AVUS icon

Avantis US Equity ETF

546 hedge funds and large institutions have $9.29B invested in Avantis US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 251 increasing their positions, 141 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sax Wealth Advisors
New Jersey
$13.6M
Stifel Financial
127
Stifel Financial
Missouri
$13.5M
MPCL
128
My Personal CFO LLC
Washington
$13M
FOR
129
Family Office Research
Maryland
$12.5M
MPW
130
Magnolia Private Wealth
Pennsylvania
$12.3M
MWP
131
Meredith Wealth Planning
Illinois
$12.2M
CCA
132
Clarity Capital Advisors
Florida
$12.2M
WAG
133
Wilkerson Advisory Group
Missouri
$11.8M
HWM
134
Heirloom Wealth Management
Colorado
$11.6M
BOC
135
Bull Oak Capital
California
$11.4M
CWM
136
Cornerstone Wealth Management
Missouri
$11.4M
WUW
137
Wheels Up Wealth
California
$11.3M
GWL
138
Generations Wealth LLC
Ohio
$11.1M
MW
139
Marrick Wealth
California
$10.7M
WPC
140
Wedmont Private Capital
Pennsylvania
$10.6M
AC
141
Annandale Capital
Texas
$10.5M
HIP
142
HUB Investment Partners
Texas
$10.3M
QCM
143
Quantinno Capital Management
New York
$10.2M
FS
144
Financial Symmetry
North Carolina
$10.1M
SFP
145
Strategic Financial Planning
Texas
$9.7M
PWM
146
Parkshore Wealth Management
California
$9.48M
HA
147
Herold Advisors
New York
$9.37M
LWM
148
Lakeridge Wealth Management
Ohio
$9.21M
LWA
149
Lantern Wealth Advisors
New York
$9.19M
AW
150
Atlas Wealth
Ohio
$9.16M