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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
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

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

CoreCap Advisors's AVLC Position: Q2 2026 in Review

CoreCap Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 15% in Q2 2026, buying an estimated $1.08M and bringing the position to 94,083 shares worth $8.46M. The position accounts for 0.25% of the portfolio, ranked #77.

CoreCap Advisors first reported a position in AVLC in Q1 2025 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • CoreCap Advisors held 94,083 shares of Avantis US Large Cap Equity ETF worth $8.46M as of Q2 2026.
  • CoreCap Advisors bought 12,513 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.08M.
  • Avantis US Large Cap Equity ETF made up 0.25% of CoreCap Advisors's portfolio in Q2 2026, its #77 holding.
  • CoreCap Advisors first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.