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Public ownership evidence

Avantis U.S. Large Cap Value ETF (AVLV) Ownership Disclosures

Read AVLV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28187,274$17,081,220None
Legacy Edge Advisors, LLC2025-09-302026-08-2720,104$1,452,715None
Kings Path Partners LLC2026-03-312026-08-22139,731$11,263,678None
Layline Advisors, LLC2026-06-302026-08-2125,070$2,286,659None
Kingsview Wealth Management, LLC2026-06-302026-08-2059,450$5,422,471None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20120,021$10,947,145None
Beacon Pointe Advisors, LLC2026-06-302026-08-19150,062$13,687,132None
Orion Capital Management LLC2026-06-302026-08-1943,377$3,956,383None
Glenview Trust Co2026-06-302026-08-196,452$588,486None
Glenview Trust Co2026-06-302026-08-19749,620$68,372,840None
Strive Financial Group ,LLC2026-06-302026-08-1827$2,463None
McMill Wealth Management2026-06-302026-08-18291,738$26,609,383None
Ruggaard & Associates LLC2026-06-302026-08-1820,344$1,855,543None
Corient Private Wealth LP2026-06-302026-08-18187,630$17,113,691None
FSA Advisors, Inc.2026-06-302026-08-184,879$444,972None
Pure Financial Advisors, LLC2026-06-302026-08-181,382,944$126,138,338None
Camarda Financial Advisors, LLC2026-06-302026-08-1817,599$1,605,205None
Equitable Holdings, Inc.2026-06-302026-08-1833,117$3,020,580None
Lifetime Wealth Management P.C.2026-06-302026-08-1814,613$1,332,861None
Jefferies Financial Group Inc.2026-06-302026-08-183,870$352,983None
Financial Plan, Inc.2026-06-302026-08-155,643$514,698None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1594$8,574None
JPL Wealth Management, LLC2026-06-302026-08-150$36None
Modern Wealth Management, LLC2026-06-302026-08-1535,371$3,226,184None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1589$8,118None
Advyzon Investment Management, LLC2026-06-302026-08-1583$7,570None
Advyzon Investment Management, LLC2026-06-302026-08-1513,453$1,227,081None
Nemes Rush Group LLC2026-06-302026-08-15569$51,866None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-159,354$853,178None
Meridian Wealth Advisors, LLC2026-06-302026-08-154,610$420,478None
ENTREWEALTH, LLC2026-06-302026-08-1588,656$8,300,885None
AIRE ADVISORS, LLC2026-06-302026-08-15267,585$24,406,443None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-153,536$322,519None
Ameritas Advisory Services, LLC2026-06-302026-08-154,019$366,573None
NFSG Corp2026-06-302026-08-1520$1,824None
WCG Wealth Advisors LLC2026-06-302026-08-15154,047$14,050,593None
Western Wealth Management, LLC2026-06-302026-08-1531,808$2,901,217None
Foundations Investment Advisors, LLC2026-06-302026-08-153,507$319,869None
Qube Research & Technologies Ltd2026-06-302026-08-1535,034$3,195,451None
IFG Advisory, LLC2026-06-302026-08-15667$60,837None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,014$92,487None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,455$315,148None
OSAIC HOLDINGS, INC.2026-06-302026-08-1563,613$5,802,883None
Betterment LLC2026-06-302026-08-1516,588$1,513,000None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-15191,479$17,464,771None
GTS SECURITIES LLC2026-06-302026-08-1527,280$2,488,209None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,391$3,136,803None
Medallion Wealth Advisors, LLC2026-06-302026-08-15424$38,671None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15129$11,766None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15215$19,584None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Legacy Edge Advisors, LLC ↗Kings Path Partners LLC ↗Layline Advisors, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Glenview Trust Co ↗Glenview Trust Co ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.