AVANTIS US MID CAP EQ ETF AVMC
$79.80
-0.1% 52w: $63.74 – $80.25
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data63.7472.0080.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
64
+12 QoQ
13F value
$275.8M
+28.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVMC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | Wealth advisor | 763.2K | $55.1M | 4.1% | +2.5% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 419.6K | $30.3M | 5.1% | +6.5% |
| Berger Financial Group, Inc | Wealth advisor | 244.2K | $17.6M | 1.0% | +6.1% |
| Wealth Management Partners, LLC | Wealth advisor | 217.2K | $15.7M | 4.5% | +7.2% |
| Networth Advisors, LLC | Wealth advisor | 178.3K | $12.9M | 9.1% | +3.5% |
| CGN Advisors LLC | Wealth advisor | 165.5K | $12.0M | 0.9% | -1.4% |
| Tarbox Family Office, Inc. | Wealth advisor | 160.7K | $11.6M | 1.9% | New |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 159.6K | $11.5M | 0.0% | +13.1% |
| Envision Financial Planning, LLC | Wealth advisor | 141.5K | $10.2M | 3.7% | +2.6% |
| LPL Financial LLC | Bank broker | 122.1K | $8.8M | 0.0% | +25.3% |
| HighTower Advisors, LLC | Diversified mechanical | 119.8K | $8.7M | 0.0% | +191.7% |
| Independent Advisor Alliance | Wealth advisor | 115.9K | $8.4M | 0.1% | New |
| AE Wealth Management LLC | Wealth advisor | 113.1K | $8.2M | 0.0% | +13.2% |
| Tiller Private Wealth, Inc. | Wealth advisor | 105.5K | $7.6M | 2.7% | +4.1% |
| Chicago Partners Investment Group LLC | Wealth advisor | 67.6K | $5.2M | 0.1% | +7.0% |
| Mendota Financial Group, LLC | Wealth advisor | 68.5K | $4.9M | 3.7% | +7.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 52.2K | $3.8M | 0.0% | +1.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 48.4K | $3.5M | 0.0% | New |
| &PARTNERS | Diversified mechanical | 48.1K | $3.5M | 0.0% | New |
| LexAurum Advisors, LLC | Wealth advisor | 43.4K | $3.1M | 0.4% | — |
| CFS Investment Advisory Services, LLC | Wealth advisor | 37.7K | $2.9M | 0.2% | +100.4% |
| HB Wealth Management, LLC | Wealth advisor | 34.1K | $2.5M | 0.0% | -2.6% |
| ENDEAVOR PRIVATE WEALTH, INC. | Wealth advisor | 25.4K | $1.8M | 0.5% | +24.1% |
| Summit Financial, LLC | Wealth advisor | 25.4K | $1.8M | 0.0% | +7.2% |
| Quad-Cities Investment Group, LLC | Wealth advisor | 24.5K | $1.8M | 0.7% | +30.1% |
| Bleakley Financial Group, LLC | Wealth advisor | 23.1K | $1.7M | 0.0% | New |
| Gradient Capital Advisors, LLC | Wealth advisor | 22.8K | $1.6M | 0.4% | +13.3% |
| Balance Wealth, LLC | Wealth advisor | 19.5K | $1.4M | 0.4% | New |
| COMMERCE BANK | Diversified mechanical | 17.6K | $1.3M | 0.0% | New |
| Plancorp, LLC | Wealth advisor | 16.4K | $1.2M | 0.0% | +11.6% |
| Jacobi Capital Management LLC | Wealth advisor | 16.4K | $1.2M | 0.1% | +29.7% |
| WMG Financial Advisors, LLC | Wealth advisor | 16.3K | $1.2M | 0.5% | -15.5% |
| SRH ADVISORS, LLC | Wealth advisor | 15.0K | $1.1M | 0.3% | +117.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 14.9K | $1.1M | 0.0% | +65.7% |
| Madrid Wealth Management, LLC | Wealth advisor | 14.5K | $1.0M | 0.8% | -21.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 11.4K | $826K | 0.0% | -1.3% |
| GEN Financial Management, INC. | Wealth advisor | 10.3K | $744K | 0.5% | +1.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 10.2K | $737K | 0.0% | -21.5% |
| HTG Investment Advisors, Inc. | Wealth advisor | 9.8K | $709K | 0.2% | +32.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 8.8K | $639K | 0.0% | +5.1% |
| JANE STREET GROUP, LLC | Market maker | 8.8K | $636K | 0.0% | New |
| StrongBox Wealth, LLC | Wealth advisor | 8.7K | $627K | 0.2% | New |
| B&D White Capital Company, LLC | Wealth advisor | 8.6K | $620K | 0.1% | +39.2% |
| Canvas Wealth Advisors, LLC | Other | 7.8K | $566K | 0.1% | New |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 6.5K | $472K | 0.1% | -5.6% |
| IHT Wealth Management, LLC | Wealth advisor | 10.0K | $458K | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 6.2K | $435K | 0.0% | +40.5% |
| Team Financial Group, LLC | Wealth advisor | 4.4K | $318K | 0.1% | +249.9% |
| Avondale Wealth Management | Wealth advisor | 3.8K | $271K | 0.1% | New |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 3.7K | $268K | 0.0% | +11.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.