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

$89.13 +0.78 (+0.88%)
As of 05/26/2026 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)
76
Total
Institutional Inflows
(last 12 months)
$435.14M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$122.52M
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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
5/4/2026 Team Financial Group LLC3,023$234K0.1%N/A0.022%
5/4/2026 Uptick Partners LLC91,310$7.08M1.4%+44.6%0.666%
5/2/2026 Pacific Life Fund Advisors LLC800,365$62.07M7.1%-3.9%5.842%
5/2/2026 Diversify Wealth Management LLC2,800$236K0.0%N/A0.020%
5/1/2026 Simplicity Wealth LLC371,421$28.80M1.6%-0.7%2.751%
4/30/2026 Waterfront Wealth Inc.44,545$3.45M0.6%+10.4%0.330%
4/30/2026 Mosaic Family Wealth Partners LLC3,276$254K0.0%N/A0.024%
4/30/2026 Kestra Advisory Services LLC18,067$1.40M0.0%+243.1%0.134%
4/29/2026 Montag A & Associates Inc.3,805$295K0.0%+16.7%0.028%
4/29/2026 Global Strategic Investment Solutions LLC218,787$16.97M1.7%-5.2%1.621%
4/29/2026 Canvas Wealth Advisors LLC87,440$6.78M1.2%N/A0.648%
4/27/2026 World Investment Advisors19,360$1.50M0.0%+69.7%0.143%
4/27/2026 Legacy Financial Group Inc.15,524$1.20M0.3%+45.8%0.115%
4/27/2026 Private Advisor Group LLC3,516$273K0.0%N/A0.026%
4/23/2026 Networth Advisors LLC242,663$18.82M13.3%+1.5%1.811%
3/17/2026 Rockefeller Capital Management L.P.24,851$1.95M0.0%-10.4%0.199%
3/13/2026 World Investment Advisors11,409$897K0.0%+123.5%0.091%
3/9/2026 Corient Private Wealth LLC6,912$525K0.0%-4.8%0.055%
2/23/2026 Beaird Harris Wealth Management LLC661,326$51.99M3.6%+10.2%5.291%
2/19/2026 BFI Wealth Solutions LLC29,209$2.30M2.2%N/A0.234%
2/19/2026 Corient Private Wealth LLC6,912$525K0.0%-4.8%0.055%
2/18/2026 Mercer Global Advisors Inc. ADV84,665$6.66M0.0%-19.9%0.677%
2/18/2026Skyview Financial Group LLC49,061$3.86M4.0%N/A0.392%
2/18/2026FAS Wealth Partners Inc.218,686$17.19M1.1%+2.1%1.749%
2/16/2026 MML Investors Services LLC98,792$7.77M0.0%+14.4%0.790%
2/16/2026 Arax Advisory Partners736$58K0.0%N/A0.006%
2/13/2026 Kestra Advisory Services LLC5,266$414K0.0%N/A0.042%
2/13/2026 Visionary Wealth Advisors126,991$9.98M0.4%+2.2%1.016%
2/12/2026FineMark National Bank & Trust5,401$425K0.0%+67.5%0.043%
2/12/2026 Rossby Financial LCC394$31K0.0%+47.6%0.003%
2/12/2026 Commonwealth Equity Services LLC34,687$2.73M0.0%+254.5%0.277%
2/12/2026 Haven Private LLC94,069$7.40M3.2%+5.1%0.753%
2/12/2026 Great Valley Advisor Group Inc.3,968$312K0.0%N/A0.032%
2/11/2026 LPL Financial LLC417,911$32.86M0.0%+25.4%3.343%
2/11/2026 O Shaughnessy Asset Management LLC11,966$941K0.0%+92.9%0.096%
2/11/2026 JPMorgan Chase & Co.344,707$27.10M0.0%+7.3%2.758%
2/11/2026 Endeavor Private Wealth Inc.32,694$2.57M0.7%N/A0.262%
2/10/2026 Private Wealth Asset Management LLC28,235$2.22M0.2%N/A0.226%
2/10/2026 WCG Wealth Advisors LLC34,085$2.68M0.1%-5.1%0.273%
2/10/2026 Northwestern Mutual Wealth Management Co.3,109$244K0.0%+17.6%0.025%
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2/6/2026 Lloyd Advisory Services LLC.7,703$606K0.2%N/A0.062%
2/6/2026 Kingdom Financial Group LLC.1,074$84K0.0%N/A0.009%
2/6/2026 Legacy Financial Group Inc.10,646$837K0.2%+15.0%0.085%
2/5/2026 Hills Bank & Trust Co14,479$1.14M0.1%N/A0.116%
2/5/2026 Northwestern Mutual Wealth Management Co.832,273$65.43M0.0%+31,389.7%6.658%
2/5/2026 Allworth Financial LP173,696$13.66M0.1%+343.7%1.390%
2/4/2026 World Investment Advisors11,409$897K0.0%+123.5%0.092%
2/4/2026 Dogwood Wealth Management LLC113,282$8.91M3.9%-6.5%0.914%
