AVMC · Avantis U.S. Mid Cap Equity ETF ETF
$80.19
-0.02 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $7,174,671
Total Shares: 89,404
Institutional Ownership Trend
11 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+80.0 pts
Top 5
100.0%
+52.2 pts
Top 10
100.0%
+32.6 pts
HHI
10,000
Highly concentrated+9,251
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
64
Unchanged
0
Holder count:
-63
Institutional value:
-97.4%
Shares held:
-97.7%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 89,404 | $7,174,671 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid McIlrath & Eck, LLC | 763,230 | $55,135,735 | |
| Small Elwood & Goetz Wealth Advisory Group, LLC | 419,573 | $30,309,953 | |
| Small Berger Financial Group, Inc | 244,192 | $17,640,430 | |
| Small Wealth Management Partners, LLC | 217,157 | $15,687,421 | |
| Micro Networth Advisors, LLC | 178,285 | $12,879,308 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVMC | $7,174,671 | 100.00% | 89,404 | — | New | Shares | 2026-08-27 | |||||||||||
| Mid McIlrath & Eck, LLC AVMC | $55,135,735 | 768.48% | 763,230 | — | Sold Out | Shares | 2026-05-19 | |||||||||||
| Small Elwood & Goetz Wealth Advisory Group, LLC AVMC | $30,309,953 | 422.46% | 419,573 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Small Berger Financial Group, Inc AVMC | $17,640,430 | 245.87% | 244,192 | — | Sold Out | Shares | 2026-04-28 | |||||||||||
| Small Wealth Management Partners, LLC AVMC | $15,687,421 | 218.65% | 217,157 | — | Sold Out | Shares | 2026-04-17 | |||||||||||
| Micro Networth Advisors, LLC AVMC | $12,879,308 | 179.51% | 178,285 | — | Sold Out | Shares | 2026-04-22 | |||||||||||
| Small CGN Advisors LLC AVMC | $11,952,902 | 166.60% | 165,461 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Micro Tarbox Family Office, Inc. Family Office AVMC | $11,606,150 | 161.77% | 160,661 | — | Sold Out | Shares | 2026-04-24 | |||||||||||
| Mega AMERICAN CENTURY COMPANIES INC AVMC | $11,525,892 | 160.65% | 159,550 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Envision Financial Planning, LLC AVMC | $10,218,853 | 142.43% | 141,457 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mega LPL Financial LLC AVMC | $8,821,226 | 122.95% | 122,110 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Large HighTower Advisors, LLC AVMC | $8,657,241 | 120.66% | 119,840 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Mid Independent Advisor Alliance AVMC | $8,369,364 | 116.65% | 115,855 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Large AE Wealth Management LLC AVMC | $8,169,621 | 113.87% | 113,090 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Small Tiller Private Wealth, Inc. AVMC | $7,623,703 | 106.26% | 105,533 | — | Sold Out | Shares | 2026-04-23 | |||||||||||
| Micro Mendota Financial Group, LLC AVMC | $4,948,801 | 68.98% | 68,505 | — | Sold Out | Shares | 2026-04-16 | |||||||||||
| Mid Chicago Partners Investment Group LLC AVMC | $4,886,458 | 68.11% | 67,642 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Large Kestra Advisory Services, LLC AVMC | $3,768,110 | 52.52% | 52,161 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC AVMC | $3,493,020 | 48.69% | 48,353 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Large &PARTNERS AVMC | $3,477,850 | 48.47% | 48,143 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small LexAurum Advisors, LLC AVMC | $3,137,527 | 43.73% | 43,432 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Small CFS Investment Advisory Services, LLC AVMC | $2,726,337 | 38.00% | 37,740 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Mid HB Wealth Management, LLC AVMC | $2,461,650 | 34.31% | 34,076 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Small ENDEAVOR PRIVATE WEALTH, INC. AVMC | $1,836,557 | 25.60% | 25,423 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mid Summit Financial, LLC AVMC | $1,833,378 | 25.55% | 25,379 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small Quad-Cities Investment Group, LLC AVMC | $1,772,552 | 24.71% | 24,537 | — | Sold Out | Shares | 2026-04-21 | |||||||||||
| Mid Bleakley Financial Group, LLC AVMC | $1,668,744 | 23.26% | 23,100 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Small Gradient Capital Advisors, LLC AVMC | $1,645,338 | 22.93% | 22,776 | — | Sold Out | Shares | 2026-04-16 | |||||||||||
