Who owns Avantis Total Equity Markets ETF 1?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of AVTM from SEC Form 13F filings across 14 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, 14 institutions disclosed 4.5M shares of Avantis Total Equity Markets ETF 1 worth $244.9M — about 31.3% of shares outstanding; the largest disclosed holder is Cresset Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$244.9M
value, 2026 filers
31.3%
of shares outstanding (4.5M sh)
4
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 AVTM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | 1.6M | $85.1M | 0.3% | 10.8% | 0.0% |
| 2 | Relyea Zuckerberg Hanson LLC | 742,432 | $40.4M | 3.3% | 5.1% | +100.0% |
| 3 | Fortitude Family Office, LLC | 710,489 | $38.7M | 7.5% | 4.9% | 0.0% |
| 4 | MAI Capital ManagementNEW | 624,484 | $34.0M | 0.1% | 4.3% | new |
| 5 | Sanctuary Advisors, LLC | 282,376 | $15.4M | 0.0% | 2% | 0.0% |
| 6 | SJS Investment Consulting Inc. | 205,237 | $11.2M | 1.2% | 1.4% | 0.0% |
| 7 | HighTower Advisors, LLC | 118,996 | $6.5M | 0.0% | 0.8% | 0.0% |
| 8 | RVW Wealth, LLC | 111,410 | $6.1M | 0.4% | 0.8% | 0.0% |
| 9 | IEQ CAPITAL, LLC | 111,192 | $6.1M | 0.0% | 0.8% | 0.0% |
| 10 | BCR Wealth Strategies, LLC | 26,974 | $1,468 | 0.4% | 0.2% | 0.0% |
| 11 | CITADEL ADVISORS LLC | 13,395 | $729,284 | 0.0% | 0.1% | -25.2% |
| 12 | Plancorp, LLCNEW | 8,943 | $483,459 | 0.0% | 0.1% | new |
| 13 | GOLDMAN SACHS GROUP INCNEW | 5,932 | $322,965 | 0.0% | 0% | new |
| 14 | WELLS FARGO & COMPANY/MNNEW | 21 | $1,143 | 0.0% | 0% | 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.