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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
ORL
1
Oak Root LLC
California
$192M -$18.3M -235,818 -9%
PLFA
2
Pacific Life Fund Advisors
California
$65.5M -$3.07M -39,577 -5%
BHWM
3
Beaird Harris Wealth Management
Texas
$52M +$4.74M +61,102 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45.3M +$3.46M +44,624 +8%
CPWM
5
Cypress Point Wealth Management
Texas
$36M +$3.03M +39,065 +9%
RW
6
Ridgeline Wealth
Arizona
$34.9M +$1.27M +16,422 +4%
LPL Financial
7
LPL Financial
California
$32.9M +$6.57M +84,619 +25%
GC
8
Grimes & Company
Massachusetts
$30.7M +$4.95M +63,790 +20%
PAS
9
Park Avenue Securities
New York
$30M +$2.54M +32,783 +9%
SW
10
Simplicity Wealth
New Jersey
$29.4M +$1.39M +17,867 +5%
BFG
11
Buttonwood Financial Group
Missouri
$28M -$6.86M -88,446 -20%
JP Morgan Chase
12
JP Morgan Chase
New York
$27.1M +$1.81M +23,341 +7%
WDL
13
Well Done LLC
Michigan
$23.4M +$23.1M +297,469 New
NA
14
Networth Advisors
Pennsylvania
$18.8M +$18.6M +239,172 New
GSIS
15
Global Strategic Investment Solutions
Arizona
$18.2M +$581K +7,482 +3%
OIA
16
OneDigital Investment Advisors
Kansas
$17.7M -$834K -10,755 -5%
FWP
17
FAS Wealth Partners
Kansas
$17.2M +$357K +4,595 +2%
AF
18
Allworth Financial
California
$13.7M +$10.4M +134,553 +344%
AIA
19
Arcadia Investment Advisors
Idaho
$11.1M +$613K +7,897 +6%
SB
20
Strategic Blueprint
Georgia
$11.1M +$10.9M +140,922 New
AWM
21
AE Wealth Management
Kansas
$11M +$3.88M +50,012 +56%
HighTower Advisors
22
HighTower Advisors
Illinois
$10.6M -$931 -12 -0%
WRCM
23
Western Reserve Capital Management
Ohio
$10.5M +$10.3M +133,190 New
PP
24
Prosperity Planning
Missouri
$10.3M +$555K +7,157 +6%
VWA
25
Visionary Wealth Advisors
Illinois
$9.98M +$212K +2,733 +2%