Who owns AVLV?
Avantis US Large Cap Value ETF · Avantis
563 institutions reported holding AVLV, worth $14.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $3.0B | 32,368,237 | +29,966,939 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $1.7B | 18,702,541 | +5,480,762 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $891.8M | 9,778,034 | −361,287 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $843.1M | 9,226,406 | +1,525,894 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $423.2M | 4,620,546 | +753,111 shares |
| LPL Financial LLC | Fort Mill, SC | $365.3M | 4,005,109 | +908,754 shares |
| American Century Companies Inc. | Kansas City, MO | $329.2M | 3,608,727 | +748,348 shares |
| Focus Partners Wealth | St Louis, MO | $249.4M | 2,734,778 | +230,022 shares |
| Cerity Partners LLC | New York, NY | $248.7M | 2,726,265 | −103,471 shares |
| Falcon Wealth Planning | Ontario, CA | $189.5M | 2,077,645 | +107,069 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVLV?
563 institutional managers reported holding AVLV in Form 13F filings for June 30, 2026, worth $14.9B in total. The largest reported position was held by Northwestern Mutual Wealth Management Co, at $3.0B.
Did institutions buy or sell AVLV last quarter?
Reported 13F value rose 59.3% from March 31, 2026, which includes price moves as well as buying and selling. 113 firms reported a new position and 20 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.