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

Avantis U.S. Large Cap Value ETF logo
$68.43 -1.34 (-1.92%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$68.42 -0.01 (-0.01%)
As of 02/21/2025 05:16 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
29
Total
Institutional Inflows
(last 12 months)
$92.42M
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

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
2/21/2025Fidelity D & D Bancorp Inc.125,846$8.40M6.1%+9.3%0.235%
2/18/2025 Sunbelt Securities Inc.1,435$96K0.0%N/A0.003%
2/17/2025 BIP Wealth LLC7,496$501K0.0%+52.8%0.014%
2/17/2025 Ameriprise Financial Inc.1,880,218$123.97M0.0%+16.0%3.513%
2/13/2025 Titleist Asset Management LLC3,535$236K0.0%N/A0.007%
2/12/2025 JPMorgan Chase & Co.170,256$11.37M0.0%-12.0%0.318%
2/10/2025 Greenwich 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%
2/5/2025 Magnolia Private Wealth LLC5,795$387K0.2%N/A0.011%
2/3/2025 Advantage Trust Co110,446$7.37M4.3%+74.2%0.206%
1/31/2025 Opus Capital Group LLC494,434$33.01M4.2%-0.8%0.924%
1/30/2025 Roxbury Financial LLC573$41K0.0%N/A0.001%
1/30/2025 Nations Financial Group Inc. IA ADV60,356$4.03M0.3%+80.9%0.113%
1/29/2025 Gradient Capital Advisors LLC3,827$256K0.1%-3.8%0.007%
1/29/2025 Comprehensive Financial Planning Inc. PA9,675$646K0.5%N/A0.018%
1/23/2025 SOL Capital Management CO110,237$7.36M0.8%+3.2%0.206%
1/23/2025 USAdvisors Wealth Management LLC22,152$1.48M0.5%-0.7%0.041%
1/23/2025 Strategic Blueprint LLC314,379$20.99M1.2%+1.0%0.587%
1/21/2025 Team 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%
12/26/2024 JPMorgan 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%
11/14/2024 Flow Traders U.S. LLC17,474$1.15M0.1%+261.9%0.033%
11/8/2024 BIP 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%
11/5/2024 Nations Financial Group Inc. IA ADV33,372$2.20M0.2%+73.4%0.062%
11/4/2024 Advantage 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%
10/29/2024 Greenwich 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%
10/25/2024 Strategic 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%
10/22/2024 SOL 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%
10/15/2024 NBC 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%
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8/9/2024 Greenwich Wealth Management LLC110,107$6.92M0.5%+2.2%0.206%
8/7/2024 Cahill 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%
7/31/2024 First National Bank Sioux Falls135,863$8.54M4.4%+12.5%0.254%
7/31/2024 Anfield Capital Management LLC994$62K0.0%N/A0.002%
7/29/2024 Nations 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%
7/27/2024 Strategic 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%
7/23/2024 SOL 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%
5/21/2024 LRI Investments LLC5,687$365K0.1%N/A0.011%
5/15/2024 LRI Investments LLC5,687$359K0.0%N/A0.011%
5/7/2024 Nixon Peabody Trust Co.580,853$37.33M3.4%+9.8%1.085%
5/2/2024 USAdvisors Wealth Management LLC21,770$1.39M0.5%-3.6%0.043%
4/26/2024 Opus 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%
4/24/2024 SOL Capital Management CO91,603$5.89M0.7%+7.7%0.180%
4/23/2024 Strategic Blueprint LLC301,506$19.38M1.4%+1.1%0.594%
4/17/2024 Gradient 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%
2/9/2024 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%
2/1/2024 First National Bank Sioux Falls99,557$5.75M2.9%+27.6%0.343%
2/1/2024 Greenwich Wealth Management LLC100,570$5.81M0.6%+9.0%0.347%
1/31/2024 Opus Capital Group LLC440,167$25.42M4.1%+2.5%1.518%
1/25/2024 SOL Capital Management CO85,076$4.91M0.7%+15.6%0.293%
1/25/2024 Strategic Blueprint LLC298,144$17.22M1.4%+1.9%1.028%
1/23/2024 Tanglewood Legacy Advisors LLC1,000$58K0.0%N/A0.003%
1/19/2024 Life Planning Partners Inc750$43K0.0%N/A0.003%
1/12/2024 Fortitude Family Office LLC33,582$1.94M1.4%N/A0.116%
11/7/2023 Greenwich Wealth Management LLC92,249$4.86M0.5%+16.0%0.318%
11/2/2023 Diversified Portfolios Inc.4,222$222K0.0%+8.9%0.015%
10/25/2023 Gradient Capital Advisors LLC5,395$284K0.1%-4.9%0.019%
10/19/2023 SOL Capital Management CO73,608$3.88M0.6%+22.9%0.254%
10/18/2023 Strategic 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%
9/12/2023 Farther Finance Advisors LLC9,308$497K0.1%+130.3%0.038%
8/14/2023 Certified Advisory Corp4,980$266K0.0%N/A0.020%
8/9/2023 Diversified Portfolios Inc.3,878$207K0.0%N/A0.016%
8/1/2023 USAdvisors Wealth Management LLC20,003$1.07M0.5%+4.8%0.100%
7/31/2023 Opus Capital Group LLC418,977$22.35M3.9%+28.9%2.084%
7/31/2023 Greenwich Wealth Management LLC79,557$4.24M0.4%+42.6%0.396%
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7/18/2023 First National Bank Sioux Falls56,801$3.03M1.9%+32.6%0.283%
4/28/2023 Strategic Blueprint LLC302,250$15.45M1.6%+3.1%1.873%
4/24/2023 Opus Capital Group LLC324,954$16.61M3.0%+23.5%2.013%
4/24/2023 Greenwich Wealth Management LLC55,798$2.85M0.3%+14.9%0.346%
4/19/2023 SOL Capital Management CO57,345$2.93M0.5%+7.8%0.355%
4/18/2023 WMG 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%
4/13/2023 USAdvisors Wealth Management LLC19,082$975K0.5%+1.7%0.118%
3/6/2023 OLD Mission Capital LLC3,224$162K0.0%N/A0.020%
2/10/2023 USAdvisors Wealth Management LLC18,761$942K0.5%+2.1%0.119%
(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, 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. ($60.66M), Opus Capital Group LLC ($33.01M), Strategic Blueprint LLC ($20.99M), First National Bank Sioux Falls ($11.81M), JPMorgan Chase & Co. ($11.37M), and Fidelity D & D Bancorp Inc. ($8.40M).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. ($908.52K), Ameriprise Financial Inc. ($259.75K), Opus Capital Group LLC ($181.54K), First National Bank Sioux Falls ($161.27K), Fidelity D & D Bancorp Inc. ($125.85K), Arden Trust Co ($124.10K), and Advantage Trust Co ($108.91K).

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

Institutional investors have bought a total of 2,514,690 shares in the last 24 months. This purchase volume represents approximately $153.79M 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 2/22/2025 by MarketBeat.com Staff
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