Citadel Advisors
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Citadel Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Citadel Advisors’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 		$382K Sell
4,921
-233
-5% -$18.7K ﹤0.01% 9913
2025
Q4 		$405K Buy
5,154
+1,911
+59% +$148K ﹤0.01% 9511
2025
Q3 		$248K Buy
+3,243
New +$239K ﹤0.01% 10775
2025
Q1 		– Sell
-3,027
Closed -$204K – 14445
2024
Q4 		$204K Buy
+3,027
New +$206K ﹤0.01% 10419
2024
Q2 		– Sell
-21,500
Closed -$1.33M – 14217
2024
Q1 		$1.33M Buy
21,500
+16,470
+327% +$959K ﹤0.01% 6349
2023
Q4 		$280K Buy
+5,030
New +$261K ﹤0.01% 9308

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

Citadel Advisors's AVLC Position: Q1 2026 in Review

Citadel Advisors reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 4.5% in Q1 2026, selling an estimated $18.7K and leaving 4,921 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #9913.

Citadel Advisors first reported a position in AVLC in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2024. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Citadel Advisors held 4,921 shares of Avantis US Large Cap Equity ETF worth $382K as of Q1 2026.
  • Citadel Advisors sold 233 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $18.7K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9913 holding.
  • Citadel Advisors first reported a position in Avantis US Large Cap Equity ETF in Q4 2023 and has held it in 6 quarters since.
  • Citadel Advisors's Avantis US Large Cap Equity ETF position peaked at $1.33M in Q1 2024.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.