Who owns Avantis U.S. Large Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVLC from SEC Form 13F filings across 115 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.
As of the 2026-06-30 reporting period, 115 institutions disclosed 14.8M shares of Avantis U.S. Large Cap Equity ETF worth $1.33B — about 98.9% of shares outstanding; the largest disclosed holder is Oak Root LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
115
13F holders
$1.33B
value, 2026 filers
98.9%
of shares outstanding (14.8M sh)
32
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 | Oak Root LLC | 2.0M | $180.7M | 19.9% | 13.5% | -14.6% |
| 2 | Hills Bank & Trust Co | 1.1M | $101.3M | 4.3% | 7.5% | -5.3% |
| 3 | Beaird Harris Wealth Management, LLC | 841,598 | $75.7M | 4.7% | 5.6% | +13.0% |
| 4 | Pacific Life Fund Advisors LLC | 739,705 | $66.5M | 7.3% | 5% | -7.6% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 706,672 | $63.6M | 0.0% | 4.7% | +12.3% |
| 6 | GRIMES & Co WEALTH MANAGEMENT, LLC | 493,444 | $44.4M | 1.0% | 3.3% | +11.1% |
| 7 | Cypress Point Wealth Management, LLC | 482,866 | $43.4M | 8.8% | 3.2% | -2.9% |
| 8 | PARK AVENUE SECURITIES LLC | 480,400 | $43.2M | 0.3% | 3.2% | +13.0% |
| 9 | Ridgeline Wealth, LLC | 450,687 | $40.5M | 23.7% | 3% | +0.2% |
| 10 | LPL Financial LLC | 422,791 | $38.0M | 0.0% | 2.8% | -5.3% |
| 11 | Global Strategic Investment Solutions, LLC | 414,510 | $37.3M | 3.3% | 2.8% | +89.5% |
| 12 | Simplicity Wealth,LLC | 380,366 | $34.2M | 1.2% | 2.5% | +2.4% |
| 13 | Well Done, LLC | 363,663 | $32.7M | 4.4% | 2.4% | +7.1% |
| 14 | JPMORGAN CHASE & CO | 358,552 | $32.0M | 0.0% | 2.4% | -0.9% |
| 15 | Allworth Financial LP | 323,092 | $29.1M | 0.1% | 2.2% | +27.7% |
| 16 | Networth Advisors, LLC | 259,352 | $23.3M | 13.6% | 1.7% | +6.9% |
| 17 | Vestmark Advisory Solutions, Inc. | 243,516 | $21.9M | 0.2% | 1.6% | +1157.8% |
| 18 | OneDigital Investment Advisors LLC | 229,862 | $20.7M | 0.2% | 1.5% | +1.6% |
| 19 | FAS Wealth Partners, Inc.NEW | 228,649 | $20.6M | 1.1% | 1.5% | new |
| 20 | AMERICAN CENTURY COMPANIES INCNEW | 218,405 | $19.6M | 0.0% | 1.5% | new |
| 21 | UPTICK PARTNERS, LLC | 216,968 | $19.5M | 3.0% | 1.5% | +137.6% |
| 22 | Financial Insights, Inc.NEW | 206,355 | $18.6M | 4.9% | 1.4% | new |
| 23 | AE Wealth Management LLC | 180,245 | $16.2M | 0.1% | 1.2% | +19.7% |
| 24 | Cresset Asset Management, LLC | 174,005 | $15.7M | 0.1% | 1.2% | +23.9% |
| 25 | Buttonwood Financial Group, LLC | 169,783 | $15.3M | 8.7% | 1.1% | -3.6% |
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.