AVMC Institutional Ownership
Avantis U.S. Mid Cap Equity ETF
1W: -0.0%
1M: -2.5%
3M: -3.3%
YTD: +8.2%
1Y: +11.6%
$77.32
+0.47 (+0.61%)
Weekly Expected Move ±1.4%
$75
$76
$77
$79
$80
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — AVMC
80
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
337M
Total Invested
17
New Positions
44
Increased
11
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC | 763,230 | $59M | +18,674 | +2.5% | 8Q | SEC ↗ |
| 2 | Elwood & Goetz Wealth Advisory Group, | 441,006 | $34M | +21,433 | +5.1% | 5Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 410,979 | $32M | +291,139 | +242.9% | 3Q | SEC ↗ |
| 4 | Berger Financial Group, Inc | 269,524 | $21M | +25,332 | +10.4% | 8Q | SEC ↗ |
| 5 | LPL Financial LLC | 248,067 | $19M | +125,957 | +103.2% | 8Q | SEC ↗ |
| 6 | Tarbox Family Office, Inc. | 240,067 | $19M | +79,406 | +49.4% | 2Q | SEC ↗ |
| 7 | Wealth Management Partners, LLC | 218,287 | $17M | +1,130 | +0.5% | 5Q | SEC ↗ |
| 8 | Networth Advisors, LLC | 189,314 | $15M | +11,029 | +6.2% | 3Q | SEC ↗ |
| 9 | AMERICAN CENTURY COMPANIES INC | 187,798 | $15M | +28,248 | +17.7% | 11Q | SEC ↗ |
| 10 | CGN Advisors LLC | 180,847 | $14M | +15,386 | +9.3% | 9Q | SEC ↗ |
| 11 | Envision Financial Planning, LLC | 143,101 | $11M | +1,644 | +1.2% | 8Q | SEC ↗ |
| 12 | AE Wealth Management LLC | 141,166 | $11M | +28,076 | +24.8% | 7Q | SEC ↗ |
| 13 | MORGAN STANLEY | 126,988 | $10M | +125,930 | +11902.6% | 2Q | SEC ↗ |
| 14 | Tiller Private Wealth, Inc. | 111,704 | $9M | +6,171 | +5.8% | 3Q | SEC ↗ |
| 15 | Bleakley Financial Group, LLC | 101,456 | $8M | +78,356 | +339.2% | 2Q | SEC ↗ |
| 16 | Independent Advisor Alliance | 101,205 | $8M | -14,650 | -12.6% | 2Q | SEC ↗ |
| 17 | Corient Private Wealth LP NEW | 89,404 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Mendota Financial Group, LLC | 88,914 | $7M | +20,409 | +29.8% | 6Q | SEC ↗ |
| 19 | Chicago Partners Investment Group LLC | 68,484 | $5M | +842 | +1.2% | 11Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 51,660 | $4M | -501 | -1.0% | 6Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 50,481 | $4M | +2,128 | +4.4% | 2Q | SEC ↗ |
| 22 | &PARTNERS | 49,946 | $4M | +1,803 | +3.7% | 2Q | SEC ↗ |
| 23 | LexAurum Advisors, LLC | 47,944 | $4M | +4,512 | +10.4% | 2Q | SEC ↗ |
| 24 | COMMERCE BANK | 42,311 | $3M | +24,739 | +140.8% | 2Q | SEC ↗ |
| 25 | CFS Investment Advisory Services, LLC | 38,813 | $3M | +1,073 | +2.8% | 5Q | SEC ↗ |
| 26 | Glenview Trust Co NEW | 38,225 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | HB Wealth Management, LLC | 32,728 | $3M | -1,348 | -4.0% | 6Q | SEC ↗ |
| 28 | Balance Wealth Partners LLC | 32,120 | $2M | +12,611 | +64.6% | 2Q | SEC ↗ |
| 29 | Quad-Cities Investment Group, LLC | 28,370 | $2M | +3,833 | +15.6% | 6Q | SEC ↗ |
| 30 | Gradient Capital Advisors, LLC | 27,007 | $2M | +4,231 | +18.6% | 7Q | SEC ↗ |
| 31 | Summit Financial, LLC | 26,153 | $2M | +774 | +3.0% | 4Q | SEC ↗ |
| 32 | ENDEAVOR PRIVATE WEALTH, INC. | 25,743 | $2M | +320 | +1.3% | 7Q | SEC ↗ |
| 33 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 24,203 | $2M | +20,488 | +551.5% | 3Q | SEC ↗ |
| 34 | Plancorp, LLC | 18,101 | $1M | +1,730 | +10.6% | 10Q | SEC ↗ |
| 35 | Jacobi Capital Management LLC | 17,115 | $1M | +710 | +4.3% | 6Q | SEC ↗ |
| 36 | WMG Financial Advisors, LLC | 16,300 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 37 | SRH ADVISORS, LLC | 15,798 | $1M | +776 | +5.2% | 3Q | SEC ↗ |
| 38 | Canvas Wealth Advisors, LLC | 15,585 | $1M | +7,746 | +98.8% | 2Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 14,634 | $1M | -280 | -1.9% | 8Q | SEC ↗ |
| 40 | Team Financial Group, LLC | 14,516 | $1M | +10,118 | +230.1% | 4Q | SEC ↗ |
