JY
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Jeff Yass’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Jeff Yass’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 		$3.16M Buy
35,175
+18,270
+108% +$1.58M ﹤0.01% 5518
2026
Q1 		$1.31M Sell
16,905
-21,174
-56% -$1.7M ﹤0.01% 7207
2025
Q4 		$2.99M Buy
38,079
+17,432
+84% +$1.35M ﹤0.01% 4870
2025
Q3 		$1.58M Buy
+20,647
New +$1.52M ﹤0.01% 6286
2025
Q2 		– Sell
-12,862
Closed -$826K – 12621
2025
Q1 		$826K Buy
+12,862
New +$873K ﹤0.01% 7740
2024
Q4 		– Sell
-17,238
Closed -$1.14M – 12152
2024
Q3 		$1.14M Buy
+17,238
New +$1.1M ﹤0.01% 6485

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

Jeff Yass's AVLC Position: Q2 2026 in Review

Jeff Yass increased its Avantis US Large Cap Equity ETF (AVLC) stake by 108% in Q2 2026, buying an estimated $1.58M and bringing the position to 35,175 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #5518.

Jeff Yass first reported a position in AVLC in Q3 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Jeff Yass held 35,175 shares of Avantis US Large Cap Equity ETF worth $3.16M as of Q2 2026.
  • Jeff Yass bought 18,270 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.58M.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5518 holding.
  • Jeff Yass first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.