Stifel Financial
AVLV icon

Stifel Financial’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Stifel Financial’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
Q1 		$9.53M Buy
118,271
+17,133
+17% +$1.39M 0.01% 991
2025
Q4 		$7.66M Buy
101,138
+6,951
+7% +$511K 0.01% 1101
2025
Q3 		$6.81M Buy
94,187
+10,062
+12% +$711K 0.01% 1135
2025
Q2 		$5.74M Buy
84,125
+15,253
+22% +$982K 0.01% 1179
2025
Q1 		$4.49M Buy
68,872
+14,404
+26% +$977K ﹤0.01% 1248
2024
Q4 		$3.64M Buy
54,468
+3,207
+6% +$218K ﹤0.01% 1380
2024
Q3 		$3.37M Buy
51,261
+6,961
+16% +$443K ﹤0.01% 1435
2024
Q2 		$2.78M Sell
44,300
-18,825
-30% -$1.18M ﹤0.01% 1499
2024
Q1 		$4.06M Buy
63,125
+56,779
+895% +$3.4M ﹤0.01% 1267
2023
Q4 		$367K Sell
6,346
-775
-11% -$41.7K ﹤0.01% 2735
2023
Q3 		$375K Buy
+7,121
New +$386K ﹤0.01% 2654

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Stifel Financial's AVLV Position: Q1 2026 in Review

Stifel Financial increased its Avantis US Large Cap Value ETF (AVLV) stake by 17% in Q1 2026, buying an estimated $1.39M and bringing the position to 118,271 shares worth $9.53M. The position accounts for 0.01% of the portfolio, ranked #991.

Stifel Financial first reported a position in AVLV in Q3 2023 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Stifel Financial held 118,271 shares of Avantis US Large Cap Value ETF worth $9.53M as of Q1 2026.
  • Stifel Financial bought 17,133 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $1.39M.
  • Avantis US Large Cap Value ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #991 holding.
  • Stifel Financial first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.