AVLC Institutional Ownership & Shareholders
AVANTIS US LG CAP EQ ETF (AVLC) is currently held by 117 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.30B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Oak Root Llc is currently the largest disclosed institutional shareholder of AVLC tracked by InsiderSet, reporting ownership valued at approximately $181.33M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $180.00M, representing an estimated loss of -0.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed AVLC value among the investors covered in this analysis. Major shareholders include Oak Root Llc, Hills Bank & Trust Co, Beaird Harris Wealth Management, Llc, and several other long-term asset managers with concentrated positions in AVANTIS US LG CAP EQ ETF (AVLC).
This page ranks the largest institutional AVLC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
117
Total Reported Value
$1.30B
Largest Holder
Oak Root Llc
Largest Position
$181.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
120
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oak Root Llc | 19.99% | 2,008,725 | $181,327,606 | $180,001,847 | -$1,325,759 | -0.73% | |
| Hills Bank & Trust Co | 4.46% | 1,188,777 | $92,189,656 | $106,526,307 | +$14,336,651 | +15.55% | |
| Beaird Harris Wealth Management, Llc | 4.74% | 841,598 | $75,710,151 | $75,415,597 | -$294,554 | -0.39% | |
| Pacific Life Fund Advisors Llc | 7.32% | 739,705 | $66,543,862 | $66,284,965 | -$258,897 | -0.39% | |
| Envestnet Asset Management Inc | 0.01% | 706,672 | $63,572,197 | $63,324,878 | -$247,319 | -0.39% | |
| Grimes & Co Wealth Management, Llc | 1.15% | 541,694 | $48,898,697 | $48,541,199 | -$357,498 | -0.73% | |
| Cypress Point Wealth Management, Llc | 4.62% | 484,246 | $43,712,926 | $43,393,284 | -$319,642 | -0.73% | |
| Ridgeline Wealth, Llc | 24.14% | 462,669 | $42,583,908 | $41,459,769 | -$1,124,139 | -2.64% | |
| Lpl Financial Llc | 0.01% | 422,791 | $38,034,245 | $37,886,302 | -$147,943 | -0.39% | |
| Global Strategic Investment Solutions, Llc | 3.30% | 412,628 | $37,247,967 | $36,975,595 | -$272,372 | -0.73% | |
| Simplicity Wealth,Llc | 1.04% | 396,158 | $35,761,188 | $35,499,718 | -$261,470 | -0.73% | |
| Well Done, Llc | 4.60% | 372,992 | $33,669,988 | $33,423,813 | -$246,175 | -0.73% | |
| Jpmorgan Chase & Co | 0.00% | 358,552 | $32,015,108 | $32,129,845 | +$114,737 | +0.36% | |
| Allworth Financial Lp | 0.12% | 323,092 | $29,065,358 | $28,952,274 | -$113,084 | -0.39% | |
| Networth Advisors, Llc | 13.56% | 261,518 | $23,607,192 | $23,434,628 | -$172,564 | -0.73% | |
| Vestmark Advisory Solutions, Inc. | 0.21% | 243,516 | $21,906,699 | $21,821,469 | -$85,230 | -0.39% | |
| Financial Insights, Inc. | 5.36% | 233,652 | $21,091,849 | $20,937,556 | -$154,293 | -0.73% | |
| Onedigital Investment Advisors Llc | 0.17% | 229,862 | $20,678,418 | $20,597,934 | -$80,484 | -0.39% | |
| Fas Wealth Partners, Inc. | 1.07% | 228,649 | $20,569,266 | $20,489,237 | -$80,029 | -0.39% | |
| Apella Capital, Llc | 0.26% | 220,308 | $20,230,893 | $19,741,800 | -$489,093 | -2.42% | |
| American Century Companies Inc | 0.01% | 218,405 | $19,647,714 | $19,571,272 | -$76,442 | -0.39% | |
| Uptick Partners, Llc | 3.04% | 216,968 | $19,518,441 | $19,442,502 | -$75,939 | -0.39% | |
| Buttonwood Financial Group, Llc | 7.91% | 170,118 | $15,696,787 | $15,244,274 | -$452,513 | -2.88% | |
| Cresset Asset Management, Llc | 0.06% | 174,005 | $15,653,490 | $15,592,588 | -$60,902 | -0.39% | |
| Prosperity Planning, Inc. | 3.25% | 162,333 | $14,653,769 | $14,546,660 | -$107,109 | -0.73% | |
| Plancorp, Llc | 0.32% | 158,672 | $14,280,503 | $14,218,598 | -$61,905 | -0.43% | |
| Strategic Blueprint, Llc | 0.67% | 150,559 | $13,590,989 | $13,491,592 | -$99,397 | -0.73% | |
