AVANTIS US LARGE CAP VALUE (AVLV) Top Institutional Shareholders
AVANTIS US LARGE CAP VALUE (AVLV) 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 $9.22B in AVLV holdings during the latest filing period.
Pnc Financial Services Group, Inc. is currently the largest disclosed institutional shareholder of AVLV tracked by InsiderSet, reporting ownership valued at approximately $1.06B 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 $1.20B, representing an estimated gain of +13.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed AVLV value among the investors covered in this analysis. Major shareholders include Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, Wealth Enhancement Advisory Services, Llc, 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
483
Total Reported Value
$9.22B
Largest Holder
Pnc Financial Services Group, Inc.
Largest Position
$1.06B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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. | 0.67% | 13,136,129 | $1,058,903,340 | $1,204,057,584 | +$145,154,244 | +13.71% | |
| Envestnet Asset Management Inc | 0.22% | 10,139,321 | $817,330,708 | $929,370,163 | +$112,039,455 | +13.71% | |
| Wealth Enhancement Advisory Services, Llc | 1.37% | 7,700,512 | $621,191,709 | $705,828,930 | +$84,637,221 | +13.62% | |
| Ameriprise Financial Inc | 0.07% | 3,867,435 | $311,740,314 | $354,489,092 | +$42,748,778 | +13.71% | |
| Lpl Financial Llc | 0.07% | 3,096,355 | $249,597,158 | $283,811,899 | +$34,214,741 | +13.71% | |
| American Century Companies Inc | 0.12% | 2,860,379 | $230,575,151 | $262,182,339 | +$31,607,188 | +13.71% | |
| Cerity Partners Llc | 0.32% | 2,829,736 | $228,105,204 | $259,373,602 | +$31,268,398 | +13.71% | |
| Focus Partners Wealth | 0.22% | 2,504,756 | $202,292,981 | $229,585,935 | +$27,292,954 | +13.49% | |
| Northwestern Mutual Wealth Management Co | 0.12% | 2,401,298 | $193,568,684 | $220,102,975 | +$26,534,291 | +13.71% | |
| Petersen Hastings Wealth Advisors Inc. | 14.79% | 2,002,480 | $161,419,884 | $183,547,317 | +$22,127,433 | +13.71% | |
| Falcon Wealth Planning | 10.82% | 1,970,576 | $158,848,093 | $180,622,996 | +$21,774,903 | +13.71% | |
| Waverly Advisors, Llc | 1.01% | 1,666,055 | $134,300,659 | $152,710,601 | +$18,409,942 | +13.71% | |
| Savant Capital, Llc | 0.59% | 1,513,146 | $121,974,668 | $138,694,962 | +$16,720,294 | +13.71% | |
| Beaird Harris Wealth Management, Llc | 7.58% | 1,327,308 | $121,063,735 | $121,661,051 | +$597,316 | +0.49% | |
| Pure Financial Advisors, Llc | 1.68% | 1,448,030 | $116,725,702 | $132,726,430 | +$16,000,728 | +13.71% | |
| Moisand Fitzgerald Tamayo, Llc | 11.77% | 1,358,554 | $109,513,021 | $124,525,060 | +$15,012,039 | +13.71% | |
| Bridgewater Advisors Inc. | 6.24% | 1,189,165 | $104,967,552 | $108,998,864 | +$4,031,312 | +3.84% | |
| Alesco Advisors, Llc, An Esl Co | 2.66% | 1,291,725 | $104,125,922 | $118,399,514 | +$14,273,592 | +13.71% | |
| Fifth Third Bancorp | 0.19% | 1,272,973 | $102,614,367 | $116,680,705 | +$14,066,338 | +13.71% | |
| Apollon Wealth Management, Llc | 1.66% | 1,269,381 | $102,324,820 | $116,351,462 | +$14,026,642 | +13.71% | |
| Fmr Llc | 0.01% | 1,262,774 | $101,792,142 | $115,745,865 | +$13,953,723 | +13.71% | |
| Morgan Stanley | 0.01% | 1,223,715 | $98,643,743 | $112,165,717 | +$13,521,974 | +13.71% | |
