AVANTIS US LG CAP EQ ETF (AVLC) Institutional Shareholders
AVANTIS US LG CAP EQ ETF (AVLC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in AVLC holdings during the latest filing period.
Oak Root Llc is currently the largest disclosed institutional shareholder of AVLC tracked by InsiderSet, reporting ownership valued at approximately $180.70M in its June 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 $179.22M, representing an estimated loss of -0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
97
Total Reported Value
$1.06B
Largest Holder
Oak Root Llc
Largest Position
$180.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oak Root Llc | 19.94% | 2,008,725 | $180,704,901 | $179,218,445 | -$1,486,457 | -0.82% | |
| Hills Bank & Trust Co | 4.46% | 1,188,777 | $92,189,656 | $106,062,684 | +$13,873,028 | +15.05% | |
| Beaird Harris Wealth Management, Llc | 4.74% | 841,598 | $75,710,151 | $75,087,374 | -$622,777 | -0.82% | |
| Pacific Life Fund Advisors Llc | 7.13% | 800,365 | $62,068,306 | $71,408,565 | +$9,340,259 | +15.05% | |
| Envestnet Asset Management Inc | 0.01% | 629,355 | $48,806,443 | $56,151,053 | +$7,344,610 | +15.05% | |
| Grimes & Co Wealth Management, Llc | 0.96% | 493,444 | $44,390,202 | $44,025,074 | -$365,128 | -0.82% | |
| Cypress Point Wealth Management, Llc | 8.84% | 482,866 | $43,438,631 | $43,081,305 | -$357,326 | -0.82% | |
| Ridgeline Wealth, Llc | 23.72% | 450,687 | $40,543,803 | $40,210,294 | -$333,509 | -0.82% | |
| Lpl Financial Llc | 0.01% | 446,321 | $34,612,207 | $39,820,760 | +$5,208,553 | +15.05% | |
| Well Done, Llc | 4.40% | 363,663 | $32,715,124 | $32,446,013 | -$269,111 | -0.82% | |
| Simplicity Wealth,Llc | 1.63% | 371,421 | $28,803,682 | $33,138,182 | +$4,334,500 | +15.05% | |
| Networth Advisors, Llc | 13.56% | 259,352 | $23,331,307 | $23,139,385 | -$191,922 | -0.82% | |
| Fas Wealth Partners, Inc. | 1.07% | 228,649 | $20,569,266 | $20,400,064 | -$169,202 | -0.82% | |
| Allworth Financial Lp | 0.08% | 252,976 | $19,618,284 | $22,570,519 | +$2,952,235 | +15.05% | |
| Onedigital Investment Advisors Llc | 0.17% | 226,149 | $17,537,862 | $20,177,014 | +$2,639,152 | +15.05% | |
| Global Strategic Investment Solutions, Llc | 1.67% | 218,787 | $16,966,963 | $19,520,176 | +$2,553,213 | +15.05% | |
| Buttonwood Financial Group, Llc | 8.73% | 169,783 | $15,273,689 | $15,148,039 | -$125,650 | -0.82% | |
| Prosperity Planning, Inc. | 3.12% | 151,352 | $13,615,644 | $13,503,625 | -$112,019 | -0.82% | |
| Arcadia Investment Advisors Llc | 5.52% | 145,554 | $13,094,038 | $12,986,328 | -$107,710 | -0.82% | |
| Strategic Blueprint, Llc | 0.65% | 145,387 | $13,079,015 | $12,971,428 | -$107,587 | -0.82% | |
| Western Reserve Capital Management, Llc | 8.81% | 132,044 | $11,878,678 | $11,780,966 | -$97,712 | -0.82% | |
| Ae Wealth Management Llc | 0.06% | 150,599 | $11,678,977 | $13,436,443 | +$1,757,466 | +15.05% | |
| B&D White Capital Company, Llc | 1.13% | 126,616 | $11,390,375 | $11,296,680 | -$93,695 | -0.82% | |
