Citadel Advisors
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Citadel Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Citadel 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
2024
Q4 		– Sell
-100
Closed -$6.58K – 14471
2024
Q3 		$6.58K Buy
+100
New +$6.37K ﹤0.01% 13411

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Citadel Advisors's AVLV Position: Q4 2025 in Review

Citadel Advisors sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2025, closing a stake of 4,775 shares — an estimated $345K sold.

Citadel Advisors first reported a position in AVLV in Q4 2023 and held it in 8 quarters. The position peaked at $484K in Q1 2025. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • Citadel Advisors reported no remaining Avantis US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 4,775 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $345K.
  • Citadel Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2023 and held it in 8 quarters.
  • Citadel Advisors's Avantis US Large Cap Value ETF position peaked at $484K in Q1 2025.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.