Cerity Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cerity Partners’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 Q1	$228M	Buy	2,829,736 +318,245	+13%	+$25.8M	0.32%	57
2025 Q4	$190M	Buy	2,511,491 +239,687	+11%	+$17.6M	0.28%	70
2025 Q3	$164M	Buy	2,271,804 +64,531	+3%	+$4.56M	0.27%	75
2025 Q2	$151M	Buy	2,207,273 +2,189,968	+12,655%	+$141M	0.27%	73
2025 Q1	$1.13M	Sell	17,305 -4,297	-20%	-$291K	﹤0.01%	1374
2024 Q4	$1.44M	Buy	+21,602	New	+$1.47M	﹤0.01%	1250

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Cerity Partners's AVLV Position: Q1 2026 in Review

Cerity Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 13% in Q1 2026, buying an estimated $25.8M and bringing the position to 2,829,736 shares worth $228M. The position accounts for 0.32% of the portfolio, ranked #57.

Cerity Partners first reported a position in AVLV in Q4 2024 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

Cerity Partners held 2,829,736 shares of Avantis US Large Cap Value ETF worth $228M as of Q1 2026.
Cerity Partners bought 318,245 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $25.8M.
Avantis US Large Cap Value ETF made up 0.32% of Cerity Partners's portfolio in Q1 2026, its #57 holding.
Cerity Partners first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.