2/3/2026 GRIMES & Co WEALTH MANAGEMENT LLC390,848$30.73M0.7%+19.5%3.152%
2/3/2026 Allegiance Financial Group Advisory Services LLC5,363$422K0.1%+6.6%0.043%
2/2/2026 Cypress Point Wealth Management LLC457,783$35.99M7.9%+9.3%3.692%
2/2/2026 Montag A & Associates Inc.3,260$256K0.0%N/A0.026%
2/2/2026 Uptick Partners LLC63,148$4.97M1.1%N/A0.509%
1/30/2026 Simplicity Wealth LLC374,075$29.41M1.8%+5.0%3.066%
1/30/2026 Strategic Blueprint LLC140,922$11.08M0.7%N/A1.155%
1/29/2026 Global Strategic Investment Solutions LLC230,892$18.15M1.8%+3.3%1.908%
1/28/2026 Chicago Partners Investment Group LLC20,487$1.65M0.0%+4.3%0.169%
1/27/2026 Waterfront Wealth Inc.40,335$3.27M0.6%+0.9%0.333%
1/27/2026 Seeds Investor LLC18,663$1.47M0.3%-27.2%0.154%
1/26/2026 Pacific Life Fund Advisors LLC833,244$65.51M6.7%-4.5%6.886%
1/26/2026 AE Wealth Management LLC140,086$11.01M0.1%+55.5%1.158%
1/22/2026 Networth Advisors LLC239,172$18.80M13.9%N/A2.117%
1/20/2026 Mendota Financial Group LLC73,882$5.81M4.2%+105.9%0.660%
1/16/2026 Oak Root LLC2,437,157$191.61M23.2%-8.8%21.760%
1/15/2026 Arcadia Investment Advisors LLC141,111$11.09M5.2%+5.9%1.260%
1/14/2026 Prosperity Planning Inc.130,763$10.28M2.7%+5.8%1.178%
1/13/2026 CoreCap Advisors LLC78,293$6.16M0.2%+28.2%0.705%
1/13/2026 Buttonwood Financial Group LLC346,612$28.01M14.9%-20.3%3.123%
1/13/2026 Well Done LLC297,469$23.39M3.5%N/A2.680%
1/8/2026 Ridgeline Wealth LLC444,183$34.92M24.2%+3.8%4.002%
1/6/2026 ShankerValleau Wealth Advisors Inc.82,257$6.47M1.8%-0.3%0.741%
1/5/2026 Confluence Investment Management LLC3,458$272K0.0%N/A0.031%
1/5/2026 Park Avenue Securities LLC381,331$29.98M0.3%+9.4%3.435%
1/1/2026 JPMorgan Chase & Co.321,366$24.59M0.0%-20.2%3.061%
12/2/2025 Allworth Financial LP39,143$3.00M0.0%N/A0.373%
11/17/2025 Susquehanna International Group LLP20,647$1.58M0.0%N/A0.197%
11/17/2025 Northwestern Mutual Wealth Management Co.2,643$202K0.0%N/A0.025%
11/17/2025 Mercer Global Advisors Inc. ADV105,748$8.09M0.0%-28.5%1.007%
11/17/2025 Flow Traders U.S. LLC2,622$201K0.0%N/A0.025%
11/17/2025 Citadel Advisors LLC3,243$248K0.0%N/A0.031%
11/14/2025 WCG Wealth Advisors LLC35,926$2.75M0.2%-3.7%0.342%
11/13/2025 Beaird Harris Wealth Management LLC600,224$45.92M3.3%+15.0%5.716%
11/12/2025Palo Alto Wealth Advisors LLC6,525$510K0.3%N/A0.062%
11/12/2025 Cresset Asset Management LLC102,541$7.85M0.0%+42.7%0.977%
11/12/2025 Focus Partners Advisor Solutions LLC10,158$793K0.0%+113.9%0.097%
11/12/2025Finemark National Bank & Trust3,225$247K0.0%N/A0.031%
11/12/2025 Dogwood Wealth Management LLC121,162$9.27M4.2%+1.3%1.154%
11/10/2025 MAI Capital Management10,730$821K0.0%+14.3%0.102%
11/10/2025 Compound Planning Inc.2,741$210K0.0%N/A0.026%
11/10/2025 Vestmark Advisory Solutions Inc.5,105$391K0.0%N/A0.049%
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11/10/2025 OneDigital Investment Advisors LLC236,500$18.10M0.2%-15.4%2.252%
11/7/2025 JPMorgan Chase & Co.321,366$24.59M0.0%-20.2%3.061%
11/7/2025 HighTower Advisors LLC134,431$10.29M0.0%+1.3%1.280%
11/6/2025 Haven Private LLC89,465$6.85M3.0%+8.7%0.852%
11/6/2025 Waterfront Wealth Inc.39,992$3.05M0.6%+2.9%0.381%
11/5/2025 Buttonwood Financial Group LLC435,058$33.37M14.4%N/A4.143%
11/5/2025 Legacy Financial Group Inc.9,261$709K0.2%+25.9%0.088%
11/5/2025 Envestnet Asset Management Inc.531,194$40.64M0.0%+10.7%5.059%
11/3/2025 AE Wealth Management LLC90,074$6.89M0.0%+45.0%0.858%
10/30/2025 Simplicity Wealth LLC356,208$27.25M1.6%-50.3%3.425%


AVLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 89 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Equity ETF. The most heavily invested institutionals were Oak Root LLC ($191.61M), Pacific Life Fund Advisors LLC ($62.07M), Beaird Harris Wealth Management LLC ($51.99M), Envestnet Asset Management Inc. ($40.64M), Cypress Point Wealth Management LLC ($35.99M), Ridgeline Wealth LLC ($34.92M), and LPL Financial LLC ($32.86M).Learn more on Avantis U.S. Large Cap Equity ETF's institutional investors.

Of the 87 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), Northwestern Mutual Wealth Management Co. ($832.74K), Simplicity Wealth LLC ($735.04K), Beaird Harris Wealth Management LLC ($568.56K), Envestnet Asset Management Inc. ($518.92K), Ridgeline Wealth LLC ($444.18K), and Buttonwood Financial Group LLC ($435.06K).

Institutional investors have bought a total of 5,752,816 shares in the last 24 months. This purchase volume represents approximately $435.14M in transactions.

Of the 17 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: Oak Root LLC ($455.61K), Simplicity Wealth LLC ($363.62K), Pacific Life Fund Advisors LLC ($194.56K), JPMorgan Chase & Co. ($163.12K), Buttonwood Financial Group LLC ($88.45K), Cypress Point Wealth Management LLC ($86.77K), and Haven Private LLC ($82.03K).

Institutional investors have sold a total of 1,619,549 shares in the last 24 months. This volume of shares sold represents approximately $122.52M in transactions.


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This page (NYSEARCA:AVLC) was last updated on 5/27/2026 by MarketBeat.com Staff.
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