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

$79.80 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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)
46
Total
Institutional Inflows
(last 12 months)
$108.40M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$22.23M
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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
5/19/2026McIlrath & Eck LLC763,230$55.14M4.1%+2.5%16.592%
5/18/2026Envision Financial Planning LLC141,457$10.22M3.7%+2.6%3.075%
5/14/2026B&D White Capital Company LLC8,588$620K0.1%+39.2%0.187%
5/4/2026Bleakley Financial Group LLC23,100$1.67M0.0%N/A0.502%
5/4/2026Chicago Partners Investment Group LLC67,642$5.22M0.1%+7.0%1.470%
5/4/2026Team Financial Group LLC4,398$318K0.1%+249.9%0.096%
4/30/2026Mosaic Family Wealth Partners LLC3,715$268K0.0%+11.4%0.081%
4/30/2026Kestra Advisory Services LLC52,161$3.77M0.0%+1.9%1.134%
4/30/2026CFS Investment Advisory Services LLC37,740$2.91M0.2%+100.4%0.820%
4/29/2026Canvas Wealth Advisors LLC7,839$566K0.1%N/A0.170%
4/28/2026Berger Financial Group Inc244,192$17.64M1.0%+6.1%5.309%
4/27/2026HB Wealth Management LLC34,076$2.46M0.0%-2.6%0.741%
4/23/2026WMG Financial Advisors LLC16,300$1.18M0.5%-15.5%0.354%
4/23/2026Networth Advisors LLC178,285$12.88M9.1%+3.5%3.876%
4/21/2026Madrid Wealth Management LLC14,455$1.04M0.8%-21.4%0.329%
4/21/2026Balance Wealth LLC19,509$1.41M0.4%N/A0.443%
4/17/2026Wealth Management Partners LLC217,157$15.69M4.5%+7.2%4.935%
2/18/2026Mercer Global Advisors Inc. ADV11,582$818K0.0%-6.8%0.305%
2/18/2026Skyview Financial Group LLC4,332$306K0.3%N/A0.114%
2/17/2026Envision Financial Planning LLC137,933$9.74M3.7%+4.3%3.630%
2/17/2026Equitable Holdings Inc.4,385$310K0.0%N/A0.115%
2/16/2026B&D White Capital Company LLC6,169$436K0.1%N/A0.162%
2/13/2026Jacobi Capital Management LLC12,649$893K0.1%-2.6%0.333%
2/13/2026Kestra Advisory Services LLC51,187$3.62M0.0%+1.4%1.347%
2/13/2026Mosaic Family Wealth Partners LLC3,334$236K0.0%N/A0.088%
2/13/2026Summit Financial LLC23,676$1.67M0.0%+12.5%0.623%
2/12/2026FineMark National Bank & Trust7,646$540K0.0%N/A0.201%
2/12/2026Commonwealth Equity Services LLC8,418$595K0.0%+5.2%0.222%
2/11/2026Eldridge Investment Advisors Inc.6,929$489K0.1%+7.4%0.182%
2/11/2026Endeavor Private Wealth Inc.20,487$1.45M0.4%+7.8%0.539%
2/10/2026CFS Investment Advisory Services LLC18,835$1.33M0.1%+68.6%0.496%
2/6/2026Lloyd Advisory Services LLC.5,732$405K0.2%N/A0.151%
2/6/2026Gradient Capital Advisors LLC20,107$1.42M0.4%+30.4%0.529%
2/6/2026Kingdom Financial Group LLC.872$62K0.0%N/A0.023%
2/6/2026HighTower Advisors LLC41,086$2.90M0.0%N/A1.081%
2/5/2026Plancorp LLC14,671$1.04M0.0%+3.5%0.386%
2/3/2026McIlrath & Eck LLC744,556$52.60M4.9%+4.7%19.594%
2/2/2026HTG Investment Advisors Inc.7,437$525K0.2%+108.4%0.196%
2/2/2026Madrid Wealth Management LLC18,383$1.30M1.1%N/A0.484%
1/28/2026Chicago Partners Investment Group LLC63,223$4.67M0.1%+2.3%1.664%
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1/28/2026HB Wealth Management LLC34,973$2.47M0.0%-1.8%0.920%
1/28/2026WMG Financial Advisors LLC19,300$1.36M0.6%-3.7%0.508%
1/27/2026Berger Financial Group Inc230,239$16.26M0.9%+4.2%6.059%
1/26/2026AE Wealth Management LLC99,881$7.06M0.0%+35.4%2.628%
1/23/2026Farther Finance Advisors LLC9,002$636K0.0%+4.3%0.237%
1/22/2026Networth Advisors LLC172,188$12.16M9.0%N/A4.531%
1/21/2026SRH Advisors LLC6,896$487K0.1%N/A0.181%
1/21/2026Elwood & Goetz Wealth Advisory Group LLC394,017$27.83M4.9%+14.1%10.369%
1/20/2026Mendota Financial Group LLC63,948$4.52M3.3%+39.3%1.728%
1/15/2026GEN Financial Management INC.10,108$714K0.4%N/A0.273%
1/14/2026Tiller Private Wealth Inc.101,374$7.16M2.5%N/A2.816%
1/14/2026Quad Cities Investment Group LLC18,856$1.33M0.5%+40.5%0.524%
1/13/2026Team Financial Group LLC1,257$89K0.0%+89.3%0.035%
1/12/2026Wealth Management Partners LLC202,578$14.31M4.1%+1,925.2%5.627%
1/5/2026CGN Advisors LLC167,793$11.85M0.9%-4.3%4.661%
11/17/2025Mercer Global Advisors Inc. ADV12,430$865K0.0%-68.1%0.377%
11/17/2025Citadel 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%
