AVANTIS US LARGE CAP VALUE (AVLV) Institutional Ownership Changes & 13F Activity

AVANTIS US LARGE CAP VALUE (AVLV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Two Sigma Investments, Lp, Bank Of America Corp, Integrated Wealth Concepts Llc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-361,287-3.6%9,778,034$891.82MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,612+26.7%7,654$698.16KQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+17,114+16.1%123,199$11.24MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+417,647—417,647$38.09MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-9-0.4%2,083$189.99KQ2 2026Sep 04, 2026
Corient Private Wealth LlcSell-2,855-1.5%187,274$17.08MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+4,777+8.7%59,450$5.42MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-429-0.4%120,021$10.95MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+55,978+8.0%756,072$68.96MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-48,819-24.5%150,062$13.69MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+4,425+11.4%43,377$3.96MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcSell-65,086-4.5%1,382,944$126.14MQ2 2026Aug 17, 2026
Ruggaard & Associates LlcBuy+20,344—20,344$1.86MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+11,435+52.7%33,117$3.02MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+4,879—4,879$444.97KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+3,870—3,870$352.98KQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Buy+2,428+19.9%14,613$1.33MQ2 2026Aug 17, 2026
Mcmill Wealth ManagementBuy+1,955+0.7%291,738$26.61MQ2 2026Aug 17, 2026
Camarda Financial Advisors, LlcBuy+343+2.0%17,599$1.61MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+4,620,546—4,620,546$423.18MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+838,300—838,300$76.46MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+521,586+48.7%1,592,353$145.24MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+225,643+41.1%775,298$70.71MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+181,497+121.8%330,449$30.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+140,356+36.8%521,766$47.59MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlSell-121,745-65.1%65,370$5.96MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-103,471-3.7%2,726,265$248.66MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+100,695+16.2%722,783$65.93MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+88,671+5.3%1,754,726$160.05MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+73,762—73,762$6.73MQ2 2026Aug 14, 2026
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Frequently asked questions about AVLV activity

  • Which institutional owners are buying AVLV?

    Institutional owners buying AVLV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVLV activity?

    "Buy" means an investor increased their reported position in AVLV compared to the prior reporting period. This reflects growing exposure to AVANTIS US LARGE CAP VALUE (AVLV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVLV increasing?

    Institutional interest in AVLV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.