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Avantis All Equity Markets ETF

129 hedge funds and large institutions have $254M invested in Avantis All Equity Markets ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 70 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

119% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 32

4% more funds holding

Funds holding: 124129 (+5)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

46.2% less ownership

Funds ownership: 78.3%32.09% (-46%)

94% less capital invested

Capital invested by funds: $4.09B → $254M (-$3.83B)

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
11
Increased
70
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1
Meredith Wealth Planning
Illinois
$24.5M +$4.13M +45,898 +20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.2M +$14.8M +164,962 +255%
GA
3
Greenspring Advisors
Maryland
$15.3M -$9K -100 -0.1%
BW
4
BIP Wealth
Georgia
$9.55M +$419K +4,651 +4%
AQR Capital Management
5
AQR Capital Management
Connecticut
$9.53M +$9.01M +100,131 +1,229%
IC
6
IEQ Capital
California
$8.81M +$9.01M +100,131 New
NRW
7
Nova R Wealth
Kansas
$8.6M -$200K -2,222 -2%
LPL Financial
8
LPL Financial
California
$7.89M +$1.13M +12,608 +16%
IFA
9
Index Fund Advisors
California
$7.64M +$960K +10,665 +14%
CIA
10
Compass Ion Advisors
Pennsylvania
$7.59M +$1.61M +17,931 +26%
PA
11
Paragon Advisors
Texas
$6.48M +$977K +10,855 +17%
PAM
12
Pacific Asset Management
Washington
$6.47M +$328K +3,644 +5%
IFS
13
Intelligent Financial Strategies
Minnesota
$5.71M -$41.7K -463 -0.7%
FWM
14
FMB Wealth Management
California
$5.46M -$70.9K -788 -1%
SFC
15
Sprinkle Financial Consultants
Colorado
$5M +$85.8K +953 +2%
FF
16
Frankly Finances
Florida
$4.67M +$128K +1,420 +3%
AF
17
Align Financial
Minnesota
$3.92M -$345M -3,835,584 -99%
BDWCC
18
B&D White Capital Company
Texas
$3.85M -$124K -1,380 -3%
FA
19
Fermata Advisors
California
$3.79M +$225K +2,505 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$3.36M -$3.22M -35,749 -48%
WRPWM
21
Werba Rubin Papier Wealth Management
California
$3.3M +$3.38M +37,528 New
E
22
EntreWealth
Texas
$3.18M +$623K +6,925 +24%
MPW
23
Magnolia Private Wealth
Pennsylvania
$3.12M -$173K -1,920 -5%
CW
24
CreativeOne Wealth
Kansas
$3.05M +$3.12M +34,659 New
YWM
25
Yardley Wealth Management
Pennsylvania
$2.95M +$307K +3,406 +11%