Free Trial
→ A grave, grave error. (From Porter & Company) (Ad) Free AVLC Stock Alerts

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

$72.15 +0.20 (+0.28%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$272.64M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$24.67M
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.

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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Cypress 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%
4/16/2025Cypress 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%
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%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
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%
1/21/2025Cypress 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%
11/1/2024Cypress 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%
7/27/2024Cypress 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, 43 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), Envestnet Asset Management Inc. ($28.51M), Mercer Global Advisors Inc. ADV ($27.64M), Cypress Point Wealth Management LLC ($26.38M), and Simplicity Wealth LLC ($21.73M).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 41 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), 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 4,190,856 shares in the last 24 months. This purchase volume represents approximately $272.64M 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.


Related Companies

This page (NYSEARCA:AVLC) was last updated on 7/10/2025 by MarketBeat.com Staff
From Our Partners
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
How a Kansas farm boy gained 1,285% in two days
A former farm kid placed a simple trade… and cashed out a 1,285% gain two days later. It wasn’t crypto or a...
TradeSmith | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting—or plan to collect—Social Security, this could be a game-changer. A new initiative tie...
InvestorPlace | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored