AVLC · Avantis U.S. Large Cap Equity ETF ETF
$92.03
-0.12 (-0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $19,675,690
Total Shares: 218,716
Institutional Ownership Trend
15 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
94.3%
+76.2 pts
Top 5
100.0%
+55.8 pts
Top 10
100.0%
+38.3 pts
HHI
8,934
Highly concentrated+8,308
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
87
Unchanged
0
Holder count:
-86
Institutional value:
-98.0%
Shares held:
-98.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +5,449 | 12,361 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Financial Insights, Inc. | 206,355 | $18,563,695 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Oak Root LLC | 2,351,457 | $182,355,490 | |
| Small Hills Bank & Trust Co | 1,188,777 | $92,189,655 | |
| Micro Pacific Life Fund Advisors LLC | 800,365 | $62,068,305 | |
| Small Beaird Harris Wealth Management, LLC | 744,755 | $57,755,750 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 629,355 | $48,806,480 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Small Financial Insights, Inc. AVLC | $18,563,695 | 94.35% | 206,355 | — | New | Shares | 2026-08-25 | |||||||||||
| Large Corient Private Wealth LLC AVLC | $1,111,995 | 5.65% | 12,361 | — |
+5,449
+78.8%
|
Shares | 2026-08-27 | |||||||||||
| Small Oak Root LLC AVLC | $182,355,490 | 926.81% | 2,351,457 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Small Hills Bank & Trust Co Bank AVLC | $92,189,655 | 468.55% | 1,188,777 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Micro Pacific Life Fund Advisors LLC AVLC | $62,068,305 | 315.46% | 800,365 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Small Beaird Harris Wealth Management, LLC AVLC | $57,755,750 | 293.54% | 744,755 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC AVLC | $48,806,480 | 248.05% | 629,355 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Small Cypress Point Wealth Management, LLC AVLC | $38,571,198 | 196.03% | 497,372 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Micro Ridgeline Wealth, LLC AVLC | $34,867,875 | 177.21% | 449,618 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Mega LPL Financial LLC AVLC | $34,612,193 | 175.91% | 446,321 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Mid GRIMES & Co WEALTH MANAGEMENT, LLC AVLC | $34,429,408 | 174.98% | 443,964 | — | Sold Out | Shares | 2026-04-21 | |||||||||||
| Mid PARK AVENUE SECURITIES LLC Broker-Dealer AVLC | $32,967,202 | 167.55% | 425,109 | — | Sold Out | Shares | 2026-04-07 | |||||||||||
| Mid Simplicity Wealth,LLC AVLC | $28,803,698 | 146.39% | 371,421 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Mega JPMORGAN CHASE & CO AVLC | $28,056,426 | 142.59% | 361,785 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Well Done, LLC AVLC | $26,322,486 | 133.78% | 339,426 | — | Sold Out | Shares | 2026-04-14 | |||||||||||
| Mid Allworth Financial LP AVLC | $19,618,288 | 99.71% | 252,976 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Micro Networth Advisors, LLC AVLC | $18,818,515 | 95.64% | 242,663 | — | Sold Out | Shares | 2026-04-22 | |||||||||||
| Mid OneDigital Investment Advisors LLC AVLC | $17,537,854 | 89.13% | 226,149 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Micro Global Strategic Investment Solutions, LLC AVLC | $16,966,931 | 86.23% | 218,787 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Micro Buttonwood Financial Group, LLC AVLC | $13,656,012 | 69.41% | 176,093 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Large AE Wealth Management LLC AVLC | $11,678,952 | 59.36% | 150,599 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Micro Prosperity Planning, Inc. AVLC | $11,143,159 | 56.63% | 143,690 | — | Sold Out | Shares | 2026-04-10 | |||||||||||
| Small Strategic Blueprint, LLC AVLC | $11,035,365 | 56.09% | 142,300 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Micro ARCADIA INVESTMENT ADVISORS LLC AVLC | $11,032,340 | 56.07% | 142,261 | — | Sold Out | Shares | 2026-04-14 | |||||||||||
| Large Cresset Asset Management, LLC AVLC | $10,891,354 | 55.35% | 140,443 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Large HighTower Advisors, LLC AVLC | $10,488,094 | 53.30% | 135,243 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Micro Western Reserve Capital Management, LLC AVLC | $10,172,853 | 51.70% | 131,178 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Mid Visionary Wealth Advisors AVLC | $9,405,496 | 47.80% | 121,283 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Micro Dogwood Wealth Management LLC AVLC | $8,984,400 | 45.66% | 115,853 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Micro Haven Private, LLC AVLC | $7,448,057 | 37.85% | 96,042 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Micro Mendota Financial Group, LLC AVLC | $7,183,068 | 36.51% | 92,625 | — | Sold Out | Shares | 2026-04-16 | |||||||||||
| Small UPTICK PARTNERS, LLC AVLC | $7,081,090 | 35.99% | 91,310 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Micro ShankerValleau Wealth Advisors, Inc. AVLC | $7,037,119 | 35.77% | 90,743 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Small Herold Advisors, Inc. AVLC | $7,024,944 | 35.70% | 90,586 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small Canvas Wealth Advisors, LLC AVLC | $6,780,972 | 34.46% | 87,440 | — | Sold Out | Shares | 2026-04-28 | |||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV AVLC | $6,488,763 | 32.98% | 83,672 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC AVLC | $6,480,465 | 32.94% | 83,565 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Large MML INVESTORS SERVICES, LLC AVLC | $6,450,764 | 32.79% | 83,182 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Mid CoreCap Advisors, LLC AVLC | $6,325,753 | 32.15% | 81,570 | — | Sold Out | Shares | 2026-04-07 | |||||||||||
