Avantis U.S. Large Cap Equity

AVLC • ARCA

Avantis U.S. Large Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 64 institutional investors hold shares in this ETF, with total holdings valued at $775.1M. Oak Root LLC is the largest holder with a position valued at $204.5M.

Overview

Overview of institutional ownership in AVLC as of Q3 2025

All Institutions

Institutions: 64
Value Held: $775.1M
Shares Held: 10.1M
Avg Position: $12.1M
Median Position: $2.7M

Hedge Funds

Hedge Funds: 1
Value Held: $248.1K
Shares Held: 3.2K
Avg Position: $248.1K
Median Position: $248.1K

Biggest Investors

Institutions with the largest positions in AVLC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Oak Root LLC RIA/Wealth	Kevin Charles Root Managing Partner	$204.5M 23.68% of portfolio	2.7M shares	Q4 2023 Held for 1y 11m	$863.5M
Pacific Life Fund Advisors LLC Fund of Funds	Howard Tomio Hirakawa President	$66.8M 6.85% of portfolio	872.8K shares	Q2 2024 Held for 1y 5m	$974.8M
Beaird Harris Wealth Management, LLC RIA/Wealth	Anthony Paul Coniaris Chairman	$45.9M 3.26% of portfolio	600.2K shares	Q2 2024 Held for 1y 5m	$1.4B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$40.6M 0.01% of portfolio	531.2K shares	Q3 2024 Held for 1y 2m	$341.99B
B Buttonwood Financial Group, LLC RIA/Wealth	Vincent Ian Pastorino Chairman	$33.4M 15.75% of portfolio	435.1K shares	Q3 2025 Held for 2 months	$211.9M
R Ridgeline Wealth, LLC Institution	-	$32.7M 24.16% of portfolio	427.8K shares	Q2 2025 Held for 5 months	$135.5M
Cypress Point Wealth Management, LLC RIA/Wealth	Ai Vee Nmn Mcaninch President	$32.0M 6.48% of portfolio	418.7K shares	Q1 2024 Held for 1y 8m	$494.2M
Simplicity Wealth,LLC RIA/Wealth	Bruce George Donaldson CEO	$27.3M 1.59% of portfolio	356.2K shares	Q1 2025 Held for 8 months	$1.7B
PARK AVENUE SECURITIES LLC RIA/Wealth	Marianne Grace Caswell President	$26.7M 0.23% of portfolio	348.5K shares	Q3 2025 Held for 2 months	$11.7B
L LPL Financial LLC Institution	-	$25.5M 0.01% of portfolio	333.3K shares	Q1 2024 Held for 1y 8m	$340.07B

Net Capital Flow

Institutional buying and selling activity for AVLC in Q3 2025

Traded: +$53.5M
Buyers: 49
Sellers: 16
Total Bought: +$107.9M
Total Sold: −$54.4M
Avg Position: $11.1M

Biggest Buyers

Institution	Net Bought	Current Position
B Buttonwood Financial Group, LLC RIA/Wealth	+$33.4M +435.1K shares	$33.4M 435.1K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	+$26.7M +348.5K shares	$26.7M 348.5K shares
GRIMES & COMPANY, INC. RIA/Wealth	+$7.5M +98.3K shares	$25.0M 327.1K shares
Beaird Harris Wealth Management, LLC RIA/Wealth	+$6.0M +78.4K shares	$45.9M 600.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$3.9M +51.3K shares	$40.6M 531.2K shares
Cypress Point Wealth Management, LLC RIA/Wealth	+$3.6M +47.4K shares	$32.0M 418.7K shares
Hanson McClain, Inc. RIA/Wealth	+$3.0M +39.1K shares	$3.0M 39.1K shares
G Global Strategic Investment Solutions, LLC Institution	+$2.7M +35.6K shares	$17.1M 223.4K shares
Cresset Asset Management, LLC RIA/Wealth	+$2.3M +30.7K shares	$7.8M 102.5K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$2.3M +30.4K shares	$2.3M 30.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Simplicity Wealth,LLC RIA/Wealth	−$27.6M −361.0K shares	$27.3M 356.2K shares
Pacific Life Fund Advisors LLC Fund of Funds	−$6.8M −88.5K shares	$66.8M 872.8K shares
JPMORGAN CHASE & CO Institution	−$6.2M −81.6K shares	$24.6M 321.4K shares
Oak Root LLC RIA/Wealth	−$3.6M −47.6K shares	$204.5M 2.7M shares
R Resources Investment Advisors, Inc. Pension/Endowment	−$3.3M −43.1K shares	$18.1M 236.5K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	−$3.2M −42.1K shares	$8.1M 105.7K shares
L Lion Street Advisors, LLC RIA/Wealth	−$1.1M −15.4K shares	Sold Off 0 shares
Park Square Financial Group, LLC RIA/Wealth	−$655.6K −9.2K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$513.5K −7.2K shares	Sold Off 0 shares
W WealthPlan Investment Management, LLC RIA/Wealth	−$322.7K −4.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AVLC in Q3 2025

