Avantis U.S. Large Cap Equity ETF (AVLC) Institutional Ownership $67.00 -0.04 (-0.06%) As of 05/22/2025 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)38TotalInstitutional Inflows(last 12 months)$266.83MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$18.51M 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 CompanyDetails5/16/2025 Kestra Investment Management LLC4,883$313K0.0%N/A0.056% 5/16/2025 Plancorp LLC32,650$2.10M0.1%+11.9%0.372% 5/16/2025 Beaird Harris Wealth Management LLC456,265$29.29M2.5%+6.3%5.197% 5/14/2025 WCG Wealth Advisors LLC36,326$2.33M0.2%-4.5%0.414% 5/14/2025 Full Sail Capital LLC3,521$226K0.0%N/A0.040% 5/14/2025 Flow Traders U.S. LLC17,629$1.13M0.0%N/A0.201% 5/13/2025 HighTower Advisors LLC123,691$7.94M0.0%N/A1.409% 5/9/2025 Chicago Partners Investment Group LLC17,193$1.11M0.0%+17.1%0.196% 5/9/2025 Haven Private LLC164,368$10.55M6.0%-4.8%1.872% 5/7/2025 Nemes Rush Group LLC657$42K0.0%N/A0.007% 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. 5/7/2025 LPL Financial LLC198,440$12.74M0.0%+65.1%2.260% 5/6/2025 AE Wealth Management LLC32,435$2.08M0.0%+126.8%0.369% 5/5/2025 FAS Wealth Partners Inc.211,717$13.59M1.1%+1.1%2.411% 5/2/2025 Arcadia 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% 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% 2/19/2025 WCG Wealth Advisors LLC38,038$2.57M0.2%+1.8%0.881% 2/17/2025 Visionary Wealth Advisors38,525$2.60M0.2%+246.9%0.892% 2/17/2025 Citadel Advisors LLC3,027$204K0.0%N/A0.070% 2/14/2025 Mercer Global Advisors Inc. ADV409,202$27.64M0.1%N/A9.472% 2/14/2025 FAS Wealth Partners Inc.209,465$14.15M1.2%-4.5%4.849% 2/13/2025 Rockefeller 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% 2/11/2025 LPL Financial LLC120,167$8.12M0.0%+10.1%2.782% 2/10/2025 Clearwater Capital Advisors LLC6,124$414K0.0%N/A0.142% 2/10/2025 Corient Private Wealth LLC22,665$1.53M0.0%+0.9%0.525% 2/10/2025 Commonwealth Equity Services LLC8,280$559K0.0%+3.0%0.192% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 2/7/2025 Haven Private LLC172,733$11.67M6.5%N/A3.998% 2/5/2025 Allegiance 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% 1/24/2025 Arcadia Investment Advisors LLC117,041$7.91M4.3%-0.3%2.709% 1/24/2025 Chicago 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% 12/2/2024 Beaird Harris Wealth Management LLC402,073$26.55M2.3%+20.7%9.307% 11/15/2024 Jane Street Group LLC19,547$1.29M0.0%N/A0.452% 11/14/2024 Rockefeller 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% 10/29/2024 Chicago 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% 8/15/2024 Beaird 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% 7/31/2024 Commonwealth Equity Services LLC13,533$850K0.0%-9.9%0.313% 7/29/2024 FAS 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% 7/24/2024 Herold Advisors Inc.3,204$201K0.0%N/A0.074% 5/2/2024 AlphaQ Advisors LLC151,469$9.36M5.6%+7.7%3.556% 4/30/2024 Commonwealth Equity Services LLC15,015$928K0.0%N/A0.352% 4/16/2024 Dixon Fnancial Services Inc.11,933$738K0.4%N/A0.000% 2/23/2024 Chicago Partners Investment Group LLC6,484$366K0.0%N/A0.000% 2/9/2024 Corient Private Wealth LLC22,452$1.25M0.0%N/A0.000% 1/29/2024 AlphaQ 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, 42 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), Beaird Harris Wealth Management LLC ($29.29M), Envestnet Asset Management Inc. ($28.51M), Mercer Global Advisors Inc. ADV ($27.64M), 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 40 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), Beaird Harris Wealth Management LLC ($429.10K), Mercer Global Advisors Inc. ADV ($409.20K), 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 4,316,474 shares in the last 24 months. This purchase volume represents approximately $278.60M 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), Haven Private LLC ($8.37K), WCG Wealth Advisors LLC ($1.71K), and Commonwealth Equity Services LLC ($1.48K). How much institutional selling is happening at Avantis U.S. Large Cap Equity ETF? Institutional investors have sold a total of 288,686 shares in the last 24 months. This volume of shares sold represents approximately $18.51M in transactions. Related Companies IUS Institutional Ownership PSQ Institutional Ownership ONEV Institutional Ownership DOL Institutional Ownership EQAL Institutional Ownership BKIE Institutional Ownership SSUS Institutional Ownership UDOW Institutional Ownership SPXU Institutional Ownership RGEF Institutional Ownership This page (NYSEARCA:AVLC) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. 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