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

$1.6264000143100001e+220T

% of Float Held

—

QoQ Change in Holders

+11 / -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
Wealth Management Partners, LLCNew Position+203K+$14.3B
Tiller Private Wealth, Inc.New Position+101K+$7.2B
ENDEAVOR PRIVATE WEALTH, INC.New Position+20K+$1.4B
Gradient Capital Advisors, LLCNew Position+20K+$1.4B
WMG Financial Advisors, LLCNew Position+19K+$1.4B
Quad-Cities Investment Group, LLCNew Position+19K+$1.3B
Berger Financial Group, IncIncreased+9K+$894.4M
GEN Financial Management, INC.New Position+10K+$714.0M
Envision Financial Planning, LLCIncreased+6K+$542.4M
SRH ADVISORS, LLCNew Position+7K+$487.0M
B&D White Capital Company, LLCNew Position+6K+$435.0M
Lloyd Advisory Services, LLC.New Position+6K+$404.0M
HTG Investment Advisors, Inc.Increased+4K+$276.7M
MOSAIC FAMILY WEALTH PARTNERS, LLCNew Position+3K+$235.0M
AMERICAN CENTURY COMPANIES INCIncreased+15K+$194.2M

AVMC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-4-$6.8B
PALO ALTO WEALTH ADVISORS, LLCClosed Position-69K-$4.8B
MERCER GLOBAL ADVISORS INC /ADVDecreased-848-$864.9M
MML INVESTORS SERVICES, LLCClosed Position-12K-$834.4M
CGN Advisors LLCDecreased-7K-$341.7M
CITADEL ADVISORS LLCClosed Position-4K-$256.5M
OSAIC HOLDINGS, INC.Decreased-81-$227.4M
Jacobi Capital Management LLCDecreased-340-$10.8M
Accredited Wealth Management, LLCClosed Position-1K-$9.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Berger Financial Group, Inc230,239$16.3B0.94%Share
2Wealth Management Partners, LLC202,578$14.3B4.09%Share
3CGN Advisors LLC167,793$11.9B0.94%Share
4Envision Financial Planning, LLC137,933$9.7B3.68%Share
5AMERICAN CENTURY COMPANIES INC141,125$9.0B0.00%Share
6Tiller Private Wealth, Inc.101,374$7.2B2.55%Share
7ENDEAVOR PRIVATE WEALTH, INC.20,487$1.4B0.41%Share
8Gradient Capital Advisors, LLC20,107$1.4B0.37%Share
9WMG Financial Advisors, LLC19,300$1.4B0.56%Share
10Quad-Cities Investment Group, LLC18,856$1.3B0.55%Share
11Jacobi Capital Management LLC12,649$893.0M0.05%Share
12GEN Financial Management, INC.10,108$714.0M0.45%Share
13Farther Finance Advisors, LLC9,002$635.0M0.01%Share
14HTG Investment Advisors, Inc.7,437$525.0M0.16%Share
15Eldridge Investment Advisors, Inc.6,929$489.0M0.11%Share
16SRH ADVISORS, LLC6,896$487.0M0.14%Share
17B&D White Capital Company, LLC6,169$435.0M0.05%Share
18Lloyd Advisory Services, LLC.5,732$404.0M0.16%Share
19MOSAIC FAMILY WEALTH PARTNERS, LLC3,334$235.0M0.03%Share
20ATWOOD & PALMER INC1,743$123.0M0.01%Share
21Team Financial Group, LLC1,257$88.0M0.04%Share
22Kingdom Financial Group LLC.872$61.0M0.02%Share
23McIlrath & Eck, LLC744,556$52.6M4.89%Share
24Elwood & Goetz Wealth Advisory Group, LLC394,017$27.8M4.89%Share
25Networth Advisors, LLC172,188$12.2M8.98%Share
26Rialto Wealth Management, LLC179$12.0M0.00%Share
27MCF Advisors LLC162$11.0M0.00%Share
28LPL Financial LLC97,439$6.0M0.00%Share
29Chicago Partners Investment Group LLC63,223$4.7M0.12%Share
30Mendota Financial Group, LLC63,948$4.5M3.29%Share
31ASSETMARK, INC62$4.0M0.00%Share
32Kestra Advisory Services, LLC51,187$3.0M0.01%Share
33HB Wealth Management, LLC34,973$2.5M0.02%Share
34HighTower Advisors, LLC41,086$2.0M0.00%Share
35CFS Investment Advisory Services, LLC18,835$1.3M0.10%Share
36Madrid Wealth Management, LLC18,383$1.3M1.05%Share
37Summit Financial, LLC23,676$1.0M0.01%Share
38Plancorp, LLC14,671$1.0M0.03%Share
39Skyview Financial Group LLC4,332$305K0.31%Share
40Arlington Financial Advisors, LLC3,008$212K0.03%Share
41Trust Co775$54K0.01%Share
42IAG Wealth Partners, LLC414$29K0.00%Share
43AE Wealth Management LLC99,881$7K0.00%Share
44FineMark National Bank & Trust7,646$00.00%Share
45IFP Advisors, Inc492$00.00%Share
46MERCER GLOBAL ADVISORS INC /ADV11,582$00.00%Share
47Equitable Holdings, Inc.4,385$00.00%Share
48SUSQUEHANNA INTERNATIONAL GROUP, LLP13,002$00.00%Share
49BANK OF AMERICA CORP /DE/1,040$00.00%Share
50JPMORGAN CHASE & CO266$00.00%Share

AVMC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202552$79.1B+26
Q3 202526$65.8B-13
Q2 202539$73.7B+6
Q1 202533$75.4B+9
Q4 202424$124.5B+8
Q3 202416$3.7T+4
Q2 202412$517.4B+6
Q1 20246$468.2B—

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As of Q4 2025, 50 institutional investors hold AVMC (Avantis U.S. Mid Cap Equity ETF). The largest holder is Berger Financial Group, Inc with $16.3B in shares. This quarter, 11 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 Berger Financial Group, Inc with $16.3B in shares.

Is institutional ownership of AVMC increasing or decreasing?

This quarter, 11 institutions opened new positions in AVMC and 4 closed their positions.