AVLV Institutional Ownership
Avantis U.S. Large Cap Value ETF
1W: -0.3%
1M: -2.5%
3M: +0.5%
YTD: +19.1%
1Y: +27.0%
3Y: +80.7%
5Y: +92.0%
$91.56
+0.37 (+0.41%)
Weekly Expected Move ±1.3%
$89
$90
$92
$93
$94
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVLV
590
Institutional Holders
+82 vs prior quarter
0.0%
Ownership
+0.00pp
15B
Total Invested
109
New Positions
285
Increased
133
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (612 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 32,368,237 | 3.0B | +29,966,939 | +1247.9% | 15Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 18,702,541 | 1.7B | +5,480,762 | +41.5% | 6Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 9,778,034 | $895M | -361,287 | -3.6% | 15Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,226,406 | $845M | +1,525,894 | +19.8% | 16Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 4,620,546 | $423M | +753,111 | +19.5% | 9Q | SEC ↗ |
| 6 | LPL Financial LLC | 4,005,109 | $367M | +908,754 | +29.3% | 17Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 3,608,727 | $330M | +748,348 | +26.2% | 15Q | SEC ↗ |
| 8 | Focus Partners Wealth | 2,734,778 | $250M | +230,022 | +9.2% | 8Q | SEC ↗ |
| 9 | Cerity Partners LLC | 2,726,265 | $250M | -103,471 | -3.7% | 7Q | SEC ↗ |
| 10 | Falcon Wealth Planning | 2,077,645 | $190M | +107,069 | +5.4% | 11Q | SEC ↗ |
| 11 | Petersen Hastings Wealth Advisors Inc. | 1,946,250 | $178M | -56,230 | -2.8% | 3Q | SEC ↗ |
| 12 | Waverly Advisors, LLC | 1,754,726 | $161M | +88,671 | +5.3% | 14Q | SEC ↗ |
| 13 | Apollon Wealth Management, LLC | 1,592,606 | $146M | +323,225 | +25.5% | 12Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 1,592,353 | $146M | +521,586 | +48.7% | 14Q | SEC ↗ |
| 15 | Savant Capital, LLC | 1,478,222 | $135M | -34,924 | -2.3% | 14Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 1,454,277 | $133M | +254,493 | +21.2% | 10Q | SEC ↗ |
| 17 | FMR LLC | 1,397,539 | $128M | +134,765 | +10.7% | 12Q | SEC ↗ |
| 18 | Pure Financial Advisors, LLC | 1,382,944 | $127M | -65,086 | -4.5% | 19Q | SEC ↗ |
| 19 | Moisand Fitzgerald Tamayo, LLC | 1,356,674 | $124M | -1,880 | -0.1% | 18Q | SEC ↗ |
| 20 | Beaird Harris Wealth Management, LLC | 1,327,308 | $122M | -15,170 | -1.1% | 19Q | SEC ↗ |
| 21 | Alesco Advisors, LLC, An ESL Co | 1,242,346 | $114M | -49,379 | -3.8% | 11Q | SEC ↗ |
| 22 | Bridgewater Advisors Inc. | 1,208,088 | $111M | +18,923 | +1.6% | 17Q | SEC ↗ |
| 23 | HUB Investment Partners, LLC | 1,205,715 | $110M | +75,378 | +6.7% | 3Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1,139,973 | $104M | -83,742 | -6.8% | 13Q | SEC ↗ |
| 25 | Cannon Financial Strategists, Inc. | 1,130,339 | $103M | +228 | +0.0% | 13Q | SEC ↗ |
| 26 | Arax Advisory Partners | 1,076,147 | $99M | +505,607 | +88.6% | 3Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 1,045,145 | $96M | +56,661 | +5.7% | 16Q | SEC ↗ |
| 28 | Wealth Management Nebraska | 1,040,364 | $95M | +102,651 | +10.9% | 7Q | SEC ↗ |
| 29 | NIXON PEABODY TRUST CO | 1,024,753 | $94M | -7,070 | -0.7% | 11Q | SEC ↗ |
| 30 | &PARTNERS | 933,121 | $85M | +41,657 | +4.7% | 8Q | SEC ↗ |
| 31 | B&D White Capital Company, LLC | 903,710 | $83M | +83,598 | +10.2% | 11Q | SEC ↗ |
| 32 | ESL Trust Services, LLC | 843,691 | $77M | +1,060 | +0.1% | 4Q | SEC ↗ |
| 33 | TWO SIGMA INVESTMENTS, LP NEW | 838,300 | $77M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Vestmark Advisory Solutions, Inc. | 775,298 | $71M | +225,643 | +41.1% | 2Q | SEC ↗ |
| 35 | Glenview Trust Co | 756,072 | $69M | +55,978 | +8.0% | 12Q | SEC ↗ |
| 36 | FAS Wealth Partners, Inc. | 736,028 | $67M | +53,851 | +7.9% | 12Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 722,783 | $66M | +100,695 | +16.2% | 7Q | SEC ↗ |
| 38 | PARK AVENUE SECURITIES LLC | 706,032 | $65M | -4,278 | -0.6% | 5Q | SEC ↗ |
| 39 | Thrivent Financial for Lutherans | 700,394 | $64M | +4,188 | +0.6% | 5Q | SEC ↗ |
| 40 | Allegiance Financial Group Advisory Se | 676,877 | $62M | +44,092 | +7.0% | 15Q | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 667,153 | $61M | -16,623 | -2.4% | 13Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 660,801 | $61M | +47,503 | +7.7% | 13Q | SEC ↗ |
