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Avantis US Mid Cap Value ETF

77 hedge funds and large institutions have $433M invested in Avantis US Mid Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
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
EK
1
Evensky & Katz
Florida
$54.7M
EW
2
Enzi Wealth
Texas
$50.2M
MFT
3
Moisand Fitzgerald Tamayo
Florida
$33M
American Century Companies
4
American Century Companies
Missouri
$32.6M
EA
5
Eclectic Associates
California
$30.2M
TAWM
6
Three Arch Wealth Management
California
$28.4M
FWP
7
Falcon Wealth Planning
California
$23.6M
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$17.1M
FIC
9
Family Investment Center
Missouri
$11.9M
FMN
10
Financial Management Network
California
$11.2M
PP
11
Prosperity Planning
Missouri
$10.8M
WFA
12
WMG Financial Advisors
Tennessee
$10.3M
CB
13
Commerce Bank
Missouri
$9.17M
IWM
14
IHT Wealth Management
Illinois
$8.84M
LPL Financial
15
LPL Financial
California
$8.82M
BDWCC
16
B&D White Capital Company
Texas
$8.2M
RWM
17
Rialto Wealth Management
New York
$7.32M
QWM
18
Quadcap Wealth Management
Texas
$7.32M
TFG
19
Team Financial Group
California
$6.79M
HBFP
20
Henderson Brothers Financial Partners
Pennsylvania
$6.63M
MWM
21
Maridea Wealth Management
New York
$6.02M
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$5.32M
Corient Private Wealth
23
Corient Private Wealth
Florida
$4.56M
FFA
24
Farther Finance Advisors
California
$4.09M
TSWM
25
Triangle Securities Wealth Management
North Carolina
$3.51M