Who owns Avantis U.S. Large Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVLV from SEC Form 13F filings across 569 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 569 institutions disclosed 163.9M shares of Avantis U.S. Large Cap Value ETF worth $14.95B — about 115.7% of shares outstanding; the largest disclosed holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO. Source: SEC Form 13F filings, parsed by EvidInvest.
569
13F holders
$14.95B
value, 2026 filers
115.7%
of shares outstanding (163.9M sh)
116
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVLV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32.4M | $2.95B | 1.6% | 22.9% | +1247.9% |
| 2 | PNC Financial Services Group, Inc. | 18.7M | $1.71B | 0.8% | 13.2% | +41.5% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 9.8M | $891.8M | 0.2% | 6.9% | -3.6% |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 9.2M | $843.1M | 1.4% | 6.5% | +19.8% |
| 5 | AMERIPRISE FINANCIAL INC | 4.6M | $423.2M | 0.1% | 3.3% | +19.5% |
| 6 | LPL Financial LLC | 4.0M | $365.3M | 0.1% | 2.8% | +29.3% |
| 7 | AMERICAN CENTURY COMPANIES INC | 3.6M | $329.2M | 0.1% | 2.5% | +26.2% |
| 8 | Focus Partners Wealth | 2.7M | $249.4M | 0.3% | 1.9% | +9.2% |
| 9 | Cerity Partners LLC | 2.7M | $248.7M | 0.3% | 1.9% | -3.7% |
| 10 | Falcon Wealth Planning | 2.1M | $189.5M | 12.0% | 1.5% | +5.4% |
| 11 | Petersen Hastings Wealth Advisors Inc. | 1.9M | $177.5M | 14.9% | 1.4% | -2.8% |
| 12 | Waverly Advisors, LLC | 1.8M | $160.0M | 0.9% | 1.2% | +5.3% |
| 13 | Apollon Wealth Management, LLC | 1.6M | $145.3M | 1.8% | 1.1% | +25.5% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.6M | $145.2M | 0.0% | 1.1% | +48.7% |
| 15 | Savant Capital, LLC | 1.5M | $134.8M | 0.4% | 1% | -2.3% |
| 16 | Cetera Investment Advisers | 1.5M | $132.6M | 0.1% | 1% | +21.2% |
| 17 | FMR LLC | 1.4M | $127.5M | 0.0% | 1% | +10.7% |
| 18 | Pure Financial Advisors, LLC | 1.4M | $126.1M | 1.6% | 1% | -4.5% |
| 19 | Moisand Fitzgerald Tamayo, LLC | 1.4M | $123.7M | 12.1% | 1% | -0.1% |
| 20 | Beaird Harris Wealth Management, LLC | 1.3M | $121.1M | 7.6% | 0.9% | -1.1% |
| 21 | Alesco Advisors, LLC, An ESL Co | 1.2M | $113.3M | 2.6% | 0.9% | -3.8% |
| 22 | Bridgewater Advisors Inc. | 1.2M | $112.5M | 6.1% | 0.9% | +1.6% |
| 23 | HUB Investment Partners, LLC | 1.2M | $110.0M | 2.0% | 0.9% | +6.7% |
| 24 | MORGAN STANLEY | 1.1M | $104.0M | 0.0% | 0.8% | -6.8% |
| 25 | Cannon Financial Strategists, Inc. | 1.1M | $103.1M | 11.7% | 0.8% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.