Who owns AVTM?
Avantis Total Equity Markets ETF · Avantis
25 institutions reported holding AVTM, worth $417.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVTM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cresset Asset Management, LLC | Chicago, IL | $85.1M | 1,563,262 | No change |
| Torren Management, LLC | San Diego, CA | $67.5M | 1,240,351 | No change |
| Fortitude Family Office, LLC | Scottsdale, AZ | $38.7M | 710,489 | No change |
| MAI Capital Management | Independence, OH | $34.0M | 624,484 | New position |
| Global Strategic Investment Solutions, LLC | Scottsdale, AZ | $27.3M | 500,857 | −15 shares |
| Sheets Smith Wealth Management | Winston-Salem, NC | $26.4M | 484,908 | New position |
| Tarbox Family Office, Inc. | Newport Beach, CA | $21.5M | 395,590 | −1,876 shares |
| Relyea Zuckerberg Hanson LLC | Stamford, CT | $20.2M | 371,216 | No change |
| Sanctuary Advisors, LLC | Indianapolis, IN | $15.4M | 282,376 | No change |
| SJS Investment Consulting Inc. | Sylvania, OH | $11.2M | 205,237 | No change |
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.
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Frequently asked questions
Who owns AVTM?
25 institutional managers reported holding AVTM in Form 13F filings for June 30, 2026, worth $417.9M in total. The largest reported position was held by Cresset Asset Management, LLC, at $85.1M.
Did institutions buy or sell AVTM last quarter?
Reported 13F value rose 27.1% from March 31, 2026, which includes price moves as well as buying and selling. 8 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 AVTM 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.