| Small Private Wealth Asset Management, LLC AVLC | $4,335,277 | 22.03% | 55,903 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC AVLC | $3,770,558 | 19.16% | 48,621 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Small Waterfront Wealth Inc. AVLC | $3,454,464 | 17.56% | 44,545 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Small Plancorp, LLC AVLC | $2,812,505 | 14.29% | 36,267 | — | Sold Out | Shares | 2026-04-14 | |||||||||||
| Small ENDEAVOR PRIVATE WEALTH, INC. AVLC | $2,618,785 | 13.31% | 33,769 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mega GOLDMAN SACHS GROUP INC AVLC | $2,498,738 | 12.70% | 32,221 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid WCG Wealth Advisors LLC AVLC | $2,384,429 | 12.12% | 30,747 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Large Rockefeller Capital Management L.P. AVLC | $2,278,961 | 11.58% | 29,387 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small SEEDS INVESTOR LLC AVLC | $1,799,470 | 9.15% | 23,204 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Micro Armbruster Capital Management, Inc. AVLC | $1,628,550 | 8.28% | 21,000 | — | Sold Out | Shares | 2026-04-21 | |||||||||||
| Mid Chicago Partners Investment Group LLC AVLC | $1,592,334 | 8.09% | 20,533 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Micro BFI Wealth Solutions, LLC AVLC | $1,570,154 | 7.98% | 20,247 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mid World Investment Advisors AVLC | $1,501,368 | 7.63% | 19,360 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Mid Vestmark Advisory Solutions, Inc. AVLC | $1,501,368 | 7.63% | 19,360 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Kestra Advisory Services, LLC AVLC | $1,401,095 | 7.12% | 18,067 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Large COMMERCE BANK Bank AVLC | $1,365,190 | 6.94% | 17,604 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP AVLC | $1,310,982 | 6.66% | 16,905 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MAI Capital Management AVLC | $1,223,196 | 6.22% | 15,773 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Micro LEGACY FINANCIAL GROUP, INC. AVLC | $1,203,886 | 6.12% | 15,524 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Large Betterment LLC AVLC | $1,083,683 | 5.51% | 13,974 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC AVLC | $925,481 | 4.70% | 11,934 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Micro DIXON FNANCIAL SERVICES, INC. AVLC | $925,404 | 4.70% | 11,933 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Mega JANE STREET GROUP, LLC AVLC | $809,234 | 4.11% | 10,435 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Bison Wealth, LLC AVLC | $708,109 | 3.60% | 9,131 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC AVLC | $669,101 | 3.40% | 8,628 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO AVLC | $602,951 | 3.06% | 7,775 | — | Sold Out | Shares | 2026-05-07 | |||||||||||
| Mid Farther Finance Advisors, LLC AVLC | $491,977 | 2.50% | 6,344 | — | Sold Out | Shares | 2026-04-07 | |||||||||||
| Large Cambridge Investment Research Advisors, Inc. AVLC | $433,194 | 2.20% | 5,586 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Small Allegiance Financial Group Advisory Services LLC AVLC | $431,565 | 2.19% | 5,565 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Mega CITADEL ADVISORS LLC AVLC | $381,623 | 1.94% | 4,921 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Pacific Asset Management, LLC AVLC | $359,444 | 1.83% | 4,635 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. AVLC | $308,106 | 1.57% | 3,973 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Mid MONTAG A & ASSOCIATES INC AVLC | $295,077 | 1.50% | 3,805 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Mid Private Advisor Group, LLC AVLC | $272,665 | 1.39% | 3,516 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Small MOSAIC FAMILY WEALTH PARTNERS, LLC AVLC | $254,053 | 1.29% | 3,276 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Small KMG FIDUCIARY PARTNERS, LLC AVLC | $236,760 | 1.20% | 3,053 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Micro Team Financial Group, LLC AVLC | $234,433 | 1.19% | 3,023 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Mid DIVERSIFY WEALTH MANAGEMENT, LLC AVLC | $217,140 | 1.10% | 2,800 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Mid Compound Planning, Inc. AVLC | $213,107 | 1.08% | 2,748 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Small Acropolis Investment Management, LLC AVLC | $165,957 | 0.84% | 2,140 | — | Sold Out | Shares | 2026-04-09 | |||||||||||
| Micro Burk Holdings LLC AVLC | $148,740 | 0.76% | 1,918 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Micro Kingdom Financial Group LLC. AVLC | $81,737 | 0.42% | 1,054 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Micro Lloyd Advisory Services, LLC. AVLC | $81,737 | 0.42% | 1,054 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Mid Nemes Rush Group LLC AVLC | $63,823 | 0.32% | 823 | — | Sold Out | Shares | 2026-04-21 | |||||||||||
| Small Rossby Financial, LCC AVLC | $33,036 | 0.17% | 426 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Small Asset Dedication, LLC AVLC | $30,942 | 0.16% | 399 | — | Sold Out | Shares | 2026-05-29 | |||||||||||
| Mid Strategic Wealth Partners, Ltd. AVLC | $7,444 | 0.04% | 96 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Mid McIlrath & Eck, LLC AVLC | $5,971 | 0.03% | 77 | — | Sold Out | Shares | 2026-05-19 | |||||||||||
| Small Activest Wealth Management AVLC | $5,893 | 0.03% | 76 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Small REAP Financial Group, LLC AVLC | $2,791 | 0.01% | 36 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| No holders match your search. | ||||||||||||||||||