AVANTIS US LG CAP EQ ETF (AVLC) Institutional Ownership and Insiders Activity
AVANTIS US LG CAP EQ ETF (AVLC) is widely held by institutional investors, with 110 firms reporting positions valued at approximately $1.28B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Oak Root Llc is the largest disclosed holder, reporting approximately $180.70M in AVLC holdings in its latest filing.
Institutional Holders
110
Total Reported Value
$1.28B
Largest Holder
Oak Root Llc
Largest Position
$180.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
11
Top Institutional Owners
View allInvestorReported Balance
- Oak Root Llc$180.70M
- Hills Bank & Trust Co$92.19M
- Beaird Harris Wealth Management, Llc$75.71M
- Pacific Life Fund Advisors Llc$66.54M
- Envestnet Asset Management Inc$63.57M
AVLC News
All news- Financial Insights Inc Q3 2026 Portfolio Activity: Strategic ETF Purchases and Minor Adjustments
Aug 26, 2026 · valut.ai
- Pacific Life Fund Advisors Q2 2026 Investment Activity
Aug 7, 2026 · valut.ai
- Cypress Point Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts and Concentrations
Jul 19, 2026 · valut.ai
- Arcadia Investment Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases Observed
Jul 14, 2026 · valut.ai
- Mendota Financial Group LLC's Investment Activity Q1 2026
Jul 12, 2026 · valut.ai
- Ridgeline Wealth Q2 2026 Investment Activity: Focus on Mid-Cap Growth and Select Sector Shifts
Jul 9, 2026 · valut.ai