Who Owns Avantis U.S. Mid Cap Equity ETF (AVMC)?Hedge Fund & Institutional Holders

$71.39-0.17 (-0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.259527833162642e+148T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$54.61$60.13$65.66$71.18$76.70Sep 24Jun 25Mar 26

AVMC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
McIlrath & Eck, LLCNew Position+745K+$52.6M
Elwood & Goetz Wealth Advisory Group, LLCNew Position+394K+$27.8M
Wealth Management Partners, LLCNew Position+203K+$14.3M
Networth Advisors, LLCNew Position+172K+$12.2M
Tiller Private Wealth, Inc.New Position+101K+$7.2M
AE Wealth Management LLCNew Position+100K+$7.1M
Chicago Partners Investment Group LLCNew Position+63K+$4.7M
HB Wealth Management, LLCNew Position+35K+$2.5M
HighTower Advisors, LLCNew Position+41K+$2.0M
ENDEAVOR PRIVATE WEALTH, INC.New Position+20K+$1.4M
Gradient Capital Advisors, LLCNew Position+20K+$1.4M
WMG Financial Advisors, LLCNew Position+19K+$1.4M
Quad-Cities Investment Group, LLCNew Position+19K+$1.3M
CFS Investment Advisory Services, LLCNew Position+19K+$1.3M
Madrid Wealth Management, LLCNew Position+18K+$1.3M

AVMC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CGN Advisors LLCDecreased-7K-$12.2B
LPL Financial LLCDecreased-4-$6.8B
PALO ALTO WEALTH ADVISORS, LLCClosed Position-69K-$4.8B
Jacobi Capital Management LLCDecreased-340-$902.9M
MERCER GLOBAL ADVISORS INC /ADVDecreased-848-$864.9M
MML INVESTORS SERVICES, LLCClosed Position-12K-$834.4M
CITADEL ADVISORS LLCClosed Position-4K-$256.5M
OSAIC HOLDINGS, INC.Decreased-81-$227.4M
Accredited Wealth Management, LLCClosed Position-1K-$9.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1McIlrath & Eck, LLC744,556$52.6M4.89%Share
2Elwood & Goetz Wealth Advisory Group, LLC394,017$27.8M4.89%Share
3Berger Financial Group, Inc230,239$16.3M0.94%Share
4Wealth Management Partners, LLC202,578$14.3M4.09%Share
5Networth Advisors, LLC172,188$12.2M8.98%Share
6CGN Advisors LLC167,793$11.9M0.94%Share
7Envision Financial Planning, LLC137,933$9.7M3.68%Share
8AMERICAN CENTURY COMPANIES INC141,125$9.0M0.00%Share
9Tiller Private Wealth, Inc.101,374$7.2M2.55%Share
10AE Wealth Management LLC99,881$7.1M0.04%Share
11LPL Financial LLC97,439$6.0M0.00%Share
12Chicago Partners Investment Group LLC63,223$4.7M0.12%Share
13Mendota Financial Group, LLC63,948$4.5M3.29%Share
14Kestra Advisory Services, LLC51,187$3.0M0.01%Share
15HB Wealth Management, LLC34,973$2.5M0.02%Share
16HighTower Advisors, LLC41,086$2.0M0.00%Share
17ENDEAVOR PRIVATE WEALTH, INC.20,487$1.4M0.41%Share
18Gradient Capital Advisors, LLC20,107$1.4M0.37%Share
19WMG Financial Advisors, LLC19,300$1.4M0.56%Share
20Quad-Cities Investment Group, LLC18,856$1.3M0.55%Share
21CFS Investment Advisory Services, LLC18,835$1.3M0.10%Share
22Madrid Wealth Management, LLC18,383$1.3M1.05%Share
23Summit Financial, LLC23,676$1.0M0.01%Share
24Plancorp, LLC14,671$1.0M0.03%Share
25Jacobi Capital Management LLC12,649$893K0.05%Share
26GEN Financial Management, INC.10,108$714K0.45%Share
27Farther Finance Advisors, LLC9,002$635K0.01%Share
28HTG Investment Advisors, Inc.7,437$525K0.16%Share
29Eldridge Investment Advisors, Inc.6,929$489K0.11%Share
30SRH ADVISORS, LLC6,896$487K0.14%Share
31B&D White Capital Company, LLC6,169$435K0.05%Share
32Lloyd Advisory Services, LLC.5,732$404K0.16%Share
33Skyview Financial Group LLC4,332$305K0.31%Share
34MOSAIC FAMILY WEALTH PARTNERS, LLC3,334$235K0.03%Share
35Arlington Financial Advisors, LLC3,008$212K0.03%Share
36ATWOOD & PALMER INC1,743$123K0.01%Share
37Team Financial Group, LLC1,257$88K0.04%Share
38Kingdom Financial Group LLC.872$61K0.02%Share
39Trust Co775$54K0.01%Share
40IAG Wealth Partners, LLC414$29K0.00%Share
41Rialto Wealth Management, LLC179$12K0.00%Share
42MCF Advisors LLC162$11K0.00%Share
43ASSETMARK, INC62$4K0.00%Share
44Equitable Holdings, Inc.4,385$00.00%Share
45MERCER GLOBAL ADVISORS INC /ADV11,582$00.00%Share
46IFP Advisors, Inc492$00.00%Share
47JPMORGAN CHASE & CO266$00.00%Share
48FineMark National Bank & Trust7,646$00.00%Share
49OSAIC HOLDINGS, INC.3,201$00.00%Share
50COMMONWEALTH EQUITY SERVICES, LLC8,418$00.00%Share

AVMC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$206.5M+26
Q3 202526$71.0B-13
Q2 202539$134.3B+6
Q1 202533$138.1B+9
Q4 202424$3.1T+8
Q3 202416$19.5T+4
Q2 202412$3.6T+6
Q1 20246$1.4T—

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As of Q4 2025, 50 institutional investors hold AVMC (Avantis U.S. Mid Cap Equity ETF). The largest holder is McIlrath & Eck, LLC with $52.6M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AVMC?

As of Q4 2025, 50 institutional investors report holding AVMC (Avantis U.S. Mid Cap Equity ETF) in their 13F filings.

Who is the largest institutional holder of AVMC?

The largest institutional holder of AVMC is McIlrath & Eck, LLC with $52.6M in shares.

Is institutional ownership of AVMC increasing or decreasing?

This quarter, 15 institutions opened new positions in AVMC and 4 closed their positions.