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Atomi Financial Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Atomi Financial Group’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
Q1 		$213K Hold
2,748
– – 0.01% 1128
2025
Q4 		$216K Buy
2,748
+7
+0.3% +$543 0.01% 1113
2025
Q3 		$210K Buy
+2,741
New +$202K 0.01% 1093

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 $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Atomi Financial Group's AVLC Position: Q1 2026 in Review

Atomi Financial Group held its Avantis US Large Cap Equity ETF (AVLC) position steady in Q1 2026 at 2,748 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1128.

Atomi Financial Group first reported a position in AVLC in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Atomi Financial Group held 2,748 shares of Avantis US Large Cap Equity ETF worth $213K as of Q1 2026.
  • Atomi Financial Group left its Avantis US Large Cap Equity ETF share count unchanged in Q1 2026.
  • Avantis US Large Cap Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1128 holding.
  • Atomi Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's Avantis US Large Cap Equity ETF position peaked at $216K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.