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Avantis U.S. Large Cap Equity ETF (AVLC) Institutional Ownership

$69.57 +0.11 (+0.16%)
(As of 11:48 AM ET)

Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$127.42M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$3.79M
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AVLC Institutional Buying and Selling by Quarter

Avantis U.S. Large Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/31/2024Commonwealth Equity Services LLC13,533$850K0.0%-9.9%0.313%
7/29/2024FAS 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%
7/24/2024 Herold Advisors Inc.3,204$201K0.0%N/A0.074%
5/2/2024 AlphaQ Advisors LLC151,469$9.36M5.6%+7.7%3.556%
4/30/2024Commonwealth 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)

AVLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVLC shares?

During the previous two years, 19 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 ($65.59M), Beaird Harris Wealth Management LLC ($26.55M), Cypress Point Wealth Management LLC ($16.41M), Waypoint Capital Advisors LLC ($15.90M), AlphaQ Advisors LLC ($9.36M), and Prosperity Planning Inc. ($3.16M).Learn more on AVLC's institutional investors.

Which institutional investors have been buying Avantis U.S. Large Cap Equity ETF stock?

Of the 18 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 ($993.41K), Beaird Harris Wealth Management LLC ($402.07K), Waypoint Capital Advisors LLC ($240.80K), AlphaQ Advisors LLC ($151.47K), Cypress Point Wealth Management LLC ($82.71K), Prosperity Planning Inc. ($28.47K), and Corient Private Wealth LLC ($22.45K).

How much institutional buying is happening at Avantis U.S. Large Cap Equity ETF?

Institutional investors have bought a total of 2,013,196 shares in the last 24 months. This purchase volume represents approximately $127.42M 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), and Commonwealth Equity Services LLC ($1.48K).

How much institutional selling is happening at Avantis U.S. Large Cap Equity ETF?

Institutional investors have sold a total of 60,312 shares in the last 24 months. This volume of shares sold represents approximately $3.79M in transactions.



This page (NYSEARCA:AVLC) was last updated on 12/18/2024 by MarketBeat.com Staff
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