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Summit Portfolio Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Summit Portfolio Management’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.33M Buy
+111,290
New +$8.43M 5.36% 8

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Summit Portfolio Management's AVIV Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis International Large Cap Value ETF (AVIV) in Q1 2026: 111,290 shares worth $8.33M. The stake represents 5.36% of the portfolio and ranks #8 among its holdings.

184 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Summit Portfolio Management held 111,290 shares of Avantis International Large Cap Value ETF worth $8.33M as of Q1 2026.
  • Avantis International Large Cap Value ETF was a new Summit Portfolio Management position in Q1 2026.
  • Avantis International Large Cap Value ETF made up 5.36% of Summit Portfolio Management's portfolio in Q1 2026, its #8 holding.
  • 184 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.