AVANTIS U.S. LARGE CAP EQUITY ETF

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AVLC·025072158·US·ETF

AVLC (AVANTIS U.S. LARGE CAP EQUITY ETF) is held by 27 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($63.6M), LPL Financial LLC ($38M), JPMORGAN CHASE & CO ($32M). Net institutional sentiment: Bullish.

27

Holders

(5 Elite)

$299.6M

Total Value

70% (30)

Consensus

21 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)75

Insider (Form 4)73

Activist (13D/13G)27

Congressional (STOCK Act)81

Holder Quality

77

★★★★★

Elite

65

★★★★

Strong

85

★★★

Solid

43

★★

Below

34

★

Weak

Held by 27 funds

5 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AVLC.

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	706,672(+12.3%)	$63.6M	0.0%	+32.47%	33
LPL Financial LLC	Decreased	422,791(-5.3%)	$38M	0.0%	+33.09%	0
JPMORGAN CHASE & CO	Decreased	358,552(-0.9%)	$32M	0.0%	+26.86%	0
Allworth Financial LP	Increased	323,092(+27.7%)	$29.1M	0.1%	+14.86%	43
OneDigital Investment Advisors LLC	Increased	229,862(+1.6%)	$20.7M	0.2%	+30.40%	34
AMERICAN CENTURY COMPANIES INC	New	218,405	$19.6M	0.0%	+2.52%	39
AE Wealth Management LLC	Increased	180,245(+19.7%)	$16.2M	0.1%	+21.25%	33
Cresset Asset Management, LLC	Increased	174,005(+23.9%)	$15.7M	0.1%	+21.06%	34
HighTower Advisors, LLC	Increased	135,800(+0.4%)	$12.2M	0.0%	+43.54%	28
MML INVESTORS SERVICES, LLC	Increased	101,271(+21.8%)	$9.1M	0.0%	+31.33%	33
TWO SIGMA INVESTMENTS, LP	New	94,200	$8.5M	0.0%	+2.52%	38
COMMERCE BANK	Increased	91,240(+418.3%)	$8.2M	0.0%	+5.37%	44
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	71,391(-14.7%)	$6.4M	0.0%	+41.79%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	56,028(+15.2%)	$5M	0.0%	+19.97%	31
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	35,175(+108.1%)	$3.2M	0.0%	+10.14%	43
Rockefeller Capital Management L.P.	Increased	29,681(+1.0%)	$2.7M	0.0%	+32.40%	26
MAI Capital Management	Increased	21,597(+36.9%)	$1.9M	0.0%	+18.72%	34
Kestra Advisory Services, LLC	Increased	20,070(+11.1%)	$1.8M	0.0%	+16.97%	29
Corient Private Wealth LP	Increased	12,361(+78.8%)	$1.1M	0.0%	+17.32%	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	12,113(+55.8%)	$1.1M	0.0%	+13.03%	36

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AVLCAVANTIS U.S. LARGE CAP EQUITY ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer