Envestnet Asset Management
AVLC icon

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

Envestnet 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 		$63.6M Buy
706,672
+77,317
+12% +$6.68M 0.02% 764
2026
Q1 		$48.8M Buy
629,355
+53,537
+9% +$4.29M 0.01% 815
2025
Q4 		$45.3M Buy
575,818
+44,624
+8% +$3.46M 0.01% 794
2025
Q3 		$40.6M Buy
531,194
+51,340
+11% +$3.79M 0.01% 861
2025
Q2 		$34.1M Buy
479,854
+35,717
+8% +$2.34M 0.01% 937
2025
Q1 		$28.5M Buy
444,137
+430,680
+3,200% +$29.2M 0.01% 972
2024
Q4 		$909K Buy
13,457
+1,180
+10% +$80.5K ﹤0.01% 3227
2024
Q3 		$811K Buy
+12,277
New +$781K ﹤0.01% 3255

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Envestnet Asset Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 12% in Q2 2026, buying an estimated $6.68M and bringing the position to 706,672 shares worth $63.6M. The position accounts for 0.02% of the portfolio, ranked #764.

Envestnet Asset Management first reported a position in AVLC in Q3 2024 and has held it in 8 quarters since. 56 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Envestnet Asset Management held 706,672 shares of Avantis US Large Cap Equity ETF worth $63.6M as of Q2 2026.
  • Envestnet Asset Management bought 77,317 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $6.68M.
  • Avantis US Large Cap Equity ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #764 holding.
  • Envestnet Asset Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 56 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.