PAS
AVLC icon

Park Avenue Securities’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Park Avenue Securities’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 		$43.2M Buy
480,400
+55,291
+13% +$4.77M 0.27% 60
2026
Q1 		$33M Buy
425,109
+43,778
+11% +$3.51M 0.26% 62
2025
Q4 		$30M Buy
381,331
+32,783
+9% +$2.54M 0.25% 64
2025
Q3 		$26.7M Buy
+348,548
New +$25.7M 0.21% 77

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
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

Park Avenue Securities's AVLC Position: Q2 2026 in Review

Park Avenue Securities increased its Avantis US Large Cap Equity ETF (AVLC) stake by 13% in Q2 2026, buying an estimated $4.77M and bringing the position to 480,400 shares worth $43.2M. The position accounts for 0.27% of the portfolio, ranked #60.

Park Avenue Securities first reported a position in AVLC in Q3 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Park Avenue Securities held 480,400 shares of Avantis US Large Cap Equity ETF worth $43.2M as of Q2 2026.
  • Park Avenue Securities bought 55,291 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $4.77M.
  • Avantis US Large Cap Equity ETF made up 0.27% of Park Avenue Securities's portfolio in Q2 2026, its #60 holding.
  • Park Avenue Securities first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.