AVLV Institutional Ownership & Shareholders
AVANTIS US LARGE CAP VALUE (AVLV) is currently held by 593 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $12.21B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pnc Financial Services Group, Inc. is currently the largest disclosed institutional shareholder of AVLV tracked by InsiderSet, reporting ownership valued at approximately $1.69B in its June 30, 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 $1.74B, representing an estimated gain of +3.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed AVLV value among the investors covered in this analysis. Major shareholders include Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in AVANTIS US LARGE CAP VALUE (AVLV).
This page ranks the largest institutional AVLV 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
593
Total Reported Value
$12.21B
Largest Holder
Pnc Financial Services Group, Inc.
Largest Position
$1.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pnc Financial Services Group, Inc. | 0.92% | 18,525,308 | $1,689,693,361 | $1,742,490,470 | +$52,797,109 | +3.12% | |
| Wealth Enhancement Advisory Services, Llc | 1.36% | 9,886,267 | $912,029,802 | $929,902,274 | +$17,872,472 | +1.96% | |
| Envestnet Asset Management Inc | 0.21% | 9,778,034 | $891,821,191 | $919,721,878 | +$27,900,687 | +3.13% | |
| Ameriprise Financial Inc | 0.09% | 4,620,546 | $423,180,879 | $434,608,557 | +$11,427,678 | +2.70% | |
| Lpl Financial Llc | 0.08% | 4,005,109 | $365,305,928 | $376,720,553 | +$11,414,625 | +3.12% | |
| American Century Companies Inc | 0.15% | 3,608,727 | $329,151,990 | $339,436,862 | +$10,284,872 | +3.12% | |
| Focus Partners Wealth | 0.26% | 2,734,778 | $249,439,248 | $257,233,219 | +$7,793,971 | +3.12% | |
| Cerity Partners Llc | 0.30% | 2,726,265 | $248,662,228 | $256,432,486 | +$7,770,258 | +3.12% | |
| Falcon Wealth Planning | 11.99% | 2,077,645 | $189,502,041 | $195,423,289 | +$5,921,248 | +3.12% | |
| Petersen Hastings Wealth Advisors Inc. | 14.85% | 1,990,734 | $180,041,991 | $187,248,440 | +$7,206,449 | +4.00% | |
| Waverly Advisors, Llc | 0.93% | 1,754,726 | $160,048,576 | $165,049,528 | +$5,000,952 | +3.12% | |
| Apollon Wealth Management, Llc | 1.72% | 1,653,475 | $149,540,270 | $155,525,859 | +$5,985,589 | +4.00% | |
| Bank Of America Corp | 0.01% | 1,592,353 | $145,238,520 | $149,776,723 | +$4,538,203 | +3.12% | |
| Savant Capital, Llc | 0.40% | 1,478,222 | $134,828,671 | $139,041,561 | +$4,212,890 | +3.12% | |
| Cetera Investment Advisers | 0.12% | 1,454,277 | $132,644,563 | $136,789,295 | +$4,144,732 | +3.12% | |
| Fmr Llc | 0.01% | 1,397,539 | $127,469,525 | $131,452,518 | +$3,982,993 | +3.12% | |
| Pure Financial Advisors, Llc | 1.61% | 1,382,944 | $126,138,338 | $130,079,713 | +$3,941,375 | +3.12% | |
| Moisand Fitzgerald Tamayo, Llc | 12.49% | 1,374,353 | $124,296,519 | $129,271,643 | +$4,975,124 | +4.00% | |
| Beaird Harris Wealth Management, Llc | 7.58% | 1,327,308 | $121,063,735 | $124,846,590 | +$3,782,855 | +3.12% | |
| Alesco Advisors, Llc, An Esl Co | 2.60% | 1,242,346 | $113,314,395 | $116,855,065 | +$3,540,670 | +3.12% | |
| Commonwealth Equity Services, Llc | 0.15% | 1,249,849 | $113,036,345 | $117,560,797 | +$4,524,452 | +4.00% | |
| Bridgewater Advisors Inc. | 6.13% | 1,208,088 | $112,460,904 | $113,632,757 | +$1,171,853 | +1.04% | |
| Hub Investment Partners, Llc | 2.02% | 1,205,715 | $109,973,275 | $113,409,553 | +$3,436,278 | +3.12% | |
| Morgan Stanley | 0.01% | 1,139,973 | $103,977,030 | $107,225,860 | +$3,248,830 | +3.12% | |
| Cannon Financial Strategists, Inc. | 11.54% | 1,128,907 | $102,098,392 | $106,184,992 | +$4,086,600 | +4.00% | |
| Arax Advisory Partners | 0.65% | 1,076,147 | $98,155,401 | $101,222,387 | +$3,066,986 | +3.12% | |
| Wealth Management Nebraska | 8.44% | 1,065,353 | $96,350,568 | $100,207,103 | +$3,856,535 | +4.00% | |
