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

$79.13 +0.43 (+0.55%)
Closing price 11/2/2026 04:10 PM Eastern
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$79.13 0.00 (0.00%)
As of 06:35 AM Eastern
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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)
52
Total
Institutional Inflows
(last 12 months)
$102.21M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.32M
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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
11/3/2026Canvas Wealth Advisors LLC24,281$1.93M0.2%+55.8%0.362%
11/3/2026Asset One Wealth Management LLC23,666$1.80M0.2%N/A0.353%
11/2/2026Kestra Advisory Services LLC53,167$4.05M0.0%+2.9%0.794%
11/2/2026StrongBox Wealth LLC8,354$637K0.2%-3.6%0.125%
11/2/2026Commonwealth Equity Services LLC10,611$809K0.0%N/A0.158%
10/31/2026 Chicago Partners Investment Group LLC69,940$5.46M0.1%N/A1.044%
10/31/2026 Cordgrass Capital Advisors LLC579$44K0.0%N/A0.009%
10/31/2026 Team Financial Group LLC27,351$2.09M0.9%+88.4%0.408%
10/28/2026 Glenview Trust Co53,652$4.09M0.1%+40.4%0.813%
10/28/2026 Elwood & Goetz Wealth Advisory Group LLC477,615$36.41M5.0%+8.3%7.237%
10/27/2026 Balance Wealth Partners LLC39,588$3.02M0.7%+23.3%0.600%
10/26/2026 Tiller Private Wealth Inc.115,109$8.78M2.7%+3.0%1.744%
10/23/2026 Tarbox Family Office Inc.250,195$19.07M2.7%+4.2%3.791%
10/22/2026 SRH Advisors LLC15,798$1.20M0.3%N/A0.239%
10/22/2026 Wealth Management Partners LLC219,322$16.72M3.9%+0.5%3.323%
10/20/2026 CFS Investment Advisory Services LLC40,685$3.18M0.2%+4.8%0.616%
10/19/2026 LexAurum Advisors LLC47,458$3.62M0.4%-1.0%0.719%
10/19/2026 Narus Financial Partners LLC7,136$544K0.1%+159.1%0.108%
10/17/2026 Align Financial LLC1,425$109K0.1%N/A0.022%
10/8/2026 Farther Finance Advisors LLC14,218$1.08M0.0%-2.8%0.222%
10/8/2026 Atwood & Palmer Inc.1,743$133K0.0%N/A0.027%
10/7/2026 Mendota Financial Group LLC82,318$6.28M3.9%-7.4%1.286%
9/23/2026Envestnet 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%
8/27/2026Corient Private Wealth LP89,404$7.18M0.0%N/A1.515%
8/23/2026Ameritas Advisory Services LLC8,989$721K0.0%N/A0.152%
8/23/2026Endeavor 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%
8/21/2026Bedel Financial Consulting Inc.3,909$314K0.0%N/A0.066%
7/10/2026Canvas 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%
5/18/2026Envision 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%
5/4/2026 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%
4/30/2026Mosaic Family Wealth Partners LLC3,715$268K0.0%+11.4%0.081%
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4/30/2026Kestra 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%
4/29/2026Canvas Wealth Advisors LLC7,839$566K0.1%N/A0.170%
4/28/2026Berger Financial Group Inc244,192$17.64M1.0%+6.1%5.309%
4/27/2026 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%
4/23/2026Networth 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%
2/18/2026Mercer 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%
2/10/2026 CFS 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%
2/6/2026 Gradient 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%
2/2/2026 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%
1/27/2026Berger 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%
1/23/2026 Farther Finance Advisors LLC9,002$636K0.0%+4.3%0.237%
1/22/2026Networth 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%
11/17/2025Mercer Global Advisors Inc. ADV12,430$865K0.0%-68.1%0.377%
11/17/2025Citadel Advisors LLC3,687$257K0.0%-65.6%0.112%
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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%
11/6/2025 LexAurum 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%
10/31/2025 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%


AVMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 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 ($36.41M), Tarbox Family Office Inc. ($19.07M), Berger Financial Group Inc ($17.64M), Wealth Management Partners LLC ($16.72M), 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 67 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 ($430.63K), HB Wealth Management LLC ($284.82K), McIlrath & Eck LLC ($218.40K), Wealth Management Partners LLC ($218.19K), Networth Advisors LLC ($178.29K), Envision Financial Planning LLC ($142.27K), and Tiller Private Wealth Inc. ($104.78K).

Institutional investors have bought a total of 1,395,160 shares in the last 24 months. This purchase volume represents approximately $102.21M in transactions.

Of the 11 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: Mercer Global Advisors Inc. ADV ($27.42K), CGN Advisors LLC ($7.45K), Citadel Advisors LLC ($7.04K), Mendota Financial Group LLC ($6.60K), Madrid Wealth Management LLC ($3.93K), WMG Financial Advisors LLC ($3.75K), and HB Wealth Management LLC ($2.89K).

Institutional investors have sold a total of 60,635 shares in the last 24 months. This volume of shares sold represents approximately $4.32M in transactions.


Related Companies

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 11/3/2026. New 13F filings are added each quarter as they're published.
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