AVTM Institutional Ownership
Avantis Total Equity Markets ETF 1
1W: -0.1%
1M: +0.3%
3M: +1.5%
YTD: +10.7%
$55.27
+0.44 (+0.80%)
Weekly Expected Move ±1.5%
$54
$54
$55
$56
$57
Overview
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Institutional Ownership — AVTM
26
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
418M
Total Invested
8
New Positions
0
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 1,563,262 | $86M | — | +0.0% | 2Q | SEC ↗ |
| 2 | Torren Management, LLC | 1,240,351 | $69M | — | +0.0% | 2Q | SEC ↗ |
| 3 | Fortitude Family Office, LLC | 710,489 | $39M | — | +0.0% | 2Q | SEC ↗ |
| 4 | MAI Capital Management NEW | 624,484 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Global Strategic Investment Solutions, | 500,857 | $28M | -15 | -0.0% | 2Q | SEC ↗ |
| 6 | SHEETS SMITH WEALTH MANAGEMENT NEW | 484,908 | $27M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Tarbox Family Office, Inc. | 395,590 | $22M | -1,876 | -0.5% | 2Q | SEC ↗ |
| 8 | Relyea Zuckerberg Hanson LLC | 371,216 | $21M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Sanctuary Advisors, LLC | 282,376 | $16M | — | +0.0% | 2Q | SEC ↗ |
| 10 | SJS Investment Consulting Inc. | 205,237 | $11M | — | +0.0% | 2Q | SEC ↗ |
| 11 | Bridgewater Advisors Inc. | 192,733 | $11M | — | +0.0% | 2Q | SEC ↗ |
| 12 | Mason Investment Advisory Services, In | 192,119 | $11M | -12,639 | -6.2% | 2Q | SEC ↗ |
| 13 | ANDERSON HOAGLAND & CO | 162,708 | $9M | — | +0.0% | 2Q | SEC ↗ |
| 14 | Ridgeline Wealth, LLC NEW | 128,110 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Tortoise Investment Management, LLC | 123,076 | $7M | -2,400 | -1.9% | 2Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 118,996 | $7M | — | +0.0% | 2Q | SEC ↗ |
| 17 | RVW Wealth, LLC | 111,410 | $6M | — | +0.0% | 2Q | SEC ↗ |
| 18 | IEQ CAPITAL, LLC | 111,192 | $6M | — | +0.0% | 2Q | SEC ↗ |
| 19 | Foster Group, Inc. NEW | 100,870 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 20 | BCR Wealth Strategies, LLC | 26,974 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 21 | CITADEL ADVISORS LLC | 13,395 | $740K | -4,506 | -25.2% | 2Q | SEC ↗ |
| 22 | Plancorp, LLC NEW | 8,943 | $494K | — | +0.0% | 1Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC NEW | 5,932 | $328K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Orion Capital Management LLC NEW | 35 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN NEW | 21 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 26 | EVOKE WEALTH, LLC | 0 | $0K | -624,484 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| MAI Capital Management | 624,484 | $35M |
| SHEETS SMITH WEALTH MANAGEMENT | 484,908 | $27M |
| Ridgeline Wealth, LLC | 128,110 | $7M |
| Foster Group, Inc. | 100,870 | $6M |
| Plancorp, LLC | 8,943 | $494K |
| GOLDMAN SACHS GROUP INC | 5,932 | $328K |
| Orion Capital Management LLC | 35 | $2K |
| WELLS FARGO & COMPANY/MN | 21 | $1K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 624,484 | $35M |
Biggest Increases (0)
None.
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Mason Investment Advisory Services, | -12,639 | -6.2% | 192,119 |
| CITADEL ADVISORS LLC | -4,506 | -25.2% | 13,395 |
| Tortoise Investment Management, LLC | -2,400 | -1.9% | 123,076 |
| Tarbox Family Office, Inc. | -1,876 | -0.5% | 395,590 |
| Global Strategic Investment Solutio | -15 | -0.0% | 500,857 |