Avantis U.S. Large Cap Equity ETF (AVLC) Institutional Ownership $63.88 -1.36 (-2.08%) As of 03/28/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)Number ofInstitutional Buyers(last 12 months)27TotalInstitutional Inflows(last 12 months)$184.63MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$5.05M Get AVLC Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis U.S. Large Cap Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVLC Institutional Buying and Selling by Quarter Remove Ads Avantis U.S. Large Cap Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/4/2025 Dogwood Wealth Management LLC139,379$9.42M5.0%-5.8%3.226% 2/19/2025 WCG Wealth Advisors LLC38,038$2.57M0.2%+1.8%0.881% 2/17/2025 Visionary Wealth Advisors38,525$2.60M0.2%+246.9%0.892% 2/17/2025 Citadel Advisors LLC3,027$204K0.0%N/A0.070% 2/14/2025 Mercer Global Advisors Inc. ADV409,202$27.64M0.1%N/A9.472% 2/14/2025 FAS Wealth Partners Inc.209,465$14.15M1.2%-4.5%4.849% 2/13/2025 Rockefeller Capital Management L.P.24,311$1.64M0.0%+67.5%0.563% 2/13/2025 Envestnet Asset Management Inc.13,457$909K0.0%+9.6%0.312% 2/11/2025 LPL Financial LLC120,167$8.12M0.0%+10.1%2.782% 2/10/2025 Clearwater Capital Advisors LLC6,124$414K0.0%N/A0.142% Get the Latest News and Ratings for AVLC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Avantis U.S. Large Cap Equity ETF and its competitors with MarketBeat's FREE daily newsletter. 2/10/2025 Corient Private Wealth LLC22,665$1.53M0.0%+0.9%0.525% 2/10/2025 Commonwealth Equity Services LLC8,280$559K0.0%+3.0%0.192% 2/7/2025 Haven Private LLC172,733$11.67M6.5%N/A3.998% 2/5/2025 Allegiance Financial Group Advisory Services LLC3,073$208K0.1%N/A0.071% 2/3/2025 Waterfront Wealth Inc.22,444$1.52M0.4%+17.0%0.520% 1/31/2025 Pacific Life Fund Advisors LLC1,172,118$79.18M8.2%+18.0%27.132% 1/24/2025 Arcadia Investment Advisors LLC117,041$7.91M4.3%-0.3%2.709% 1/24/2025 Chicago Partners Investment Group LLC14,687$1.00M0.0%+3.9%0.340% 1/21/2025 Cypress Point Wealth Management LLC326,175$22.03M6.9%+31.2%7.550% 1/21/2025 Grimes & Company Inc.68,012$4.59M0.1%+610.4%1.574% 1/17/2025 Prosperity Planning Inc.71,298$4.82M1.5%+48.8%1.650% 12/2/2024 Beaird Harris Wealth Management LLC402,073$26.55M2.3%+20.7%9.307% 11/15/2024 Jane Street Group LLC19,547$1.29M0.0%N/A0.452% 11/14/2024 Rockefeller Capital Management L.P.14,514$958K0.0%N/A0.336% 11/1/2024 Cypress Point Wealth Management LLC248,594$16.41M6.4%+20.0%5.754% 10/29/2024 Chicago Partners Investment Group LLC14,134$941K0.0%+6.6%0.327% 10/29/2024 Farther Finance Advisors LLC5,759$380K0.0%N/A0.133% 10/28/2024 Pacific Life Fund Advisors LLC993,410$65.59M6.5%+58.6%22.996% 10/23/2024 Grimes & Company Inc.9,574$632K0.0%N/A0.222% 10/18/2024Waypoint Capital Advisors LLC240,803$15.90M3.4%+173.3%5.574% 10/7/2024 Prosperity Planning Inc.47,931$3.16M1.0%+146.3%1.110% 8/15/2024 Beaird Harris Wealth Management LLC333,250$20.92M2.0%N/A7.714% 8/3/2024 Pacific Life Fund Advisors LLC626,266$39.31M3.9%N/A14.497% 8/1/2024 Oak Root LLC2,908,670$182.58M24.3%-2.0%67.330% 8/1/2024 Waterfront Wealth Inc.16,391$1.03M0.3%+4.3%0.379% 7/31/2024 Commonwealth Equity Services LLC13,533$850K0.0%-9.9%0.313% 7/29/2024 FAS Wealth Partners Inc.753$47K0.0%+157.9%0.017% 7/27/2024 Cypress Point Wealth Management LLC207,241$13.01M6.2%+24.9%4.797% 7/26/2024 My Personal CFO LLC3,760$236K0.1%N/A0.087% 7/25/2024Waypoint Capital Advisors LLC88,122$5.53M1.4%N/A2.040% Trump’s betrayal exposed (Ad)Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma7/24/2024 Herold Advisors Inc.3,204$201K0.0%N/A0.074% 5/2/2024 AlphaQ Advisors LLC151,469$9.36M5.6%+7.7%3.556% 4/30/2024 Commonwealth Equity Services LLC15,015$928K0.0%N/A0.352% 4/16/2024 Dixon Fnancial Services Inc.11,933$738K0.4%N/A0.000% 2/23/2024 Chicago Partners Investment Group LLC6,484$366K0.0%N/A0.000% 2/9/2024 Corient Private Wealth LLC22,452$1.25M0.0%N/A0.000% 1/29/2024 AlphaQ Advisors LLC140,694$7.83M5.4%N/A0.000% (Data available from 1/1/2016 forward)Remove Ads AVLC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVLC shares? During the previous two years, 30 institutional investors and hedge funds held shares of Avantis U.S. Large Cap Equity ETF. The most heavily invested institutionals were Oak Root LLC ($182.58M), Pacific Life Fund Advisors LLC ($79.18M), Mercer Global Advisors Inc. ADV ($27.64M), Beaird Harris Wealth Management LLC ($26.55M), Cypress Point Wealth Management LLC ($22.03M), Waypoint Capital Advisors LLC ($15.90M), and FAS Wealth Partners Inc. ($14.15M).Learn more on AVLC's institutional investors. Which institutional investors have been buying Avantis U.S. Large Cap Equity ETF stock? Of the 27 institutional investors that purchased Avantis U.S. Large Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacific Life Fund Advisors LLC ($1.17M), Mercer Global Advisors Inc. ADV ($409.20K), Beaird Harris Wealth Management LLC ($402.07K), Waypoint Capital Advisors LLC ($240.80K), Haven Private LLC ($172.73K), Cypress Point Wealth Management LLC ($160.29K), and AlphaQ Advisors LLC ($151.47K). How much institutional buying is happening at Avantis U.S. Large Cap Equity ETF? Institutional investors have bought a total of 2,999,795 shares in the last 24 months. This purchase volume represents approximately $194.07M in transactions. Which Avantis U.S. Large Cap Equity ETF major shareholders have been selling company stock? The following institutional investors have sold Avantis U.S. Large Cap Equity ETF stock in the last 24 months: Oak Root LLC ($58.83K), FAS Wealth Partners Inc. ($9.86K), Dogwood Wealth Management LLC ($8.59K), Commonwealth Equity Services LLC ($1.48K), and Arcadia Investment Advisors LLC ($318.00). How much institutional selling is happening at Avantis U.S. Large Cap Equity ETF? Institutional investors have sold a total of 79,075 shares in the last 24 months. This volume of shares sold represents approximately $5.05M in transactions. 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