AVANTIS INT LRG CAP VAL ETF (AVIV) Institutional Shareholders
AVANTIS INT LRG CAP VAL ETF (AVIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.00B in AVIV holdings during the latest filing period.
American Century Companies Inc is currently the largest disclosed institutional shareholder of AVIV tracked by InsiderSet, reporting ownership valued at approximately $239.41M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $258.22M, representing an estimated gain of +7.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed AVIV value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Savant Capital, Llc, Iag Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in AVANTIS INT LRG CAP VAL ETF (AVIV).
This page ranks the largest institutional AVIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
185
Total Reported Value
$1.00B
Largest Holder
American Century Companies Inc
Largest Position
$239.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Century Companies Inc | 0.12% | 3,199,324 | $239,405,415 | $258,217,440 | +$18,812,025 | +7.86% | |
| Savant Capital, Llc | 0.23% | 639,155 | $47,827,965 | $51,586,200 | +$3,758,235 | +7.86% | |
| Iag Wealth Partners, Llc | 4.85% | 580,522 | $43,440,457 | $46,853,931 | +$3,413,474 | +7.86% | |
| Atwood & Palmer Inc | 2.10% | 508,168 | $39,342,335 | $41,014,239 | +$1,671,904 | +4.25% | |
| Allegiance Financial Group Advisory Services Llc | 4.40% | 328,121 | $25,403,110 | $26,482,646 | +$1,079,536 | +4.25% | |
| Jones Financial Companies Lllp | 0.01% | 350,105 | $25,358,079 | $28,256,975 | +$2,898,896 | +11.43% | |
| B&D White Capital Company, Llc | 2.36% | 305,866 | $23,680,146 | $24,686,445 | +$1,006,299 | +4.25% | |
| Linscomb Wealth, Inc. | 1.00% | 297,218 | $23,010,591 | $23,988,465 | +$977,874 | +4.25% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 274,615 | $20,549,527 | $22,164,177 | +$1,614,650 | +7.86% | |
| Lpl Financial Llc | 0.01% | 269,407 | $20,159,747 | $21,743,839 | +$1,584,092 | +7.86% | |
| Fas Wealth Partners, Inc. | 0.97% | 240,133 | $18,591,113 | $19,381,134 | +$790,021 | +4.25% | |
| Global Strategic Investment Solutions, Llc | 1.70% | 231,424 | $17,317,462 | $18,678,231 | +$1,360,769 | +7.86% | |
| Foundry Financial Group, Inc. | 7.44% | 222,193 | $17,202,195 | $17,933,197 | +$731,002 | +4.25% | |
| Websterrogers Financial Advisors, Llc | 4.19% | 211,302 | $16,359,045 | $17,054,184 | +$695,139 | +4.25% | |
| Clear Creek Financial Management, Llc | 0.98% | 196,767 | $15,233,701 | $15,881,065 | +$647,364 | +4.25% | |
| Austin Wealth Management, Llc | 2.74% | 165,301 | $12,986,056 | $13,341,444 | +$355,388 | +2.74% | |
| Symmetry Partners, Llc | 0.62% | 156,991 | $12,154,294 | $12,670,744 | +$516,450 | +4.25% | |
| Financial Management Network Inc | 1.71% | 142,719 | $11,170,630 | $11,518,850 | +$348,220 | +3.12% | |
| Cwm, Llc | 0.03% | 141,018 | $10,552,348 | $11,381,563 | +$829,215 | +7.86% | |
| Northland Capital Management Llc | 5.26% | 125,979 | $9,753,330 | $10,167,765 | +$414,435 | +4.25% | |
| Nwam Llc | 0.49% | 125,722 | $9,733,427 | $10,147,023 | +$413,596 | +4.25% | |
| Wright Wealth Llc | 5.81% | 124,968 | $9,675,030 | $10,086,167 | +$411,137 | +4.25% | |
