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

Summit 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 		$11.8M Buy
146,403
+120,439
+464% +$9.77M 0.15% 126
2025
Q4 		$1.97M Buy
25,964
+7,261
+39% +$534K 0.03% 501
2025
Q3 		$1.35M Buy
+18,703
New +$1.32M 0.02% 568

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

Summit Financial's AVLV Position: Q1 2026 in Review

Summit Financial increased its Avantis US Large Cap Value ETF (AVLV) stake by 464% in Q1 2026, buying an estimated $9.77M and bringing the position to 146,403 shares worth $11.8M. The position accounts for 0.15% of the portfolio, ranked #126.

Summit Financial first reported a position in AVLV in Q3 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Summit Financial held 146,403 shares of Avantis US Large Cap Value ETF worth $11.8M as of Q1 2026.
  • Summit Financial bought 120,439 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $9.77M.
  • Avantis US Large Cap Value ETF made up 0.15% of Summit Financial's portfolio in Q1 2026, its #126 holding.
  • Summit Financial first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.