AAS
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Ameritas Advisory Services’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Ameritas Advisory Services’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.02M Buy
+44,649
New +$3.86M 0.08% 233
2025
Q3 		– Sell
-1,046
Closed -$74.3K – 2160
2025
Q2 		$74.3K Buy
+1,046
New +$68.6K ﹤0.01% 1124

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameritas Advisory Services's AVLC Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 44,649 shares worth $4.02M. The stake represents 0.08% of the portfolio and ranks #233 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in AVLC as recently as Q2 2025.

Ameritas Advisory Services first reported a position in AVLC in Q2 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Ameritas Advisory Services held 44,649 shares of Avantis US Large Cap Equity ETF worth $4.02M as of Q2 2026.
  • Avantis US Large Cap Equity ETF was a new Ameritas Advisory Services position in Q2 2026.
  • Avantis US Large Cap Equity ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #233 holding.
  • Ameritas Advisory Services first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.