| Nixon Peabody Trust Co | 6.00% | 1,018,816 | $92,141,719 | $95,829,833 | +$3,688,114 | +4.00% | |
| B&D White Capital Company, Llc | 8.55% | 974,447 | $88,128,985 | $91,656,485 | +$3,527,500 | +4.00% | |
| &Partners | 0.35% | 933,121 | $85,163,417 | $87,769,361 | +$2,605,944 | +3.06% | |
| Esl Trust Services, Llc | 13.12% | 843,691 | $76,953,055 | $79,357,575 | +$2,404,520 | +3.12% | |
| Two Sigma Investments, Lp | 0.06% | 838,300 | $76,461,343 | $78,850,498 | +$2,389,155 | +3.12% | |
| Glenview Trust Co | 0.99% | 809,160 | $73,180,429 | $76,109,590 | +$2,929,161 | +4.00% | |
| Vestmark Advisory Solutions, Inc. | 0.66% | 775,298 | $70,714,978 | $72,924,530 | +$2,209,552 | +3.12% | |
| Fas Wealth Partners, Inc. | 3.50% | 736,028 | $67,133,124 | $69,230,794 | +$2,097,670 | +3.12% | |
| Raymond James Financial Inc | 0.02% | 722,783 | $65,925,094 | $67,984,969 | +$2,059,875 | +3.12% | |
| Aprio Wealth Management, Llc | 2.94% | 714,500 | $64,619,388 | $67,205,870 | +$2,586,482 | +4.00% | |
| Annex Advisory Services, Llc | 1.06% | 712,657 | $64,452,699 | $67,032,517 | +$2,579,818 | +4.00% | |
| Thrivent Financial For Lutherans | 0.11% | 700,394 | $63,883,000 | $65,879,060 | +$1,996,060 | +3.12% | |
| Kestra Advisory Services, Llc | 0.18% | 685,747 | $62,018,984 | $64,501,363 | +$2,482,379 | +4.00% | |
| Allegiance Financial Group Advisory Services Llc | 10.03% | 684,278 | $61,886,067 | $64,363,189 | +$2,477,122 | +4.00% | |
| Rockefeller Capital Management L.P. | 0.09% | 667,153 | $60,851,053 | $62,752,411 | +$1,901,358 | +3.12% | |
| Jpmorgan Chase & Co | 0.00% | 660,801 | $60,265,178 | $62,154,942 | +$1,889,764 | +3.14% | |
| Benjamin Edwards Inc | 0.54% | 651,701 | $59,441,668 | $61,298,996 | +$1,857,328 | +3.12% | |
| Focus Partners Advisor Solutions, Llc | 0.50% | 642,722 | $58,622,723 | $60,454,431 | +$1,831,708 | +3.12% | |
| Financial Engines Advisors L.L.C. | 0.10% | 634,091 | $57,835,440 | $59,642,599 | +$1,807,159 | +3.12% | |
| Voisard Asset Management Group, Inc. | 10.72% | 637,838 | $57,686,095 | $59,995,042 | +$2,308,947 | +4.00% | |
| Farther Finance Advisors, Llc | 0.38% | 593,451 | $53,671,746 | $55,820,001 | +$2,148,255 | +4.00% | |
| Jrm Investment Counsel, Llc | 11.96% | 541,727 | $49,410,922 | $50,954,842 | +$1,543,920 | +3.12% | |
| Ubs Group Ag | 0.01% | 529,807 | $48,323,696 | $49,833,646 | +$1,509,950 | +3.12% |
Frequently asked questions about AVLV
Who are the largest institutional holders of AVLV?
The largest institutional holders of AVLV reported in the latest SEC Form 13F filings include Pnc Financial Services Group, Inc., Wealth Enhancement Advisory Services, Llc, Envestnet Asset Management Inc, Ameriprise Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported AVLV position.
What is AVLV institutional ownership?
This page tracks AVLV positions reported by institutional investment managers through SEC Form 13F. AVANTIS US LARGE CAP VALUE (AVLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVLV?
InsiderSet currently tracks 593 institutional managers reporting AVLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVLV shareholders.
How much AVLV stock do institutions own?
Institutional investment managers disclosed approximately $12.21B in AVLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVLV institutional ownership last updated?
The latest AVLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVLV position after the reporting date.
Are institutions buying or selling AVLV?
Institutional buying and selling can be analyzed by comparing AVLV positions across consecutive 13F reporting periods. InsiderSet's AVLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVLV ownership changes.
How has AVLV institutional ownership changed over time?
InsiderSet tracks AVLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.