Avantis U.S. Mid Cap Equity ETF(AVMC)

$80.08—Stale · unknown old

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Avantis U.S. Mid Cap Equity ETF(AVMC)

NYSE • Last print unknown ago

$80.08—Stale · unknown old

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AVMC(AVMC)

AVMC

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Institutional Ownership

Top 86 Institutional Holders

Holder	Shares	Date	Change	% Held
Elwood & Goetz Wealth Advisory Group, LLC	441.01K	Jun 30, 26	+21.43K	10.94%
HighTower Advisors, LLC	410.98K	Jun 30, 26	+291.14K	10.20%
Berger Financial Group, Inc	269.52K	Jun 30, 26	+25.33K	6.69%
LPL Financial LLC	248.07K	Jun 30, 26	+125.96K	6.16%
Tarbox Family Office, Inc.	240.07K	Jun 30, 26	+79.41K	5.96%
Wealth Management Partners, LLC	218.29K	Jun 30, 26	+1.13K	5.42%
Networth Advisors, LLC	189.31K	Jun 30, 26	+11.03K	4.70%
AMERICAN CENTURY COMPANIES INC	187.80K	Jun 30, 26	+28.25K	4.66%
CGN Advisors LLC	180.85K	Jun 30, 26	+15.39K	4.49%
Envision Financial Planning, LLC	143.10K	Jun 30, 26	+1.64K	3.55%
AE Wealth Management LLC	141.17K	Jun 30, 26	+28.08K	3.50%
MORGAN STANLEY	126.99K	Jun 30, 26	+125.93K	3.15%
YOUNGS ADVISORY GROUP, INC.	111.70K	Jun 30, 26	+6.17K	2.77%
Bleakley Financial Group, LLC	101.46K	Jun 30, 26	+78.36K	2.52%
Independent Advisor Alliance	101.20K	Jun 30, 26	-14.65K	2.51%
CI Private Wealth, LLC	89.40K	Jun 30, 26	+89.40K	2.22%
Mendota Financial Group, LLC	88.91K	Jun 30, 26	+20.41K	2.21%
Chicago Partners Investment Group LLC	68.48K	Jun 30, 26	+842	1.70%
Kestra Advisory Services, LLC	51.66K	Jun 30, 26	-501	1.28%
ENVESTNET ASSET MANAGEMENT INC	50.48K	Jun 30, 26	+2.13K	1.25%
WILEY BROS.-AINTREE CAPITAL, LLC	49.95K	Jun 30, 26	+1.80K	1.24%
LexAurum Advisors, LLC	47.94K	Jun 30, 26	+4.51K	1.19%
COMMERCE BANK	42.31K	Jun 30, 26	+24.74K	1.05%
CFS Investment Advisory Services, LLC	38.81K	Jun 30, 26	+1.07K	0.96%
Glenview Trust Co	38.23K	Jun 30, 26	+38.23K	0.95%
HB Wealth Management, LLC	32.73K	Jun 30, 26	-1.35K	0.81%
Balance Wealth, LLC	32.12K	Jun 30, 26	+12.61K	0.80%
Quad-Cities Investment Group, LLC	28.37K	Jun 30, 26	+3.83K	0.70%
Gradient Capital Advisors, LLC	27.01K	Jun 30, 26	+4.23K	0.67%
Summit Financial, LLC	26.15K	Jun 30, 26	+774	0.65%
ENDEAVOR PRIVATE WEALTH, INC.	25.74K	Jun 30, 26	+320	0.64%
MOSAIC FAMILY WEALTH PARTNERS, LLC	24.20K	Jun 30, 26	+20.49K	0.60%
Plancorp, LLC	18.10K	Jun 30, 26	+1.73K	0.45%
Jacobi Capital Management LLC	17.11K	Jun 30, 26	+710	0.42%
WMG Financial Advisors, LLC	16.30K	Jun 30, 26	--	0.40%
ROCKY MOUNTAIN ADVISERS, LLC	15.80K	Jun 30, 26	+776	0.39%
Canvas Wealth Advisors, LLC	15.59K	Jun 30, 26	+7.75K	0.39%
Farther Finance Advisors, LLC	14.63K	Jun 30, 26	-280	0.36%
Team Financial Group, LLC	14.52K	Jun 30, 26	+10.12K	0.36%
