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Avantis US Equity ETF

509 hedge funds and large institutions have $44.5B invested in Avantis US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 166 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
509
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$201K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Clarity Capital Advisors
Florida
$12M
MPW
127
Magnolia Private Wealth
Pennsylvania
$11.7M
WAG
128
Wilkerson Advisory Group
Missouri
$11.5M
BOC
129
Bull Oak Capital
California
$11.5M
WUW
130
Wheels Up Wealth
California
$11.1M
GWL
131
Generations Wealth LLC
Ohio
$10.8M
MW
132
Marrick Wealth
California
$10.7M
AC
133
Annandale Capital
Texas
$10.6M
WPC
134
Wedmont Private Capital
Pennsylvania
$10.4M
MWP
135
Meredith Wealth Planning
Illinois
$10M
PWM
136
Parkshore Wealth Management
California
$9.67M
CWM
137
Cornerstone Wealth Management
Missouri
$9.61M
IWM
138
IHT Wealth Management
Illinois
$9.17M
LWA
139
Lantern Wealth Advisors
New York
$9.17M
AW
140
Atlas Wealth
Ohio
$9.12M
LI
141
LRI Investments
Florida
$9.04M
EWM
142
Echo Wealth Management
Minnesota
$9.01M
HWM
143
Heirloom Wealth Management
Colorado
$8.98M
HA
144
Herold Advisors
New York
$8.97M
NWM
145
Northwest Wealth Management
Iowa
$8.88M
SRC
146
Sage Rhino Capital
California
$8.82M
PWM
147
Perigon Wealth Management
California
$8.74M
KIM
148
Kestra Investment Management
Texas
$8.59M
FS
149
Financial Symmetry
North Carolina
$8.47M
LWM
150
Lakeridge Wealth Management
Ohio
$8.42M