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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
SRC
126
Sage Rhino Capital
California
$10.3M
MGW
127
MB Generational Wealth
Washington
$10.2M
FFG
128
Foundry Financial Group
New Hampshire
$10.1M
NFG
129
Nations Financial Group
Iowa
$9.94M
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$9.71M
Stifel Financial
131
Stifel Financial
Missouri
$9.53M
QWM
132
Quadcap Wealth Management
Texas
$9.53M
TFA
133
TrustWell Financial Advisors
Florida
$9.41M
Mariner
134
Mariner
Kansas
$9.25M
KFP
135
KMG Fiduciary Partners
Ohio
$9.12M
RW
136
Ridgeline Wealth
Arizona
$9.12M
Creative Planning
137
Creative Planning
Kansas
$8.95M
SWP
138
Summit Wealth Partners
Florida
$8.94M
AQR Capital Management
139
AQR Capital Management
Connecticut
$8.87M
BAG
140
Bridgewealth Advisory Group
California
$8.86M
PFPG
141
Pinnacle Financial Partners (Georgia)
Georgia
$8.81M
SOWAS
142
Silver Oak Wealth Advisors Services
California
$8.79M
AHC
143
Anderson Hoagland & Co
Missouri
$8.77M
SB
144
Strategic Blueprint
Georgia
$8.55M
CTWM
145
Cherry Tree Wealth Management
Minnesota
$8.55M
VF
146
Vestment Financial
Minnesota
$8.5M
KCPG
147
Kavar Capital Partners Group
Kansas
$8.45M
AFP
148
ATLas Financial Planning
Georgia
$8.38M
SFM
149
Signet Financial Management
New Jersey
$8.38M
IAA
150
Independent Advisor Alliance
North Carolina
$8.29M