Who owns Avantis U.S. Mid Cap Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVMC from SEC Form 13F filings across 79 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 79 institutions disclosed 4.2M shares of Avantis U.S. Mid Cap Equity ETF worth $336.7M — about 104.1% of shares outstanding; the largest disclosed holder is Elwood & Goetz Wealth Advisory Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
79
13F holders
$336.7M
value, 2026 filers
104.1%
of shares outstanding (4.2M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVMC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Elwood & Goetz Wealth Advisory Group, LLC | 441,006 | $35.4M | 5.2% | 10.9% | +5.1% |
| 2 | HighTower Advisors, LLC | 410,979 | $33.0M | 0.0% | 10.2% | +242.9% |
| 3 | Berger Financial Group, Inc | 269,524 | $21.6M | 1.1% | 6.7% | +10.4% |
| 4 | LPL Financial LLC | 248,067 | $19.9M | 0.0% | 6.2% | +103.2% |
| 5 | Tarbox Family Office, Inc. | 240,067 | $19.3M | 2.8% | 6% | +49.4% |
| 6 | Wealth Management Partners, LLC | 218,287 | $17.5M | 4.1% | 5.4% | +0.5% |
| 7 | Networth Advisors, LLC | 189,314 | $15.2M | 8.8% | 4.7% | +6.2% |
| 8 | AMERICAN CENTURY COMPANIES INC | 187,798 | $15.1M | 0.0% | 4.7% | +17.7% |
| 9 | CGN Advisors LLC | 180,847 | $14.5M | 1.1% | 4.5% | +9.3% |
| 10 | Envision Financial Planning, LLC | 143,101 | $11.5M | 3.7% | 3.6% | +1.2% |
| 11 | AE Wealth Management LLC | 141,166 | $11.3M | 0.1% | 3.5% | +24.8% |
| 12 | MORGAN STANLEY | 126,988 | $10.2M | 0.0% | 3.2% | +11902.6% |
| 13 | Tiller Private Wealth, Inc. | 111,704 | $9.0M | 2.8% | 2.8% | +5.8% |
| 14 | Bleakley Financial Group, LLC | 101,456 | $8.1M | 0.1% | 2.5% | +339.2% |
| 15 | Independent Advisor Alliance | 101,205 | $8.1M | 0.2% | 2.5% | -12.6% |
| 16 | Corient Private Wealth LPNEW | 89,404 | $7.2M | 0.0% | 2.2% | new |
| 17 | Mendota Financial Group, LLC | 88,914 | $7.1M | 4.4% | 2.2% | +29.8% |
| 18 | Chicago Partners Investment Group LLC | 68,484 | $5.4M | 0.1% | 1.7% | +1.2% |
| 19 | Kestra Advisory Services, LLC | 51,660 | $4.1M | 0.0% | 1.3% | -1.0% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 50,481 | $4.1M | 0.0% | 1.3% | +4.4% |
| 21 | &PARTNERS | 49,946 | $4.0M | 0.0% | 1.2% | +3.7% |
| 22 | LexAurum Advisors, LLC | 47,944 | $3.8M | 0.4% | 1.2% | +10.4% |
| 23 | COMMERCE BANK | 42,311 | $3.4M | 0.0% | 1% | +140.8% |
| 24 | CFS Investment Advisory Services, LLC | 38,813 | $3.1M | 0.2% | 1% | +2.8% |
| 25 | Glenview Trust CoNEW | 38,225 | $3.1M | 0.0% | 0.9% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.