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Avantis US Small Cap Equity ETF

204 hedge funds and large institutions have $1.99B invested in Avantis US Small Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

107% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 41

17% more funds holding

Funds holding: 174204 (+30)

12% more capital invested

Capital invested by funds: $1.77B → $1.99B (+$220M)

2.87% more ownership

Funds ownership: 90.34%93.21% (+2.9%)

Holders
204
Holders Change
+30
Holders Change %
+17.24%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.16%
New
41
Increased
85
Reduced
41
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
26
Prevail Innovative Wealth Advisors
Kansas
$11.1M +$7.96M +137,442 +269%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$586K +10,113 +6%
AUB
28
Atlantic Union Bankshares
Virginia
$10.4M -$112K -1,932 -1%
FIM
29
Freedom Investment Management
Connecticut
$9.77M -$521K -8,987 -5%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$8.77M +$7.34M +126,607 +559%
OIA
31
OneDigital Investment Advisors
Kansas
$8.4M -$403K -6,948 -5%
AWM
32
Aprio Wealth Management
Georgia
$7.62M +$7.51M +129,664 New
NWM
33
Northwest Wealth Management
Iowa
$7.48M +$646K +11,155 +10%
BHWM
34
Beaird Harris Wealth Management
Texas
$7.08M -$129K -2,219 -2%
SAI
35
Savvy Advisors Inc
New York
$6.68M +$194K +3,356 +3%
BDWCC
36
B&D White Capital Company
Texas
$5.95M +$5.87M +101,366 New
WFA
37
Websterrogers Financial Advisors
South Carolina
$5.57M -$324K -5,592 -6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$5.45M +$2.24M +38,700 +71%
LFA
39
Level Financial Advisors
New York
$5M +$674K +11,638 +16%
MML Investors Services
40
MML Investors Services
Massachusetts
$4.9M +$430K +7,424 +10%
PRRFG
41
Paul R. Ried Financial Group
Washington
$4.77M -$25.1K -433 -0.5%
SB
42
Strategic Blueprint
Georgia
$4.62M +$4.56M +78,721 New
CPIG
43
Chicago Partners Investment Group
Illinois
$4.16M -$60.7K -1,047 -2%
RW
44
Ridgeline Wealth
Arizona
$4.12M +$280K +4,827 +7%
DWM
45
Dogwood Wealth Management
Kansas
$3.96M -$111K -1,913 -3%
CPL
46
CAP Partners LLC
Tennessee
$3.74M +$26.3K +454 +0.7%
PCM
47
Passive Capital Management
Maryland
$3.67M
GSIS
48
Global Strategic Investment Solutions
Arizona
$3.59M -$14.8K -255 -0.4%
HP
49
Haven Private
Florida
$3.55M +$99.1K +1,710 +3%
NA
50
Networth Advisors
Pennsylvania
$3.41M +$3.36M +57,974 New