Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cambridge Investment Research Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.5M Buy
38,429
+1,856
+5% +$163K 0.01% 1253
2026
Q1 		$2.95M Sell
36,573
-1,779
-5% -$144K 0.01% 1293
2025
Q4 		$2.91M Sell
38,352
-7,520
-16% -$553K 0.01% 1232
2025
Q3 		$3.31M Buy
45,872
+279
+0.6% +$19.7K 0.01% 1151
2025
Q2 		$3.11M Sell
45,593
-380
-0.8% -$24.5K 0.01% 1126
2025
Q1 		$3M Buy
45,973
+4,391
+11% +$298K 0.01% 1097
2024
Q4 		$2.78M Sell
41,582
-21,218
-34% -$1.44M 0.01% 1134
2024
Q3 		$4.13M Buy
62,800
+2,122
+3% +$135K 0.01% 911
2024
Q2 		$3.81M Buy
60,678
+3,932
+7% +$246K 0.01% 909
2024
Q1 		$3.65M Buy
56,746
+9,128
+19% +$547K 0.01% 926
2023
Q4 		$2.75M Sell
47,618
-229
-0.5% -$12.3K 0.01% 1011
2023
Q3 		$2.52M Buy
47,847
+2,160
+5% +$117K 0.01% 994
2023
Q2 		$2.44M Buy
45,687
+3,926
+9% +$200K 0.01% 1053
2023
Q1 		$2.13M Buy
41,761
+7,058
+20% +$366K 0.01% 1089
2022
Q4 		$1.74M Buy
34,703
+13,578
+64% +$681K 0.01% 1162
2022
Q3 		$938K Buy
21,125
+6,066
+40% +$294K 0.01% 1521
2022
Q2 		$694K Sell
15,059
-159,816
-91% -$8.14M ﹤0.01% 1718
2022
Q1 		$9.45M Buy
+174,875
New +$9.26M 0.04% 395

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors's AVLV Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 5.1% in Q2 2026, buying an estimated $163K and bringing the position to 38,429 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #1253.

Cambridge Investment Research Advisors first reported a position in AVLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.45M in Q1 2022. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Cambridge Investment Research Advisors held 38,429 shares of Avantis US Large Cap Value ETF worth $3.5M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,856 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $163K.
  • Avantis US Large Cap Value ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1253 holding.
  • Cambridge Investment Research Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Cambridge Investment Research Advisors's Avantis US Large Cap Value ETF position peaked at $9.45M in Q1 2022.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.