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Full Sail Capital’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Full Sail Capital’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
2025
Q3 		$2.9M Sell
37,847
-2,710
-7% -$200K 0.16% 70
2025
Q2 		$2.88M Buy
40,557
+37,036
+1,052% +$2.43M 0.17% 69
2025
Q1 		$226K Buy
+3,521
New +$239K 0.01% 154

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $163M AUM 21.21% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Full Sail Capital's AVLC Position: Q3 2025 in Review

Full Sail Capital reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 6.7% in Q3 2025, selling an estimated $200K and leaving 37,847 shares worth $2.9M. The position accounts for 0.16% of the portfolio, ranked #70.

Full Sail Capital first reported a position in AVLC in Q1 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold AVLC as of Q3 2025.

  • Full Sail Capital held 37,847 shares of Avantis US Large Cap Equity ETF worth $2.9M as of Q3 2025.
  • Full Sail Capital sold 2,710 Avantis US Large Cap Equity ETF shares in Q3 2025, an estimated $200K.
  • Avantis US Large Cap Equity ETF made up 0.16% of Full Sail Capital's portfolio in Q3 2025, its #70 holding.
  • Full Sail Capital first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2025.

Based on Full Sail Capital's 13F filing for Q3 2025, filed 14 Nov 2025.