FIDUCIARY FINANCIAL ADVISORS	13.81K	Jun 30, 26	+13.81K	0.34%
HTG Investment Advisors, Inc.	12.71K	Jun 30, 26	+2.89K	0.32%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.49K	Jun 30, 26	+2.29K	0.31%
GOLDMAN SACHS GROUP INC	12.15K	Jun 30, 26	+12.15K	0.30%
MERCER GLOBAL ADVISORS INC /ADV	11.44K	Jun 30, 26	--	0.28%
BENJAMIN EDWARDS INC	11.05K	Jun 30, 26	+11.05K	0.27%
Madrid Wealth Management, LLC	10.56K	Jun 30, 26	-3.89K	0.26%
GEN Financial Management, INC.	10.38K	Jun 30, 26	+77	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	9.58K	Jun 30, 26	+731	0.24%
FSA Advisors, Inc.	9.03K	Jun 30, 26	+9.03K	0.22%
Ameritas Advisory Services, LLC	8.99K	Jun 30, 26	+8.99K	0.22%
StrongBox Wealth, LLC	8.67K	Jun 30, 26	-6	0.22%
Quantinno Capital Management LP	8.49K	Jun 30, 26	+8.49K	0.21%
Equitable Holdings, Inc.	8.20K	Jun 30, 26	+2.04K	0.20%
Cambridge Investment Research Advisors, Inc.	6.50K	Jun 30, 26	+6.50K	0.16%
B&D White Capital Company, LLC	6.16K	Jun 30, 26	-2.43K	0.15%
Lloyd Advisory Services, LLC.	5.95K	Jun 30, 26	+5.08K	0.15%
Eldridge Investment Advisors, Inc.	5.71K	Jun 30, 26	-827	0.14%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.48K	Jun 30, 26	+4.48K	0.11%
ADVISOR GROUP HOLDINGS, INC.	4.47K	Jun 30, 26	+1.41K	0.11%
JANE STREET GROUP, LLC	4.21K	Jun 30, 26	-4.59K	0.10%
Bedel Financial Consulting, Inc.	3.91K	Jun 30, 26	+3.91K	0.10%
Avondale Wealth Management	3.75K	Jun 30, 26	--	0.09%
AQR CAPITAL MANAGEMENT LLC	3.40K	Jun 30, 26	-292	0.08%
Merit Financial Group, LLC	3.05K	Jun 30, 26	+43	0.08%
Narus Financial Partners, LLC	2.75K	Jun 30, 26	+2.75K	0.07%
Legacy Capital Wealth Partners, LLC	2.61K	Jun 30, 26	+2.61K	0.06%
ATWOOD & PALMER INC	1.74K	Jun 30, 26	--	0.04%
Trust Co	1.45K	Jun 30, 26	+181	0.04%
Kingdom Financial Group LLC.	876	Jun 30, 26	+2	0.02%
IFP Advisors, Inc	492	Jun 30, 26	--	0.01%
IAG Wealth Partners, LLC	401	Jun 30, 26	+14	0.01%
HARBOR INVESTMENT ADVISORY, LLC	280	Jun 30, 26	+280	0.01%
WELLS FARGO & COMPANY/MN	215	Jun 30, 26	+215	0.01%
JPMORGAN CHASE & CO	190	Jun 30, 26	+114	0.00%
Rialto Wealth Management, LLC	179	Jun 30, 26	--	0.00%
N.E.W. Advisory Services LLC	171	Jun 30, 26	+171	0.00%
MCF Advisors LLC	161	Jun 30, 26	--	0.00%
Quest 10 Wealth Builders, Inc.	113	Jun 30, 26	+113	0.00%
ASSETMARK, INC	62	Jun 30, 26	--	0.00%
IHT Wealth Management, LLC	--	Jun 30, 26	-10.00K	--
McIlrath & Eck, LLC	763.23K	Mar 31, 26	+18.67K	18.94%
FineMark National Bank & Trust	7.65K	Dec 31, 25	+7.65K	0.19%
PALO ALTO WEALTH ADVISORS, LLC	68.65K	Sep 30, 25	+15.48K	1.70%
Accredited Wealth Management, LLC	1.43K	Sep 30, 25	+1.29K	0.04%
WMS Partners, LLC	243.19K	Dec 31, 24	+84.14K	6.03%
Waypoint Capital Advisors, LLC	66.11K	Sep 30, 24	+47.42K	1.64%

