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

$67.40 +0.06 (+0.09%)
As of 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)
32
Total
Institutional Inflows
(last 12 months)
$81.03M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$8.85M
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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
7/17/2025 Elwood & Goetz Wealth Advisory Group LLC33,547$2.22M0.5%N/A1.233%
7/17/2025 LexAurum Advisors LLC8,877$588K0.1%+67.1%0.326%
7/17/2025 HB Wealth Management LLC155,054$10.26M0.1%-45.6%5.701%
7/17/2025 Avondale Wealth Management2,025$134K0.1%N/A0.074%
7/16/2025 Gradient Capital Advisors LLC11,911$788K0.2%+38.6%0.438%
7/16/2025 Plancorp LLC14,171$938K0.0%+9.3%0.521%
7/15/2025 CGN Advisors LLC170,013$11.25M1.0%+15.6%6.297%
7/11/2025 Quad Cities Investment Group LLC10,561$699K0.3%+158.8%0.391%
7/11/2025 Wealth Management Partners LLC3,186$213K0.1%N/A0.118%
5/27/2025Jacobi Capital Management LLC7,940$492K0.0%N/A0.318%
5/16/2025McIlrath & Eck LLC656,907$40.72M5.0%+3.5%26.488%
5/14/2025Envision Financial Planning LLC133,040$8.25M4.2%+41.1%5.365%
5/14/2025Kestra Advisory Services LLC60,356$3.74M0.0%N/A2.434%
5/13/2025American Century Companies Inc.110,436$6.85M0.0%+16.8%4.453%
5/12/2025Berger Financial Group Inc211,586$13.11M0.9%+13.6%8.532%
5/9/2025Chicago Partners Investment Group LLC51,473$3.18M0.1%+31.7%2.076%
5/8/2025Endeavor Private Wealth Inc.12,754$790K0.4%+26.6%0.514%
5/7/2025LPL Financial LLC78,519$4.87M0.0%+66.7%3.166%
5/7/2025 HB Wealth Management LLC284,819$17.65M0.1%N/A11.485%
5/6/2025AE Wealth Management LLC26,266$1.63M0.0%+107.0%1.059%
5/6/2025WMG Financial Advisors LLC20,050$1.24M0.5%+6.9%0.808%
5/5/2025IFP Advisors Inc492$30K0.0%+52.8%0.020%
5/5/2025 Gradient Capital Advisors LLC8,594$533K0.2%+38.8%0.347%
5/1/2025Park Square Financial Group LLC2,073$128K0.1%N/A0.081%
4/29/2025Envestnet Asset Management Inc.7,159$444K0.0%N/A0.280%
4/22/2025Mendota 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%
4/9/2025Arlington 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%
2/18/2025McIlrath & Eck LLC634,915$41.26M5.3%+7.0%66.137%
2/14/2025Mercer Global Advisors Inc. ADV88,281$5.74M0.0%N/A9.196%
2/14/2025Jane Street Group LLC4,982$324K0.0%N/A0.519%
2/14/2025Berger Financial Group Inc186,174$12.10M0.8%+10.3%19.393%
2/13/2025Envision Financial Planning LLC94,288$6.13M3.2%+1.2%9.822%
2/11/2025LPL Financial LLC47,110$3.06M0.0%+26.5%4.907%
2/11/2025American Century Companies Inc.94,566$6.15M0.0%+8.3%9.851%
2/6/2025WMG Financial Advisors LLC18,750$1.22M0.5%+50.6%1.953%
1/29/2025 Gradient Capital Advisors LLC6,191$402K0.1%N/A0.645%
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1/28/2025Empowered Funds LLC1,243$81K0.0%N/A0.129%
1/28/2025Arlington Financial Advisors LLC19,801$1.29M0.3%-3.3%2.063%
1/24/2025Chicago 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%
1/17/2025Endeavor 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%
11/19/2024McIlrath & Eck LLC593,143$38.12M4.9%+8.9%61.786%
11/7/2024Envision Financial Planning LLC93,174$5.99M3.2%N/A9.706%
11/6/2024Paragon Advisors LLC6,171$397K0.1%-29.8%0.643%
10/29/2024Chicago 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%
8/8/2024American 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%
7/26/2024My Personal CFO LLC5,528$328K0.2%N/A0.576%
7/25/2024Waypoint Capital Advisors LLC18,697$1.11M0.3%N/A1.948%
7/17/2024Arlington 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%
4/29/2024Paragon Advisors LLC8,528$530K0.2%+77.2%3.046%
4/18/2024Arlington 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, 35 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), Berger Financial Group Inc ($13.11M), CGN Advisors LLC ($11.25M), HB Wealth Management LLC ($10.26M), Proathlete Wealth Management LLC ($9.16M), Envision Financial Planning LLC ($8.25M), and American Century Companies Inc. ($6.85M).Learn more on Avantis U.S. Mid Cap Equity ETF's institutional investors.

What percentage of Avantis U.S. Mid Cap Equity ETF's stock is owned by 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.

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

Of the 35 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: HB Wealth Management LLC ($284.82K), CGN Advisors LLC ($158.60K), Proathlete Wealth Management LLC ($147.67K), 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 1,281,281 shares in the last 24 months. This purchase volume represents approximately $81.03M in transactions.

Which of Avantis U.S. Mid Cap Equity ETF's 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: HB Wealth Management LLC ($129.77K), 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 133,827 shares in the last 24 months. This volume of shares sold represents approximately $8.85M in transactions.


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This page (NYSEARCA:AVMC) was last updated on 7/18/2025 by MarketBeat.com Staff
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