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

$92.03 0.00 (0.00%)
As of 09/4/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$342.39M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$95.20M
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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
8/27/2026 Corient Private Wealth LP12,361$1.11M0.0%+78.8%0.080%
8/25/2026 Financial Insights Inc.206,355$18.56M5.0%N/A1.340%
8/23/2026 Ameritas Advisory Services LLC44,649$4.02M0.1%N/A0.290%
8/23/2026 Endeavor Private Wealth Inc.37,116$3.34M0.8%+9.9%0.241%
8/21/2026 Buttonwood Financial Group LLC169,783$15.27M8.9%-3.6%1.102%
8/21/2026 Acorn Wealth Advisors LLC2,273$204K0.0%N/A0.015%
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%0.576%
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%5.465%
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$40.54M23.3%+0.2%2.927%
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%
6/10/2026 FAS 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%
5/4/2026 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%
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2/18/2026 FAS 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%
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%
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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%


AVLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 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 90 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: Northwestern Mutual Wealth Management Co. ($832.74K), Simplicity Wealth LLC ($735.04K), Pacific Life Fund Advisors LLC ($545.85K), Envestnet Asset Management Inc. ($518.92K), Ridgeline Wealth LLC ($445.25K), Buttonwood Financial Group LLC ($435.06K), and JPMorgan Chase & Co. ($426.27K).

Institutional investors have bought a total of 4,326,905 shares in the last 24 months. This purchase volume represents approximately $342.39M in transactions.

Of the 15 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), JPMorgan Chase & Co. ($163.12K), Pacific Life Fund Advisors LLC ($160.94K), Buttonwood Financial Group LLC ($94.76K), Mercer Global Advisors Inc. ADV ($63.23K), and OneDigital Investment Advisors LLC ($43.15K).

Institutional investors have sold a total of 1,230,961 shares in the last 24 months. This volume of shares sold represents approximately $95.20M in transactions.


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Institutional ownership data for NYSEARCA:AVLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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