RPCA
AVLV icon

Running Point Capital Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Running Point Capital 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
2025
Q4 		$449K Hold
5,925
– – 0.12% 90
2025
Q3 		$428K Buy
+5,925
New +$418K 0.11% 93

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
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

Running Point Capital Advisors's AVLV Position: Q4 2025 in Review

Running Point Capital Advisors held its Avantis US Large Cap Value ETF (AVLV) position steady in Q4 2025 at 5,925 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #90.

Running Point Capital Advisors first reported a position in AVLV in Q3 2025 and has held it in 2 quarters since. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • Running Point Capital Advisors held 5,925 shares of Avantis US Large Cap Value ETF worth $449K as of Q4 2025.
  • Running Point Capital Advisors left its Avantis US Large Cap Value ETF share count unchanged in Q4 2025.
  • Avantis US Large Cap Value ETF made up 0.12% of Running Point Capital Advisors's portfolio in Q4 2025, its #90 holding.
  • Running Point Capital Advisors first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 2 quarters since.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

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