Rockefeller Capital Management
AVLC icon

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

Rockefeller 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 		$2.67M Buy
29,681
+294
+1% +$25.4K ﹤0.01% 1246
2026
Q1 		$2.28M Buy
29,387
+4,536
+18% +$363K ﹤0.01% 1247
2025
Q4 		$1.95M Sell
24,851
-2,877
-10% -$223K ﹤0.01% 1257
2025
Q3 		$2.12M Buy
27,728
+2,963
+12% +$219K ﹤0.01% 1138
2025
Q2 		$1.76M Buy
24,765
+454
+2% +$29.8K ﹤0.01% 1152
2025
Q1 		$1.56M Hold
24,311
– – ﹤0.01% 1116
2024
Q4 		$1.64M Buy
24,311
+9,797
+68% +$668K ﹤0.01% 1082
2024
Q3 		$958K Buy
+14,514
New +$923K ﹤0.01% 1235

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

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

Rockefeller Capital Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 1% in Q2 2026, buying an estimated $25.4K and bringing the position to 29,681 shares worth $2.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Rockefeller Capital Management first reported a position in AVLC in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Rockefeller Capital Management held 29,681 shares of Avantis US Large Cap Equity ETF worth $2.67M as of Q2 2026.
  • Rockefeller Capital Management bought 294 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $25.4K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1246 holding.
  • Rockefeller Capital Management first reported a position in Avantis US Large Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

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