Avantis U.S. Large Cap Equity ETF (AVLC) Institutional Ownership $69.49 +0.62 (+0.90%) As of 01/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Avantis U.S. Large Cap Equity ETF (NYSEARCA:AVLC)Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$129.00MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$3.79M 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 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 CompanyDetails1/17/2025Prosperity Planning Inc.71,298$4.82M1.5%+48.8%1.650% 12/2/2024Beaird Harris Wealth Management LLC402,073$26.55M2.3%+20.7%9.307% 11/15/2024Jane Street Group LLC19,547$1.29M0.0%N/A0.452% 11/14/2024Rockefeller Capital Management L.P.14,514$958K0.0%N/A0.336% 11/1/2024Cypress Point Wealth Management LLC248,594$16.41M6.4%+20.0%5.754% 10/29/2024Chicago Partners Investment Group LLC14,134$941K0.0%+6.6%0.327% 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. 10/29/2024Farther Finance Advisors LLC5,759$380K0.0%N/A0.133% 10/28/2024Pacific Life Fund Advisors LLC993,410$65.59M6.5%+58.6%22.996% 10/23/2024Grimes & Company Inc.9,574$632K0.0%N/A0.222% 10/18/2024Waypoint Capital Advisors LLC240,803$15.90M3.4%+173.3%5.574% 10/7/2024Prosperity Planning Inc.47,931$3.16M1.0%+146.3%1.110% 8/15/2024Beaird Harris Wealth Management LLC333,250$20.92M2.0%N/A7.714% 8/3/2024Pacific Life Fund Advisors LLC626,266$39.31M3.9%N/A14.497% 8/1/2024Oak Root LLC2,908,670$182.58M24.3%-2.0%67.330% 8/1/2024Waterfront 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% 7/27/2024Cypress Point Wealth Management LLC207,241$13.01M6.2%+24.9%4.797% 7/26/2024My Personal CFO LLC3,760$236K0.1%N/A0.087% 7/25/2024Waypoint Capital Advisors LLC88,122$5.53M1.4%N/A2.040% 7/24/2024Herold Advisors Inc.3,204$201K0.0%N/A0.074% 5/2/2024AlphaQ Advisors LLC151,469$9.36M5.6%+7.7%3.556% 4/30/2024Commonwealth Equity Services LLC15,015$928K0.0%N/A0.352% 4/16/2024Dixon Fnancial Services Inc.11,933$738K0.4%N/A0.000% 2/23/2024Chicago Partners Investment Group LLC6,484$366K0.0%N/A0.000% 2/9/2024Corient Private Wealth LLC22,452$1.25M0.0%N/A0.000% 1/29/2024AlphaQ 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. ($4.82M).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. ($51.84K), 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 2,036,563 shares in the last 24 months. This purchase volume represents approximately $129.00M 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. Related Companies PSQ Institutional Ownership DOL Institutional Ownership SPXU Institutional Ownership DDM Institutional Ownership ROUS Institutional Ownership JANW Institutional Ownership CFO Institutional Ownership TGRT Institutional Ownership OCTW Institutional Ownership FDMO Institutional Ownership This page (NYSEARCA:AVLC) was last updated on 1/18/2025 by MarketBeat.com Staff From Our PartnersLast time you’ll see this priced at $1.00When was the last time you bought something for a buck? I don’t even think you can buy anything at McDonalds f...StocksToTrade | SponsoredHOTTEST TRADER IN AMERICA 🔥🔥🔥Ready for a rocket ride this weekend? 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