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

Clearwater Capital 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
Q2 		$581K Buy
+6,454
New +$557K 0.04% 114
2025
Q1 		– Sell
-6,124
Closed -$414K – 170
2024
Q4 		$414K Buy
+6,124
New +$418K 0.04% 123

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

Clearwater Capital Advisors's AVLC Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 6,454 shares worth $581K. The stake represents 0.04% of the portfolio and ranks #114 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in AVLC as recently as Q4 2024.

Clearwater Capital Advisors first reported a position in AVLC in Q4 2024 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Clearwater Capital Advisors held 6,454 shares of Avantis US Large Cap Equity ETF worth $581K as of Q2 2026.
  • Avantis US Large Cap Equity ETF was a new Clearwater Capital Advisors position in Q2 2026.
  • Avantis US Large Cap Equity ETF made up 0.04% of Clearwater Capital Advisors's portfolio in Q2 2026, its #114 holding.
  • Clearwater Capital Advisors first reported a position in Avantis US Large Cap Equity ETF in Q4 2024 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 Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.