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Sapient Capital’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Sapient Capital’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
Q3 		$1.59M Hold
17,579
– – 0.02% 164
2026
Q2 		$1.6M Buy
17,579
+203
+1% +$17.8K 0.02% 167
2026
Q1 		$1.4M Buy
+17,376
New +$1.41M 0.02% 177

Other funds holding AVLV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Sapient Capital's AVLV Position: Q3 2026 in Review

Sapient Capital held its Avantis US Large Cap Value ETF (AVLV) position steady in Q3 2026 at 17,579 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #164.

Sapient Capital first reported a position in AVLV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.6M in Q2 2026. 31 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Sapient Capital held 17,579 shares of Avantis US Large Cap Value ETF worth $1.59M as of Q3 2026.
  • Sapient Capital left its Avantis US Large Cap Value ETF share count unchanged in Q3 2026.
  • Avantis US Large Cap Value ETF made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #164 holding.
  • Sapient Capital first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Sapient Capital's Avantis US Large Cap Value ETF position peaked at $1.6M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.