As of November 7, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Avantis US Large Cap Value ETF. The largest reported stake is Fmr LLC's, at 14.1%. 19 filings are on record since July 18, 2025 (Schedule 13G, September 8, 2026).
Sell to companies like Avantis US Large Cap Value ETF? Enter your website and see 10 with a filed reason to buy from you this month. Free.
Opens in a new tab. No signup.
Key facts
- · Reporting person: The PNC Financial Services Group, Inc. · Sole voting: 12,918,469 · Shared voting: 7,483,320 · Sole dispositive: 20,041,296 · Shared dispositive: 426,856 · SCHEDULE 13G/A, 2026-11-06
- · Reporting person: Fmr LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 613,583 · Shared dispositive: 0 · SCHEDULE 13G, 2026-09-08
- · Reporting person: First Command Advisory Services, Inc. · Sole voting: 0 · Shared voting: 1,762,214 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G, 2026-09-03
- · Reporting person: Northwest & Ethical Investments L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-04
- · Holder: Northwest & Ethical Investments L.P. · Percent: 22.2% · SCHEDULE 13G/A
Avantis US Large Cap Value ETF has 19 Schedule 13D or 13G filings on record since 2025-07-18. 5 holders' latest filing reports 5% or more of exchange-traded fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 14.1% | 613,583 | SCHEDULE 13G, 2026-09-08 | 2026-08-31 |
| Bank of New York Mellon Corp | 9.3% | 282,226 | SCHEDULE 13G/A, 2026-07-29 | 2026-06-30 |
| The PNC Financial Services Group, Inc. | 8.68% | 20,468,320 | SCHEDULE 13G/A, 2026-11-06 | 2026-09-30 |
| First Command Advisory Services, Inc. | 8.4% | 116,588,078 | SCHEDULE 13G, 2026-09-03 | 2026-08-31 |
| Savant Capital, LLC | 7.23% | 18,815,997 | SCHEDULE 13G/A, 2026-05-08 | 2024-12-31 |
| Northwest & Ethical Investments L.P. | 0% | 0 | SCHEDULE 13G/A, 2026-08-04 | 2026-07-20 |
Holding shares or following this stake? See who's behind Avantis US Large Cap Value ETF and the warning signs.
Free to see. No signup.
Keep reading
More on Avantis US Large Cap Value ETF and the records around it.
Companies that share a holder
- Northwest & Ethical Investments L.P. also filed stake reports on 2 other companies: iSHARES TRUST (Aug 2026)
- Savant Capital, LLC also filed stake reports on 4 other companies: Dimensional ETF Trust (Feb 2026), WisdomTree Trust (Nov 2025), SPDR INDEX SHARES FUNDS (Aug 2025)
- First Command Advisory Services, Inc. also filed stake reports on 6 other companies: Dimensional ETF Trust (Sep 2026), Invesco Exchange-Traded Self-Indexed Fund Trust (Sep 2026), BlackRock ETF Trust (Sep 2026)
Watch Avantis US Large Cap Value ETF
Get an email when Avantis US Large Cap Value ETF files again: a new raise, a leadership change, a layoff or an IPO filing. One email first to confirm; nothing else until you click it. At most one a day, one click to stop. Free for up to 3 companies.
Want the whole picture on Avantis US Large Cap Value ETF?
Example from a real report (our sample on Target): “In March 2026, Target announced a planned incremental $1 billion operating investment” Source: Target Corporation (press release)
A Full Report on Avantis US Large Cap Value ETF: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Avantis US Large Cap Value ETF covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
19 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Not ready to order yet? Keep this snapshot.