| 43 | BENJAMIN EDWARDS INC | 651,701 | $60M | +3,746 | +0.6% | 2Q | SEC ↗ |
| 44 | Focus Partners Advisor Solutions, LLC | 642,722 | $59M | +295,945 | +85.3% | 17Q | SEC ↗ |
| 45 | VOISARD ASSET MANAGEMENT GROUP, INC. | 636,183 | $58M | -100 | -0.0% | 8Q | SEC ↗ |
| 46 | Financial Engines Advisors L.L.C. | 634,091 | $58M | -14,583 | -2.2% | 9Q | SEC ↗ |
| 47 | Farther Finance Advisors, LLC | 580,568 | $53M | +685 | +0.1% | 14Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 568,940 | $52M | +20,293 | +3.7% | 6Q | SEC ↗ |
| 49 | JRM Investment Counsel, LLC | 541,727 | $50M | +9,558 | +1.8% | 16Q | SEC ↗ |
| 50 | UBS Group AG | 529,807 | $49M | +15,432 | +3.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 838,300 | $77M |
| Waterloo Capital, L.P. | 502,911 | $46M |
| MASON STREET ADVISORS, LLC | 474,820 | $43M |
| Armstrong, Fleming & Moore, Inc | 448,575 | $41M |
| Integrated Wealth Concepts LLC | 417,647 | $38M |
| River Road Asset Management, LLC | 293,193 | $27M |
| HILL ISLAND FINANCIAL LLC | 237,431 | $22M |
| Kooman & Associates | 201,011 | $18M |
| MFA WEALTH ADVISORS, LLC | 182,168 | $17M |
| Summit Portfolio Management, LTD. | 171,390 | $16M |
| Bauman Advisory Group, LLC | 126,848 | $12M |
| Forthright Family Wealth Advisory L | 116,048 | $11M |
| Seros Financial, LLC | 109,073 | $10M |
| 1ST SOURCE BANK | 101,166 | $9M |
| QUANTUM FINANCIAL PARTNERS LLC | 99,991 | $9M |
| Ducere Wealth Management LLC | 85,923 | $8M |
| AXXCESS WEALTH MANAGEMENT, LLC | 81,667 | $7M |
| CORNERSTONE ADVISORS ASSET MANAGEME | 66,400 | $6M |
| VISTA INVESTMENT PARTNERS II, LLC | 65,405 | $6M |
| Diversify Advisory Services, LLC | 57,152 | $5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Prime Capital Investment Advisors, | 1,163,667 | $107M |
| Independent Advisor Alliance | 102,803 | $9M |
| SOL Capital Management CO | 94,170 | $9M |
| Vise Technologies, Inc. | 42,282 | $4M |
| FLOW TRADERS U.S. LLC | 20,000 | $2M |
| ENDEAVOR PRIVATE WEALTH, INC. | 12,892 | $1M |
| M Holdings Securities, Inc. | 12,081 | $1M |
| TFB Advisors LLC | 11,197 | $1M |
| Blue Trust, Inc. | 8,568 | $784K |
| Baird Financial Group, Inc. | 8,248 | $755K |
| Avantax Planning Partners, Inc. | 5,191 | $475K |
| HRT FINANCIAL LP | 5,187 | $475K |
| Invesco Ltd. | 3,828 | $350K |
| StoneX Group Inc. | 3,451 | $316K |
| Donor Advised Charitable Giving, In | 3,350 | $307K |
| Orion Porfolio Solutions, LLC | 3,034 | $278K |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,997 | $274K |
| FIRST NATIONAL BANK OF OMAHA | 2,860 | $262K |
| SageView Advisory Group, LLC | 1,145 | $105K |
| Longview Financial Advisors, Inc. | 1,076 | $99K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +29,966,939 | +1247.9% | 32,368,237 |
| PNC Financial Services Group, Inc. | +5,480,762 | +41.5% | 18,702,541 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +1,525,894 | +19.8% | 9,226,406 |
| LPL Financial LLC | +908,754 | +29.3% | 4,005,109 |
| AMERIPRISE FINANCIAL INC | +753,111 | +19.5% | 4,620,546 |
| AMERICAN CENTURY COMPANIES INC | +748,348 | +26.2% | 3,608,727 |
| BANK OF AMERICA CORP /DE | +521,586 | +48.7% | 1,592,353 |
| Arax Advisory Partners | +505,607 | +88.6% | 1,076,147 |
| Apollon Wealth Management, LLC | +323,225 | +25.5% | 1,592,606 |
| Focus Partners Advisor Solutions, L | +295,945 | +85.3% | 642,722 |
| Cetera Investment Advisers | +254,493 | +21.2% | 1,454,277 |
| Focus Partners Wealth | +230,022 | +9.2% | 2,734,778 |
| Vestmark Advisory Solutions, Inc. | +225,643 | +41.1% | 775,298 |
| FINANCIAL MANAGEMENT NETWORK INC | +199,892 | +160.7% | 324,251 |
| FIDUCIARY FINANCIAL ADVISORS | +187,424 | +125.8% | 336,376 |
| Bank of New York Mellon Corp | +172,177 | +2683.1% | 178,594 |
| WELLS FARGO & COMPANY/MN | +140,356 | +36.8% | 521,766 |
| FMR LLC | +134,765 | +10.7% | 1,397,539 |
| Falcon Wealth Planning | +107,069 | +5.4% | 2,077,645 |
| MML INVESTORS SERVICES, LLC | +102,989 | +49.9% | 309,512 |