Commonwealth Equity Services
AVLC icon

Commonwealth Equity Services’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Commonwealth Equity 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 		$5.04M Buy
56,028
+7,407
+15% +$640K 0.01% 1385
2026
Q1 		$3.77M Buy
48,621
+13,934
+40% +$1.12M 0.01% 1541
2025
Q4 		$2.73M Buy
34,687
+24,902
+254% +$1.93M ﹤0.01% 1754
2025
Q3 		$749K Buy
9,785
+1,361
+16% +$100K ﹤0.01% 2829
2025
Q2 		$598K Sell
8,424
-17
-0.2% -$1.11K ﹤0.01% 3008
2025
Q1 		$542K Buy
8,441
+161
+2% +$10.9K ﹤0.01% 2964
2024
Q4 		$559K Buy
8,280
+243
+3% +$16.6K ﹤0.01% 2875
2024
Q3 		$531K Sell
8,037
-5,496
-41% -$350K ﹤0.01% 2848
2024
Q2 		$850K Sell
13,533
-1,482
-10% -$90.6K ﹤0.01% 2402
2024
Q1 		$928K Buy
+15,015
New +$874K ﹤0.01% 2310

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

Commonwealth Equity Services's AVLC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Avantis US Large Cap Equity ETF (AVLC) stake by 15% in Q2 2026, buying an estimated $640K and bringing the position to 56,028 shares worth $5.04M. The position accounts for 0.01% of the portfolio, ranked #1385.

Commonwealth Equity Services first reported a position in AVLC in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Commonwealth Equity Services held 56,028 shares of Avantis US Large Cap Equity ETF worth $5.04M as of Q2 2026.
  • Commonwealth Equity Services bought 7,407 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $640K.
  • Avantis US Large Cap Equity ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1385 holding.
  • Commonwealth Equity Services first reported a position in Avantis US Large Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.