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Avantis US Large Cap Value ETF

436 hedge funds and large institutions have $8.63B invested in Avantis US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 219 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
301
CWA Asset Management Group
Florida
$581K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$579K
DI
303
Disciplined Investments
Oklahoma
$568K
LFA
304
Level Financial Advisors
New York
$544K
TIA
305
Traphagen Investment Advisors
New Jersey
$527K
SWA
306
Stratos Wealth Advisors
Ohio
$522K
MCM
307
MAI Capital Management
Ohio
$507K
GPW
308
Gentry Private Wealth
Kansas
$505K
AFAS
309
Acorn Financial Advisory Services
Virginia
$503K
SDWIA
310
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$501K
ZF
311
Zhang Financial
Michigan
$493K
FAI
312
Fiduciary Advisors Inc
Missouri
$488K
WWM
313
Western Wealth Management
Colorado
$487K
Bank of New York Mellon
314
Bank of New York Mellon
New York
$483K
FSWA
315
Financial Synergies Wealth Advisors
Texas
$473K
NFA
316
Northwest Financial Advisors
Virginia
$473K
MAM
317
Mainsail Asset Management
Alabama
$461K
MGIA
318
Moneta Group Investment Advisors
Missouri
$454K
FPI
319
Financial Plan Inc
Washington
$451K
RPCA
320
Running Point Capital Advisors
California
$449K
APW
321
Austin Private Wealth
Texas
$445K
SWA
322
Sax Wealth Advisors
New Jersey
$444K
MQWP
323
Morey & Quinn Wealth Partners
Nebraska
$443K
MPW
324
Magnolia Private Wealth
Pennsylvania
$439K
APP
325
Avantax Planning Partners
Iowa
$428K