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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -361,287 | -3.6% | 9,778,034 | $891.82M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +1,612 | +26.7% | 7,654 | $698.16K | Q2 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +17,114 | +16.1% | 123,199 | $11.24M | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +417,647 | — | 417,647 | $38.09M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -9 | -0.4% | 2,083 | $189.99K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -2,855 | -1.5% | 187,274 | $17.08M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +4,777 | +8.7% | 59,450 | $5.42M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -429 | -0.4% | 120,021 | $10.95M | Q2 2026 | Aug 19, 2026 |
| Glenview Trust Co | Buy | +55,978 | +8.0% | 756,072 | $68.96M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -48,819 | -24.5% | 150,062 | $13.69M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +4,425 | +11.4% | 43,377 | $3.96M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Sell | -65,086 | -4.5% | 1,382,944 | $126.14M | Q2 2026 | Aug 17, 2026 |
| Ruggaard & Associates Llc | Buy | +20,344 | — | 20,344 | $1.86M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +11,435 | +52.7% | 33,117 | $3.02M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +4,879 | — | 4,879 | $444.97K | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | Buy | +3,870 | — | 3,870 | $352.98K | Q2 2026 | Aug 17, 2026 |
| Lifetime Wealth Management P.C. | Buy | +2,428 | +19.9% | 14,613 | $1.33M | Q2 2026 | Aug 17, 2026 |
| Mcmill Wealth Management | Buy | +1,955 | +0.7% | 291,738 | $26.61M | Q2 2026 | Aug 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +343 | +2.0% | 17,599 | $1.61M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +4,620,546 | — | 4,620,546 | $423.18M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +838,300 | — | 838,300 | $76.46M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +521,586 | +48.7% | 1,592,353 | $145.24M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +225,643 | +41.1% | 775,298 | $70.71M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +181,497 | +121.8% | 330,449 | $30.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +140,356 | +36.8% | 521,766 | $47.59M | Q2 2026 | Aug 14, 2026 |
| Tudor Investment Corp Et Al | Sell | -121,745 | -65.1% | 65,370 | $5.96M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -103,471 | -3.7% | 2,726,265 | $248.66M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +100,695 | +16.2% | 722,783 | $65.93M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +88,671 | +5.3% | 1,754,726 | $160.05M | Q2 2026 | Aug 14, 2026 |
| Keel Point, Llc | Buy | +73,762 | — | 73,762 | $6.73M | Q2 2026 | Aug 14, 2026 |
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.