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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$849M +$21.9M +378,725 +3%
MIAS
2
Mason Investment Advisory Services
Virginia
$212M +$5.58M +96,254 +3%
WMN
3
Wealth Management Nebraska
Nebraska
$103M +$6.09M +105,187 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$68.4M +$3.28M +56,697 +5%
CA
5
Cambridge Associates
Massachusetts
$54.2M +$4.93M +85,118 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$39.7M +$2.05M +35,415 +6%
EGWAG
7
Elwood & Goetz Wealth Advisory Group
Georgia
$37.4M +$2.56M +44,193 +7%
Creative Planning
8
Creative Planning
Kansas
$37.3M +$1.26M +21,767 +4%
AWM
9
AE Wealth Management
Kansas
$35.6M +$3.04M +52,433 +9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$29.7M +$12.8M +220,779 +109%
TAWM
11
Three Arch Wealth Management
California
$26.7M +$26.3M +453,813 New
LPL Financial
12
LPL Financial
California
$26.2M -$681K -11,760 -3%
American Century Companies
13
American Century Companies
Missouri
$24.3M +$2.2M +37,996 +10%
SC
14
Savant Capital
Illinois
$22M -$6.04M -104,242 -22%
RFS
15
Retirement Financial Solutions
Tennessee
$21.7M -$89.9K -1,551 -0.4%
CWP
16
Cornerstone Wealth Partners
Michigan
$16.6M +$16.3M +282,093 New
BFG
17
Berger Financial Group
Minnesota
$16.5M +$604K +10,422 +4%
WAG
18
Wheelhouse Advisory Group
Missouri
$16.5M +$597K +10,304 +7%
FWP
19
FAS Wealth Partners
Kansas
$16M +$1.12M +19,349 +8%
WPA
20
West Paces Advisors
Georgia
$15.4M +$100K +1,734 +0.7%
PAS
21
Park Avenue Securities
New York
$13.7M +$1.04M +18,021 +8%
SW
22
Simplicity Wealth
New Jersey
$12.9M +$621K +10,723 +5%
Morgan Stanley
23
Morgan Stanley
New York
$12.7M +$623K +10,745 +5%
KCA
24
Kilner Capital Advisors
Maryland
$11.6M +$11.4M +197,179 New
FIA
25
Foundations Investment Advisors
Arizona
$11.2M +$345K +5,956 +3%