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Avantis US Large Cap Equity ETF

89 hedge funds and large institutions have $1.02B invested in Avantis US Large Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

178% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 18

13% more capital invested

Capital invested by funds: $904M → $1.02B (+$116M)

10% more funds holding

Funds holding: 8189 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

1.67% less ownership

Funds ownership: 104.44%102.77% (-1.7%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.1%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
14
Increased
50
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORL
1
Oak Root LLC
California
$182M -$6.87M -85,700 -4%
HBT
2
Hills Bank & Trust
Iowa
$92.2M +$94.1M +1,174,298 +8,110%
PLFA
3
Pacific Life Fund Advisors
California
$62.1M -$2.63M -32,879 -4%
BHWM
4
Beaird Harris Wealth Management
Texas
$57.8M +$6.68M +83,429 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$48.8M +$4.29M +53,537 +9%
CPWM
6
Cypress Point Wealth Management
Texas
$38.6M +$3.17M +39,589 +9%
RW
7
Ridgeline Wealth
Arizona
$34.9M +$435K +5,435 +1%
LPL Financial
8
LPL Financial
California
$34.6M +$2.28M +28,410 +7%
GC
9
Grimes & Company
Massachusetts
$34.4M +$4.26M +53,116 +14%
PAS
10
Park Avenue Securities
New York
$33M +$3.51M +43,778 +11%
SW
11
Simplicity Wealth
New Jersey
$28.8M -$213K -2,654 -0.7%
JP Morgan Chase
12
JP Morgan Chase
New York
$27.3M +$1.37M +17,078 +5%
WDL
13
Well Done LLC
Michigan
$26.3M +$3.36M +41,957 +14%
AF
14
Allworth Financial
California
$19.6M +$6.35M +79,280 +46%
NA
15
Networth Advisors
Pennsylvania
$18.8M +$280K +3,491 +1%
OIA
16
OneDigital Investment Advisors
Kansas
$17.5M +$32.4K +404 +0.2%
FWP
17
FAS Wealth Partners
Kansas
$17.4M +$411K +5,134 +2%
GSIS
18
Global Strategic Investment Solutions
Arizona
$17M -$970K -12,105 -5%
BFG
19
Buttonwood Financial Group
Missouri
$13.7M -$13.7M -170,519 -49%
AWM
20
AE Wealth Management
Kansas
$11.7M +$842K +10,513 +8%
PP
21
Prosperity Planning
Missouri
$11.1M +$1.04M +12,927 +10%
SB
22
Strategic Blueprint
Georgia
$11M +$110K +1,378 +1%
AIA
23
Arcadia Investment Advisors
Idaho
$11M +$92.1K +1,150 +0.8%
CAM
24
Cresset Asset Management
Illinois
$10.9M +$2.13M +26,575 +23%
HighTower Advisors
25
HighTower Advisors
Illinois
$10.5M +$66K +824 +0.6%