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Avantis U.S. Large Cap Equity ETF (AVLC) Institutional Ownership

$71.85 -0.30 (-0.42%)
As of 07/11/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$303.20M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$24.67M
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AVLC Institutional Buying and Selling by Quarter

Avantis U.S. Large Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Prosperity Planning Inc.111,024$7.89M2.3%+20.2%1.204%
7/11/2025Ridgeline Wealth LLC411,475$29.23M23.8%N/A4.463%
7/10/2025 Cypress Point Wealth Management LLC371,291$26.38M6.4%-18.9%4.027%
7/8/2025 ShankerValleau Wealth Advisors Inc.81,735$5.81M1.7%N/A0.886%
5/16/2025Kestra Investment Management LLC4,883$313K0.0%N/A0.056%
5/16/2025Plancorp LLC32,650$2.10M0.1%+11.9%0.372%
5/16/2025Beaird Harris Wealth Management LLC456,265$29.29M2.5%+6.3%5.197%
5/14/2025WCG Wealth Advisors LLC36,326$2.33M0.2%-4.5%0.414%
5/14/2025Full Sail Capital LLC3,521$226K0.0%N/A0.040%
5/14/2025Flow Traders U.S. LLC17,629$1.13M0.0%N/A0.201%
5/13/2025HighTower Advisors LLC123,691$7.94M0.0%N/A1.409%
5/9/2025Chicago Partners Investment Group LLC17,193$1.11M0.0%+17.1%0.196%
5/9/2025Haven Private LLC164,368$10.55M6.0%-4.8%1.872%
5/7/2025Nemes Rush Group LLC657$42K0.0%N/A0.007%
5/7/2025LPL Financial LLC198,440$12.74M0.0%+65.1%2.260%
5/6/2025AE Wealth Management LLC32,435$2.08M0.0%+126.8%0.369%
5/5/2025FAS Wealth Partners Inc.211,717$13.59M1.1%+1.1%2.411%
5/2/2025Arcadia Investment Advisors LLC122,688$7.88M4.4%+4.8%1.397%
5/1/2025Legacy Financial Group Inc.6,212$399K0.1%N/A0.071%
5/1/2025Park Square Financial Group LLC2,796$180K0.1%N/A0.032%
4/30/2025Dogwood Wealth Management LLC132,936$8.53M4.5%-4.6%1.629%
4/29/2025Envestnet Asset Management Inc.444,137$28.51M0.0%+3,200.4%5.443%
4/29/2025Pacific Life Fund Advisors LLC994,927$63.87M7.2%-15.1%12.193%
4/25/2025Waterfront Wealth Inc.25,940$1.67M0.4%+15.6%0.318%
4/18/2025Lion Street Advisors LLC13,762$884K0.3%N/A0.169%
4/17/2025Grimes & Company Inc.143,814$9.23M0.3%+111.5%1.762%
4/16/2025Armbruster Capital Management Inc.12,075$775K0.2%+60.5%0.148%
4/16/2025 Cypress Point Wealth Management LLC458,063$29.41M9.3%+40.4%5.614%
4/15/2025Simplicity Wealth LLC338,512$21.73M1.7%N/A4.148%
4/14/2025Farther Finance Advisors LLC5,973$385K0.0%+3.8%0.073%
4/11/2025Prosperity Planning Inc.92,353$5.93M1.9%+29.5%1.132%
4/10/2025Oak Root LLC2,892,770$185.72M24.9%-0.5%35.451%
3/4/2025Dogwood Wealth Management LLC139,379$9.42M5.0%-5.8%3.226%
2/19/2025WCG Wealth Advisors LLC38,038$2.57M0.2%+1.8%0.881%
2/17/2025Visionary Wealth Advisors38,525$2.60M0.2%+246.9%0.892%
2/17/2025Citadel Advisors LLC3,027$204K0.0%N/A0.070%
2/14/2025Mercer Global Advisors Inc. ADV409,202$27.64M0.1%N/A9.472%
2/14/2025FAS Wealth Partners Inc.209,465$14.15M1.2%-4.5%4.849%
2/13/2025Rockefeller Capital Management L.P.24,311$1.64M0.0%+67.5%0.563%
2/13/2025Envestnet Asset Management Inc.13,457$909K0.0%+9.6%0.312%
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2/11/2025LPL Financial LLC120,167$8.12M0.0%+10.1%2.782%
2/10/2025Clearwater Capital Advisors LLC6,124$414K0.0%N/A0.142%
2/10/2025Corient Private Wealth LLC22,665$1.53M0.0%+0.9%0.525%
2/10/2025Commonwealth Equity Services LLC8,280$559K0.0%+3.0%0.192%
2/7/2025Haven Private LLC172,733$11.67M6.5%N/A3.998%
2/5/2025Allegiance Financial Group Advisory Services LLC3,073$208K0.1%N/A0.071%
2/3/2025Waterfront Wealth Inc.22,444$1.52M0.4%+17.0%0.520%
1/31/2025Pacific Life Fund Advisors LLC1,172,118$79.18M8.2%+18.0%27.132%
1/24/2025Arcadia Investment Advisors LLC117,041$7.91M4.3%-0.3%2.709%
1/24/2025Chicago Partners Investment Group LLC14,687$1.00M0.0%+3.9%0.340%
1/21/2025 Cypress Point Wealth Management LLC326,175$22.03M6.9%+31.2%7.550%
1/21/2025Grimes & Company Inc.68,012$4.59M0.1%+610.4%1.574%
1/17/2025Prosperity Planning Inc.71,298$4.82M1.5%+48.8%1.650%
12/2/2024Beaird Harris Wealth Management LLC402,073$26.55M2.3%+20.7%9.307%
11/15/2024Jane Street Group LLC19,547$1.29M0.0%N/A0.452%
11/14/2024Rockefeller Capital Management L.P.14,514$958K0.0%N/A0.336%
11/1/2024 Cypress Point Wealth Management LLC248,594$16.41M6.4%+20.0%5.754%
10/29/2024Chicago Partners Investment Group LLC14,134$941K0.0%+6.6%0.327%
10/29/2024Farther Finance Advisors LLC5,759$380K0.0%N/A0.133%
10/28/2024Pacific Life Fund Advisors LLC993,410$65.59M6.5%+58.6%22.996%
10/23/2024Grimes & Company Inc.9,574$632K0.0%N/A0.222%
10/18/2024Waypoint Capital Advisors LLC240,803$15.90M3.4%+173.3%5.574%
10/7/2024Prosperity Planning Inc.47,931$3.16M1.0%+146.3%1.110%
8/15/2024Beaird Harris Wealth Management LLC333,250$20.92M2.0%N/A7.714%
8/3/2024Pacific Life Fund Advisors LLC626,266$39.31M3.9%N/A14.497%
8/1/2024Oak Root LLC2,908,670$182.58M24.3%-2.0%67.330%
8/1/2024Waterfront Wealth Inc.16,391$1.03M0.3%+4.3%0.379%
7/31/2024Commonwealth Equity Services LLC13,533$850K0.0%-9.9%0.313%
7/29/2024FAS Wealth Partners Inc.753$47K0.0%+157.9%0.017%
7/27/2024 Cypress Point Wealth Management LLC207,241$13.01M6.2%+24.9%4.797%
7/26/2024My Personal CFO LLC3,760$236K0.1%N/A0.087%
7/25/2024Waypoint Capital Advisors LLC88,122$5.53M1.4%N/A2.040%
7/24/2024Herold Advisors Inc.3,204$201K0.0%N/A0.074%
5/2/2024AlphaQ Advisors LLC151,469$9.36M5.6%+7.7%3.556%
4/30/2024Commonwealth Equity Services LLC15,015$928K0.0%N/A0.352%
4/16/2024Dixon Fnancial Services Inc.11,933$738K0.4%N/A0.000%
2/23/2024Chicago Partners Investment Group LLC6,484$366K0.0%N/A0.000%
2/9/2024Corient Private Wealth LLC22,452$1.25M0.0%N/A0.000%
1/29/2024AlphaQ Advisors LLC140,694$7.83M5.4%N/A0.000%
(Data available from 1/1/2016 forward)

AVLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVLC shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Equity ETF. The most heavily invested institutionals were Oak Root LLC ($185.72M), Pacific Life Fund Advisors LLC ($63.87M), Beaird Harris Wealth Management LLC ($29.29M), Ridgeline Wealth LLC ($29.23M), Envestnet Asset Management Inc. ($28.51M), Mercer Global Advisors Inc. ADV ($27.64M), and Cypress Point Wealth Management LLC ($26.38M).Learn more on Avantis U.S. Large Cap Equity ETF's institutional investors.

Which institutional investors have been buying Avantis U.S. Large Cap Equity ETF's stock?

Of the 42 institutional investors that purchased Avantis U.S. Large Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacific Life Fund Advisors LLC ($1.17M), Envestnet Asset Management Inc. ($431.86K), Beaird Harris Wealth Management LLC ($429.10K), Ridgeline Wealth LLC ($411.48K), Mercer Global Advisors Inc. ADV ($409.20K), Simplicity Wealth LLC ($338.51K), and Cypress Point Wealth Management LLC ($292.18K).

How much institutional buying is happening at Avantis U.S. Large Cap Equity ETF?

Institutional investors have bought a total of 4,621,002 shares in the last 24 months. This purchase volume represents approximately $303.20M in transactions.

Which of Avantis U.S. Large Cap Equity ETF's major shareholders have been selling company stock?

Of the 9 institutional investors that sold Avantis U.S. Large Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacific Life Fund Advisors LLC ($177.19K), Cypress Point Wealth Management LLC ($86.77K), Oak Root LLC ($74.73K), Dogwood Wealth Management LLC ($15.03K), FAS Wealth Partners Inc. ($9.86K), Haven Private LLC ($8.37K), and WCG Wealth Advisors LLC ($1.71K).

How much institutional selling is happening at Avantis U.S. Large Cap Equity ETF?

Institutional investors have sold a total of 375,458 shares in the last 24 months. This volume of shares sold represents approximately $24.67M in transactions.


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This page (NYSEARCA:AVLC) was last updated on 7/12/2025 by MarketBeat.com Staff
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