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

$89.75 +0.56 (+0.63%)
As of 02:04 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)
$435.54M
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
6/10/2026FAS Wealth Partners Inc.223,820$17.36M1.1%+2.3%1.634%
5/4/2026Team Financial Group LLC3,023$234K0.1%N/A0.022%
5/4/2026Uptick Partners LLC91,310$7.08M1.4%+44.6%0.666%
5/2/2026Pacific Life Fund Advisors LLC800,365$62.07M7.1%-3.9%5.842%
5/2/2026Diversify Wealth Management LLC2,800$236K0.0%N/A0.020%
5/1/2026Simplicity Wealth LLC371,421$28.80M1.6%-0.7%2.751%
4/30/2026Waterfront Wealth Inc.44,545$3.45M0.6%+10.4%0.330%
4/30/2026Mosaic Family Wealth Partners LLC3,276$254K0.0%N/A0.024%
4/30/2026Kestra Advisory Services LLC18,067$1.40M0.0%+243.1%0.134%
4/29/2026Montag A & Associates Inc.3,805$295K0.0%+16.7%0.028%
4/29/2026Global Strategic Investment Solutions LLC218,787$16.97M1.7%-5.2%1.621%
4/29/2026Canvas Wealth Advisors LLC87,440$6.78M1.2%N/A0.648%
4/27/2026World Investment Advisors19,360$1.50M0.0%+69.7%0.143%
4/27/2026Legacy Financial Group Inc.15,524$1.20M0.3%+45.8%0.115%
4/27/2026Private Advisor Group LLC3,516$273K0.0%N/A0.026%
4/23/2026Networth Advisors LLC242,663$18.82M13.3%+1.5%1.811%
3/17/2026Rockefeller Capital Management L.P.24,851$1.95M0.0%-10.4%0.199%
3/13/2026World Investment Advisors11,409$897K0.0%+123.5%0.091%
3/9/2026Corient Private Wealth LLC6,912$525K0.0%-4.8%0.055%
2/23/2026Beaird Harris Wealth Management LLC661,326$51.99M3.6%+10.2%5.291%
2/19/2026BFI Wealth Solutions LLC29,209$2.30M2.2%N/A0.234%
2/19/2026Corient Private Wealth LLC6,912$525K0.0%-4.8%0.055%
2/18/2026Mercer 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%
2/16/2026MML Investors Services LLC98,792$7.77M0.0%+14.4%0.790%
2/16/2026Arax Advisory Partners736$58K0.0%N/A0.006%
2/13/2026Kestra Advisory Services LLC5,266$414K0.0%N/A0.042%
2/13/2026Visionary Wealth Advisors126,991$9.98M0.4%+2.2%1.016%
2/12/2026FineMark National Bank & Trust5,401$425K0.0%+67.5%0.043%
2/12/2026Rossby Financial LCC394$31K0.0%+47.6%0.003%
2/12/2026Commonwealth Equity Services LLC34,687$2.73M0.0%+254.5%0.277%
2/12/2026Haven Private LLC94,069$7.40M3.2%+5.1%0.753%
2/12/2026Great Valley Advisor Group Inc.3,968$312K0.0%N/A0.032%
2/11/2026LPL Financial LLC417,911$32.86M0.0%+25.4%3.343%
2/11/2026O Shaughnessy Asset Management LLC11,966$941K0.0%+92.9%0.096%
2/11/2026JPMorgan Chase & Co.344,707$27.10M0.0%+7.3%2.758%
2/11/2026Endeavor Private Wealth Inc.32,694$2.57M0.7%N/A0.262%
2/10/2026Private Wealth Asset Management LLC28,235$2.22M0.2%N/A0.226%
2/10/2026WCG Wealth Advisors LLC34,085$2.68M0.1%-5.1%0.273%
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2/10/2026Northwestern Mutual Wealth Management Co.3,109$244K0.0%+17.6%0.025%
2/6/2026Lloyd Advisory Services LLC.7,703$606K0.2%N/A0.062%
2/6/2026Kingdom Financial Group LLC.1,074$84K0.0%N/A0.009%
2/6/2026Legacy Financial Group Inc.10,646$837K0.2%+15.0%0.085%
2/5/2026Hills Bank & Trust Co14,479$1.14M0.1%N/A0.116%
2/5/2026Northwestern Mutual Wealth Management Co.832,273$65.43M0.0%+31,389.7%6.658%
2/5/2026Allworth Financial LP173,696$13.66M0.1%+343.7%1.390%
2/4/2026World Investment Advisors11,409$897K0.0%+123.5%0.092%
2/4/2026Dogwood Wealth Management LLC113,282$8.91M3.9%-6.5%0.914%
2/3/2026GRIMES & Co WEALTH MANAGEMENT LLC390,848$30.73M0.7%+19.5%3.152%
2/3/2026Allegiance Financial Group Advisory Services LLC5,363$422K0.1%+6.6%0.043%
