§ EQUITY
USDAVLC
AVANTIS US LG CAP EQ ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
92 increased/new, 18 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Oak Root LLC | 2.4M | 22.2% | −4% |
| Hills Bank & Trust Co | 1.2M | 4.5% | +8110% |
| Pacific Life Fund Advisors LLC | 800K | 7.1% | −4% |
| Beaird Harris Wealth Management, LLC | 745K | 3.9% | +13% |
| ENVESTNET ASSET MANAGEMENT INC | 629K | 0.0% | +9% |
| Cypress Point Wealth Management, LLC | 497K | 8.3% | +9% |
◇ AC INTELLIGENCE
Top institutional owners for AVLC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.2% · 81 holders
DEALER / BANK15.7% · 5 holders
INCOME / DEFENSIVE0.1% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVLC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVLC yet.