AVANTIS US LG CAP EQ ETF AVLC
$89.19
-0.4% 52w: $67.79 – $90.25
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data67.7979.0290.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
89
+8 QoQ
13F value
$1.02B
+12.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVLC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Oak Root LLC | Wealth advisor | 2.4M | $182.4M | 22.2% | -3.5% |
| Hills Bank & Trust Co | Wealth advisor | 1.2M | $92.2M | 4.5% | +8110.4% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 800.4K | $62.1M | 7.1% | -3.9% |
| Beaird Harris Wealth Management, LLC | Wealth advisor | 744.8K | $57.8M | 3.9% | +12.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 629.4K | $48.8M | 0.0% | +9.3% |
| Cypress Point Wealth Management, LLC | Wealth advisor | 497.4K | $38.6M | 8.3% | +8.6% |
| Ridgeline Wealth, LLC | Wealth advisor | 449.6K | $34.9M | 25.0% | +1.2% |
| LPL Financial LLC | Bank broker | 446.3K | $34.6M | 0.0% | +6.8% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Wealth advisor | 444.0K | $34.4M | 1.0% | +13.6% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 425.1K | $33.0M | 0.3% | +11.5% |
| Simplicity Wealth,LLC | Wealth advisor | 371.4K | $28.8M | 1.6% | -0.7% |
| JPMORGAN CHASE & CO | Bank broker | 361.8K | $27.3M | 0.0% | +5.0% |
| Well Done, LLC | Wealth advisor | 339.4K | $26.3M | 3.9% | +14.1% |
| Allworth Financial LP | Wealth advisor | 253.0K | $19.6M | 0.1% | +45.6% |
| Networth Advisors, LLC | Wealth advisor | 242.7K | $18.8M | 13.3% | +1.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 226.1K | $17.5M | 0.2% | +0.2% |
| FAS Wealth Partners, Inc. | Wealth advisor | 223.8K | $17.4M | 1.1% | +2.3% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 218.8K | $17.0M | 1.7% | -5.2% |
| Buttonwood Financial Group, LLC | Wealth advisor | 176.1K | $13.7M | 8.4% | -49.2% |
| AE Wealth Management LLC | Wealth advisor | 150.6K | $11.7M | 0.1% | +7.5% |
| Prosperity Planning, Inc. | Wealth advisor | 143.7K | $11.1M | 4.0% | +9.9% |
| Strategic Blueprint, LLC | Wealth advisor | 142.3K | $11.0M | 0.6% | +1.0% |
| ARCADIA INVESTMENT ADVISORS LLC | Wealth advisor | 142.3K | $11.0M | 5.2% | +0.8% |
| Cresset Asset Management, LLC | Wealth advisor | 140.4K | $10.9M | 0.0% | +23.3% |
| HighTower Advisors, LLC | Diversified mechanical | 135.2K | $10.5M | 0.0% | +0.6% |
| Western Reserve Capital Management, LLC | Wealth advisor | 131.2K | $10.2M | 8.3% | -1.5% |
| Visionary Wealth Advisors | Wealth advisor | 121.3K | $9.4M | 0.4% | -4.5% |
| Dogwood Wealth Management LLC | Wealth advisor | 115.9K | $9.0M | 3.9% | +2.3% |
| Haven Private, LLC | Wealth advisor | 96.0K | $7.4M | 3.2% | +2.1% |
| Mendota Financial Group, LLC | Wealth advisor | 92.6K | $7.2M | 5.3% | +25.4% |
| UPTICK PARTNERS, LLC | Wealth advisor | 91.3K | $7.1M | 1.4% | +44.6% |
| ShankerValleau Wealth Advisors, Inc. | Wealth advisor | 90.7K | $7.0M | 2.0% | +10.3% |
| Herold Advisors, Inc. | Other | 90.6K | $7.0M | 1.5% | +17.1% |
| Canvas Wealth Advisors, LLC | Other | 87.4K | $6.8M | 1.2% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 83.7K | $6.5M | 0.0% | -1.2% |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | Other | 83.6K | $6.5M | 1.3% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 83.2K | $6.5M | 0.0% | -15.8% |
| CoreCap Advisors, LLC | Wealth advisor | 81.6K | $6.3M | 0.2% | +4.2% |
| Private Wealth Asset Management, LLC | Wealth advisor | 55.9K | $4.3M | 0.5% | +98.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 48.6K | $3.8M | 0.0% | +40.2% |
| Waterfront Wealth Inc. | Other | 44.5K | $3.5M | 0.6% | +10.4% |
| Plancorp, LLC | Wealth advisor | 36.3K | $2.9M | 0.1% | +3.1% |
| ENDEAVOR PRIVATE WEALTH, INC. | Wealth advisor | 33.8K | $2.6M | 0.8% | +3.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 32.2K | $2.5M | 0.0% | New |
| WCG Wealth Advisors LLC | Wealth advisor | 30.7K | $2.4M | 0.1% | -9.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 29.4K | $2.3M | 0.0% | +18.3% |
| SEEDS INVESTOR LLC | Wealth advisor | 23.2K | $1.9M | 0.3% | +24.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 20.5K | $1.7M | 0.0% | +0.2% |
| Armbruster Capital Management, Inc. | Wealth advisor | 21.0K | $1.6M | 0.3% | Held |
| BFI Wealth Solutions, LLC | Wealth advisor | 20.2K | $1.6M | 1.5% | -30.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.