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Avantis US LG Cap EQ ETF (AVLC)

CUSIP: 025072158 | NYSE | 145 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Oak Root LLC2,008,725
20.0% of portfolio›$181.3M
Grimes & Co Wealth Management, LLC541,694
1.1% of portfolio›$48.9M
Park Avenue Securities LLC537,525
0.8% of portfolio›$48.5M
Cypress Point Wealth Management, LLC484,246
4.6% of portfolio›$43.7M
Ridgeline Wealth, LLC462,669
24.1% of portfolio›$42.6M
Global Strategic Investment Solutions, LLC412,628
3.3% of portfolio›$37.2M
Simplicity Wealth,LLC396,158
1.0% of portfolio›$35.8M
Well Done, LLC372,992
4.6% of portfolio›$33.7M
Networth Advisors, LLC261,518
13.6% of portfolio›$23.6M
Financial Insights, Inc.233,652
5.4% of portfolio›$21.1M
Apella Capital, LLC220,308
0.3% of portfolio›$20.2M
Uptick Partners, LLC203,804
2.6% of portfolio›$18.4M
Buttonwood Financial Group, LLC170,118
7.9% of portfolio›$15.7M
Prosperity Planning, Inc.162,333
3.3% of portfolio›$14.7M
Plancorp, LLC158,672
0.3% of portfolio›$14.3M
Strategic Blueprint, LLC150,559
0.7% of portfolio›$13.6M
Arcadia Investment Advisors LLC144,311
5.4% of portfolio›$13.0M
Mendota Financial Group, LLC135,835
7.6% of portfolio›$12.3M
Western Reserve Capital Management, LLC133,267
8.5% of portfolio›$12.0M
Visionary Wealth Advisors132,810
0.5% of portfolio›$12.0M
B&D White Capital Company, LLC126,616
1.1% of portfolio›$11.4M
Herold Advisors, Inc.116,804
2.1% of portfolio›$10.5M
Haven Private, LLC112,554
4.0% of portfolio›$10.2M
Waterfront Wealth Inc.106,261
1.5% of portfolio›$9.7M
CoreCap Advisors, LLC99,937
0.3% of portfolio›$9.0M
Canvas Wealth Advisors, LLC97,451
1.2% of portfolio›$8.9M
ShankerValleau Wealth Advisors, Inc.86,643
2.1% of portfolio›$7.8M
Commonwealth Equity Services, LLC60,161
0.0% of portfolio›$5.4M
BFI Wealth Solutions, LLC59,643
3.7% of portfolio›$5.4M
Endeavor Private Wealth, Inc.40,254
0.9% of portfolio›$3.6M
Chicago Partners Investment Group LLC33,422
0.1% of portfolio›$3.0M
Legacy Financial Group, Inc.26,970
0.5% of portfolio›$2.4M
Vaquero Private Wealth, LTD26,419
0.5% of portfolio›$2.4M
Kestra Advisory Services, LLC22,030
0.0% of portfolio›$2.0M
Independent Wealth Network Inc.18,113
0.4% of portfolio›$1.6M
Armbruster Capital Management, Inc.15,850
0.2% of portfolio›$1.4M
Cordgrass Capital Advisors, LLC15,672
0.5% of portfolio›$1.4M
Team Financial Group, LLC14,581
0.5% of portfolio›$1.3M
Dixon Fnancial Services, Inc.11,933
0.4% of portfolio›$1.1M
Bison Wealth, LLC8,742
0.1% of portfolio›$804.6K
Lloyd Advisory Services, Llc.6,970
0.2% of portfolio›$629.1K
LongView Wealth Management6,688
0.1% of portfolio›$603.7K
Diversify Wealth Management, LLC6,682
0.0% of portfolio›$610.8K
Diversify Advisory Services, LLC6,682
0.0% of portfolio›$610.8K
Compound Planning, Inc.6,631
0.0% of portfolio›$598.6K
Montag A & Associates Inc6,615
0.0% of portfolio›$597.1K
Cambridge Investment Research Advisors, Inc.5,586
0.0% of portfolio›$504.0K
Truist Financial Corp5,575
0.0% of portfolio›$503.3K
Allegiance Financial Group Advisory Services LLC5,537
0.1% of portfolio›$499.9K
Capital Investment Advisors, LLC5,322
0.0% of portfolio›$480.4K
Pacific Asset Management, LLC5,231
0.2% of portfolio›$472.2K
Evanson Financial, LLC4,652
0.0% of portfolio›$419.9K
Farther Finance Advisors, LLC4,449
0.0% of portfolio›$401.6K