New Positions: 12
New Value: $67.7M
Exited Positions: 6
Exited Value: $3.0M

New Positions

Institution	Position Value
B Buttonwood Financial Group, LLC RIA/Wealth	$33.4M 435.1K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$26.7M 348.5K shares
Hanson McClain, Inc. RIA/Wealth	$3.0M 39.1K shares
A AMERICAN CENTURY COMPANIES INC Institution	$2.3M 30.4K shares
PALO ALTO WEALTH ADVISORS, LLC RIA/Wealth	$510.1K 6.5K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$414.5K 5.4K shares
Pensionmark Financial Group, LLC Pension/Endowment	$390.6K 5.1K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$390.6K 5.1K shares
F FineMark National Bank & Trust Institution	$246.7K 3.2K shares
Atomi Financial Group, Inc. RIA/Wealth	$209.7K 2.7K shares

Exited Positions

Institution	Previous Position
L Lion Street Advisors, LLC RIA/Wealth	$1.1M 15.4K shares
Park Square Financial Group, LLC RIA/Wealth	$655.6K 9.2K shares
J JANE STREET GROUP, LLC Institution	$513.5K 7.2K shares
W WealthPlan Investment Management, LLC RIA/Wealth	$322.7K 4.5K shares
Kestra Investment Management, LLC Long Only Manager	$313.5K 4.9K shares
Ameritas Advisory Services, LLC RIA/Wealth	$74.3K 1.0K shares

Options Activity

Institutions with the largest Call and Put options positions in AVLC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with AVLC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R Ridgeline Wealth, LLC Institution	-	24.16% $32.7M	427.8K shares	Q2 2025 Held for 5 months	$135.5M
Oak Root LLC RIA/Wealth	Kevin Charles Root Managing Partner	23.68% $204.5M	2.7M shares	Q4 2023 Held for 1y 11m	$863.5M
B Buttonwood Financial Group, LLC RIA/Wealth	Vincent Ian Pastorino Chairman	15.75% $33.4M	435.1K shares	Q3 2025 Held for 2 months	$211.9M
Pacific Life Fund Advisors LLC Fund of Funds	Howard Tomio Hirakawa President	6.85% $66.8M	872.8K shares	Q2 2024 Held for 1y 5m	$974.8M
Cypress Point Wealth Management, LLC RIA/Wealth	Ai Vee Nmn Mcaninch President	6.48% $32.0M	418.7K shares	Q1 2024 Held for 1y 8m	$494.2M
ARCADIA INVESTMENT ADVISORS LLC RIA/Wealth	Kammy Malek Moalemzadeh Managing Partner	4.95% $10.2M	133.2K shares	Q2 2024 Held for 1y 5m	$205.9M
Dogwood Wealth Management LLC RIA/Wealth	Eric John Sheerin Managing Partner	4.22% $9.3M	121.2K shares	Q2 2024 Held for 1y 5m	$219.9M
Beaird Harris Wealth Management, LLC RIA/Wealth	Anthony Paul Coniaris Chairman	3.26% $45.9M	600.2K shares	Q2 2024 Held for 1y 5m	$1.4B
Haven Private, LLC RIA/Wealth	Marc R Angle CEO	3.02% $6.8M	89.5K shares	Q4 2024 Held for 11 months	$226.6M
Prosperity Planning, Inc. RIA/Wealth	Kenneth Austin Borum President	2.57% $9.5M	123.6K shares	Q2 2024 Held for 1y 5m	$368.3M

Hedge Fund Spotlight

Discover hedge funds investing in AVLC

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Avantis U.S. Large Cap Equity

Market Value: $248.1K
Shares Held: 3.2K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%