| Cetera Investment Advisers | 0.10% | 1,199,784 | $96,714,560 | $109,972,201 | +$13,257,641 | +13.71% | |
| Prime Capital Investment Advisors, Llc | 1.08% | 1,163,667 | $93,803,202 | $106,661,717 | +$12,858,515 | +13.71% | |
| Hub Investment Partners, Llc | 2.23% | 1,130,337 | $91,116,494 | $103,606,689 | +$12,490,195 | +13.71% | |
| Cannon Financial Strategists, Inc. | 11.97% | 1,130,111 | $91,098,238 | $103,585,974 | +$12,487,736 | +13.71% | |
| Bank Of America Corp | 0.01% | 1,070,767 | $86,314,528 | $98,146,503 | +$11,831,975 | +13.71% | |
| Nixon Peabody Trust Co | 6.61% | 1,031,823 | $83,175,252 | $94,576,896 | +$11,401,644 | +13.71% | |
| Commonwealth Equity Services, Llc | 0.11% | 988,484 | $79,681,659 | $90,604,443 | +$10,922,784 | +13.71% | |
| Wealth Management Nebraska | 7.66% | 937,713 | $75,589,045 | $85,950,774 | +$10,361,729 | +13.71% | |
| &Partners | 0.36% | 891,464 | $72,462,045 | $81,711,590 | +$9,249,545 | +12.76% | |
| Esl Trust Services, Llc | 12.97% | 842,631 | $67,924,487 | $77,235,557 | +$9,311,070 | +13.71% | |
| B&D White Capital Company, Llc | 8.17% | 820,112 | $66,109,247 | $75,171,466 | +$9,062,219 | +13.71% | |
| Glenview Trust Co | 0.89% | 700,094 | $56,434,576 | $64,170,616 | +$7,736,040 | +13.71% | |
| Rockefeller Capital Management L.P. | 0.10% | 683,776 | $55,119,240 | $62,674,908 | +$7,555,668 | +13.71% | |
| Global Strategic Investment Solutions, Llc | 5.31% | 669,290 | $53,951,444 | $61,347,121 | +$7,395,677 | +13.71% | |
| Financial Engines Advisors L.L.C. | 0.11% | 648,674 | $52,289,611 | $59,457,459 | +$7,167,848 | +13.71% | |
| Benjamin Edwards Inc | 0.52% | 647,955 | $52,230,977 | $59,391,555 | +$7,160,578 | +13.71% | |
| Voisard Asset Management Group, Inc. | 10.94% | 636,283 | $51,290,805 | $58,321,700 | +$7,030,895 | +13.71% | |
| Allegiance Financial Group Advisory Services Llc | 10.14% | 632,785 | $51,001,135 | $58,001,073 | +$6,999,938 | +13.73% | |
| Raymond James Financial Inc | 0.02% | 622,088 | $50,146,477 | $57,020,586 | +$6,874,109 | +13.71% | |
| Farther Finance Advisors, Llc | 0.44% | 579,883 | $46,947,083 | $53,152,076 | +$6,204,993 | +13.22% | |
| Arax Advisory Partners | 1.30% | 570,540 | $45,999,378 | $52,295,696 | +$6,296,318 | +13.69% | |
| Vestmark Advisory Solutions, Inc. | 0.49% | 549,655 | $44,307,738 | $50,381,377 | +$6,073,639 | +13.71% | |
| Kestra Advisory Services, Llc | 0.17% | 548,647 | $44,226,473 | $50,288,984 | +$6,062,511 | +13.71% | |
| Jrm Investment Counsel, Llc | 11.43% | 532,169 | $42,898,147 | $48,778,611 | +$5,880,464 | +13.71% | |
| Ubs Group Ag | 0.01% | 514,375 | $41,463,769 | $47,147,613 | +$5,683,844 | +13.71% | |
| Legacy Financial Strategies, Llc | 7.01% | 481,853 | $38,842,172 | $44,166,646 | +$5,324,474 | +13.71% | |
| Visionary Wealth Advisors | 1.68% | 470,069 | $37,892,287 | $43,086,525 | +$5,194,238 | +13.71% | |
| Aprio Wealth Management, Llc | 1.91% | 433,804 | $34,968,940 | $39,762,475 | +$4,793,535 | +13.71% |
Frequently asked questions about AVLV
Who owns the most AVLV stock?
The largest holders of AVLV 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 US LARGE CAP VALUE (AVLV).
Is AVLV widely held by superinvestors?
Many widely followed stocks like AVLV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVLV 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.