Who Owns AVLC?
Avantis U.S. Large Cap Equity ETF — Institutional Ownership & 13F Holdings
$84.94
+0.12 (+0.14%)
Market Cap
$854.5M
Shares Outstanding
11,872,316
Institutional Holders
41
Total Inst. Value
$474.5M
% of Float Held
—
QoQ Holder Change
+33
Institutional data as of Q1 2025
New Positions
19
Closed Positions
6
Increased
14
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Oak Root LLC | $185.7M | 2,892,770 |
| 2 | Pacific Life Fund Advisors LLC | $63.9M | 994,927 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $51.3M | 798,398 |
| 4 | Cypress Point Wealth Management, LLCNew | $29.4M | 458,063 |
| 5 | Beaird Harris Wealth Management, LLC | $29.3M | 456,265 |
| 6 | Simplicity Wealth,LLCNew | $21.7M | 338,512 |
| 7 | FAS Wealth Partners, Inc. | $13.6M | 211,717 |
| 8 | Haven Private, LLC | $10.6M | 164,368 |
| 9 | GRIMES & Co WEALTH MANAGEMENT, LLC | $9.2M | 143,814 |
| 10 | Dogwood Wealth Management LLC | $8.5M | 132,936 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | +389K | $51.3M |
| Cypress Point Wealth Management, LLCNew | +458K | $29.4M |
| Beaird Harris Wealth Management, LLC | +27K | $29.3M |
| Simplicity Wealth,LLCNew | +339K | $21.7M |
| FAS Wealth Partners, Inc. | +2K | $13.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | -177K | $63.9M |
| Oak Root LLC | -16K | $185.7M |
| Dogwood Wealth Management LLC | -15K | $8.5M |
| Haven Private, LLC | -8K | $10.6M |
| UBS Group AG | -161 | $1K |
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Frequently Asked Questions
How many institutional investors hold AVLC?
As of Q1 2025, 41 institutional investors report holding AVLC (Avantis U.S. Large Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most AVLC?
The largest institutional holder of AVLC is Oak Root LLC with $185.7M in shares.
Are institutions buying or selling AVLC?
This quarter, 19 institutions opened new positions in AVLC and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.