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Avantis US Large Cap Value ETF

371 hedge funds and large institutions have $7.26B invested in Avantis US Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+15
Holders Change %
+4.21%
% of All Funds
4.97%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.8%
New
44
Increased
204
Reduced
92
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
101
MML Investors Services
Massachusetts
$9.86M +$1.67M +24,416 +20%
SRC
102
Sage Rhino Capital
California
$9.6M -$892K -13,081 -9%
BWMG
103
Bannerman Wealth Management Group
Texas
$9.55M +$465K +6,815 +5%
KSWWM
104
Keyes Stange & Wooten Wealth Management
Florida
$9.5M +$203K +2,973 +2%
ATC
105
Advantage Trust Company
Kansas
$9.45M +$299K +4,383 +3%
GWM
106
Greenwich Wealth Management
Connecticut
$9.17M +$678K +9,946 +8%
CAC
107
Certified Advisory Corp
Florida
$8.86M +$6.05M +88,649 +215%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$8.49M +$105K +1,539 +1%
FF
109
Financial Futures
New Jersey
$8.42M +$860K +12,615 +11%
FFG
110
Foundry Financial Group
New Hampshire
$8.33M +$202K +2,966 +2%
KPP
111
Kings Path Partners
Texas
$8.27M +$2.16M +31,702 +35%
KFP
112
KMG Fiduciary Partners
Ohio
$8.26M +$465K +6,819 +6%
SI
113
Stephens Inc
Arkansas
$8.25M +$851K +12,480 +12%
UWPG
114
Ullmann Wealth Partners Group
Florida
$8.22M +$7.03M +103,013 +587%
FMN
115
Financial Management Network
California
$8.14M -$175K -2,509 -2%
SWM
116
Sentinel Wealth Management
Virginia
$8.07M +$8.07M +118,316 New
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$7.95M +$863K +12,648 +12%
QWM
118
Quadcap Wealth Management
Texas
$7.85M +$1.09M +16,047 +16%
SCM
119
SOL Capital Management
Maryland
$7.8M +$286K +4,190 +4%
Osaic Holdings
120
Osaic Holdings
Arizona
$7.77M +$5.58M +83,557 +255%
PHWM
121
Pine Harbor Wealth Management
Maryland
$7.72M +$1.58M +23,220 +26%
SOWAS
122
Silver Oak Wealth Advisors Services
California
$7.24M -$1.13M -16,527 -13%
Creative Planning
123
Creative Planning
Kansas
$7M +$350K +5,137 +5%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$6.97M -$8.56M -125,558 -55%
YWM
125
Yardley Wealth Management
Pennsylvania
$6.93M +$245K +3,597 +4%