AVLC Institutional Ownership
Avantis U.S. Large Cap Equity ETF
1W: -0.1%
1M: +0.2%
3M: +1.6%
YTD: +15.3%
1Y: +19.3%
$91.24
+0.60 (+0.66%)
Weekly Expected Move ±2.5%
$87
$89
$91
$94
$96
Overview
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Institutional Ownership — AVLC
119
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
31
New Positions
59
Increased
22
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (121 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Oak Root LLC | 2,008,725 | $183M | -342,732 | -14.6% | 11Q | SEC ↗ |
| 2 | Hills Bank & Trust Co | 1,125,936 | $103M | -62,841 | -5.3% | 3Q | SEC ↗ |
| 3 | Beaird Harris Wealth Management, LLC | 841,598 | $77M | +96,843 | +13.0% | 9Q | SEC ↗ |
| 4 | Pacific Life Fund Advisors LLC | 739,705 | $67M | -60,660 | -7.6% | 9Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 706,672 | $64M | +77,317 | +12.3% | 8Q | SEC ↗ |
| 6 | GRIMES & Co WEALTH MANAGEMENT, LLC | 493,444 | $45M | +49,480 | +11.1% | 8Q | SEC ↗ |
| 7 | Cypress Point Wealth Management, LLC | 482,866 | $44M | -14,506 | -2.9% | 10Q | SEC ↗ |
| 8 | PARK AVENUE SECURITIES LLC | 480,400 | $44M | +55,291 | +13.0% | 4Q | SEC ↗ |
| 9 | Ridgeline Wealth, LLC | 450,687 | $41M | +1,069 | +0.2% | 5Q | SEC ↗ |
| 10 | LPL Financial LLC | 422,791 | $39M | -23,530 | -5.3% | 10Q | SEC ↗ |
| 11 | Global Strategic Investment Solutions, | 414,510 | $38M | +195,723 | +89.5% | 5Q | SEC ↗ |
| 12 | Simplicity Wealth,LLC | 380,366 | $35M | +8,945 | +2.4% | 6Q | SEC ↗ |
| 13 | Well Done, LLC | 363,663 | $33M | +24,237 | +7.1% | 3Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 358,552 | $33M | -3,233 | -0.9% | 5Q | SEC ↗ |
| 15 | Allworth Financial LP | 323,092 | $29M | +70,116 | +27.7% | 4Q | SEC ↗ |
| 16 | Networth Advisors, LLC | 259,352 | $24M | +16,689 | +6.9% | 3Q | SEC ↗ |
| 17 | Vestmark Advisory Solutions, Inc. | 243,516 | $22M | +224,156 | +1157.8% | 4Q | SEC ↗ |
| 18 | OneDigital Investment Advisors LLC | 229,862 | $21M | +3,713 | +1.6% | 5Q | SEC ↗ |
| 19 | FAS Wealth Partners, Inc. | 228,649 | $21M | +4,829 | +2.2% | 10Q | SEC ↗ |
| 20 | AMERICAN CENTURY COMPANIES INC NEW | 218,405 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 21 | UPTICK PARTNERS, LLC | 216,968 | $20M | +125,658 | +137.6% | 3Q | SEC ↗ |
| 22 | Financial Insights, Inc. NEW | 206,355 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 23 | AE Wealth Management LLC | 180,245 | $16M | +29,646 | +19.7% | 7Q | SEC ↗ |
| 24 | Cresset Asset Management, LLC | 174,005 | $16M | +33,562 | +23.9% | 8Q | SEC ↗ |
| 25 | Buttonwood Financial Group, LLC | 169,783 | $15M | -6,310 | -3.6% | 4Q | SEC ↗ |
| 26 | Prosperity Planning, Inc. | 151,352 | $14M | +7,662 | +5.3% | 9Q | SEC ↗ |
| 27 | ARCADIA INVESTMENT ADVISORS LLC | 145,554 | $13M | +3,293 | +2.3% | 9Q | SEC ↗ |
| 28 | Strategic Blueprint, LLC | 145,387 | $13M | +3,087 | +2.2% | 3Q | SEC ↗ |
| 29 | HighTower Advisors, LLC | 135,800 | $12M | +557 | +0.4% | 6Q | SEC ↗ |
| 30 | Western Reserve Capital Management, LL | 132,044 | $12M | +866 | +0.7% | 3Q | SEC ↗ |
| 31 | Visionary Wealth Advisors | 128,084 | $12M | +6,801 | +5.6% | 8Q | SEC ↗ |
| 32 | B&D White Capital Company, LLC NEW | 126,616 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Dogwood Wealth Management LLC | 109,391 | $10M | -6,462 | -5.6% | 9Q | SEC ↗ |
| 34 | Mendota Financial Group, LLC | 108,849 | $10M | +16,224 | +17.5% | 5Q | SEC ↗ |
| 35 | Herold Advisors, Inc. | 108,644 | $10M | +18,058 | +19.9% | 9Q | SEC ↗ |
| 36 | Waterfront Wealth Inc. | 104,343 | $10M | +59,798 | +134.2% | 10Q | SEC ↗ |
| 37 | Haven Private, LLC | 102,825 | $9M | +6,783 | +7.1% | 7Q | SEC ↗ |
| 38 | MML INVESTORS SERVICES, LLC | 101,271 | $9M | +18,089 | +21.7% | 6Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP NEW | 94,200 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 40 | CoreCap Advisors, LLC | 94,083 | $9M | +12,513 | +15.3% | 6Q | SEC ↗ |
| 41 | Canvas Wealth Advisors, LLC | 91,889 | $8M | +4,449 | +5.1% | 2Q | SEC ↗ |
| 42 | COMMERCE BANK | 91,240 | $8M | +73,636 | +418.3% | 2Q | SEC ↗ |
| 43 | ShankerValleau Wealth Advisors, Inc. | 88,673 | $8M | -2,070 | -2.3% | 5Q | SEC ↗ |
