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

$77.09 -0.24 (-0.31%)
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC)

Current
Institutional Ownership
Percentage
0.13%
Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$112.69M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$12.06M
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AVMC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Asset Management Inc.50,481$4.05M0.0%+4.4%0.801%
9/9/2026 Tarbox Family Office Inc.240,067$19.27M2.8%+49.4%4.069%
8/27/2026 Corient Private Wealth LP89,404$7.18M0.0%N/A1.515%
8/23/2026 Ameritas Advisory Services LLC8,989$721K0.0%N/A0.152%
8/23/2026 Endeavor Private Wealth Inc.25,743$2.07M0.5%+1.3%0.436%
8/23/2026 HB Wealth Management LLC32,728$2.63M0.0%-4.0%0.555%
8/21/2026 Bedel Financial Consulting Inc.3,909$314K0.0%N/A0.066%
7/10/2026 Canvas Wealth Advisors LLC15,585$1.25M0.2%+98.8%0.283%
7/10/2026 Mendota Financial Group LLC88,914$7.14M4.4%+29.8%1.617%
7/7/2026 Quad Cities Investment Group LLC28,370$2.28M0.8%+15.6%0.516%
7/7/2026 CGN Advisors LLC180,847$14.51M1.1%+9.3%3.288%
5/19/2026McIlrath & Eck LLC763,230$55.14M4.1%+2.5%16.592%
5/18/2026 Envision Financial Planning LLC141,457$10.22M3.7%+2.6%3.075%
5/14/2026 B&D White Capital Company LLC8,588$620K0.1%+39.2%0.187%
5/4/2026 Bleakley Financial Group LLC23,100$1.67M0.0%N/A0.502%
5/4/2026 Chicago Partners Investment Group LLC67,642$5.22M0.1%+7.0%1.470%
5/4/2026 Team Financial Group LLC4,398$318K0.1%+249.9%0.096%
4/30/2026 Mosaic Family Wealth Partners LLC3,715$268K0.0%+11.4%0.081%
4/30/2026 Kestra Advisory Services LLC52,161$3.77M0.0%+1.9%1.134%
4/30/2026 CFS Investment Advisory Services LLC37,740$2.91M0.2%+100.4%0.820%
4/29/2026 Canvas Wealth Advisors LLC7,839$566K0.1%N/A0.170%
4/28/2026 Berger Financial Group Inc244,192$17.64M1.0%+6.1%5.309%
4/27/2026 HB Wealth Management LLC34,076$2.46M0.0%-2.6%0.741%
4/23/2026 WMG Financial Advisors LLC16,300$1.18M0.5%-15.5%0.354%
4/23/2026 Networth Advisors LLC178,285$12.88M9.1%+3.5%3.876%
4/21/2026 Madrid Wealth Management LLC14,455$1.04M0.8%-21.4%0.329%
4/21/2026 Balance Wealth LLC19,509$1.41M0.4%N/A0.443%
4/17/2026 Wealth Management Partners LLC217,157$15.69M4.5%+7.2%4.935%
2/18/2026 Mercer Global Advisors Inc. ADV11,582$818K0.0%-6.8%0.305%
2/18/2026Skyview Financial Group LLC4,332$306K0.3%N/A0.114%
2/17/2026 Envision Financial Planning LLC137,933$9.74M3.7%+4.3%3.630%
2/17/2026 Equitable Holdings Inc.4,385$310K0.0%N/A0.115%
2/16/2026 B&D White Capital Company LLC6,169$436K0.1%N/A0.162%
2/13/2026 Jacobi Capital Management LLC12,649$893K0.1%-2.6%0.333%
2/13/2026 Kestra Advisory Services LLC51,187$3.62M0.0%+1.4%1.347%
2/13/2026 Mosaic Family Wealth Partners LLC3,334$236K0.0%N/A0.088%
2/13/2026 Summit Financial LLC23,676$1.67M0.0%+12.5%0.623%
2/12/2026FineMark National Bank & Trust7,646$540K0.0%N/A0.201%
2/12/2026 Commonwealth Equity Services LLC8,418$595K0.0%+5.2%0.222%
2/11/2026 Eldridge Investment Advisors Inc.6,929$489K0.1%+7.4%0.182%
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2/11/2026 Endeavor Private Wealth Inc.20,487$1.45M0.4%+7.8%0.539%
2/10/2026 CFS Investment Advisory Services LLC18,835$1.33M0.1%+68.6%0.496%
2/6/2026 Lloyd Advisory Services LLC.5,732$405K0.2%N/A0.151%
2/6/2026 Gradient Capital Advisors LLC20,107$1.42M0.4%+30.4%0.529%
2/6/2026 Kingdom Financial Group LLC.872$62K0.0%N/A0.023%
2/6/2026 HighTower Advisors LLC41,086$2.90M0.0%N/A1.081%
2/5/2026 Plancorp LLC14,671$1.04M0.0%+3.5%0.386%
