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Avantis U.S. Mid Cap Equity ETF (AVMC) Institutional Ownership

$63.57 -0.18 (-0.28%)
As of 05/22/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$80.52M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$259.76K
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AVMC Institutional Buying and Selling by Quarter

Avantis U.S. Mid Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 McIlrath & Eck LLC656,907$40.72M5.0%+3.5%26.488%
5/14/2025 Envision Financial Planning LLC133,040$8.25M4.2%+41.1%5.365%
5/14/2025 Kestra Advisory Services LLC60,356$3.74M0.0%N/A2.434%
5/13/2025 American Century Companies Inc.110,436$6.85M0.0%+16.8%4.453%
5/12/2025 Berger Financial Group Inc211,586$13.11M0.9%+13.6%8.532%
5/9/2025 Chicago Partners Investment Group LLC51,473$3.18M0.1%+31.7%2.076%
5/8/2025 Endeavor Private Wealth Inc.12,754$790K0.4%+26.6%0.514%
5/7/2025 LPL Financial LLC78,519$4.87M0.0%+66.7%3.166%
5/7/2025 HB Wealth Management LLC284,819$17.65M0.1%N/A11.485%
5/6/2025 AE Wealth Management LLC26,266$1.63M0.0%+107.0%1.059%
5/6/2025 WMG Financial Advisors LLC20,050$1.24M0.5%+6.9%0.808%
5/5/2025 IFP Advisors Inc492$30K0.0%+52.8%0.020%
5/5/2025 Gradient Capital Advisors LLC8,594$533K0.2%+38.8%0.347%
5/1/2025 Park Square Financial Group LLC2,073$128K0.1%N/A0.081%
4/29/2025 Envestnet Asset Management Inc.7,159$444K0.0%N/A0.280%
4/22/2025 Mendota Financial Group LLC26,184$1.62M1.8%N/A1.023%
4/21/2025 Proathlete Wealth Management LLC147,669$9.16M3.3%+6.7%5.768%
4/14/2025 LexAurum Advisors LLC5,312$329K0.1%-8.5%0.208%
4/10/2025 CGN Advisors LLC147,061$9.12M0.9%+53.0%5.745%
4/9/2025 Arlington Financial Advisors LLC19,525$1.21M0.2%-1.4%0.787%
4/9/2025 Quad Cities Investment Group LLC4,081$253K0.1%N/A0.165%
2/18/2025 McIlrath & Eck LLC634,915$41.26M5.3%+7.0%66.137%
2/14/2025 Mercer Global Advisors Inc. ADV88,281$5.74M0.0%N/A9.196%
2/14/2025 Jane Street Group LLC4,982$324K0.0%N/A0.519%
2/14/2025 Berger Financial Group Inc186,174$12.10M0.8%+10.3%19.393%
2/13/2025 Envision Financial Planning LLC94,288$6.13M3.2%+1.2%9.822%
2/11/2025 LPL Financial LLC47,110$3.06M0.0%+26.5%4.907%
2/11/2025 American Century Companies Inc.94,566$6.15M0.0%+8.3%9.851%
2/6/2025 WMG Financial Advisors LLC18,750$1.22M0.5%+50.6%1.953%
1/29/2025 Gradient Capital Advisors LLC6,191$402K0.1%N/A0.645%
1/28/2025 Empowered Funds LLC1,243$81K0.0%N/A0.129%
1/28/2025 Arlington Financial Advisors LLC19,801$1.29M0.3%-3.3%2.063%
1/24/2025 Chicago Partners Investment Group LLC39,083$2.57M0.1%+13.6%4.071%
1/22/2025 Proathlete Wealth Management LLC138,367$8.99M3.4%+7.0%14.413%
1/17/2025 Endeavor Private Wealth Inc.10,075$655K0.6%N/A1.049%
1/15/2025 CGN Advisors LLC96,094$6.25M0.6%+2.9%10.010%
1/2/2025 Confluence Investment Management LLC3,654$237K0.0%N/A0.381%
11/19/2024 McIlrath & Eck LLC593,143$38.12M4.9%+8.9%61.786%
11/7/2024 Envision Financial Planning LLC93,174$5.99M3.2%N/A9.706%
11/6/2024 Paragon Advisors LLC6,171$397K0.1%-29.8%0.643%
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10/29/2024 Chicago Partners Investment Group LLC34,394$2.22M0.1%+39.7%3.583%
10/29/2024 Farther Finance Advisors LLC9,172$589K0.0%N/A0.955%
10/19/2024 Proathlete Wealth Management LLC129,369$8.31M3.4%+1,819.1%13.476%
10/18/2024Waypoint Capital Advisors LLC66,115$4.25M0.9%+253.6%6.887%
10/17/2024 LexAurum Advisors LLC5,891$379K0.1%+11.9%0.614%
8/10/2024 Plancorp LLC8,595$510K0.0%+15.4%0.895%
8/8/2024 American Century Companies Inc.77,190$4.58M0.0%+12.3%8.041%
7/26/2024 Proathlete Wealth Management LLC6,741$400K0.2%N/A0.702%
7/26/2024 My Personal CFO LLC5,528$328K0.2%N/A0.576%
7/25/2024Waypoint Capital Advisors LLC18,697$1.11M0.3%N/A1.948%
7/17/2024 Arlington Financial Advisors LLC19,433$1.15M0.3%+6.4%2.024%
7/10/2024 CGN Advisors LLC81,961$4.86M0.6%N/A8.538%
7/10/2024 Atwood & Palmer Inc.1,743$103K0.0%N/A0.182%
4/29/2024 Paragon Advisors LLC8,528$530K0.2%+77.2%3.046%
4/18/2024 Arlington Financial Advisors LLC18,267$1.14M0.2%N/A0.000%
4/10/2024 LexAurum Advisors LLC5,239$326K0.1%+18.2%0.000%
(Data available from 1/1/2016 forward)

AVMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVMC shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Avantis U.S. Mid Cap Equity ETF. The most heavily invested institutionals were McIlrath & Eck LLC ($40.72M), HB Wealth Management LLC ($17.65M), Berger Financial Group Inc ($13.11M), Proathlete Wealth Management LLC ($9.16M), CGN Advisors LLC ($9.12M), Envision Financial Planning LLC ($8.25M), and American Century Companies Inc. ($6.85M).Learn more on AVMC's institutional investors.

Which institutional investors have been buying Avantis U.S. Mid Cap Equity ETF stock?

Of the 31 institutional investors that purchased Avantis U.S. Mid Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HB Wealth Management LLC ($284.82K), Proathlete Wealth Management LLC ($147.67K), CGN Advisors LLC ($135.65K), Envision Financial Planning LLC ($133.04K), McIlrath & Eck LLC ($112.08K), Mercer Global Advisors Inc. ADV ($88.28K), and Waypoint Capital Advisors LLC ($66.12K).

How much institutional buying is happening at Avantis U.S. Mid Cap Equity ETF?

Institutional investors have bought a total of 1,304,726 shares in the last 24 months. This purchase volume represents approximately $81.94M in transactions.

Which Avantis U.S. Mid Cap Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Avantis U.S. Mid Cap Equity ETF stock in the last 24 months: Paragon Advisors LLC ($2.62K), Arlington Financial Advisors LLC ($951.00), and LexAurum Advisors LLC ($494.00).

How much institutional selling is happening at Avantis U.S. Mid Cap Equity ETF?

Institutional investors have sold a total of 4,062 shares in the last 24 months. This volume of shares sold represents approximately $259.76K in transactions.



This page (NYSEARCA:AVMC) was last updated on 5/23/2025 by MarketBeat.com Staff
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