Avantis U.S. Large Cap Equity ETF (AVLC) Institutional Ownership $64.95 +1.12 (+1.75%) As of 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)Number ofInstitutional Buyers(last 12 months)32TotalInstitutional Inflows(last 12 months)$249.39MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$17.86M Get AVLC Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis U.S. Large Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVLC Institutional Buying and Selling by Quarter Avantis U.S. Large Cap Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/2/2025Arcadia Investment Advisors LLC122,688$7.88M4.4%+4.8%1.397% 5/1/2025 Legacy Financial Group Inc.6,212$399K0.1%N/A0.071% 5/1/2025 Park Square Financial Group LLC2,796$180K0.1%N/A0.032% 4/30/2025 Dogwood Wealth Management LLC132,936$8.53M4.5%-4.6%1.629% 4/29/2025 Envestnet Asset Management Inc.444,137$28.51M0.0%+3,200.4%5.443% 4/29/2025 Pacific Life Fund Advisors LLC994,927$63.87M7.2%-15.1%12.193% 4/25/2025 Waterfront Wealth Inc.25,940$1.67M0.4%+15.6%0.318% 4/18/2025 Lion Street Advisors LLC13,762$884K0.3%N/A0.169% 4/17/2025 Grimes & Company Inc.143,814$9.23M0.3%+111.5%1.762% 4/16/2025 Armbruster Capital Management Inc.12,075$775K0.2%+60.5%0.148% Get the Latest News and Ratings for AVLC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Avantis U.S. Large Cap Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 4/16/2025 Cypress Point Wealth Management LLC458,063$29.41M9.3%+40.4%5.614% 4/15/2025 Simplicity Wealth LLC338,512$21.73M1.7%N/A4.148% 4/14/2025 Farther Finance Advisors LLC5,973$385K0.0%+3.8%0.073% 4/11/2025 Prosperity Planning Inc.92,353$5.93M1.9%+29.5%1.132% 4/10/2025 Oak Root LLC2,892,770$185.72M24.9%-0.5%35.451% 3/4/2025 Dogwood 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% 2/13/2025 Envestnet Asset Management Inc.13,457$909K0.0%+9.6%0.312% 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% 2/3/2025 Waterfront Wealth Inc.22,444$1.52M0.4%+17.0%0.520% 1/31/2025 Pacific 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% 1/21/2025 Grimes & Company Inc.68,012$4.59M0.1%+610.4%1.574% 1/17/2025 Prosperity 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% Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly positioning itself to overthrow the entire banking system.Click here to access the full report now.10/29/2024Chicago Partners Investment Group LLC14,134$941K0.0%+6.6%0.327% 10/29/2024 Farther Finance Advisors LLC5,759$380K0.0%N/A0.133% 10/28/2024 Pacific Life Fund Advisors LLC993,410$65.59M6.5%+58.6%22.996% 10/23/2024 Grimes & Company Inc.9,574$632K0.0%N/A0.222% 10/18/2024Waypoint Capital Advisors LLC240,803$15.90M3.4%+173.3%5.574% 10/7/2024 Prosperity 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% 8/3/2024 Pacific Life Fund Advisors LLC626,266$39.31M3.9%N/A14.497% 8/1/2024 Oak Root LLC2,908,670$182.58M24.3%-2.0%67.330% 8/1/2024 Waterfront 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% 7/26/2024 My 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% 4/16/2024 Dixon 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, 35 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), Cypress Point Wealth Management LLC ($29.41M), Envestnet Asset Management Inc. ($28.51M), Mercer Global Advisors Inc. ADV ($27.64M), Beaird Harris Wealth Management LLC ($26.55M), and Simplicity Wealth LLC ($21.73M).Learn more on AVLC's institutional investors. Which institutional investors have been buying Avantis U.S. Large Cap Equity ETF stock? Of the 33 institutional investors that purchased Avantis U.S. Large Cap Equity ETF 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), Mercer Global Advisors Inc. ADV ($409.20K), Beaird Harris Wealth Management LLC ($402.07K), Simplicity Wealth LLC ($338.51K), Cypress Point Wealth Management LLC ($292.18K), and Waypoint Capital Advisors LLC ($240.80K). How much institutional buying is happening at Avantis U.S. Large Cap Equity ETF? Institutional investors have bought a total of 4,034,415 shares in the last 24 months. This purchase volume represents approximately $260.49M in transactions. Which Avantis U.S. Large Cap Equity ETF major shareholders have been selling company stock? The following institutional investors have sold Avantis U.S. Large Cap Equity ETF stock in the last 24 months: Pacific Life Fund Advisors LLC ($177.19K), Oak Root LLC ($74.73K), Dogwood Wealth Management LLC ($15.03K), FAS Wealth Partners Inc. ($9.86K), Commonwealth Equity Services LLC ($1.48K), and Arcadia Investment Advisors LLC ($318.00). How much institutional selling is happening at Avantis U.S. Large Cap Equity ETF? Institutional investors have sold a total of 278,609 shares in the last 24 months. This volume of shares sold represents approximately $17.86M in transactions. Related Companies SSUS Institutional Ownership SPXU Institutional Ownership ONEV Institutional Ownership DOL Institutional Ownership EQL Institutional Ownership IUS Institutional Ownership EQAL Institutional Ownership BKIE Institutional Ownership UDOW Institutional Ownership SDS Institutional Ownership This page (NYSEARCA:AVLC) was last updated on 5/2/2025 by MarketBeat.com Staff From Our PartnersThink NVDA’s run was epic? You ain’t seen nothin’ yetAsk most investors and they’ll probably tell you Nvidia is the undisputed AI stock of the decade. In 2023, ...Timothy Sykes | SponsoredElon’s Terrifying Warning Forces Trump To Take ActionElon Musk has avoided two major financial crises before. 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