2/3/2026McIlrath & Eck LLC744,556$52.60M4.9%+4.7%19.594%
2/2/2026 HTG Investment Advisors Inc.7,437$525K0.2%+108.4%0.196%
2/2/2026 Madrid Wealth Management LLC18,383$1.30M1.1%N/A0.484%
1/28/2026 Chicago Partners Investment Group LLC63,223$4.67M0.1%+2.3%1.664%
1/28/2026 HB Wealth Management LLC34,973$2.47M0.0%-1.8%0.920%
1/28/2026 WMG Financial Advisors LLC19,300$1.36M0.6%-3.7%0.508%
1/27/2026 Berger Financial Group Inc230,239$16.26M0.9%+4.2%6.059%
1/26/2026 AE Wealth Management LLC99,881$7.06M0.0%+35.4%2.628%
1/23/2026 Farther Finance Advisors LLC9,002$636K0.0%+4.3%0.237%
1/22/2026 Networth Advisors LLC172,188$12.16M9.0%N/A4.531%
1/21/2026 SRH Advisors LLC6,896$487K0.1%N/A0.181%
1/21/2026 Elwood & Goetz Wealth Advisory Group LLC394,017$27.83M4.9%+14.1%10.369%
1/20/2026 Mendota Financial Group LLC63,948$4.52M3.3%+39.3%1.728%
1/15/2026 GEN Financial Management INC.10,108$714K0.4%N/A0.273%
1/14/2026 Tiller Private Wealth Inc.101,374$7.16M2.5%N/A2.816%
1/14/2026 Quad Cities Investment Group LLC18,856$1.33M0.5%+40.5%0.524%
1/13/2026 Team Financial Group LLC1,257$89K0.0%+89.3%0.035%
1/12/2026 Wealth Management Partners LLC202,578$14.31M4.1%+1,925.2%5.627%
1/5/2026 CGN Advisors LLC167,793$11.85M0.9%-4.3%4.661%
11/17/2025 Mercer Global Advisors Inc. ADV12,430$865K0.0%-68.1%0.377%
11/17/2025 Citadel Advisors LLC3,687$257K0.0%-65.6%0.112%
11/12/2025Palo Alto Wealth Advisors LLC68,650$4.79M2.8%+29.1%2.080%
11/12/2025Accredited Wealth Management LLC1,432$100K0.1%+945.3%0.043%
11/7/2025 HTG Investment Advisors Inc.3,568$248K0.1%N/A0.108%
11/6/2025 LexAurum Advisors LLC40,091$2.79M0.4%+351.6%1.215%
11/5/2025 Envestnet Asset Management Inc.12,600$877K0.0%+8.2%0.382%
11/3/2025 AE Wealth Management LLC73,785$5.13M0.0%+37.4%2.236%
10/31/2025 CFS Investment Advisory Services LLC11,173$781K0.1%+234.4%0.339%
10/30/2025 Chicago Partners Investment Group LLC61,831$4.30M0.1%+5.2%1.874%
10/28/2025 Elwood & Goetz Wealth Advisory Group LLC345,444$24.04M4.6%+929.7%10.468%
10/27/2025 Gradient Capital Advisors LLC15,423$1.07M0.3%+29.5%0.467%
10/23/2025 HB Wealth Management LLC35,620$2.48M0.0%-77.0%1.079%
10/22/2025McIlrath & Eck LLC711,152$49.48M5.1%+3.7%21.550%
10/22/2025 Endeavor Private Wealth Inc.19,012$1.32M0.4%+7.9%0.576%
10/21/2025 Wealth Management Partners LLC10,003$696K0.2%+214.0%0.303%
10/16/2025 Quad Cities Investment Group LLC13,425$934K0.4%+27.1%0.407%
10/14/2025 Farther Finance Advisors LLC8,627$600K0.0%-4.4%0.288%
10/14/2025 Berger Financial Group Inc220,886$15.37M0.9%+0.8%7.363%
10/14/2025 Mendota Financial Group LLC45,896$3.19M2.4%+24.5%1.530%
10/9/2025 CGN Advisors LLC175,244$12.19M1.0%+3.1%5.841%
10/7/2025 Team Financial Group LLC664$46K0.0%N/A0.022%
9/4/2025 Osaic Holdings Inc.3,073$203K0.0%+232.9%0.111%
8/15/2025 MML Investors Services LLC11,645$771K0.0%+62.7%0.422%
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8/15/2025McIlrath & Eck LLC685,911$45.40M5.2%+4.4%24.852%
8/15/2025 Envision Financial Planning LLC124,051$8.21M3.8%-6.8%4.495%
8/14/2025 Balance Wealth LLC32,543$2.15M1.3%N/A1.179%
8/12/2025 American Century Companies Inc.118,620$7.85M0.0%+7.4%4.298%
8/6/2025 AE Wealth Management LLC53,688$3.55M0.0%+104.4%1.959%
8/1/2025 Envestnet Asset Management Inc.11,645$771K0.0%+62.7%0.425%
7/29/2025 Chicago Partners Investment Group LLC58,783$4.02M0.1%+14.2%2.145%
7/28/2025 Arlington Financial Advisors LLC3,035$201K0.0%-84.5%0.111%
7/24/2025 Endeavor Private Wealth Inc.17,615$1.17M0.6%+38.1%0.643%
7/22/2025 Berger Financial Group Inc219,107$14.50M0.9%+3.6%7.997%


AVMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 64 institutional investors and hedge funds held shares of Avantis U.S. Mid Cap Equity ETF. The most heavily invested institutionals were McIlrath & Eck LLC ($55.14M), Elwood & Goetz Wealth Advisory Group LLC ($27.83M), Tarbox Family Office Inc. ($19.27M), Berger Financial Group Inc ($17.64M), Wealth Management Partners LLC ($15.69M), CGN Advisors LLC ($14.51M), and Networth Advisors LLC ($12.88M).Learn more on Avantis U.S. Mid Cap Equity ETF's institutional investors.

0.13% of Avantis U.S. Mid Cap Equity ETF's stock is owned by institutional investors. Learn more on AVMC's institutional investor holdings.

Of the 61 institutional investors that purchased Avantis U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Elwood & Goetz Wealth Advisory Group LLC ($394.02K), HB Wealth Management LLC ($284.82K), McIlrath & Eck LLC ($218.40K), Wealth Management Partners LLC ($217.16K), Networth Advisors LLC ($178.29K), Envision Financial Planning LLC ($142.27K), and Proathlete Wealth Management LLC ($140.93K).

Institutional investors have bought a total of 1,567,430 shares in the last 24 months. This purchase volume represents approximately $112.69M in transactions.

The following institutional investors have sold Avantis U.S. Mid Cap Equity ETF stock in the last 24 months: HB Wealth Management LLC ($122.33K), Mercer Global Advisors Inc. ADV ($27.42K), CGN Advisors LLC ($7.45K), Citadel Advisors LLC ($7.04K), Madrid Wealth Management LLC ($3.93K), WMG Financial Advisors LLC ($3.75K), and Farther Finance Advisors LLC ($400.00).

Institutional investors have sold a total of 172,656 shares in the last 24 months. This volume of shares sold represents approximately $12.06M in transactions.


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Institutional ownership data for NYSEARCA:AVMC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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