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Avantis US Large Cap Value ETF

481 hedge funds and large institutions have $9.51B invested in Avantis US Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 126 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
SFM
151
Signet Financial Management
New Jersey
$8.38M
IAA
152
Independent Advisor Alliance
North Carolina
$8.29M
NA
153
Networth Advisors
Pennsylvania
$8.12M
PWA
154
PCG Wealth Advisors
Kansas
$8.12M
MYIA
155
Mount Yale Investment Advisors
Colorado
$8.07M
EFP
156
EnRich Financial Partners
Wisconsin
$8.06M
YWM
157
Yardley Wealth Management
Pennsylvania
$7.7M
CA
158
Clune & Associates
Illinois
$7.51M
Jones Financial Companies
159
Jones Financial Companies
Missouri
$7.39M
CWP
160
Concord Wealth Partners
Virginia
$7.22M
SF
161
Strategent Financial
Virginia
$7.13M
EWM
162
Echo Wealth Management
Minnesota
$7.13M
PP
163
Prosperity Planning
Missouri
$7.06M
MWM
164
Modern Wealth Management
Kansas
$6.94M
AC
165
AlphaCore Capital
California
$6.93M
E
166
EntreWealth
Texas
$6.82M
WPIC
167
White Pine Investment Company
Michigan
$6.8M
CAMV
168
Concord Asset Management (Virginia)
Virginia
$6.67M
PPWP
169
Premier Path Wealth Partners
New Jersey
$6.63M
SAFS
170
S&A Financial Services
Kansas
$6.46M
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$6.38M
LFG
172
Larson Financial Group
Missouri
$6.17M
BCA
173
Bay Colony Advisors
Massachusetts
$5.91M
SA
174
SRH Advisors
Kansas
$5.68M
MFG
175
Midwest Financial Group
Kansas
$5.62M