HighTower Advisors
AVLV icon

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

HighTower 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 		$13.7M Sell
150,713
-1,121
-0.7% -$98.5K 0.01% 795
2026
Q1 		$12.2M Buy
151,834
+4,814
+3% +$390K 0.01% 799
2025
Q4 		$11.1M Sell
147,020
-1,016
-0.7% -$74.8K 0.01% 818
2025
Q3 		$10.7M Sell
148,036
-85,776
-37% -$6.06M 0.01% 818
2025
Q2 		$15.9M Buy
233,812
+16,236
+7% +$1.05M 0.02% 627
2025
Q1 		$14.2M Sell
217,576
-14,986
-6% -$1.02M 0.02% 641
2024
Q4 		$15.5M Buy
232,562
+3,807
+2% +$259K 0.02% 594
2024
Q3 		$15.1M Buy
228,755
+224,592
+5,395% +$14.3M 0.02% 598
2024
Q2 		$262K Buy
+4,163
New +$261K ﹤0.01% 2825
2022
Q3 		– Sell
-4,934
Closed -$227K – 3163
2022
Q2 		$227K Buy
+4,934
New +$251K ﹤0.01% 2545

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

HighTower Advisors's AVLV Position: Q2 2026 in Review

HighTower Advisors reduced its Avantis US Large Cap Value ETF (AVLV) stake by 0.74% in Q2 2026, selling an estimated $98.5K and leaving 150,713 shares worth $13.7M. The position accounts for 0.01% of the portfolio, ranked #795.

HighTower Advisors first reported a position in AVLV in Q2 2022 and has held it in 10 quarters since. The position peaked at $15.9M in Q2 2025. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • HighTower Advisors held 150,713 shares of Avantis US Large Cap Value ETF worth $13.7M as of Q2 2026.
  • HighTower Advisors sold 1,121 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $98.5K.
  • Avantis US Large Cap Value ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #795 holding.
  • HighTower Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2022 and has held it in 10 quarters since.
  • HighTower Advisors's Avantis US Large Cap Value ETF position peaked at $15.9M in Q2 2025.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.