Who owns AVMC?
Avantis U.S. Mid Cap Equity ETF · Avantis
79 institutions reported holding AVMC, worth $337.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVMC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | Athens, GA | $35.4M | 441,006 | +21,433 shares |
| HighTower Advisors, LLC | Chicago, IL | $33.0M | 410,979 | +291,139 shares |
| Berger Financial Group, Inc | Plymouth, MN | $21.6M | 269,524 | +25,332 shares |
| LPL Financial LLC | Fort Mill, SC | $19.9M | 248,067 | +125,957 shares |
| Tarbox Family Office, Inc. | Newport Beach, CA | $19.3M | 240,067 | +79,406 shares |
| Wealth Management Partners, LLC | Tucson, AZ | $17.5M | 218,287 | +1,130 shares |
| Networth Advisors, LLC | Canonsburg, PA | $15.2M | 189,314 | +11,029 shares |
| American Century Companies Inc. | Kansas City, MO | $15.1M | 187,798 | +28,248 shares |
| CGN Advisors LLC | Manhattan, KS | $14.5M | 180,847 | +15,386 shares |
| Envision Financial Planning, LLC | Memphis, TN | $11.5M | 143,101 | +1,644 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: AVMC vs FSCC, AVMC vs NUMV, AVMC vs XMVM, AVMC vs JPME.
Frequently asked questions
Who owns AVMC?
79 institutional managers reported holding AVMC in Form 13F filings for June 30, 2026, worth $337.2M in total. The largest reported position was held by Elwood & Goetz Wealth Advisory Group, LLC, at $35.4M.
Did institutions buy or sell AVMC last quarter?
Reported 13F value rose 52.8% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVMC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.