| 44 | SCHWARZ DYGOS WHEELER INVESTMENT ADVIS | 84,292 | $8M | +727 | +0.9% | 2Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 71,391 | $7M | -12,281 | -14.7% | 7Q | SEC ↗ |
| 46 | Private Wealth Asset Management, LLC | 65,534 | $6M | +9,631 | +17.2% | 3Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 56,028 | $5M | +7,407 | +15.2% | 10Q | SEC ↗ |
| 48 | BFI Wealth Solutions, LLC | 46,466 | $4M | +26,219 | +129.5% | 3Q | SEC ↗ |
| 49 | Ameritas Advisory Services, LLC NEW | 44,649 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Apella Capital, LLC NEW | 44,087 | $4M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 218,405 | $20M |
| Financial Insights, Inc. | 206,355 | $19M |
| B&D White Capital Company, LLC | 126,616 | $12M |
| TWO SIGMA INVESTMENTS, LP | 94,200 | $9M |
| Ameritas Advisory Services, LLC | 44,649 | $4M |
| Apella Capital, LLC | 44,087 | $4M |
| Fort Vancouver Investment Managemen | 18,755 | $2M |
| Independent Wealth Network Inc. | 10,444 | $953K |
| FSA Advisors, Inc. | 10,430 | $952K |
| VAQUERO PRIVATE WEALTH, LTD | 8,361 | $763K |
| FLOW TRADERS U.S. LLC | 7,431 | $678K |
| Clearwater Capital Advisors, LLC | 6,454 | $589K |
| Quantinno Capital Management LP | 5,740 | $524K |
| Diversify Advisory Services, LLC | 5,325 | $486K |
| Capital Investment Advisors, LLC | 5,317 | $485K |
| Evanson Financial, LLC | 4,642 | $424K |
| D. E. Shaw & Co., Inc. | 3,370 | $307K |
| Foundations Investment Advisors, LL | 3,233 | $295K |
| TRUIST FINANCIAL CORP | 2,424 | $221K |
| BLVD Private Wealth, LLC | 2,363 | $216K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 32,221 | $3M |
| JANE STREET GROUP, LLC | 10,435 | $952K |
| CITADEL ADVISORS LLC | 4,921 | $449K |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 3,458 | $316K |
| KMG FIDUCIARY PARTNERS, LLC | 3,053 | $279K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | +224,156 | +1157.8% | 243,516 |
| Global Strategic Investment Solutio | +195,723 | +89.5% | 414,510 |
| UPTICK PARTNERS, LLC | +125,658 | +137.6% | 216,968 |
| Beaird Harris Wealth Management, LL | +96,843 | +13.0% | 841,598 |
| ENVESTNET ASSET MANAGEMENT INC | +77,317 | +12.3% | 706,672 |
| COMMERCE BANK | +73,636 | +418.3% | 91,240 |
| Allworth Financial LP | +70,116 | +27.7% | 323,092 |
| Waterfront Wealth Inc. | +59,798 | +134.2% | 104,343 |
| PARK AVENUE SECURITIES LLC | +55,291 | +13.0% | 480,400 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | +49,480 | +11.1% | 493,444 |
| Cresset Asset Management, LLC | +33,562 | +23.9% | 174,005 |
| AE Wealth Management LLC | +29,646 | +19.7% | 180,245 |
| BFI Wealth Solutions, LLC | +26,219 | +129.5% | 46,466 |
| Well Done, LLC | +24,237 | +7.1% | 363,663 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +18,270 | +108.1% | 35,175 |
| MML INVESTORS SERVICES, LLC | +18,089 | +21.7% | 101,271 |
| Herold Advisors, Inc. | +18,058 | +19.9% | 108,644 |
| Networth Advisors, LLC | +16,689 | +6.9% | 259,352 |
| Mendota Financial Group, LLC | +16,224 | +17.5% | 108,849 |
| CoreCap Advisors, LLC | +12,513 | +15.3% | 94,083 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oak Root LLC | -342,732 | -14.6% | 2,008,725 |
| Hills Bank & Trust Co | -62,841 | -5.3% | 1,125,936 |
| Pacific Life Fund Advisors LLC | -60,660 | -7.6% | 739,705 |
| LPL Financial LLC | -23,530 | -5.3% | 422,791 |
| Cypress Point Wealth Management, LL | -14,506 | -2.9% | 482,866 |
| MERCER GLOBAL ADVISORS INC /ADV | -12,281 | -14.7% | 71,391 |
| WCG Wealth Advisors LLC | -7,286 | -23.7% | 23,461 |
| Dogwood Wealth Management LLC | -6,462 | -5.6% | 109,391 |
| Buttonwood Financial Group, LLC | -6,310 | -3.6% | 169,783 |
| Armbruster Capital Management, Inc. | -4,800 | -22.9% | 16,200 |
| JPMORGAN CHASE & CO | -3,233 | -0.9% | 358,552 |
| ShankerValleau Wealth Advisors, Inc | -2,070 | -2.3% | 88,673 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -2,035 | -17.1% | 9,899 |
| Farther Finance Advisors, LLC | -1,441 | -22.7% | 4,903 |
| Pacific Asset Management, LLC | -140 | -3.0% | 4,495 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -64 | -0.7% | 8,564 |
| Strategic Wealth Partners, Ltd. | -49 | -51.0% | 47 |
| Kingdom Financial Group LLC. | -17 | -1.6% | 1,037 |