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Avantis US Large Cap Equity ETF

54 hedge funds and large institutions have $633M invested in Avantis US Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+12
Holders Change %
+28.57%
% of All Funds
0.73%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
17
Increased
25
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ORL
1
Oak Root LLC
California
$193M 2,720,620 -172,150 -6%
PLFA
2
Pacific Life Fund Advisors
California
$68.3M 961,300 -33,627 -3%
SW
3
Simplicity Wealth
New Jersey
$50.9M 717,174 +378,662 +112%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.1M 479,854 +35,717 +8%
RW
5
Ridgeline Wealth
Arizona
$29.2M 411,475 +411,475 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$28.6M 402,927 +402,927 New
CPWM
7
Cypress Point Wealth Management
Texas
$26.4M 371,291 -86,772 -19%
LPL Financial
8
LPL Financial
California
$21.9M 307,839 +109,399 +55%
OIA
9
OneDigital Investment Advisors
Kansas
$19.9M 279,647 +279,647 New
GC
10
Grimes & Company
Massachusetts
$16.3M 228,760 +84,946 +59%
FWP
11
FAS Wealth Partners
Kansas
$15.1M 213,031 +1,314 +0.6%
GSIS
12
Global Strategic Investment Solutions
Arizona
$13.3M 187,766 +187,766 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$10.5M 147,890 -650,508 -81%
HighTower Advisors
14
HighTower Advisors
Illinois
$9.43M 132,723 +9,032 +7%
AIA
15
Arcadia Investment Advisors
Idaho
$9.29M 130,757 +8,069 +7%
DWM
16
Dogwood Wealth Management
Kansas
$8.56M 119,665 -13,271 -10%
VWA
17
Visionary Wealth Advisors
Illinois
$8.37M 117,783 +68,816 +141%
PP
18
Prosperity Planning
Missouri
$7.89M 111,024 +18,671 +20%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.9M 82,995 +2,935 +4%
HP
20
Haven Private
Florida
$5.85M 82,338 -82,030 -50%
SWA
21
ShankerValleau Wealth Advisors
Illinois
$5.81M 81,735 +81,735 New
CAM
22
Cresset Asset Management
Illinois
$5.1M 71,860 +54,947 +325%
AWM
23
AE Wealth Management
Kansas
$4.41M 62,100 +29,665 +91%
HA
24
Herold Advisors
New York
$4.11M 57,833 +7,716 +15%
CA
25
CoreCap Advisors
Michigan
$3.9M 54,949 +9,584 +21%