Who Owns AVMC?
Avantis U.S. Mid Cap Equity ETF — Institutional Ownership & 13F Holdings
$76.23
-0.30 (-0.39%)
Market Cap
$316.2M
Shares Outstanding
4,026,569
Institutional Holders
33
Total Inst. Value
$130.4M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
16
Closed Positions
7
Increased
11
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | McIlrath & Eck, LLC | $40.7M | 656,907 |
| 2 | HB Wealth Management, LLCNew | $17.7M | 284,819 |
| 3 | Berger Financial Group, Inc | $13.1M | 211,586 |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $10.2M | 164,998 |
| 5 | PROATHLETE WEALTH MANAGEMENT LLCNew | $9.2M | 147,669 |
| 6 | CGN Advisors LLC | $9.1M | 147,061 |
| 7 | Envision Financial Planning, LLC | $8.2M | 133,040 |
| 8 | AMERICAN CENTURY COMPANIES INC | $6.8M | 110,436 |
| 9 | Chicago Partners Investment Group LLC | $3.2M | 51,473 |
| 10 | AE Wealth Management LLC | $1.6M | 26,266 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| McIlrath & Eck, LLC | +22K | $40.7M |
| HB Wealth Management, LLCNew | +285K | $17.7M |
| Berger Financial Group, Inc | +25K | $13.1M |
| MERCER GLOBAL ADVISORS INC /ADV | +77K | $10.2M |
| PROATHLETE WEALTH MANAGEMENT LLCNew | +148K | $9.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LexAurum Advisors, LLC | -494 | $329K |
| Arlington Financial Advisors, LLC | -276 | $1.2M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | -2 | $226K |
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Frequently Asked Questions
How many institutional investors hold AVMC?
As of Q1 2025, 33 institutional investors report holding AVMC (Avantis U.S. Mid Cap Equity ETF) in their 13F filings.
Which hedge fund owns the most AVMC?
The largest institutional holder of AVMC is McIlrath & Eck, LLC with $40.7M in shares.
Are institutions buying or selling AVMC?
This quarter, 16 institutions opened new positions in AVMC and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.