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MAI Capital Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

MAI Capital 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 		$1.94M Buy
21,597
+5,824
+37% +$503K 0.01% 714
2026
Q1 		$1.22M Buy
15,773
+4,068
+35% +$326K 0.01% 706
2025
Q4 		$920K Buy
11,705
+975
+9% +$75.6K 0.01% 764
2025
Q3 		$821K Buy
10,730
+1,345
+14% +$99.2K 0.01% 769
2025
Q2 		$667K Buy
+9,385
New +$616K ﹤0.01% 766

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

MAI Capital Management's AVLC Position: Q2 2026 in Review

MAI Capital Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 37% in Q2 2026, buying an estimated $503K and bringing the position to 21,597 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #714.

MAI Capital Management first reported a position in AVLC in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • MAI Capital Management held 21,597 shares of Avantis US Large Cap Equity ETF worth $1.94M as of Q2 2026.
  • MAI Capital Management bought 5,824 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $503K.
  • Avantis US Large Cap Equity ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #714 holding.
  • MAI Capital Management first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

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