AVLV icon

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
ICMP
76
Integrated Capital Management (Pennsylvania)
Pennsylvania
$19.9M
UWPG
77
Ullmann Wealth Partners Group
Florida
$19.5M
OA
78
Oceanside Advisors
South Carolina
$19.5M
CCA
79
Clearwater Capital Advisors
Illinois
$19.3M
FNBSF
80
First National Bank Sioux Falls
South Dakota
$19M
PLFA
81
Pacific Life Fund Advisors
California
$18.7M
MWM
82
Meritas Wealth Management
California
$18.6M
KFP
83
Keener Financial Planning
Texas
$18.6M
RFG
84
REAP Financial Group
Texas
$18.5M
HWMC
85
Heritage Wealth Management (California)
California
$18.2M
FDDB
86
Fidelity D&D Bancorp
Pennsylvania
$17.9M
KIM
87
Kestra Investment Management
Texas
$17.7M
SRB
88
Shotwell Rutter Baer
Michigan
$17.5M
ATC
89
Advantage Trust Company
Kansas
$17.1M
PFA
90
Providence Financial Advisors
Kansas
$17M
MML Investors Services
91
MML Investors Services
Massachusetts
$16.6M
BPA
92
Beacon Pointe Advisors
California
$16M
AF
93
Apollon Financial
South Carolina
$15.8M
BW
94
BostonPremier Wealth
Massachusetts
$15.8M
GFA
95
Gallagher Fiduciary Advisors
Illinois
$15.7M
AI
96
Atria Investments
North Carolina
$15.6M
PWM
97
Perigon Wealth Management
California
$15.3M
Corient Private Wealth
98
Corient Private Wealth
Florida
$15.2M
PHWM
99
Pine Harbor Wealth Management
Maryland
$15.1M
VWA
100
Valued Wealth Advisors
Utah
$15.1M