AVLV icon

Avantis US Large Cap Value ETF

438 hedge funds and large institutions have $8.76B invested in Avantis US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 219 increasing their positions, 109 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
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
SAI
301
Savvy Advisors Inc
New York
$623K
LCWP
302
Legacy Capital Wealth Partners
Arkansas
$616K
CAMG
303
CWA Asset Management Group
Florida
$581K
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$579K
DI
305
Disciplined Investments
Oklahoma
$568K
LFA
306
Level Financial Advisors
New York
$544K
TIA
307
Traphagen Investment Advisors
New Jersey
$527K
SWA
308
Stratos Wealth Advisors
Ohio
$522K
MCM
309
MAI Capital Management
Ohio
$507K
GPW
310
Gentry Private Wealth
Kansas
$505K
AFAS
311
Acorn Financial Advisory Services
Virginia
$503K
SDWIA
312
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$501K
ZF
313
Zhang Financial
Michigan
$493K
FAI
314
Fiduciary Advisors Inc
Missouri
$488K
WWM
315
Western Wealth Management
Colorado
$487K
Bank of New York Mellon
316
Bank of New York Mellon
New York
$483K
FSWA
317
Financial Synergies Wealth Advisors
Texas
$473K
NFA
318
Northwest Financial Advisors
Virginia
$473K
MAM
319
Mainsail Asset Management
Alabama
$461K
MGIA
320
Moneta Group Investment Advisors
Missouri
$454K
FPI
321
Financial Plan Inc
Washington
$451K
RPCA
322
Running Point Capital Advisors
California
$449K
APW
323
Austin Private Wealth
Texas
$445K
SWA
324
Sax Wealth Advisors
New Jersey
$444K
MQWP
325
Morey & Quinn Wealth Partners
Nebraska
$443K