HighTower Advisors
AVLC icon

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

HighTower 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 		$12.2M Buy
135,800
+557
+0.4% +$48.1K 0.01% 845
2026
Q1 		$10.5M Buy
135,243
+824
+0.6% +$66K 0.01% 863
2025
Q4 		$10.6M Sell
134,419
-12
-0% -$931 0.01% 841
2025
Q3 		$10.3M Buy
134,431
+1,708
+1% +$126K 0.01% 841
2025
Q2 		$9.43M Buy
132,723
+9,032
+7% +$593K 0.01% 824
2025
Q1 		$7.94M Buy
+123,691
New +$8.4M 0.01% 858

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
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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

HighTower Advisors's AVLC Position: Q2 2026 in Review

HighTower Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.41% in Q2 2026, buying an estimated $48.1K and bringing the position to 135,800 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #845.

HighTower Advisors first reported a position in AVLC in Q1 2025 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • HighTower Advisors held 135,800 shares of Avantis US Large Cap Equity ETF worth $12.2M as of Q2 2026.
  • HighTower Advisors bought 557 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $48.1K.
  • Avantis US Large Cap Equity ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #845 holding.
  • HighTower Advisors first reported a position in Avantis US Large Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.