Spire Wealth Management3,984
0.0% of portfolio›$359.6K
Concurrent Investment Advisors, LLC3,711
0.0% of portfolio›$335.0K
XY Planning Network, Inc.3,184
0.0% of portfolio›$287.4K
MidAtlantic Capital Management, Inc.2,599
0.1% of portfolio›$234.7K
Platt Wealth Management LLC2,430
0.3% of portfolio›$219.0K
SC&H Financial Advisors, Inc.2,362
0.0% of portfolio›$213.2K
Blvd Private Wealth, LLC2,315
0.2% of portfolio›$209.0K
Acorn Wealth Advisors, LLC2,273
0.1% of portfolio›$205.2K
Acropolis Investment Management, LLC2,140
0.0% of portfolio›$193.2K
Burk Holdings LLC1,918
0.1% of portfolio›$173.1K
Kings Path Partners LLC1,362
0.0% of portfolio›$122.9K
Kingdom Financial Group Llc.1,039
0.0% of portfolio›$93.8K
Nemes Rush Group LLC906
0.0% of portfolio›$81.8K
Reap Financial Group, LLC648
0.0% of portfolio›$58.5K
Rossby Financial, LCC624
0.0% of portfolio›$56.3K
Asset Dedication, LLC436
0.0% of portfolio›$39.4K
Mowery & Schoenfeld Wealth Management, LLC225
0.0% of portfolio›$20.3K
Quest 10 Wealth Builders, Inc.142
0.0% of portfolio›$12.8K
Activest Wealth Management77
0.0% of portfolio›$6.9K
StyleTurnoverLocationFiled
Oak Root LLC
2,008,725$181.3M20.0%ETFVery LowSanta Barbara, CA2026-10-09
Grimes & Co Wealth Management, LLC
541,694$48.9M1.1%CoreLowWestborough, MA2026-10-29
Park Avenue Securities LLC
537,525$48.5M0.8%ETFMediumNew York, NY2026-10-26
Cypress Point Wealth Management, LLC
484,246$43.7M4.6%ETFLowDallas, TX2026-11-03
Ridgeline Wealth, LLC
462,669$42.6M24.1%ETFVery LowMesa, AZ2026-10-14
Global Strategic Investment Solutions, LLC
412,628$37.2M3.3%ETFLowScottsdale, AZ2026-10-16
Simplicity Wealth,LLC
396,158$35.8M1.0%ETFLowSummit, NJ2026-10-23
Well Done, LLC
372,992$33.7M4.6%ETFLowHolland, MI2026-10-20
Networth Advisors, LLC
261,518$23.6M13.6%ETFMediumCanonsburg, PA2026-11-03
Financial Insights, Inc.
233,652$21.1M5.4%ETFLowTacoma, WA2026-10-27
Apella Capital, LLC
220,308$20.2M0.3%ETFVery LowWest Hartford, CT2026-10-08
Uptick Partners, LLC
203,804$18.4M2.6%ETFLowNacogdoches, TX2026-11-04
Buttonwood Financial Group, LLC
170,118$15.7M7.9%ETFMediumKansas City, MO2026-10-16
Prosperity Planning, Inc.
162,333$14.7M3.3%ETFVery LowNorth Kansas City, MO2026-10-09
Plancorp, LLC
158,672$14.3M0.3%ETFLowSaint Louis, MO2026-11-03
Strategic Blueprint, LLC
150,559$13.6M0.7%ETFLowAtlanta, GA2026-10-22
Arcadia Investment Advisors LLC
144,311$13.0M5.4%ETFLowEagle, ID2026-10-13
Mendota Financial Group, LLC
135,835$12.3M7.6%ETFLowMadison, WI2026-10-07
Western Reserve Capital Management, LLC
133,267$12.0M8.5%ETFLowHudson, OH2026-10-14
Visionary Wealth Advisors
132,810$12.0M0.5%ETFLowO'Fallon, IL2026-11-04
B&D White Capital Company, LLC
126,616$11.4M1.1%ETFHighLakeway, TX2026-11-02
Herold Advisors, Inc.
116,804$10.5M2.1%CoreLowNew York, NY2026-10-19
Haven Private, LLC
112,554$10.2M4.0%ETFMediumOrlando, FL2026-10-27
Waterfront Wealth Inc.
106,261$9.7M1.5%ValueLowOverland Park, KS2026-11-03
CoreCap Advisors, LLC
99,937$9.0M0.3%ETFMediumSouthfield, MI2026-10-08
Canvas Wealth Advisors, LLC
97,451$8.9M1.2%GrowthLowShawnee, KS2026-11-02
ShankerValleau Wealth Advisors, Inc.
86,643$7.8M2.1%ETFVery LowSkokie, IL2026-10-16
Commonwealth Equity Services, LLC
60,161$5.4M0.0%ETFLowWaltham, MA2026-11-02
BFI Wealth Solutions, LLC
59,643$5.4M3.7%ETFLowDallas, TX2026-10-16
Endeavor Private Wealth, Inc.