| Micro Balance Wealth, LLC AVMC | $1,409,330 | 19.64% | 19,509 | — | Sold Out | Shares | 2026-04-20 | |||||||||||
| Large COMMERCE BANK Bank AVMC | $1,269,401 | 17.69% | 17,572 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Jacobi Capital Management LLC AVMC | $1,185,097 | 16.52% | 16,405 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Small Plancorp, LLC AVMC | $1,182,641 | 16.48% | 16,371 | — | Sold Out | Shares | 2026-04-14 | |||||||||||
| Micro WMG Financial Advisors, LLC AVMC | $1,177,512 | 16.41% | 16,300 | — | Sold Out | Shares | 2026-04-23 | |||||||||||
| Micro SRH ADVISORS, LLC AVMC | $1,085,189 | 15.13% | 15,022 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Mid Farther Finance Advisors, LLC AVMC | $1,077,387 | 15.02% | 14,914 | — | Sold Out | Shares | 2026-04-07 | |||||||||||
| Micro Madrid Wealth Management, LLC AVMC | $1,044,229 | 14.55% | 14,455 | — | Sold Out | Shares | 2026-04-22 | |||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV AVMC | $826,208 | 11.52% | 11,437 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Micro GEN Financial Management, INC. AVMC | $744,433 | 10.38% | 10,305 | — | Sold Out | Shares | 2026-04-16 | |||||||||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP AVMC | $737,209 | 10.28% | 10,205 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid IHT Wealth Management, LLC AVMC | $722,400 | 10.07% | 10,000 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Micro HTG Investment Advisors, Inc. AVMC | $709,469 | 9.89% | 9,821 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Large COMMONWEALTH EQUITY SERVICES, LLC AVMC | $639,107 | 8.91% | 8,847 | — | Sold Out | Shares | 2026-04-27 | |||||||||||
| Mega JANE STREET GROUP, LLC AVMC | $635,567 | 8.86% | 8,798 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small StrongBox Wealth, LLC AVMC | $626,682 | 8.73% | 8,675 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Small B&D White Capital Company, LLC AVMC | $620,397 | 8.65% | 8,588 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Small Canvas Wealth Advisors, LLC AVMC | $566,289 | 7.89% | 7,839 | — | Sold Out | Shares | 2026-04-28 | |||||||||||
| Micro Eldridge Investment Advisors, Inc. AVMC | $472,305 | 6.58% | 6,538 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Mid Equitable Holdings, Inc. AVMC | $445,070 | 6.20% | 6,161 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Team Financial Group, LLC AVMC | $317,711 | 4.43% | 4,398 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Micro Avondale Wealth Management AVMC | $271,188 | 3.78% | 3,754 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Small MOSAIC FAMILY WEALTH PARTNERS, LLC AVMC | $268,371 | 3.74% | 3,715 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Mega AQR CAPITAL MANAGEMENT LLC AVMC | $266,999 | 3.72% | 3,696 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Large OSAIC HOLDINGS, INC. AVMC | $221,415 | 3.09% | 3,065 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Merit Financial Group, LLC AVMC | $217,514 | 3.03% | 3,011 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Mid ATWOOD & PALMER INC AVMC | $125,914 | 1.75% | 1,743 | — | Sold Out | Shares | 2026-04-15 | |||||||||||
| Micro Trust Co Bank AVMC | $91,311 | 1.27% | 1,264 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Mega MORGAN STANLEY AVMC | $76,429 | 1.07% | 1,058 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Kingdom Financial Group LLC. AVMC | $63,137 | 0.88% | 874 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Micro Lloyd Advisory Services, LLC. AVMC | $63,137 | 0.88% | 874 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Mid IFP Advisors, Inc AVMC | $35,542 | 0.50% | 492 | — | Sold Out | Shares | 2026-04-13 | |||||||||||
| Micro IAG Wealth Partners, LLC AVMC | $27,956 | 0.39% | 387 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Small Rialto Wealth Management, LLC AVMC | $12,930 | 0.18% | 179 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Small MCF Advisors LLC AVMC | $11,630 | 0.16% | 161 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Mega JPMORGAN CHASE & CO AVMC | $5,490 | 0.08% | 76 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large ASSETMARK, INC AVMC | $4,478 | 0.06% | 62 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| No holders match your search. | ||||||||||||||||||