Sends this preview to you once; we won't add you to any list
Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Fmr LLC | 0 | 0 | 613,583 | 0 | SCHEDULE 13G, 2026-09-08 |
| Abigail P. Johnson | 0 | 0 | 613,583 | 0 | SCHEDULE 13G, 2026-09-08 |
| Bank of New York Mellon Corp | 266,490 | 0 | 282,226 | 0 | SCHEDULE 13G/A, 2026-07-29 |
| BNY Mellon IHC, LLC | 266,489 | 0 | 282,225 | 0 | SCHEDULE 13G/A, 2026-07-29 |
| MBC Investments Corp | 266,489 | 0 | 282,225 | 0 | SCHEDULE 13G/A, 2026-07-29 |
| BNY Mellon Advisors, Inc. | 266,489 | 0 | 282,225 | 0 | SCHEDULE 13G/A, 2026-07-29 |
| The PNC Financial Services Group, Inc. | 12,918,469 | 7,483,320 | 20,041,296 | 426,856 | SCHEDULE 13G/A, 2026-11-06 |
| First Command Advisory Services, Inc. | 0 | 1,762,214 | 0 | 0 | SCHEDULE 13G, 2026-09-03 |
| First Command Advisory Services, Inc. | 0 | 1,762,214 | 0 | 0 | SCHEDULE 13G, 2026-09-03 |
| Northwest & Ethical Investments L.P. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-04 |
The latest filing identifies Avantis US Large Cap Value ETF by CUSIP 025072349 and gives its principal executive office as 4500 Main Street, Kansas City, MO 64111 (SCHEDULE 13G/A, 2026-11-06).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-18 | Bank of New York Mellon Corp | 6.5% | SCHEDULE 13G/A |
| 2025-08-07 | Savant Capital, LLC | 8.32% | SCHEDULE 13G |
| 2025-11-07 | The PNC Financial Services Group, Inc. | 12.22% | SCHEDULE 13G/A |
| 2026-01-29 | Bank of New York Mellon Corp | 7.7% | SCHEDULE 13G/A |
| 2026-03-23 | First Command Advisory Services, Inc. | 8.4% | SCHEDULE 13G |
| 2026-05-08 | The PNC Financial Services Group, Inc. | 10.17% | SCHEDULE 13G/A |
| 2026-05-08 | Savant Capital, LLC | 7.23% | SCHEDULE 13G/A |
| 2026-06-03 | Northwest & Ethical Investments L.P. | 9% | SCHEDULE 13G |
| 2026-06-03 | Northwest & Ethical Investments L.P. | 16.1% | SCHEDULE 13G |
| 2026-06-03 | Northwest & Ethical Investments L.P. | 22.6% | SCHEDULE 13G/A |
| 2026-06-03 | Northwest & Ethical Investments L.P. | 30.8% | SCHEDULE 13G/A |
| 2026-06-03 | Northwest & Ethical Investments L.P. | 40% | SCHEDULE 13G/A |
| 2026-07-29 | Bank of New York Mellon Corp | 9.3% | SCHEDULE 13G/A |
| 2026-08-04 | Northwest & Ethical Investments L.P. | 22.2% | SCHEDULE 13G/A |
| 2026-08-04 | Northwest & Ethical Investments L.P. | 11.1% | SCHEDULE 13G/A |
| 2026-08-04 | Northwest & Ethical Investments L.P. | 0% | SCHEDULE 13G/A |
| 2026-09-03 | First Command Advisory Services, Inc. | 8.4% | SCHEDULE 13G |
| 2026-09-08 | Fmr LLC | 14.1% | SCHEDULE 13G |
| 2026-11-06 | The PNC Financial Services Group, Inc. | 8.68% | SCHEDULE 13G/A |
Questions about who owns Avantis US Large Cap Value ETF
Who owns Avantis US Large Cap Value ETF?
On this page, 5 holders' latest ownership filings report 5% or more of Avantis US Large Cap Value ETF: Fmr LLC (14.1%, Schedule 13G, filed 2026-09-08), Bank of New York Mellon Corp (9.3%, Schedule 13G/A, filed 2026-07-29), The PNC Financial Services Group, Inc. (8.68%, Schedule 13G/A, filed 2026-11-06), First Command Advisory Services, Inc. (8.4%, Schedule 13G, filed 2026-09-03) and Savant Capital, LLC (7.23%, Schedule 13G/A, filed 2026-05-08).
Who are the largest shareholders of Avantis US Large Cap Value ETF?
By the share each holder's latest filing reports, the largest holders of Avantis US Large Cap Value ETF on this page are Fmr LLC (14.1%), Bank of New York Mellon Corp (9.3%) and The PNC Financial Services Group, Inc. (8.68%).
When did Fmr LLC buy into Avantis US Large Cap Value ETF?
The filings give report dates, not purchase dates. The earliest filing from Fmr LLC on this page is the Schedule 13G, filed 2026-09-08, reporting 14.1%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 19 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Tools for this story
Each opens in a new tab, filled in for Avantis US Large Cap Value ETF. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.