capital Group LLC263,100$13.21M2.6%N/A1.702%
11/15/2022USAdvisors Wealth Management LLC18,368$816K0.4%+9.3%0.163%
11/8/2022Strategic Blueprint LLC255,053$11.33M1.4%+11.7%2.265%
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11/7/2022Gradient Capital Advisors LLC7,650$340K0.2%-5.1%0.068%
10/14/2022 First National Bank Sioux Falls10,107$449K0.5%+59.2%0.091%
10/12/2022SOL Capital Management CO45,573$2.02M0.4%+14.8%0.408%
8/15/2022USAdvisors Wealth Management LLC16,801$775K0.4%+133.5%0.188%
8/12/2022Strategic Blueprint LLC228,306$10.53M1.3%+24.3%2.548%
8/5/2022OLD Mission Capital LLC6,812$314K0.0%N/A0.076%
7/22/2022 First National Bank Sioux Falls6,347$293K0.4%N/A0.076%
7/21/2022SOL Capital Management CO39,698$1.83M0.4%+36.3%0.474%
7/18/2022Gradient Capital Advisors LLC8,063$372K0.2%+75.2%0.096%
6/8/2022USAdvisors Wealth Management LLC7,196$389K0.2%N/A0.181%
(Data available from 1/1/2016 forward)

AVLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVLV shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Value ETF. The most heavily invested institutionals were Nixon Peabody Trust Co. ($56.59M), Opus Capital Group LLC ($29.26M), Strategic Blueprint LLC ($20.49M), JPMorgan Chase & Co. ($12.73M), First National Bank Sioux Falls ($11.81M), Arden Trust Co ($7.80M), and Fidelity D & D Bancorp Inc. ($7.58M).Learn more on AVLV's institutional investors.

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

Of the 34 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. ($859.67K), Opus Capital Group LLC ($181.54K), First National Bank Sioux Falls ($166.76K), Arden Trust Co ($124.10K), Fidelity D & D Bancorp Inc. ($115.18K), Fortitude Family Office LLC ($100.45K), and Moreno Evelyn V ($87.88K).

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

Institutional investors have bought a total of 2,110,334 shares in the last 24 months. This purchase volume represents approximately $125.77M 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: Gradient Capital Advisors LLC ($3.33K), Strategic Blueprint LLC ($3.15K), Christopher J. Hasenberg Inc ($2.45K), and USAdvisors Wealth Management LLC ($805.00).

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

Institutional investors have sold a total of 9,739 shares in the last 24 months. This volume of shares sold represents approximately $556.55K in transactions.


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This page (NYSEARCA:AVLV) was last updated on 1/21/2025 by MarketBeat.com Staff
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