| Focus Partners Advisor Solutions, Llc | 0.10% | 127,314 | $9,526,932 | $10,275,513 | +$748,581 | +7.86% | |
| Golden Bell Financial Planning Llc | 6.84% | 120,237 | $9,308,749 | $9,704,328 | +$395,579 | +4.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 113,295 | $8,927,667 | $9,144,039 | +$216,372 | +2.42% | |
| Beaird Harris Wealth Management, Llc | 0.56% | 114,886 | $8,894,475 | $9,272,449 | +$377,974 | +4.25% | |
| Fonville Wealth Management Llc | 1.38% | 109,222 | $8,455,974 | $8,815,308 | +$359,334 | +4.25% | |
| Summit Portfolio Management, Ltd. | 5.36% | 111,290 | $8,327,805 | $8,982,216 | +$654,411 | +7.86% | |
| Mercer Global Advisors Inc | 0.01% | 111,116 | $8,314,787 | $8,968,172 | +$653,385 | +7.86% | |
| Bayshore Asset Management, Llc | 2.92% | 105,709 | $8,184,005 | $8,531,773 | +$347,768 | +4.25% | |
| Paladin Advisory Group, Llc | 5.20% | 101,141 | $7,830,336 | $8,163,090 | +$332,754 | +4.25% | |
| Kilner Capital Advisors, Llc | 6.67% | 98,223 | $7,783,224 | $7,927,578 | +$144,354 | +1.85% | |
| Atlas Financial Planning Llc | 5.84% | 92,983 | $7,198,715 | $7,504,658 | +$305,943 | +4.25% | |
| Jane Street Group, Llc | 0.01% | 95,712 | $7,162,129 | $7,724,916 | +$562,787 | +7.86% | |
| Focus Partners Wealth | 0.01% | 94,211 | $7,049,822 | $7,603,770 | +$553,948 | +7.86% | |
| Brickley Wealth Management | 1.00% | 89,607 | $6,937,374 | $7,232,181 | +$294,807 | +4.25% | |
| Tortoise Investment Management, Llc | 0.56% | 91,290 | $6,831,201 | $7,368,016 | +$536,815 | +7.86% | |
| Envestnet Asset Management Inc | 0.00% | 89,087 | $6,666,360 | $7,190,212 | +$523,852 | +7.86% | |
| Harbor Group, Inc. | 0.77% | 84,947 | $6,576,593 | $6,856,072 | +$279,479 | +4.25% | |
| Chicago Partners Investment Group Llc | 0.13% | 81,200 | $6,395,327 | $6,553,652 | +$158,325 | +2.48% | |
| Avidian Wealth Enterprises, Llc | 0.17% | 80,889 | $6,262,406 | $6,528,551 | +$266,145 | +4.25% | |
| Haven Private, Llc | 2.24% | 76,215 | $5,900,565 | $6,151,313 | +$250,748 | +4.25% | |
| Ducere Wealth Management Llc | 1.77% | 76,064 | $5,888,875 | $6,139,125 | +$250,250 | +4.25% | |
| Cornerstone Wealth Partners, Llc | 3.28% | 77,336 | $5,786,983 | $6,241,789 | +$454,806 | +7.86% | |
| Factor Wealth Management Ltd | 0.85% | 72,725 | $5,630,348 | $5,869,635 | +$239,287 | +4.25% | |
| Telos Capital Management, Inc. | 0.50% | 72,680 | $5,626,886 | $5,866,003 | +$239,117 | +4.25% | |
| Collective Family Office Llc | 1.10% | 69,553 | $5,384,793 | $5,613,623 | +$228,830 | +4.25% | |
| Wealth Management Nebraska | 0.47% | 68,037 | $5,267,425 | $5,491,266 | +$223,841 | +4.25% | |
| Wedmont Private Capital | 0.14% | 64,739 | $5,101,413 | $5,225,085 | +$123,672 | +2.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,415 | $4,987,040 | $5,198,935 | +$211,895 | +4.25% |
Frequently asked questions about AVIV
Who owns the most AVIV stock?
The largest holders of AVIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS INT LRG CAP VAL ETF (AVIV).
Is AVIV widely held by superinvestors?
Many widely followed stocks like AVIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.