40,254$3.6M0.9%ETFMediumTopeka, KS2026-11-05
Chicago Partners Investment Group LLC
33,422$3.0M0.1%GARPLowChicago, IL2026-10-27
Legacy Financial Group, Inc.
26,970$2.4M0.5%ETFLowTulsa, OK2026-10-21
Vaquero Private Wealth, LTD
26,419$2.4M0.5%ETFN/ADallas, TX2026-10-27
Kestra Advisory Services, LLC
22,030$2.0M0.0%CoreLowAustin, TX2026-11-02
Independent Wealth Network Inc.
18,113$1.6M0.4%ETFMediumUrbandale, IA2026-10-19
Armbruster Capital Management, Inc.
15,850$1.4M0.2%ETFVery LowPittsford, NY2026-10-19
Cordgrass Capital Advisors, LLC
15,672$1.4M0.5%CoreLowRaleigh, NC2026-10-30
Team Financial Group, LLC
14,581$1.3M0.5%ETFLowTemecula, CA2026-10-30
Dixon Fnancial Services, Inc.
11,933$1.1M0.4%ETFVery LowLafayette, CA2026-10-23
Bison Wealth, LLC
8,742$804.6K0.1%GrowthMediumAtlanta, GA2026-10-13
Lloyd Advisory Services, Llc.
6,970$629.1K0.2%ETFVery HighSuwanee, GA2026-11-02
LongView Wealth Management
6,688$603.7K0.1%ETFLowAtlanta, GA2026-10-19
Diversify Wealth Management, LLC
6,682$610.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
6,682$610.8K0.0%GrowthLowSandy, UT2026-10-20
Compound Planning, Inc.
6,631$598.6K0.0%CoreLowNew York, NY2026-11-05
Montag A & Associates Inc
6,615$597.1K0.0%CoreLowAtlanta, GA2026-10-29
Cambridge Investment Research Advisors, Inc.
5,586$504.0K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
5,575$503.3K0.0%CoreLowCharlotte, NC2026-10-30
Allegiance Financial Group Advisory Services LLC
5,537$499.9K0.1%ETFLowVienna, VA2026-11-02
Capital Investment Advisors, LLC
5,322$480.4K0.0%CoreLowAtlanta, GA2026-10-22
Pacific Asset Management, LLC
5,231$472.2K0.2%ETFVery LowGig Harbor, WA2026-10-15
Evanson Financial, LLC
4,652$419.9K0.0%ETFN/AMclean, VA2026-10-23
Farther Finance Advisors, LLC
4,449$401.6K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
3,984$359.6K0.0%GrowthMediumMclean, VA2026-10-30
Concurrent Investment Advisors, LLC
3,711$335.0K0.0%GrowthMediumTampa, FL2026-10-16
XY Planning Network, Inc.
3,184$287.4K0.0%ETFLowBozeman, MT2026-10-14
MidAtlantic Capital Management, Inc.
2,599$234.7K0.1%ETFVery LowRichmond, VA2026-11-05
Platt Wealth Management LLC
2,430$219.0K0.3%GrowthVery LowSan Diego, CA2026-11-04
SC&H Financial Advisors, Inc.
2,362$213.2K0.0%ETFVery LowHunt Valley, MD2026-10-14
Blvd Private Wealth, LLC
2,315$209.0K0.2%CoreMediumProspect, KY2026-10-14
Acorn Wealth Advisors, LLC
2,273$205.2K0.1%ETFLowGrand Blanc, MI2026-10-19
Acropolis Investment Management, LLC
2,140$193.2K0.0%ETFLowSt. Louis, MO2026-10-08
Burk Holdings LLC
1,918$173.1K0.1%ETFVery LowTulsa, OK2026-11-05
Kings Path Partners LLC
1,362$122.9K0.0%ETFVery LowSugar Land, TX2026-10-21
Kingdom Financial Group Llc.
1,039$93.8K0.0%ETFMediumPeoria, AZ2026-11-04
Nemes Rush Group LLC
906$81.8K0.0%CoreVery LowNovi, MI2026-11-04
Reap Financial Group, LLC
648$58.5K0.0%ETFLowAustin, TX2026-11-02
Rossby Financial, LCC
624$56.3K0.0%ETFMediumMelbourne, FL2026-11-05
Asset Dedication, LLC
436$39.4K0.0%ETFLowSan Francisco, CA2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
225$20.3K0.0%GrowthMediumLincolnshire, IL2026-10-28
Quest 10 Wealth Builders, Inc.
142$12.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Activest Wealth Management
77$6.9K0.0%ETFLowAventura, FL2026-10-15