AVANTIS TOTAL EQUITY ETF AVTM
$54.00
-0.5% 52w: $45.56 – $54.75
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data45.5650.1554.75
Feb 2, 2026 Jul 2, 2026
Institutional holders
18
13F value
$328.7M
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVTM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | Wealth advisor | 1.6M | $73.5M | 0.3% | New |
| Torren Management, LLC | Wealth advisor | 1.2M | $58.3M | 29.0% | New |
| Fortitude Family Office, LLC | Wealth advisor | 710.5K | $33.4M | 7.5% | New |
| EVOKE WEALTH, LLC | Wealth advisor | 624.5K | $29.4M | 0.5% | New |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 500.9K | $23.5M | 2.3% | New |
| Tarbox Family Office, Inc. | Wealth advisor | 397.5K | $18.7M | 3.0% | New |
| Relyea Zuckerberg Hanson LLC | Wealth advisor | 371.2K | $17.5M | 1.8% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 282.4K | $13.3M | 0.1% | New |
| Bridgewater Advisors Inc. | Wealth advisor | 192.7K | $10.2M | 0.6% | New |
| SJS Investment Consulting Inc. | Wealth advisor | 205.2K | $9.6M | 1.2% | New |
| Mason Investment Advisory Services, Inc. | Wealth advisor | 204.8K | $9.6M | 0.4% | New |
| ANDERSON HOAGLAND & CO | Wealth advisor | 162.7K | $7.6M | 0.7% | New |
| Tortoise Investment Management, LLC | Wealth advisor | 125.5K | $5.9M | 0.5% | New |
| HighTower Advisors, LLC | Diversified mechanical | 119.0K | $5.6M | 0.0% | New |
| RVW Wealth, LLC | Wealth advisor | 111.4K | $5.2M | 0.4% | New |
| IEQ CAPITAL, LLC | Diversified mechanical | 111.2K | $5.2M | 0.0% | New |
| BCR Wealth Strategies, LLC | Wealth advisor | 27.0K | $1.3M | 0.4% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 17.9K | $842K | 0.0% | New |
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