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Holder

Date

Change

% Held

Elwood & Goetz Wealth Advisory Group, LLC

441.01K

Jun 30, 26

+21.43K

10.94%

HighTower Advisors, LLC

410.98K

Jun 30, 26

+291.14K

10.20%

Berger Financial Group, Inc

269.52K

Jun 30, 26

+25.33K

6.69%

LPL Financial LLC

248.07K

Jun 30, 26

+125.96K

6.16%

Tarbox Family Office, Inc.

240.07K

Jun 30, 26

+79.41K

5.96%

Wealth Management Partners, LLC

218.29K

Jun 30, 26

+1.13K

5.42%

Networth Advisors, LLC

189.31K

Jun 30, 26

+11.03K

4.70%

AMERICAN CENTURY COMPANIES INC

187.80K

Jun 30, 26

+28.25K

4.66%

CGN Advisors LLC

180.85K

Jun 30, 26

+15.39K

4.49%

Envision Financial Planning, LLC

143.10K

Jun 30, 26

+1.64K

3.55%

AE Wealth Management LLC

141.17K

Jun 30, 26

+28.08K

3.50%

MORGAN STANLEY

126.99K

Jun 30, 26

+125.93K

3.15%

YOUNGS ADVISORY GROUP, INC.

111.70K

Jun 30, 26

+6.17K

2.77%

Bleakley Financial Group, LLC

101.46K

Jun 30, 26

+78.36K

2.52%

Independent Advisor Alliance

101.20K

Jun 30, 26

-14.65K

2.51%

CI Private Wealth, LLC

89.40K

Jun 30, 26

+89.40K

2.22%

Mendota Financial Group, LLC

88.91K

Jun 30, 26

+20.41K

2.21%

Chicago Partners Investment Group LLC

68.48K

Jun 30, 26

+842

1.70%

Kestra Advisory Services, LLC

51.66K

Jun 30, 26

-501

1.28%

ENVESTNET ASSET MANAGEMENT INC

50.48K

Jun 30, 26

+2.13K

1.25%

WILEY BROS.-AINTREE CAPITAL, LLC

49.95K

Jun 30, 26

+1.80K

1.24%

LexAurum Advisors, LLC

47.94K

Jun 30, 26

+4.51K

1.19%

COMMERCE BANK

42.31K

Jun 30, 26

+24.74K

1.05%

CFS Investment Advisory Services, LLC

38.81K

Jun 30, 26

+1.07K

0.96%

Glenview Trust Co

38.23K

Jun 30, 26

+38.23K

0.95%

HB Wealth Management, LLC

32.73K

Jun 30, 26

-1.35K

0.81%

Balance Wealth, LLC

32.12K

Jun 30, 26

+12.61K

0.80%

Quad-Cities Investment Group, LLC

28.37K

Jun 30, 26

+3.83K

0.70%

Gradient Capital Advisors, LLC

27.01K

Jun 30, 26

+4.23K

0.67%

Summit Financial, LLC

26.15K

Jun 30, 26

+774

0.65%

ENDEAVOR PRIVATE WEALTH, INC.

25.74K

Jun 30, 26

+320

0.64%

MOSAIC FAMILY WEALTH PARTNERS, LLC

24.20K

Jun 30, 26

+20.49K

0.60%

Plancorp, LLC

18.10K

Jun 30, 26

+1.73K

0.45%

Jacobi Capital Management LLC

17.11K

Jun 30, 26

+710

0.42%

WMG Financial Advisors, LLC

16.30K

Jun 30, 26

0.40%

ROCKY MOUNTAIN ADVISERS, LLC

15.80K

Jun 30, 26

+776

0.39%

Canvas Wealth Advisors, LLC

15.59K

Jun 30, 26

+7.75K

0.39%

Farther Finance Advisors, LLC

14.63K

Jun 30, 26

-280

0.36%

Team Financial Group, LLC

14.52K

Jun 30, 26

+10.12K

0.36%

FIDUCIARY FINANCIAL ADVISORS

13.81K

Jun 30, 26

+13.81K

0.34%

HTG Investment Advisors, Inc.

