AVLC icon

Avantis US Large Cap Equity ETF
AVLC

Overview Fund Activity

55 hedge funds and large institutions have $670M invested in Avantis US Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.74%
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
26
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$10.5M
2
ORL
Oak Root LLC
California
$193M
3
CPWM
Cypress Point Wealth Management
Texas
$26.4M
4
HP
Haven Private
Florida
$5.85M
5
PLFA
Pacific Life Fund Advisors
California
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$3.9M +$681K +9,584 +21%
FSC
27
Full Sail Capital
Oklahoma
$2.88M +$2.63M +37,036 +1,052%
WW
28
Waterfront Wealth
Kansas
$2.76M +$919K +12,932 +50%
WWA
29
WCG Wealth Advisors
Nevada
$2.65M +$71K +999 +3%
PL
30
Plancorp LLC
Missouri
$2.43M +$107K +1,505 +5%
SI
31
Seeds Investor
New York
$2.03M +$2.03M +28,636 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.76M +$32.3K +454 +2%
MFG
33
Mendota Financial Group
Wisconsin
$1.5M +$1.5M +21,138 New
ACM
34
Armbruster Capital Management
New York
$1.49M +$634K +8,925 +74%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.29M +$35.2K +483 +3%
LSA
36
Lion Street Advisors
Texas
$1.09M +$113K +1,595 +12%
DFS
37
Dixon Fnancial Services
California
$848K – – –
MCM
38
MAI Capital Management
Ohio
$667K +$667K +9,385 New
PSFG
39
Park Square Financial Group
Georgia
$656K +$457K +6,433 +230%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$598K -$1.21K -17 -0.2%
LFGO
41
Legacy Financial Group (Oklahoma)
Oklahoma
$523K +$81.4K +1,146 +18%
Jane Street
42
Jane Street
New York
$514K +$514K +7,229 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$483K -$1.06M -15,580 -69%
FFA
44
Farther Finance Advisors
California
$424K – – –
FPAS
45
Focus Partners Advisor Solutions
Missouri
$337K +$337K +4,750 New
AFGAS
46
Allegiance Financial Group Advisory Services
Virginia
$337K +$337K +4,750 New
WIM
47
WealthPlan Investment Management
Nebraska
$323K +$323K +4,543 New
PAM
48
Pacific Asset Management
Washington
$318K +$318K +4,480 New
KIM
49
Kestra Investment Management
Texas
$313K – – –
BPW
50
BLVD Private Wealth
Kentucky
$233K +$233K +3,280 New
1
2
3