| Cresset Asset Management, Llc | 0.05% | 140,443 | $10,891,355 | $12,530,324 | +$1,638,969 | +15.05% | |
| Hightower Advisors, Llc | 0.01% | 135,243 | $10,488,108 | $12,066,380 | +$1,578,272 | +15.05% | |
| Dogwood Wealth Management Llc | 3.88% | 109,391 | $9,840,809 | $9,759,865 | -$80,944 | -0.82% | |
| Mendota Financial Group, Llc | 6.07% | 108,849 | $9,792,015 | $9,711,508 | -$80,507 | -0.82% | |
| Herold Advisors, Inc. | 1.93% | 108,644 | $9,776,000 | $9,693,218 | -$82,782 | -0.85% | |
| Waterfront Wealth Inc. | 1.46% | 104,343 | $9,411,739 | $9,309,482 | -$102,257 | -1.09% | |
| Visionary Wealth Advisors | 0.42% | 121,283 | $9,405,502 | $10,820,869 | +$1,415,367 | +15.05% | |
| Haven Private, Llc | 3.52% | 102,825 | $9,250,137 | $9,174,047 | -$76,091 | -0.82% | |
| Corecap Advisors, Llc | 0.25% | 94,083 | $8,463,707 | $8,394,085 | -$69,622 | -0.82% | |
| Canvas Wealth Advisors, Llc | 1.15% | 91,889 | $8,266,361 | $8,198,337 | -$68,024 | -0.82% | |
| Shankervalleau Wealth Advisors, Inc. | 2.10% | 88,673 | $7,977,023 | $7,911,405 | -$65,618 | -0.82% | |
| Uptick Partners, Llc | 1.41% | 91,310 | $7,081,090 | $8,146,678 | +$1,065,588 | +15.05% | |
| Mercer Global Advisors Inc | 0.01% | 83,672 | $6,488,764 | $7,465,216 | +$976,452 | +15.05% | |
| Schwarz Dygos Wheeler Investment Advisors Llc | 1.35% | 83,565 | $6,480,543 | $7,455,669 | +$975,126 | +15.05% | |
| Mml Investors Services, Llc | 0.02% | 83,182 | $6,450,756 | $7,421,498 | +$970,742 | +15.05% | |
| Commonwealth Equity Services, Llc | 0.01% | 56,028 | $5,040,300 | $4,998,818 | -$41,482 | -0.82% | |
| Private Wealth Asset Management, Llc | 0.46% | 55,903 | $4,335,278 | $4,987,666 | +$652,388 | +15.05% | |
| Apella Capital, Llc | 0.06% | 44,087 | $3,932,560 | $3,933,442 | +$882 | +0.02% | |
| Plancorp, Llc | 0.08% | 36,272 | $3,249,631 | $3,236,188 | -$13,443 | -0.41% | |
| Endeavor Private Wealth, Inc. | 0.75% | 33,769 | $2,618,786 | $3,012,870 | +$394,084 | +15.05% | |
| Goldman Sachs Group Inc | 0.00% | 32,221 | $2,498,739 | $2,874,758 | +$376,019 | +15.05% | |
| Wcg Wealth Advisors Llc | 0.07% | 30,747 | $2,384,433 | $2,743,247 | +$358,814 | +15.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,387 | $2,278,981 | $2,621,908 | +$342,927 | +15.05% | |
| Seeds Investor Llc | 0.26% | 23,204 | $1,916,202 | $2,070,261 | +$154,059 | +8.04% | |
| Legacy Financial Group, Inc. | 0.44% | 21,058 | $1,894,378 | $1,878,795 | -$15,583 | -0.82% | |
| Chicago Partners Investment Group Llc | 0.04% | 21,281 | $1,889,793 | $1,898,691 | +$8,898 | +0.47% | |
| Kestra Advisory Services, Llc | 0.01% | 20,070 | $1,805,477 | $1,790,645 | -$14,832 | -0.82% |
Frequently asked questions about AVLC
Who owns the most AVLC stock?
The largest holders of AVLC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS US LG CAP EQ ETF (AVLC).
Is AVLC widely held by superinvestors?
Many widely followed stocks like AVLC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVLC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.