ETF Holders

Who owns AVLC?

US large cap

Avantis U.S. Large Cap Equity ETF · Avantis

115 institutions reported holding AVLC, worth $1.3B, in Form 13F filings for June 30, 2026.

13F holders
115
Institutional value
$1.3B
Change from prior quarter
+32.5%
+$325.5M, with price moves
New and sold-out firms
32 / 4
59 added, 18 trimmed

Top 10 institutional holders of AVLC

FirmLocationValueSharesChange
Oak Root LLCSanta Barbara, CA$180.7M2,008,725−342,732 shares
Hills Bank & Trust CoNorth Liberty, IA$101.3M1,125,936−62,841 shares
Beaird Harris Wealth Management, LLCDallas, TX$75.7M841,598+96,843 shares
Pacific Life Fund Advisors LLCNewport Beach, CA$66.5M739,705−60,660 shares
Envestnet Asset Management Inc.Berwyn, PA$63.6M706,672+77,317 shares
GRIMES & Co WEALTH MANAGEMENT, LLCWestborough, MA$44.4M493,444+49,480 shares
Cypress Point Wealth Management, LLCDallas, TX$43.4M482,866−14,506 shares
Park Avenue Securities LLCNew York, NY$43.2M480,400+55,291 shares
Ridgeline Wealth, LLCMesa, AZ$40.5M450,687+1,069 shares
LPL Financial LLCFort Mill, SC$38.0M422,791−23,530 shares
105 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns AVLC?

115 institutional managers reported holding AVLC in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Oak Root LLC, at $180.7M.

Did institutions buy or sell AVLC last quarter?

Reported 13F value rose 32.5% from March 31, 2026, which includes price moves as well as buying and selling. 32 firms reported a new position and 4 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is AVLC ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.