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

$88.68 -0.12 (-0.14%)
As of 07/24/2026 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)
74
Total
Institutional Inflows
(last 12 months)
$366.43M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$103.96M
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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
7/10/2026 Canvas Wealth Advisors LLC91,889$8.27M1.2%+5.1%0.617%
7/10/2026 Prosperity Planning Inc.151,352$13.62M3.1%+5.3%1.016%
7/10/2026 ShankerValleau Wealth Advisors Inc.88,673$7.98M2.1%-2.3%0.595%
7/10/2026 Mendota Financial Group LLC108,849$9.79M6.1%+17.5%0.731%
7/8/2026 Beaird Harris Wealth Management LLC841,598$75.71M4.7%+13.0%5.648%
7/8/2026 Apella Capital LLC44,087$3.93M0.1%N/A0.296%
7/8/2026 Evanson Financial LLC4,642$418K0.0%N/A0.031%
7/7/2026 Ridgeline Wealth LLC450,687$40.54M23.7%+0.2%3.045%
7/7/2026 CoreCap Advisors LLC94,083$8.46M0.2%+15.3%0.636%
7/6/2026 Dogwood Wealth Management LLC109,391$9.84M3.9%-5.6%0.739%
6/10/2026FAS Wealth Partners Inc.223,820$17.36M1.1%+2.3%1.634%
5/4/2026 Team 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%
4/29/2026 Canvas 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%
4/23/2026 Networth 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%
2/23/2026 Beaird 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%
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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%
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%
2/4/2026 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%
2/3/2026Allegiance 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%
2/2/2026Montag 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%
1/30/2026 Strategic 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%
1/22/2026 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%
1/13/2026Buttonwood Financial Group LLC346,612$28.01M14.9%-20.3%3.123%
1/13/2026Well Done LLC297,469$23.39M3.5%N/A2.680%
1/8/2026 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%
1/1/2026JPMorgan 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%
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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%
11/13/2025 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%
11/12/2025Cresset 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%
11/12/2025 Dogwood 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%


AVLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 90 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), Beaird Harris Wealth Management LLC ($75.71M), Pacific Life Fund Advisors LLC ($62.07M), Envestnet Asset Management Inc. ($40.64M), Ridgeline Wealth LLC ($40.54M), Cypress Point Wealth Management LLC ($35.99M), and LPL Financial LLC ($32.86M).Learn more on Avantis U.S. Large Cap Equity ETF's institutional investors.

Of the 88 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 ($665.40K), Envestnet Asset Management Inc. ($518.92K), Ridgeline Wealth LLC ($445.25K), and Buttonwood Financial Group LLC ($435.06K).

Institutional investors have bought a total of 4,735,156 shares in the last 24 months. This purchase volume represents approximately $366.43M in transactions.

Of the 16 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: Simplicity Wealth LLC ($363.62K), Oak Root LLC ($283.46K), Pacific Life Fund Advisors LLC ($194.56K), JPMorgan Chase & Co. ($163.12K), Buttonwood Financial Group LLC ($88.45K), Haven Private LLC ($82.03K), and Mercer Global Advisors Inc. ADV ($63.23K).

Institutional investors have sold a total of 1,355,888 shares in the last 24 months. This volume of shares sold represents approximately $103.96M in transactions.


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This page (NYSEARCA:AVLC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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