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

$77.98-0.28 (-0.36%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9160974238655097e+215T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$56.80$63.12$69.44$75.77$82.09Sep 24May 25Mar 26

AVLC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Pacific Life Fund Advisors LLCNew Position+833K+$65.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+576K+$45.0M
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+391K+$30.7M
PARK AVENUE SECURITIES LLCNew Position+381K+$30.0M
Simplicity Wealth,LLCNew Position+374K+$29.4M
Buttonwood Financial Group, LLCNew Position+347K+$28.0M
Networth Advisors, LLCNew Position+239K+$18.8M
FAS Wealth Partners, Inc.New Position+219K+$17.2M
ARCADIA INVESTMENT ADVISORS LLCNew Position+141K+$11.1M
Strategic Blueprint, LLCNew Position+141K+$11.1M
AE Wealth Management LLCNew Position+140K+$11.0M
Western Reserve Capital Management, LLCNew Position+133K+$10.5M
Haven Private, LLCNew Position+94K+$7.4M
CoreCap Advisors, LLCNew Position+78K+$6.2M
UPTICK PARTNERS, LLCNew Position+63K+$5.0M

AVLC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Oak Root LLCDecreased-236K-$204.3B
OneDigital Investment Advisors LLCDecreased-11K-$18.1B
HighTower Advisors, LLCDecreased-12-$10.3B
Dogwood Wealth Management LLCDecreased-8K-$9.3B
MERCER GLOBAL ADVISORS INC /ADVDecreased-21K-$8.1B
ShankerValleau Wealth Advisors, Inc.Decreased-211-$6.3B
Full Sail Capital, LLCClosed Position-38K-$2.9B
WCG Wealth Advisors LLCDecreased-2K-$2.7B
Rockefeller Capital Management L.P.Decreased-3K-$2.1B
SEEDS INVESTOR LLCDecreased-7K-$2.0B
Focus Partners Advisor Solutions, LLCClosed Position-10K-$793.3M
Corient Private Wealth LLCDecreased-350-$526.4M
PALO ALTO WEALTH ADVISORS, LLCClosed Position-7K-$510.1M
Strategic Wealth Partners, Ltd.Closed Position-5K-$414.5M
FLOW TRADERS U.S. LLCClosed Position-3K-$201K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Oak Root LLC2,437,157$191.6M23.16%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO832,273$74.2M0.05%Share
3Pacific Life Fund Advisors LLC833,244$65.5M6.75%Share
4Beaird Harris Wealth Management, LLC661,326$52.0M3.58%Share
5ENVESTNET ASSET MANAGEMENT INC575,818$45.0M0.01%Share
6Cypress Point Wealth Management, LLC457,783$36.0M7.86%Share
7Ridgeline Wealth, LLC444,183$34.9M24.22%Share
8LPL Financial LLC417,911$32.0M0.01%Share
9GRIMES & Co WEALTH MANAGEMENT, LLC390,848$30.7M0.73%Share
10PARK AVENUE SECURITIES LLC381,331$30.0M0.25%Share
11Simplicity Wealth,LLC374,075$29.4M1.75%Share
12Buttonwood Financial Group, LLC346,612$28.0M14.89%Share
13JPMORGAN CHASE & CO344,707$27.0M0.00%Share
14Networth Advisors, LLC239,172$18.8M13.88%Share
15Global Strategic Investment Solutions, LLC230,892$18.2M1.77%Share
16FAS Wealth Partners, Inc.218,686$17.2M1.11%Share
17OneDigital Investment Advisors LLC225,745$17.0M0.17%Share
18Allworth Financial LP173,696$13.7M0.06%Share
19ARCADIA INVESTMENT ADVISORS LLC141,111$11.1M5.16%Share
20Strategic Blueprint, LLC140,922$11.1M0.65%Share
21AE Wealth Management LLC140,086$11.0M0.06%Share
22Western Reserve Capital Management, LLC133,190$10.5M9.76%Share
23Prosperity Planning, Inc.130,763$10.3M2.69%Share
24HighTower Advisors, LLC134,419$10.0M0.01%Share
25Visionary Wealth Advisors126,991$10.0M0.45%Share
26Dogwood Wealth Management LLC113,282$8.9M3.92%Share
27Cresset Asset Management, LLC113,868$8.0M0.03%Share
28Haven Private, LLC94,069$7.4M3.24%Share
29MML INVESTORS SERVICES, LLC98,792$7.0M0.02%Share
30ShankerValleau Wealth Advisors, Inc.82,257$6.5M1.75%Share
31CoreCap Advisors, LLC78,293$6.2M0.21%Share
32Herold Advisors, Inc.77,343$6.1M1.36%Share
33MERCER GLOBAL ADVISORS INC /ADV84,665$6.0M0.01%Share
34Mendota Financial Group, LLC73,882$5.8M4.23%Share
35UPTICK PARTNERS, LLC63,148$5.0M1.06%Share
36Skyview Financial Group LLC49,061$3.9M3.98%Share
37Waterfront Wealth Inc.40,335$3.3M0.62%Share
38WCG Wealth Advisors LLC34,085$2.7M0.08%Share
39ENDEAVOR PRIVATE WEALTH, INC.32,694$2.6M0.74%Share
40BFI Wealth Solutions, LLC29,209$2.3M2.19%Share
41Private Wealth Asset Management, LLC28,235$2.2M0.24%Share
42Plancorp, LLC35,164$2.0M0.06%Share
43COMMONWEALTH EQUITY SERVICES, LLC34,687$2.0M0.00%Share
44SUSQUEHANNA INTERNATIONAL GROUP, LLP29,311$2.0M0.00%Share
45AMERICAN CENTURY COMPANIES INC30,374$2.0M0.00%Share
46Chicago Partners Investment Group LLC20,487$1.7M0.04%Share
47Armbruster Capital Management, Inc.21,000$1.7M0.28%Share
48SEEDS INVESTOR LLC18,663$1.5M0.28%Share
49Hills Bank & Trust Co14,479$1.1M0.07%Share
50Rockefeller Capital Management L.P.24,851$1.0M0.00%Share

AVLC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202579$940.7M+35
Q3 202544$501.5B-9
Q2 202553$645.5B+12
Q1 202541$511.5B+13
Q4 202428$6.0T+6
Q3 202422$56.3T+10
Q2 202412$28.3T+3
Q1 20249$7.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold AVLC (Avantis U.S. Large Cap Equity ETF). The largest holder is Oak Root LLC with $191.6M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own AVLC?

As of Q4 2025, 50 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 $191.6M in shares.

Is institutional ownership of AVLC increasing or decreasing?

This quarter, 15 institutions opened new positions in AVLC and 5 closed their positions.