Who owns Avantis U.S. Large Cap Equity ETF?
Institutional ownership of AVLC from SEC Form 13F filings across 72 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
72
13F holders
$600.1M
value, 2026 filers
48.1%
of shares outstanding (7.2M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AVLC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Beaird Harris Wealth Management, LLC | 841,598 | $75.7M | 4.7% | 5.6% | +13.0% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 706,672 | $63.6M | 0.0% | 4.7% | +12.3% |
| 3 | GRIMES & Co WEALTH MANAGEMENT, LLC | 493,444 | $44.4M | 1.0% | 3.3% | +11.1% |
| 4 | PARK AVENUE SECURITIES LLC | 480,400 | $43,217 | 0.3% | 3.2% | +13.0% |
| 5 | LPL Financial LLC | 422,791 | $38.0M | 0.0% | 2.8% | -5.3% |
| 6 | Simplicity Wealth,LLC | 380,366 | $34.2M | 1.2% | 2.5% | +2.4% |
| 7 | JPMORGAN CHASE & CO | 358,552 | $32.0M | 0.0% | 2.4% | -0.9% |
| 8 | Allworth Financial LP | 323,092 | $29.1M | 0.1% | 2.2% | +27.7% |
| 9 | Networth Advisors, LLC | 259,352 | $23.3M | 13.6% | 1.7% | +6.9% |
| 10 | Vestmark Advisory Solutions, Inc. | 243,516 | $21.9M | 0.2% | 1.6% | +1157.8% |
| 11 | OneDigital Investment Advisors LLC | 229,862 | $20.7M | 0.2% | 1.5% | +1.6% |
| 12 | AMERICAN CENTURY COMPANIES INCNEW | 218,405 | $19.6M | 0.0% | 1.5% | new |
| 13 | UPTICK PARTNERS, LLC | 216,968 | $19.5M | 3.0% | 1.5% | +137.6% |
| 14 | AE Wealth Management LLC | 180,245 | $16.2M | 0.1% | 1.2% | +19.7% |
| 15 | Cresset Asset Management, LLC | 174,005 | $15.7M | 0.1% | 1.2% | +23.9% |
| 16 | Strategic Blueprint, LLC | 145,387 | $13.1M | 0.7% | 1% | +2.2% |
| 17 | HighTower Advisors, LLC | 135,800 | $12.2M | 0.0% | 0.9% | +0.4% |
| 18 | B&D White Capital Company, LLCNEW | 126,616 | $11.4M | 1.1% | 0.8% | new |
| 19 | Dogwood Wealth Management LLC | 109,391 | $9.8M | 3.9% | 0.7% | -5.6% |
| 20 | Herold Advisors, Inc. | 108,644 | $9.8M | 1.9% | 0.7% | +19.9% |
| 21 | MML INVESTORS SERVICES, LLC | 101,271 | $9.1M | 0.0% | 0.7% | +21.7% |
| 22 | TWO SIGMA INVESTMENTS, LPNEW | 94,200 | $8.5M | 0.0% | 0.6% | new |
| 23 | Canvas Wealth Advisors, LLC | 91,889 | $8.3M | 1.2% | 0.6% | +5.1% |
| 24 | COMMERCE BANK | 91,240 | $8.2M | 0.0% | 0.6% | +418.3% |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 71,391 | $6.4M | 0.0% | 0.5% | -14.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.