12.71K

Jun 30, 26

+2.89K

0.32%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.49K

Jun 30, 26

+2.29K

0.31%

GOLDMAN SACHS GROUP INC

12.15K

Jun 30, 26

+12.15K

0.30%

MERCER GLOBAL ADVISORS INC /ADV

11.44K

Jun 30, 26

0.28%

BENJAMIN EDWARDS INC

11.05K

Jun 30, 26

+11.05K

0.27%

Madrid Wealth Management, LLC

10.56K

Jun 30, 26

-3.89K

0.26%

GEN Financial Management, INC.

10.38K

Jun 30, 26

+77

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

9.58K

Jun 30, 26

+731

0.24%

FSA Advisors, Inc.

9.03K

Jun 30, 26

+9.03K

0.22%

Ameritas Advisory Services, LLC

8.99K

Jun 30, 26

+8.99K

0.22%

StrongBox Wealth, LLC

8.67K

Jun 30, 26

-6

0.22%

Quantinno Capital Management LP

8.49K

Jun 30, 26

+8.49K

0.21%

Equitable Holdings, Inc.

8.20K

Jun 30, 26

+2.04K

0.20%

Cambridge Investment Research Advisors, Inc.

6.50K

Jun 30, 26

+6.50K

0.16%

B&D White Capital Company, LLC

6.16K

Jun 30, 26

-2.43K

0.15%

Lloyd Advisory Services, LLC.

5.95K

Jun 30, 26

+5.08K

0.15%

Eldridge Investment Advisors, Inc.

5.71K

Jun 30, 26

-827

0.14%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.48K

Jun 30, 26

+4.48K

0.11%

ADVISOR GROUP HOLDINGS, INC.

4.47K

Jun 30, 26

+1.41K

0.11%

JANE STREET GROUP, LLC

4.21K

Jun 30, 26

-4.59K

0.10%

Bedel Financial Consulting, Inc.

3.91K

Jun 30, 26

+3.91K

0.10%

Avondale Wealth Management

3.75K

Jun 30, 26

0.09%

AQR CAPITAL MANAGEMENT LLC

3.40K

Jun 30, 26

-292

0.08%

Merit Financial Group, LLC

3.05K

Jun 30, 26

+43

0.08%

Narus Financial Partners, LLC

2.75K

Jun 30, 26

+2.75K

0.07%

Legacy Capital Wealth Partners, LLC

2.61K

Jun 30, 26

+2.61K

0.06%

ATWOOD & PALMER INC

1.74K

Jun 30, 26

0.04%

Trust Co

1.45K

Jun 30, 26

+181

0.04%

Kingdom Financial Group LLC.

876

Jun 30, 26

0.02%

IFP Advisors, Inc

492

Jun 30, 26

0.01%

IAG Wealth Partners, LLC

401

Jun 30, 26

+14

0.01%

HARBOR INVESTMENT ADVISORY, LLC

280

Jun 30, 26

+280

0.01%

WELLS FARGO & COMPANY/MN

215

Jun 30, 26

+215

0.01%

JPMORGAN CHASE & CO

190

Jun 30, 26

+114

0.00%

Rialto Wealth Management, LLC

179

Jun 30, 26

0.00%

N.E.W. Advisory Services LLC

171

Jun 30, 26

+171

0.00%

MCF Advisors LLC

161

Jun 30, 26

0.00%

Quest 10 Wealth Builders, Inc.

113

Jun 30, 26

+113

0.00%

ASSETMARK, INC

Jun 30, 26

0.00%

IHT Wealth Management, LLC

Jun 30, 26

-10.00K

McIlrath & Eck, LLC

763.23K

Mar 31, 26

+18.67K

18.94%

FineMark National Bank & Trust

7.65K

Dec 31, 25

+7.65K

0.19%

PALO ALTO WEALTH ADVISORS, LLC

68.65K

Sep 30, 25

+15.48K

1.70%

Accredited Wealth Management, LLC

1.43K

Sep 30, 25

+1.29K

0.04%

WMS Partners, LLC

243.19K

Dec 31, 24

+84.14K

6.03%

Waypoint Capital Advisors, LLC

66.11K

Sep 30, 24

+47.42K

1.64%