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Avantis US Large Cap Value ETF

436 hedge funds and large institutions have $8.63B invested in Avantis US Large Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 219 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
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
CAC
101
Certified Advisory Corp
Florida
$13M
PWM
102
Perigon Wealth Management
California
$12.9M
Corient Private Wealth
103
Corient Private Wealth
Florida
$12.8M
Pathstone Holdings
104
Pathstone Holdings
New Jersey
$12.4M
M1FG
105
Mach-1 Financial Group
Arkansas
$11.6M
BWMG
106
Bannerman Wealth Management Group
Texas
$11.4M
KCA
107
Kilner Capital Advisors
Maryland
$11.4M
HighTower Advisors
108
HighTower Advisors
Illinois
$11.1M
KSWWM
109
Keyes Stange & Wooten Wealth Management
Florida
$10.6M
FF
110
Financial Futures
New Jersey
$10.5M
SWM
111
Sentinel Wealth Management
Virginia
$10.3M
SRC
112
Sage Rhino Capital
California
$10.2M
FFG
113
Foundry Financial Group
New Hampshire
$10.1M
WWA
114
WCG Wealth Advisors
Nevada
$9.9M
TP
115
Trailhead Planners
Minnesota
$9.72M
SFM
116
Signet Financial Management
New Jersey
$9.64M
MGW
117
MB Generational Wealth
Washington
$9.63M
MWM
118
Modern Wealth Management
Kansas
$9.59M
KFP
119
KMG Fiduciary Partners
Ohio
$9.39M
SI
120
Stephens Inc
Arkansas
$9.34M
EWM
121
Echo Wealth Management
Minnesota
$9.27M
FMN
122
Financial Management Network
California
$9.03M
FFO
123
Fortitude Family Office
Arizona
$9M
NFG
124
Nations Financial Group
Iowa
$8.94M
FFWA
125
Forthright Family Wealth Advisory
Texas
$8.74M