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Avantis US Large Cap Equity ETF

42 hedge funds and large institutions have $521M invested in Avantis US Large Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
0.57%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
14
Increased
18
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ORL
1
Oak Root LLC
California
$186M 2,892,770 -15,900 -0.5%
PLFA
2
Pacific Life Fund Advisors
California
$63.9M 994,927 -177,191 -15%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$51.3M 798,398 +389,196 +95%
CPWM
4
Cypress Point Wealth Management
Texas
$29.4M 458,063 +131,888 +40%
BHWM
5
Beaird Harris Wealth Management
Texas
$29.3M 456,265 +27,025 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$28.5M 444,137 +430,680 +3,200%
SW
7
Simplicity Wealth
New Jersey
$21.7M 338,512 +338,512 New
FWP
8
FAS Wealth Partners
Kansas
$13.6M 211,717 +2,252 +1%
LPL Financial
9
LPL Financial
California
$12.7M 198,440 +78,273 +65%
HP
10
Haven Private
Florida
$10.6M 164,368 -8,365 -5%
GC
11
Grimes & Company
Massachusetts
$9.23M 143,814 +75,802 +111%
DWM
12
Dogwood Wealth Management
Kansas
$8.53M 132,936 -6,443 -5%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.94M 123,691 +123,691 New
AIA
14
Arcadia Investment Advisors
Idaho
$7.88M 122,688 +5,647 +5%
PP
15
Prosperity Planning
Missouri
$5.93M 92,353 +21,055 +30%
MML Investors Services
16
MML Investors Services
Massachusetts
$5.14M 80,060 +80,060 New
HA
17
Herold Advisors
New York
$3.22M 50,117 +16,108 +47%
VWA
18
Visionary Wealth Advisors
Illinois
$3.14M 48,967 +10,442 +27%
CA
19
CoreCap Advisors
Michigan
$2.91M 45,365 +45,365 New
WWA
20
WCG Wealth Advisors
Nevada
$2.33M 36,326 -1,712 -5%
PL
21
Plancorp LLC
Missouri
$2.1M 32,650 +3,485 +12%
AWM
22
AE Wealth Management
Kansas
$2.08M 32,435 +18,137 +127%
WW
23
Waterfront Wealth
Kansas
$1.67M 25,940 +3,496 +16%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.56M 24,311
Corient Private Wealth
25
Corient Private Wealth
Florida
$1.46M 22,665