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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
LCWP
326
Legacy Capital Wealth Partners
Arkansas
$656K
MWM
327
Mission Wealth Management
California
$638K
WWG
328
West Wealth Group
California
$635K
FAI
329
Fiduciary Advisors Inc
Missouri
$623K
CAMG
330
CWA Asset Management Group
Florida
$618K
BIG
331
Brooklyn Investment Group
New York
$617K
DI
332
Disciplined Investments
Oklahoma
$606K
LFA
333
Level Financial Advisors
New York
$567K
AWA
334
Arbor Wealth Advisors
Michigan
$566K
OIA
335
OneDigital Investment Advisors
Kansas
$562K
SWA
336
Stratos Wealth Advisors
Ohio
$550K
SDWIA
337
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$541K
SEA
338
Stegent Equity Advisors
Texas
$537K
AFAS
339
Acorn Financial Advisory Services
Virginia
$535K
ZF
340
Zhang Financial
Michigan
$525K
Bank of New York Mellon
341
Bank of New York Mellon
New York
$517K
NFA
342
Northwest Financial Advisors
Virginia
$511K
TIA
343
Traphagen Investment Advisors
New Jersey
$509K
FSWA
344
Financial Synergies Wealth Advisors
Texas
$505K
SWM
345
Spire Wealth Management
Virginia
$492K
MAM
346
Mainsail Asset Management
Alabama
$491K
QCM
347
QRG Capital Management
Illinois
$487K
OC
348
Oppenheimer & Co
New York
$486K
GPW
349
Gentry Private Wealth
Kansas
$485K
ALWM
350
Andrews Lucia Wealth Management
California
$478K