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Avantis US Large Cap Value ETF

478 hedge funds and large institutions have $9.44B invested in Avantis US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
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
GWMR
301
GC Wealth Management RIA
Massachusetts
$1.09M
TP
302
Tranquility Partners
Tennessee
$1.05M
SAI
303
Savvy Advisors Inc
New York
$1.05M
MHS
304
M Holdings Securities
Oregon
$1.03M
KLI
305
Kelman-Lazarov Inc
Tennessee
$1.03M
OWA
306
ORBA Wealth Advisors
Illinois
$1M
MWM
307
Maimon Wealth Management
Israel
$1,000K
WA
308
Wealth Architects
California
$989K
LWM
309
Lifetime Wealth Management
Texas
$982K
EWM
310
Evolution Wealth Management
Florida
$979K
PWP
311
Parkwoods Wealth Partners
New York
$907K
TC
312
Towle & Co
Colorado
$852K
AFP
313
Ausdal Financial Partners
Iowa
$812K
RFC
314
Regions Financial Corp
Alabama
$792K
AI
315
Accredited Investors
Minnesota
$781K
CCA
316
Clarity Capital Advisors
Florida
$780K
DT
317
Diversified Trust
Tennessee
$769K
BWS
318
BFI Wealth Solutions
Texas
$744K
MFWP
319
Mosaic Family Wealth Partners
Missouri
$744K
PTC
320
Private Trust Company
Ohio
$724K
DPI
321
Diversified Portfolios Inc
Michigan
$723K
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$696K
BTI
323
Blue Trust Inc
Georgia
$691K
PS
324
Principal Securities
Iowa
$680K
RWM
325
Riverchase Wealth Management
Texas
$680K