Who Owns Avantis U.S. Large Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Avantis U.S. Large Cap Value ETF.
Who crossed 5% of AVLV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF593.5K shadded | $53.7M |
| Apella Capital, LLCUS LARGE CAP VLU431.7K shadded | $39.7M |
| FINANCIAL MANAGEMENT NETWORK INCUS LARGE CAP VLU356K shadded | $32.6M |
| INTEGRATED CAPITAL MANAGEMENT, INC.US LARGE CAP VLU224.7K shtrimmed | $20.3M |
| Avidian Wealth Enterprises, LLCUS LARGE CAP VLU217.7K sh— | $19.7M |
| MFA WEALTH ADVISORS, LLCUS LARGE CAP VLU190.4K shadded | $17.2M |
| COLLECTIVE FAMILY OFFICE LLCUS LARGE CAP VLU187.2K shadded | $16.9M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCUS LARGE CAP VLU169.8K shadded | $15.4M |
| Prosperity Planning, Inc.US LARGE CAP VLU98.1K shadded | $8.9M |
| Factor Wealth Management LTDUS LARGE CAP VLU80K shtrimmed | $7.2M |
| Wealth Enhancement Trust Services, Inc.US LARGE CAP VLU77.4K shadded | $7M |
| Sprinkle Financial Consultants LLCUS LARGE CAP VLU57.7K shadded | $5.2M |
| Mendota Financial Group, LLCUS LARGE CAP VLU53.1K shadded | $4.8M |
| Wedmont Private CapitalUS LARGE CAP VLU24.7K shadded | $2.3M |
| Freestate Advisors LLCUS LARGE CAP VLU20.4K shadded | $1.8M |
| SAPIENT CAPITAL LLCUS LARGE CAP VLU17.6K shheld | $1.6M |
| Acropolis Investment Management, LLCUS LARGE CAP VLU17.5K shheld | $1.6M |
| VISTA INVESTMENT PARTNERS LLCUS LARGE CAP VLU17.4K shadded | $1.6M |
| ELEVATION WEALTH PARTNERS, LLCUS LARGE CAP VLU13.3K shtrimmed | $1.2M |
| EASTERN BANKUS LARGE CAP VLU11.3K shheld | $1M |
| Arbor Wealth Advisors LLCUS LARGE CAP VLU8.8K shadded | $795.9K |
| TITLEIST ASSET MANAGEMENT, LLCUS LARGE CAP VLU3.6K shadded | $322.6K |
| ATWOOD & PALMER INCCOM3.5K shadded | $319.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLCUS LARGE CAP VLU2.2K shtrimmed | $203.1K |
| Investors Research CorpUS LARGE CAP VLU275 sh— | $24.9K |
| Pacifica Partners Inc.US LARGE CAP VLU135 shheld | $12.3K |
| Central Pacific Bank - Trust DivisionUS LARGE CAP VLU42 shadded | $3.8K |
| CoreCap Advisors, LLCETF19 shtrimmed | $1.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on AVLV
Follow Avantis U.S. Large Cap Value ETF (AVLV) by email
New trades in Avantis U.S. Large Cap Value ETF (AVLV) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.