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Avantis US Small Cap Equity ETF

147 hedge funds and large institutions have $2.1B invested in Avantis US Small Cap Equity ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
147
Holders Change
+13
Holders Change %
+9.7%
% of All Funds
1.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
28
Increased
72
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$709M 13,738,987 +1,111,778 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$649M 12,591,513 +1,116,642 +10%
MIAS
3
Mason Investment Advisory Services
Virginia
$181M 3,515,423 +96,503 +3%
WMN
4
Wealth Management Nebraska
Nebraska
$75.5M 827,779 +138,856 +20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$54.5M 1,056,415 +91,517 +9%
Creative Planning
6
Creative Planning
Kansas
$31.8M 617,070 +450,876 +271%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$28.9M 560,988 +5,508 +1%
PP
8
PrairieView Partners
Minnesota
$24.1M 468,157 +77,722 +20%
AWM
9
AE Wealth Management
Kansas
$24M 466,122 +90,738 +24%
LPL Financial
10
LPL Financial
California
$23.7M 458,814 +36,611 +9%
SW
11
Simplicity Wealth
New Jersey
$21.7M 421,028 +222,301 +112%
American Century Companies
12
American Century Companies
Missouri
$18M 349,401 +25,429 +8%
BFG
13
Berger Financial Group
Minnesota
$13.8M 268,275 +10,302 +4%
WPA
14
West Paces Advisors
Georgia
$13.5M 262,159 +33,796 +15%
FWP
15
FAS Wealth Partners
Kansas
$12.9M 250,786 +7,070 +3%
WAG
16
Wheelhouse Advisory Group
Missouri
$12.7M 139,517 +12,096 +9%
Corient Private Wealth
17
Corient Private Wealth
Florida
$12.3M 197,604 -45,342 -19%
FIM
18
Freedom Investment Management
Connecticut
$10M 194,578 +29,213 +18%
PAS
19
Park Avenue Securities
New York
$10M 194,290 +194,290 New
FIA
20
Foundations Investment Advisors
Arizona
$9.38M 181,846 +10,691 +6%
AUB
21
Atlantic Union Bankshares
Virginia
$9.13M 177,086 -407,599 -70%
OIA
22
OneDigital Investment Advisors
Kansas
$9.11M 176,665 -15,602 -8%
Morgan Stanley
23
Morgan Stanley
New York
$7.98M 154,814 -360,531 -70%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$6.35M 123,199 +22,347 +22%
LA
25
LexAurum Advisors
Kansas
$6.3M 122,148 +92,789 +316%