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Smartleaf Asset Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Smartleaf Asset Management’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 		$322K Hold
3,536
– – 0.01% 668
2026
Q1 		$279K Hold
3,536
– – 0.01% 679
2025
Q4 		$270K Buy
+3,536
New +$260K 0.01% 680

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

Smartleaf Asset Management's AVLV Position: Q2 2026 in Review

Smartleaf Asset Management held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 3,536 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #668.

Smartleaf Asset Management first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Smartleaf Asset Management held 3,536 shares of Avantis US Large Cap Value ETF worth $322K as of Q2 2026.
  • Smartleaf Asset Management left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #668 holding.
  • Smartleaf Asset Management first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.