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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
CWA
76
Centennial Wealth Advisory
Michigan
$1.47M +$12.6K +218 +0.9%
JTWM
77
Jackson Thornton Wealth Management
Alabama
$1.43M
AW
78
Atlas Wealth
Ohio
$1.39M +$128K +2,213 +10%
DFS
79
Dixon Fnancial Services
California
$1.31M
Wells Fargo
80
Wells Fargo
California
$1.2M +$45.7K +789 +4%
FF
81
Frankly Finances
Florida
$1.17M +$1.15M +19,860 New
RWM
82
Ruedi Wealth Management
Illinois
$1.16M
WRCM
83
Western Reserve Capital Management
Ohio
$1.15M +$1.13M +19,582 New
LG
84
LAM Group
Oregon
$1.14M +$532K +9,180 +90%
EAM
85
Evanson Asset Management
California
$1.04M +$14.6K +252 +1%
PWA
86
PCG Wealth Advisors
Kansas
$1.02M +$64.8K +1,118 +7%
FFA
87
Farther Finance Advisors
California
$992K -$14.4K -249 -1%
CA
88
Claris Advisors
Missouri
$974K
DI
89
Disciplined Investors
Texas
$966K +$42.9K +741 +5%
CFS
90
CRA Financial Services
New Jersey
$954K +$40.3K +695 +4%
TIM
91
Tortoise Investment Management
New York
$936K -$9.27K -160 -1%
CA
92
Clune & Associates
Illinois
$904K +$15.6K +269 +2%
CAL
93
Capital Analysts LLC
Pennsylvania
$851K +$31.9K +551 +4%
S
94
Sunpointe
Missouri
$845K
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$838K +$40K +691 +5%
ARA
96
Approach Retirement Advisors
Alabama
$837K +$826K +14,251 New
EFP
97
EnRich Financial Partners
Wisconsin
$836K +$44.6K +770 +6%
AR
98
Apeiron RIA
Texas
$835K -$178K -3,069 -19%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$811K +$480K +8,286 +150%
CW
100
Curio Wealth
Maryland
$785K