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Avantis US Large Cap Value ETF

479 hedge funds and large institutions have $9.45B invested in Avantis US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 238 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
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
IAA
151
Independent Advisor Alliance
North Carolina
$8.29M
NA
152
Networth Advisors
Pennsylvania
$8.12M
PWA
153
PCG Wealth Advisors
Kansas
$8.12M
MYIA
154
Mount Yale Investment Advisors
Colorado
$8.07M
EFP
155
EnRich Financial Partners
Wisconsin
$8.06M
YWM
156
Yardley Wealth Management
Pennsylvania
$7.7M
CA
157
Clune & Associates
Illinois
$7.51M
Jones Financial Companies
158
Jones Financial Companies
Missouri
$7.39M
CWP
159
Concord Wealth Partners
Virginia
$7.22M
SF
160
Strategent Financial
Virginia
$7.13M
EWM
161
Echo Wealth Management
Minnesota
$7.13M
PP
162
Prosperity Planning
Missouri
$7.06M
MWM
163
Modern Wealth Management
Kansas
$6.94M
AC
164
AlphaCore Capital
California
$6.93M
E
165
EntreWealth
Texas
$6.82M
WPIC
166
White Pine Investment Company
Michigan
$6.8M
CAMV
167
Concord Asset Management (Virginia)
Virginia
$6.67M
PPWP
168
Premier Path Wealth Partners
New Jersey
$6.63M
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$6.38M
LFG
170
Larson Financial Group
Missouri
$6.17M
BCA
171
Bay Colony Advisors
Massachusetts
$5.91M
SA
172
SRH Advisors
Kansas
$5.68M
MFG
173
Midwest Financial Group
Kansas
$5.62M
BH
174
Burk Holdings
Oklahoma
$5.5M
IAG
175
Investment Advisory Group
Massachusetts
$5.47M