Financial Engines Advisors
AVLV icon

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

Financial Engines 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
Q1 		$52.3M Buy
648,674
+8,900
+1% +$722K 0.11% 51
2025
Q4 		$48.5M Buy
639,774
+21,142
+3% +$1.56M 0.09% 52
2025
Q3 		$44.7M Buy
618,632
+7,525
+1% +$531K 0.09% 56
2025
Q2 		$41.7M Buy
611,107
+20,045
+3% +$1.29M 0.08% 55
2025
Q1 		$38.5M Buy
591,062
+28,878
+5% +$1.96M 0.08% 56
2024
Q4 		$37.5M Buy
562,184
+21,173
+4% +$1.44M 0.08% 57
2024
Q3 		$35.6M Buy
541,011
+40,959
+8% +$2.61M 0.07% 54
2024
Q2 		$31.4M Buy
+500,052
New +$31.3M 0.07% 57

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 $374B AUM 17.66% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Financial Engines Advisors's AVLV Position: Q1 2026 in Review

Financial Engines Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.4% in Q1 2026, buying an estimated $722K and bringing the position to 648,674 shares worth $52.3M. The position accounts for 0.11% of the portfolio, ranked #51.

Financial Engines Advisors first reported a position in AVLV in Q2 2024 and has held it in 8 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Financial Engines Advisors held 648,674 shares of Avantis US Large Cap Value ETF worth $52.3M as of Q1 2026.
  • Financial Engines Advisors bought 8,900 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $722K.
  • Avantis US Large Cap Value ETF made up 0.11% of Financial Engines Advisors's portfolio in Q1 2026, its #51 holding.
  • Financial Engines Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.