TC
AVLV icon

Towle & Co’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Towle & Co’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 		$1.51M Buy
16,555
+5,983
+57% +$526K 0.51% 50
2026
Q1 		$852K Buy
+10,572
New +$857K 0.33% 49

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

Towle & Co's AVLV Position: Q2 2026 in Review

Towle & Co increased its Avantis US Large Cap Value ETF (AVLV) stake by 57% in Q2 2026, buying an estimated $526K and bringing the position to 16,555 shares worth $1.51M. The position accounts for 0.51% of the portfolio, ranked #50.

Towle & Co first reported a position in AVLV in Q1 2026 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Towle & Co held 16,555 shares of Avantis US Large Cap Value ETF worth $1.51M as of Q2 2026.
  • Towle & Co bought 5,983 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $526K.
  • Avantis US Large Cap Value ETF made up 0.51% of Towle & Co's portfolio in Q2 2026, its #50 holding.
  • Towle & Co first reported a position in Avantis US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Towle & Co's 13F filing for Q2 2026, filed 11 Aug 2026.