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Avantis US Large Cap Equity ETF

81 hedge funds and large institutions have $904M invested in Avantis US Large Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

27% more funds holding

Funds holding: 6481 (+17)

17% more capital invested

Capital invested by funds: $775M → $904M (+$129M)

2.13% more ownership

Funds ownership: 102.31%104.44% (+2.1%)

Holders
81
Holders Change
+17
Holders Change %
+26.56%
% of All Funds
0.99%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
21
Increased
41
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.05M +$509K +6,562 +90%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$941K +$447K +5,764 +93%
DFS
53
Dixon Fnancial Services
California
$938K
MCM
54
MAI Capital Management
Ohio
$920K +$75.6K +975 +9%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$897K +$489K +6,304 +123%
WIA
56
World Investment Advisors
California
$897K +$489K +6,304 +123%
LFGO
57
Legacy Financial Group (Oklahoma)
Oklahoma
$837K +$107K +1,385 +15%
AA
58
Armis Advisers
Georgia
$689K +$695K +8,953 New
LAS
59
Lloyd Advisory Services
Georgia
$606K +$598K +7,703 New
FFA
60
Farther Finance Advisors
California
$470K
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$441K +$436K +5,613 New
FNBT
62
FineMark National Bank & Trust
Florida
$425K +$169K +2,176 +67%
AFGAS
63
Allegiance Financial Group Advisory Services
Virginia
$422K +$25.9K +334 +7%
KAS
64
Kestra Advisory Services
Texas
$414K +$409K +5,266 New
Citadel Advisors
65
Citadel Advisors
Florida
$405K +$148K +1,911 +59%
PAM
66
Pacific Asset Management
Washington
$354K +$931 +12 +0.3%
GVAG
67
Great Valley Advisor Group
Delaware
$312K +$308K +3,968 New
CIM
68
Confluence Investment Management
Missouri
$272K +$268K +3,458 New
MA
69
Montag & Associates
Georgia
$256K +$253K +3,260 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$244K +$36.2K +466 +18%
AFG
71
Atomi Financial Group
New York
$216K +$543 +7 +0.3%
BPW
72
BLVD Private Wealth
Kentucky
$204K -$7.06K -91 -3%
KFG
73
Kingdom Financial Group
Arizona
$84.4K +$83.3K +1,074 New
NRG
74
Nemes Rush Group
Michigan
$64.7K
AAP
75
Arax Advisory Partners
Colorado
$57.8K +$57.1K +736 New