Who Owns Avantis U.S. Large Cap Equity ETF (AVLC)?Hedge Fund & Institutional Holders

$79.22+0.44 (+0.56%)Financial ServicesNYSE_ARCA

Institutional Holders

41

as of QNaN NaN

Total Institutional Value

$514.6T

% of Float Held

QoQ Change in Holders

+41 / -0

Price History

$56.80$63.12$69.44$75.77$82.09Oct 24Jun 25Mar 26

AVLC — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Oak Root LLCNew2.9M$185.7T24.89%
Pacific Life Fund Advisors LLCNew995K$63.9T7.17%
MERCER GLOBAL ADVISORS INC /ADVNew798K$51.3T100.00%
Cypress Point Wealth Management, LLCNew458K$29.4T9.33%
Beaird Harris Wealth Management, LLCNew456K$29.3T2.49%
ENVESTNET ASSET MANAGEMENT INCNew444K$28.5T9.19%
Simplicity Wealth,LLCNew339K$21.7T1.69%
FAS Wealth Partners, Inc.New212K$13.6T1.11%
LPL Financial LLCNew198K$12.7T4.95%
Haven Private, LLCNew164K$10.6T5.97%
GRIMES & Co WEALTH MANAGEMENT, LLCNew144K$9.2T0.29%
Dogwood Wealth Management LLCNew133K$8.5T4.49%
HighTower Advisors, LLCNew124K$7.9T10.78%
ARCADIA INVESTMENT ADVISORS LLCNew123K$7.9T4.40%
Prosperity Planning, Inc.New92K$5.9T1.86%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Oak Root LLC2,892,770$185.7T24.89%New
2Pacific Life Fund Advisors LLC994,927$63.9T7.17%New
3MERCER GLOBAL ADVISORS INC /ADV798,398$51.3T100.00%New
4Cypress Point Wealth Management, LLC458,063$29.4T9.33%New
5Beaird Harris Wealth Management, LLC456,265$29.3T2.49%New
6ENVESTNET ASSET MANAGEMENT INC444,137$28.5T9.19%New
7Simplicity Wealth,LLC338,512$21.7T1.69%New
8FAS Wealth Partners, Inc.211,717$13.6T1.11%New
9LPL Financial LLC198,440$12.7T4.95%New
10Haven Private, LLC164,368$10.6T5.97%New
11GRIMES & Co WEALTH MANAGEMENT, LLC143,814$9.2T0.29%New
12Dogwood Wealth Management LLC132,936$8.5T4.49%New
13HighTower Advisors, LLC123,691$7.9T10.78%New
14ARCADIA INVESTMENT ADVISORS LLC122,688$7.9T4.40%New
15Prosperity Planning, Inc.92,353$5.9T1.86%New
16MML INVESTORS SERVICES, LLC80,060$5.1T17.12%New
17Herold Advisors, Inc.50,117$3.2T0.71%New
18Visionary Wealth Advisors48,967$3.1T0.19%New
19CoreCap Advisors, LLC45,365$2.9T0.13%New
20Plancorp, LLC32,650$2.1T0.08%New
21AE Wealth Management LLC32,435$2.1T17.51%New
22Waterfront Wealth Inc.25,940$1.7T0.41%New
23Rockefeller Capital Management L.P.24,311$1.6T3.85%New
24Chicago Partners Investment Group LLC17,193$1.1T0.04%New
25Cresset Asset Management, LLC16,913$1.1T5.41%New
26Lion Street Advisors, LLC13,762$883.5B0.28%New
27SUSQUEHANNA INTERNATIONAL GROUP, LLP12,862$825.7B0.14%New
28DIXON FNANCIAL SERVICES, INC.11,933$766.1B0.41%New
29COMMONWEALTH EQUITY SERVICES, LLC8,441$542.0B0.77%New
30LEGACY FINANCIAL GROUP, INC.6,212$398.8B0.13%New
31Farther Finance Advisors, LLC5,973$385.4B0.01%New
32Full Sail Capital, LLC3,521$226.0B0.01%New
33Park Square Financial Group, LLC2,796$179.5B0.14%New
34Acropolis Investment Management, LLC1,950$125.2B0.01%New
35Nemes Rush Group LLC657$42.2B0.01%New
36Corient Private Wealth LLC22,665$1.5B0.00%New
37UBS Group AG20$1.3B0.00%New
38FLOW TRADERS U.S. LLC17,629$1.1B0.05%New
39Armbruster Capital Management, Inc.12,075$775.0M0.15%New
40Kestra Investment Management, LLC4,883$313.0M0.01%New
41McIlrath & Eck, LLC77$4.0M0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 41 institutional investors hold AVLC (Avantis U.S. Large Cap Equity ETF). The largest holder is Oak Root LLC with $185.7T in shares. This quarter, 41 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own AVLC?

As of QNaN NaN, 41 institutional investors report holding AVLC (Avantis U.S. Large Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of AVLC?

The largest institutional holder of AVLC is Oak Root LLC with $185.7T in shares.

Is institutional ownership of AVLC increasing or decreasing?

This quarter, 41 institutions opened new positions in AVLC and 0 closed their positions.