11/7/2025HTG Investment Advisors Inc.3,568$248K0.1%N/A0.108%
11/6/2025LexAurum Advisors LLC40,091$2.79M0.4%+351.6%1.215%
11/5/2025Envestnet Asset Management Inc.12,600$877K0.0%+8.2%0.382%
11/3/2025AE Wealth Management LLC73,785$5.13M0.0%+37.4%2.236%
10/31/2025CFS Investment Advisory Services LLC11,173$781K0.1%+234.4%0.339%
10/30/2025Chicago Partners Investment Group LLC61,831$4.30M0.1%+5.2%1.874%
10/28/2025Elwood & Goetz Wealth Advisory Group LLC345,444$24.04M4.6%+929.7%10.468%
10/27/2025Gradient Capital Advisors LLC15,423$1.07M0.3%+29.5%0.467%
10/23/2025HB Wealth Management LLC35,620$2.48M0.0%-77.0%1.079%
10/22/2025McIlrath & Eck LLC711,152$49.48M5.1%+3.7%21.550%
10/22/2025Endeavor Private Wealth Inc.19,012$1.32M0.4%+7.9%0.576%
10/21/2025Wealth Management Partners LLC10,003$696K0.2%+214.0%0.303%
10/16/2025Quad Cities Investment Group LLC13,425$934K0.4%+27.1%0.407%
10/14/2025Farther Finance Advisors LLC8,627$600K0.0%-4.4%0.288%
10/14/2025Berger Financial Group Inc220,886$15.37M0.9%+0.8%7.363%
10/14/2025Mendota Financial Group LLC45,896$3.19M2.4%+24.5%1.530%
10/9/2025CGN Advisors LLC175,244$12.19M1.0%+3.1%5.841%
10/7/2025Team Financial Group LLC664$46K0.0%N/A0.022%
9/4/2025Osaic Holdings Inc.3,073$203K0.0%+232.9%0.111%
8/15/2025MML Investors Services LLC11,645$771K0.0%+62.7%0.422%
8/15/2025McIlrath & Eck LLC685,911$45.40M5.2%+4.4%24.852%
8/15/2025Envision Financial Planning LLC124,051$8.21M3.8%-6.8%4.495%
8/14/2025Balance Wealth LLC32,543$2.15M1.3%N/A1.179%
8/12/2025American Century Companies Inc.118,620$7.85M0.0%+7.4%4.298%
8/6/2025AE Wealth Management LLC53,688$3.55M0.0%+104.4%1.959%
8/1/2025Envestnet Asset Management Inc.11,645$771K0.0%+62.7%0.425%
7/29/2025Chicago Partners Investment Group LLC58,783$4.02M0.1%+14.2%2.145%
7/28/2025Arlington Financial Advisors LLC3,035$201K0.0%-84.5%0.111%
7/24/2025Endeavor Private Wealth Inc.17,615$1.17M0.6%+38.1%0.643%
7/22/2025Berger Financial Group Inc219,107$14.50M0.9%+3.6%7.997%
7/21/2025Ameritas Advisory Services LLC961$64K0.0%N/A0.035%
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7/21/2025Mendota Financial Group LLC36,879$2.44M2.3%+40.8%1.346%
7/17/2025Elwood & Goetz Wealth Advisory Group LLC33,547$2.22M0.5%N/A1.233%
7/17/2025LexAurum Advisors LLC8,877$588K0.1%+67.1%0.326%
7/17/2025HB Wealth Management LLC155,054$10.26M0.1%-45.6%5.701%
7/17/2025Avondale Wealth Management2,025$134K0.1%N/A0.074%
7/16/2025Gradient Capital Advisors LLC11,911$788K0.2%+38.6%0.438%
7/16/2025Plancorp LLC14,171$938K0.0%+9.3%0.521%
7/15/2025CGN Advisors LLC170,013$11.25M1.0%+15.6%6.297%
7/11/2025Quad Cities Investment Group LLC10,561$699K0.3%+158.8%0.391%
7/11/2025Wealth Management Partners LLC3,186$213K0.1%N/A0.118%


AVMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 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), Berger Financial Group Inc ($17.64M), Wealth Management Partners LLC ($15.69M), Networth Advisors LLC ($12.88M), CGN Advisors LLC ($11.85M), and Envision Financial Planning LLC ($10.22M).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), CGN Advisors LLC ($163.84K), and Proathlete Wealth Management LLC ($147.67K).

Institutional investors have bought a total of 1,551,795 shares in the last 24 months. This purchase volume represents approximately $108.40M in transactions.

Of the 10 institutional investors that sold Avantis U.S. Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HB Wealth Management LLC ($250.74K), Mercer Global Advisors Inc. ADV ($27.42K), Arlington Financial Advisors LLC ($16.49K), Envision Financial Planning LLC ($8.99K), CGN Advisors LLC ($7.45K), Citadel Advisors LLC ($7.04K), and Madrid Wealth Management LLC ($3.93K).

Institutional investors have sold a total of 326,552 shares in the last 24 months. This volume of shares sold represents approximately $22.23M in transactions.


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This page (NYSEARCA:AVMC) was last updated on 7/6/2026 by MarketBeat.com Staff.
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