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Avantis US Large Cap Equity ETF
AVLC

Overview Fund Activity

54 hedge funds and large institutions have $633M invested in Avantis US Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
0.73%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
17
Increased
25
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
1
Ridgeline Wealth
Arizona
$29.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$28.6M
3
SW
3
Simplicity Wealth
New Jersey
$50.9M
4
OIA
4
OneDigital Investment Advisors
Kansas
$19.9M
5
GSIS
5
Global Strategic Investment Solutions
Arizona
$13.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$10.5M
2
ORL
2
Oak Root LLC
California
$193M
3
CPWM
3
Cypress Point Wealth Management
Texas
$26.4M
4
HP
4
Haven Private
Florida
$5.85M
5
PLFA
5
Pacific Life Fund Advisors
California
$68.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FSC
26
Full Sail Capital
Oklahoma
$2.88M 40,557 +37,036 +1,052%
WW
27
Waterfront Wealth
Kansas
$2.76M 38,872 +12,932 +50%
WWA
28
WCG Wealth Advisors
Nevada
$2.65M 37,325 +999 +3%
PL
29
Plancorp LLC
Missouri
$2.43M 34,155 +1,505 +5%
SI
30
Seeds Investor
New York
$2.03M 28,636 +28,636 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.76M 24,765 +454 +2%
MFG
32
Mendota Financial Group
Wisconsin
$1.5M 21,138 +21,138 New
ACM
33
Armbruster Capital Management
New York
$1.49M 21,000 +8,925 +74%
CPIG
34
Chicago Partners Investment Group
Illinois
$1.29M 17,676 +483 +3%
LSA
35
Lion Street Advisors
Texas
$1.09M 15,357 +1,595 +12%
DFS
36
Dixon Fnancial Services
California
$848K 11,933 – –
MCM
37
MAI Capital Management
Ohio
$667K 9,385 +9,385 New
PSFG
38
Park Square Financial Group
Georgia
$656K 9,229 +6,433 +230%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$598K 8,424 -17 -0.2%
LFGO
40
Legacy Financial Group (Oklahoma)
Oklahoma
$523K 7,358 +1,146 +18%
Jane Street
41
Jane Street
New York
$514K 7,229 +7,229 New
Corient Private Wealth
42
Corient Private Wealth
Florida
$483K 7,085 -15,580 -69%
FFA
43
Farther Finance Advisors
California
$424K 5,973 – –
FPAS
44
Focus Partners Advisor Solutions
Missouri
$337K 4,750 +4,750 New
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$337K 4,750 +4,750 New
WIM
46
WealthPlan Investment Management
Nebraska
$323K 4,543 +4,543 New
PAM
47
Pacific Asset Management
Washington
$318K 4,480 +4,480 New
KIM
48
Kestra Investment Management
Texas
$313K 4,883 – –
BPW
49
BLVD Private Wealth
Kentucky
$233K 3,280 +3,280 New
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$132K 1,857 +1,857 New
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