2/2/2026Cypress Point Wealth Management LLC457,783$35.99M7.9%+9.3%3.692%
2/2/2026Montag A & Associates Inc.3,260$256K0.0%N/A0.026%
2/2/2026Uptick Partners LLC63,148$4.97M1.1%N/A0.509%
1/30/2026Simplicity Wealth LLC374,075$29.41M1.8%+5.0%3.066%
1/30/2026Strategic Blueprint LLC140,922$11.08M0.7%N/A1.155%
1/29/2026Global Strategic Investment Solutions LLC230,892$18.15M1.8%+3.3%1.908%
1/28/2026Chicago Partners Investment Group LLC20,487$1.65M0.0%+4.3%0.169%
1/27/2026Waterfront Wealth Inc.40,335$3.27M0.6%+0.9%0.333%
1/27/2026Seeds Investor LLC18,663$1.47M0.3%-27.2%0.154%
1/26/2026Pacific Life Fund Advisors LLC833,244$65.51M6.7%-4.5%6.886%
1/26/2026AE Wealth Management LLC140,086$11.01M0.1%+55.5%1.158%
1/22/2026Networth Advisors LLC239,172$18.80M13.9%N/A2.117%
1/20/2026Mendota Financial Group LLC73,882$5.81M4.2%+105.9%0.660%
1/16/2026Oak Root LLC2,437,157$191.61M23.2%-8.8%21.760%
1/15/2026Arcadia Investment Advisors LLC141,111$11.09M5.2%+5.9%1.260%
1/14/2026Prosperity Planning Inc.130,763$10.28M2.7%+5.8%1.178%
1/13/2026CoreCap Advisors LLC78,293$6.16M0.2%+28.2%0.705%
1/13/2026Buttonwood Financial Group LLC346,612$28.01M14.9%-20.3%3.123%
1/13/2026Well Done LLC297,469$23.39M3.5%N/A2.680%
1/8/2026Ridgeline Wealth LLC444,183$34.92M24.2%+3.8%4.002%
1/6/2026ShankerValleau 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%
1/5/2026Park Avenue Securities LLC381,331$29.98M0.3%+9.4%3.435%
1/1/2026JPMorgan Chase & Co.321,366$24.59M0.0%-20.2%3.061%
12/2/2025Allworth Financial LP39,143$3.00M0.0%N/A0.373%
11/17/2025Susquehanna International Group LLP20,647$1.58M0.0%N/A0.197%
11/17/2025Northwestern Mutual Wealth Management Co.2,643$202K0.0%N/A0.025%
11/17/2025Mercer Global Advisors Inc. ADV105,748$8.09M0.0%-28.5%1.007%
11/17/2025Flow Traders U.S. LLC2,622$201K0.0%N/A0.025%
11/17/2025Citadel Advisors LLC3,243$248K0.0%N/A0.031%
11/14/2025WCG Wealth Advisors LLC35,926$2.75M0.2%-3.7%0.342%
11/13/2025Beaird 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%
11/12/2025Cresset Asset Management LLC102,541$7.85M0.0%+42.7%0.977%
11/12/2025Focus Partners Advisor Solutions LLC10,158$793K0.0%+113.9%0.097%
11/12/2025Finemark National Bank & Trust3,225$247K0.0%N/A0.031%
11/12/2025Dogwood Wealth Management LLC121,162$9.27M4.2%+1.3%1.154%
11/10/2025MAI Capital Management10,730$821K0.0%+14.3%0.102%
11/10/2025Compound Planning Inc.2,741$210K0.0%N/A0.026%
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11/10/2025Vestmark Advisory Solutions Inc.5,105$391K0.0%N/A0.049%
11/10/2025OneDigital Investment Advisors LLC236,500$18.10M0.2%-15.4%2.252%
11/7/2025JPMorgan Chase & Co.321,366$24.59M0.0%-20.2%3.061%
11/7/2025HighTower Advisors LLC134,431$10.29M0.0%+1.3%1.280%
11/6/2025Haven Private LLC89,465$6.85M3.0%+8.7%0.852%
11/6/2025Waterfront Wealth Inc.39,992$3.05M0.6%+2.9%0.381%
11/5/2025Buttonwood Financial Group LLC435,058$33.37M14.4%N/A4.143%
11/5/2025Legacy Financial Group Inc.9,261$709K0.2%+25.9%0.088%
11/5/2025Envestnet Asset Management Inc.531,194$40.64M0.0%+10.7%5.059%
11/3/2025AE Wealth Management LLC90,074$6.89M0.0%+45.0%0.858%


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 5,757,950 shares in the last 24 months. This purchase volume represents approximately $435.54M 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 7/6/2026 by MarketBeat.com Staff.
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