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Cresset Asset Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Cresset Asset Management’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 		$15.7M Buy
174,005
+33,562
+24% +$2.9M 0.06% 199
2026
Q1 		$10.9M Buy
140,443
+26,575
+23% +$2.13M 0.05% 237
2025
Q4 		$8.95M Buy
113,868
+11,327
+11% +$879K 0.04% 274
2025
Q3 		$7.85M Buy
102,541
+30,681
+43% +$2.26M 0.03% 275
2025
Q2 		$5.1M Buy
71,860
+54,947
+325% +$3.61M 0.03% 326
2025
Q1 		$1.09M Hold
16,913
– – 0.01% 748
2024
Q4 		$1.14M Hold
16,913
– – 0.01% 744
2024
Q3 		$1.12M Buy
+16,913
New +$1.08M ﹤0.01% 1110

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

Cresset Asset Management's AVLC Position: Q2 2026 in Review

Cresset Asset Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 24% in Q2 2026, buying an estimated $2.9M and bringing the position to 174,005 shares worth $15.7M. The position accounts for 0.06% of the portfolio, ranked #199.

Cresset Asset Management first reported a position in AVLC in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Cresset Asset Management held 174,005 shares of Avantis US Large Cap Equity ETF worth $15.7M as of Q2 2026.
  • Cresset Asset Management bought 33,562 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $2.9M.
  • Avantis US Large Cap Equity ETF made up 0.06% of Cresset Asset Management's portfolio in Q2 2026, its #199 holding.
  • Cresset Asset Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.