AVLC

Avantis US Lg Cap Eq ETF

+$99.0M

Net Activity

Institutions Holding

88

Popularity Rank

#4726

Avg Weight

1.64%

Total Value

$1.0B

Ownership Trend

88 institutions currently hold AVLC, with 63 net buyers and 21 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

21

Net Buying Institutions

63

Key Holders

Key Holders

Top 5 by Value

OR
Oak Root LLC
$182.4M
HB
Hills Bank & Trust Co
$92.2M
PL
Pacific Life Fund Advisors LLC
$62.1M
BH
Beaird Harris Wealth Management, LLC
$57.8M
EA
Envestnet Asset Management INC
$48.8M

Top 5 by Conviction

RW
Ridgeline Wealth, LLC
24.98%
OR
Oak Root LLC
22.24%
NA
Networth Advisors, LLC
13.30%
BF
Buttonwood Financial Group, LLC
8.40%
WR
Western Reserve Capital Management, LLC
8.35%
View all 88 holding institutions

Quarterly Activity

Recent Activity

+$655.6M

Total Buy Value

$380.9M

Total Sell Value

New buy14
Trim17
Add49
Sold out4

63

Net Buyers

21

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding AVANTIS US LG CAP EQ ETF (AVLC)?
Major stakeholders currently include Oak Root LLC ($182.4M), Hills Bank & Trust Co ($92.2M), Pacific Life Fund Advisors LLC ($62.1M). Based on the latest 13F filings, there are a total of 88 tracked investment funds and institutions maintaining positions in AVLC.
What is the overall institutional sentiment toward AVLC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $99.0M, driven by 63 managers accumulating shares while 21 reduced their exposure.
Which institutions have been selling or reducing their AVLC positions?
In the latest period, 17 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $380.9M.
Are there any notable investors adding AVLC to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 49 existing holders added to their shares. The total reported buy value for the quarter amounted to $655.6M.

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