Rockefeller Capital Management
AVIV icon

Rockefeller Capital Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Rockefeller Capital Management’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
13,466
+2,149
+19% +$168K ﹤0.01% 1676
2026
Q1 		$847K Buy
11,317
+1,237
+12% +$93.7K ﹤0.01% 1690
2025
Q4 		$718K Buy
10,080
+6,049
+150% +$418K ﹤0.01% 1718
2025
Q3 		$272K Buy
+4,031
New +$261K ﹤0.01% 2070

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Rockefeller Capital Management's AVIV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Avantis International Large Cap Value ETF (AVIV) stake by 19% in Q2 2026, buying an estimated $168K and bringing the position to 13,466 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Rockefeller Capital Management first reported a position in AVIV in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • Rockefeller Capital Management held 13,466 shares of Avantis International Large Cap Value ETF worth $1.04M as of Q2 2026.
  • Rockefeller Capital Management bought 2,149 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $168K.
  • Avantis International Large Cap Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1676 holding.
  • Rockefeller Capital Management first reported a position in Avantis International Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.