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Glenview Trust’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Glenview Trust’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 		$69M Buy
756,072
+55,978
+8% +$4.92M 0.95% 25
2026
Q1 		$56.4M Buy
700,094
+52,937
+8% +$4.29M 0.89% 26
2025
Q4 		$49M Buy
647,157
+45,079
+7% +$3.32M 0.76% 29
2025
Q3 		$43.5M Buy
602,078
+43,849
+8% +$3.1M 0.69% 31
2025
Q2 		$38.1M Buy
558,229
+23,529
+4% +$1.52M 0.66% 30
2025
Q1 		$34.9M Buy
534,700
+97,035
+22% +$6.58M 0.68% 30
2024
Q4 		$29.2M Buy
437,665
+91,824
+27% +$6.25M 0.55% 40
2024
Q3 		$22.8M Buy
345,841
+24,077
+7% +$1.53M 0.44% 58
2024
Q2 		$20.2M Buy
321,764
+29,049
+10% +$1.82M 0.41% 58
2024
Q1 		$18.8M Buy
292,715
+47,697
+19% +$2.86M 0.4% 65
2023
Q4 		$14.2M Buy
245,018
+81,670
+50% +$4.39M 0.35% 75
2023
Q3 		$8.61M Buy
+163,348
New +$8.85M 0.24% 94

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

Glenview Trust's AVLV Position: Q2 2026 in Review

Glenview Trust increased its Avantis US Large Cap Value ETF (AVLV) stake by 8% in Q2 2026, buying an estimated $4.92M and bringing the position to 756,072 shares worth $69M. The position accounts for 0.95% of the portfolio, ranked #25.

Glenview Trust first reported a position in AVLV in Q3 2023 and has held it in 12 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Glenview Trust held 756,072 shares of Avantis US Large Cap Value ETF worth $69M as of Q2 2026.
  • Glenview Trust bought 55,978 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $4.92M.
  • Avantis US Large Cap Value ETF made up 0.95% of Glenview Trust's portfolio in Q2 2026, its #25 holding.
  • Glenview Trust first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.