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

CoreCap 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 Q3	$9.02M	Buy	99,937 +5,854	+6%	+$531K	0.26%	75
2026 Q2	$8.46M	Buy	94,083 +12,513	+15%	+$1.08M	0.25%	77
2026 Q1	$6.33M	Buy	81,570 +3,277	+4%	+$263K	0.22%	99
2025 Q4	$6.16M	Buy	78,293 +17,231	+28%	+$1.34M	0.21%	80
2025 Q3	$4.67M	Buy	61,062 +6,113	+11%	+$451K	0.17%	111
2025 Q2	$3.9M	Buy	54,949 +9,584	+21%	+$629K	0.16%	120
2025 Q1	$2.91M	Buy	+45,365	New	+$3.08M	0.13%	158

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return

CoreCap Advisors's AVLC Position: Q3 2026 in Review

CoreCap Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 6.2% in Q3 2026, buying an estimated $531K and bringing the position to 99,937 shares worth $9.02M. The position accounts for 0.26% of the portfolio, ranked #75.

CoreCap Advisors first reported a position in AVLC in Q1 2025 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

CoreCap Advisors held 99,937 shares of Avantis US Large Cap Equity ETF worth $9.02M as of Q3 2026.
CoreCap Advisors bought 5,854 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $531K.
Avantis US Large Cap Equity ETF made up 0.26% of CoreCap Advisors's portfolio in Q3 2026, its #75 holding.
CoreCap Advisors first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.