| 41 | FIDUCIARY FINANCIAL ADVISORS NEW | 13,807 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | HTG Investment Advisors, Inc. | 12,707 | $983K | +2,886 | +29.4% | 4Q | SEC ↗ |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,494 | $966K | +2,289 | +22.4% | 3Q | SEC ↗ |
| 44 | GOLDMAN SACHS GROUP INC NEW | 12,146 | $939K | — | +0.0% | 1Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 11,437 | $884K | — | +0.0% | 7Q | SEC ↗ |
| 46 | BENJAMIN EDWARDS INC NEW | 11,050 | $854K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Madrid Wealth Management, LLC | 10,561 | $817K | -3,894 | -26.9% | 3Q | SEC ↗ |
| 48 | GEN Financial Management, INC. | 10,382 | $803K | +77 | +0.7% | 3Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC | 9,578 | $741K | +731 | +8.3% | 6Q | SEC ↗ |
| 50 | FSA Advisors, Inc. NEW | 9,033 | $698K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| Corient Private Wealth LP | 89,404 | $7M |
| Glenview Trust Co | 38,225 | $3M |
| FIDUCIARY FINANCIAL ADVISORS | 13,807 | $1M |
| GOLDMAN SACHS GROUP INC | 12,146 | $939K |
| BENJAMIN EDWARDS INC | 11,050 | $854K |
| FSA Advisors, Inc. | 9,033 | $698K |
| Ameritas Advisory Services, LLC | 8,989 | $695K |
| Quantinno Capital Management LP | 8,490 | $656K |
| Cambridge Investment Research Advis | 6,500 | $503K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 4,476 | $346K |
| Bedel Financial Consulting, Inc. | 3,909 | $302K |
| Narus Financial Partners, LLC | 2,754 | $213K |
| Legacy Capital Wealth Partners, LLC | 2,610 | $202K |
| HARBOR INVESTMENT ADVISORY, LLC | 280 | $22K |
| WELLS FARGO & COMPANY/MN | 215 | $17K |
| N.E.W. Advisory Services LLC | 171 | $13K |
| Quest 10 Wealth Builders, Inc. | 113 | $9K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IHT Wealth Management, LLC | 10,000 | $773K |
| Arlington Financial Advisors, LLC | 3,008 | $233K |
| BANK OF AMERICA CORP /DE | 1,040 | $80K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +291,139 | +242.9% | 410,979 |
| LPL Financial LLC | +125,957 | +103.2% | 248,067 |
| MORGAN STANLEY | +125,930 | +11902.6% | 126,988 |
| Tarbox Family Office, Inc. | +79,406 | +49.4% | 240,067 |
| Bleakley Financial Group, LLC | +78,356 | +339.2% | 101,456 |
| AMERICAN CENTURY COMPANIES INC | +28,248 | +17.7% | 187,798 |
| AE Wealth Management LLC | +28,076 | +24.8% | 141,166 |
| Berger Financial Group, Inc | +25,332 | +10.4% | 269,524 |
| COMMERCE BANK | +24,739 | +140.8% | 42,311 |
| Elwood & Goetz Wealth Advisory Grou | +21,433 | +5.1% | 441,006 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | +20,488 | +551.5% | 24,203 |
| Mendota Financial Group, LLC | +20,409 | +29.8% | 88,914 |
| McIlrath & Eck, LLC | +18,674 | +2.5% | 763,230 |
| CGN Advisors LLC | +15,386 | +9.3% | 180,847 |
| Balance Wealth Partners LLC | +12,611 | +64.6% | 32,120 |
| Networth Advisors, LLC | +11,029 | +6.2% | 189,314 |
| Team Financial Group, LLC | +10,118 | +230.1% | 14,516 |
| Canvas Wealth Advisors, LLC | +7,746 | +98.8% | 15,585 |
| Tiller Private Wealth, Inc. | +6,171 | +5.8% | 111,704 |
| Lloyd Advisory Services, LLC. | +5,077 | +580.9% | 5,951 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Independent Advisor Alliance | -14,650 | -12.6% | 101,205 |
| JANE STREET GROUP, LLC | -4,589 | -52.2% | 4,209 |
| Madrid Wealth Management, LLC | -3,894 | -26.9% | 10,561 |
| B&D White Capital Company, LLC | -2,433 | -28.3% | 6,155 |
| HB Wealth Management, LLC | -1,348 | -4.0% | 32,728 |
| Eldridge Investment Advisors, Inc. | -827 | -12.6% | 5,711 |
| Kestra Advisory Services, LLC | -501 | -1.0% | 51,660 |
| AQR CAPITAL MANAGEMENT LLC | -292 | -7.9% | 3,404 |
| Farther Finance Advisors, LLC | -280 | -1.9% | 14,634 |
| StrongBox Wealth, LLC | -6 | -0.1% | 8,669 |