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Avantis US Large Cap Value ETF

441 hedge funds and large institutions have $8.77B invested in Avantis US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 219 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
MWM
301
Mission Wealth Management
California
$635K
Baird Financial Group
302
Baird Financial Group
Wisconsin
$625K
SAI
303
Savvy Advisors Inc
New York
$623K
LCWP
304
Legacy Capital Wealth Partners
Arkansas
$616K
CAMG
305
CWA Asset Management Group
Florida
$581K
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$579K
DI
307
Disciplined Investments
Oklahoma
$568K
LFA
308
Level Financial Advisors
New York
$544K
TIA
309
Traphagen Investment Advisors
New Jersey
$527K
SWA
310
Stratos Wealth Advisors
Ohio
$522K
MCM
311
MAI Capital Management
Ohio
$507K
GPW
312
Gentry Private Wealth
Kansas
$505K
AFAS
313
Acorn Financial Advisory Services
Virginia
$503K
SDWIA
314
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$501K
ZF
315
Zhang Financial
Michigan
$493K
FAI
316
Fiduciary Advisors Inc
Missouri
$488K
WWM
317
Western Wealth Management
Colorado
$487K
Bank of New York Mellon
318
Bank of New York Mellon
New York
$483K
FSWA
319
Financial Synergies Wealth Advisors
Texas
$473K
NFA
320
Northwest Financial Advisors
Virginia
$473K
MAM
321
Mainsail Asset Management
Alabama
$461K
MGIA
322
Moneta Group Investment Advisors
Missouri
$454K
FPI
323
Financial Plan Inc
Washington
$451K
RPCA
324
Running Point Capital Advisors
California
$449K
APW
325
Austin Private Wealth
Texas
$445K