AVANTIS US LG CAP EQ ETF (AVLC) Institutional Ownership Changes & 13F Activity
AVANTIS US LG CAP EQ ETF (AVLC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Vestmark Advisory Solutions, Inc., American Century Companies Inc, Financial Insights, Inc., and Two Sigma Investments, Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +5,449 | +78.8% | 12,361 | $1.11M | Q2 2026 | Aug 27, 2026 |
| Financial Insights, Inc. | Buy | +206,355 | — | 206,355 | $18.56M | Q2 2026 | Aug 25, 2026 |
| Mercer Global Advisors Inc | Sell | -12,281 | -14.7% | 71,391 | $6.42M | Q2 2026 | Aug 19, 2026 |
| Fsa Advisors, Inc. | Buy | +10,430 | — | 10,430 | $938.28K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -64 | -0.7% | 8,564 | $770.80K | Q2 2026 | Aug 17, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +224,156 | +1157.8% | 243,516 | $21.91M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +94,200 | — | 94,200 | $8.47M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +44,649 | — | 44,649 | $4.02M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +33,562 | +23.9% | 174,005 | $15.65M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +18,270 | +108.1% | 35,175 | $3.16M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +7,431 | — | 7,431 | $668.00K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -7,286 | -23.7% | 23,461 | $2.11M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +5,824 | +36.9% | 21,597 | $1.94M | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +3,370 | — | 3,370 | $303.17K | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +3,347 | +9.9% | 37,116 | $3.34M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +3,233 | — | 3,233 | $290.84K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +1,458 | +10.4% | 15,432 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +196 | — | 196 | $17.72K | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Buy | +64 | — | 64 | $5.76K | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | Buy | +6,801 | +5.6% | 128,084 | $11.52M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +5,740 | — | 5,740 | $516.37K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -2,035 | -17.1% | 9,899 | $890.51K | Q2 2026 | Aug 13, 2026 |
| Umb Bank, N.A. | Buy | +312 | — | 312 | $28.07K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +294 | +1.0% | 29,681 | $2.67M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +358,552 | — | 358,552 | $32.02M | Q2 2026 | Aug 12, 2026 |
| American Century Companies Inc | Buy | +218,405 | — | 218,405 | $19.65M | Q2 2026 | Aug 12, 2026 |
| Commerce Bank | Buy | +73,636 | +418.3% | 91,240 | $8.21M | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +5,615 | +24.2% | 28,819 | $2.59M | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | Sell | -49 | -51.0% | 47 | $4.23K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +70,116 | +27.7% | 323,092 | $29.07M | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about AVLC activity
Which institutional owners are buying AVLC?
Institutional owners buying AVLC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVLC activity?
"Buy" means an investor increased their reported position in AVLC compared to the prior reporting period. This reflects growing exposure to AVANTIS US LG CAP EQ ETF (AVLC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVLC increasing?
Institutional interest in AVLC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.