| Arcadia Investment Advisors Llc | 5.41% | 144,311 | $13,026,954 | $12,931,709 | -$95,245 | -0.73% | |
| Mendota Financial Group, Llc | 7.60% | 135,835 | $12,261,855 | $12,172,174 | -$89,681 | -0.73% | |
| Western Reserve Capital Management, Llc | 8.53% | 133,267 | $12,030,012 | $11,942,056 | -$87,956 | -0.73% | |
| Visionary Wealth Advisors | 0.45% | 128,084 | $11,522,457 | $11,477,607 | -$44,850 | -0.39% | |
| B&D White Capital Company, Llc | 1.11% | 126,616 | $11,429,626 | $11,346,060 | -$83,566 | -0.73% | |
| Herold Advisors, Inc. | 2.06% | 116,804 | $10,543,852 | $10,466,806 | -$77,046 | -0.73% | |
| Haven Private, Llc | 4.01% | 112,554 | $10,160,249 | $10,085,964 | -$74,285 | -0.73% | |
| Dogwood Wealth Management Llc | 3.88% | 109,391 | $9,840,809 | $9,802,528 | -$38,281 | -0.39% | |
| Waterfront Wealth Inc. | 1.54% | 106,261 | $9,672,408 | $9,522,048 | -$150,360 | -1.55% | |
| Mml Investors Services, Llc | 0.02% | 101,271 | $9,110,351 | $9,074,894 | -$35,457 | -0.39% | |
| Corecap Advisors, Llc | 0.26% | 99,937 | $9,021,368 | $8,955,355 | -$66,013 | -0.73% | |
| Canvas Wealth Advisors, Llc | 1.17% | 97,451 | $8,909,949 | $8,732,584 | -$177,365 | -1.99% | |
| Two Sigma Investments, Lp | 0.01% | 94,200 | $8,474,232 | $8,441,262 | -$32,970 | -0.39% | |
| Commerce Bank | 0.04% | 91,240 | $8,207,950 | $8,176,016 | -$31,934 | -0.39% | |
| Shankervalleau Wealth Advisors, Inc. | 2.09% | 86,643 | $7,821,264 | $7,764,079 | -$57,185 | -0.73% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 1.45% | 84,292 | $7,582,909 | $7,553,406 | -$29,503 | -0.39% | |
| Mercer Global Advisors Inc | 0.01% | 71,391 | $6,422,334 | $6,397,348 | -$24,986 | -0.39% | |
| Private Wealth Asset Management, Llc | 0.57% | 65,534 | $5,924,406 | $5,872,502 | -$51,904 | -0.88% | |
| Commonwealth Equity Services, Llc | 0.01% | 60,161 | $5,430,690 | $5,391,027 | -$39,663 | -0.73% | |
| Bfi Wealth Solutions, Llc | 3.71% | 59,643 | $5,419,180 | $5,344,609 | -$74,571 | -1.38% | |
| Ameritas Advisory Services, Llc | 0.08% | 44,649 | $4,016,668 | $4,000,997 | -$15,671 | -0.39% | |
| Endeavor Private Wealth, Inc. | 0.81% | 37,116 | $3,338,957 | $3,325,965 | -$12,992 | -0.39% | |
| Susquehanna International Group, Llp | 0.00% | 35,175 | $3,164,343 | $3,152,032 | -$12,311 | -0.39% |
Frequently asked questions about AVLC
Who are the largest institutional holders of AVLC?
The largest institutional holders of AVLC reported in the latest SEC Form 13F filings include Oak Root Llc, Hills Bank & Trust Co, Beaird Harris Wealth Management, Llc, Pacific Life Fund Advisors Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported AVLC position.
What is AVLC institutional ownership?
This page tracks AVLC positions reported by institutional investment managers through SEC Form 13F. AVANTIS US LG CAP EQ ETF (AVLC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVLC?
InsiderSet currently tracks 117 institutional managers reporting AVLC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVLC shareholders.
How much AVLC stock do institutions own?
Institutional investment managers disclosed approximately $1.30B in AVLC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVLC institutional ownership last updated?
The latest AVLC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVLC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVLC position after the reporting date.
Are institutions buying or selling AVLC?
Institutional buying and selling can be analyzed by comparing AVLC positions across consecutive 13F reporting periods. InsiderSet's AVLC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVLC ownership changes.
How has AVLC institutional ownership changed over time?
InsiderSet tracks AVLC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.