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Avantis US Large Cap Equity ETF

55 hedge funds and large institutions have $670M invested in Avantis US Large Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.74%
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
26
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ORL
1
Oak Root LLC
California
$193M -$12.2M -172,150 -6%
PLFA
2
Pacific Life Fund Advisors
California
$68.3M -$2.39M -33,627 -3%
SW
3
Simplicity Wealth
New Jersey
$50.9M +$26.9M +378,662 +112%
BHWM
4
Beaird Harris Wealth Management
Texas
$37.1M +$4.66M +65,603 +14%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$34.1M +$2.54M +35,717 +8%
RW
6
Ridgeline Wealth
Arizona
$29.2M +$29.2M +411,475 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$28.6M +$28.6M +402,927 New
CPWM
8
Cypress Point Wealth Management
Texas
$26.4M -$6.16M -86,772 -19%
LPL Financial
9
LPL Financial
California
$21.9M +$7.77M +109,399 +55%
OIA
10
OneDigital Investment Advisors
Kansas
$19.9M +$19.9M +279,647 New
GC
11
Grimes & Company
Massachusetts
$16.3M +$6.03M +84,946 +59%
FWP
12
FAS Wealth Partners
Kansas
$15.1M +$93.3K +1,314 +0.6%
GSIS
13
Global Strategic Investment Solutions
Arizona
$13.3M +$13.3M +187,766 New
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$10.5M -$46.2M -650,508 -81%
HighTower Advisors
15
HighTower Advisors
Illinois
$9.43M +$642K +9,032 +7%
AIA
16
Arcadia Investment Advisors
Idaho
$9.29M +$573K +8,069 +7%
DWM
17
Dogwood Wealth Management
Kansas
$8.56M -$950K -13,271 -10%
VWA
18
Visionary Wealth Advisors
Illinois
$8.37M +$4.89M +68,816 +141%
PP
19
Prosperity Planning
Missouri
$7.89M +$1.33M +18,671 +20%
MML Investors Services
20
MML Investors Services
Massachusetts
$5.9M +$209K +2,935 +4%
HP
21
Haven Private
Florida
$5.85M -$5.83M -82,030 -50%
SWA
22
ShankerValleau Wealth Advisors
Illinois
$5.81M +$5.81M +81,735 New
CAM
23
Cresset Asset Management
Illinois
$5.1M +$3.9M +54,947 +325%
AWM
24
AE Wealth Management
Kansas
$4.41M +$2.11M +29,665 +91%
HA
25
Herold Advisors
New York
$4.11M +$548K +7,716 +15%