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Who owns AVTMWhat AVTM owns — n/a

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 company filings.

Institutional ownership of AVTM from SEC Form 13F filings across 25 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, 25 institutions disclosed 7.7M shares of Avantis Total Equity Markets ETF 1 worth $417.9M — about 53.1% of shares outstanding; the largest disclosed holder is Cresset Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

25

13F holders

$417.9M

value, 2026 filers

53.1%

of shares outstanding (7.7M sh)

8

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Cresset Asset Management, LLC1.6M$85.1M0.3%10.8%0.0%
2Torren Management, LLC1.2M$67.5M34.3%8.6%0.0%
3Fortitude Family Office, LLC710,489$38.7M7.5%4.9%0.0%
4MAI Capital ManagementNEW624,484$34.0M0.1%4.3%new
5Global Strategic Investment Solutions, LLC500,857$27.3M2.4%3.5%0.0%
6SHEETS SMITH WEALTH MANAGEMENTNEW484,908$26.4M2.6%3.4%new
7Tarbox Family Office, Inc.395,590$21.5M3.1%2.7%-0.5%
8Relyea Zuckerberg Hanson LLC371,216$20.2M1.7%2.6%0.0%
9Sanctuary Advisors, LLC282,376$15.4M0.1%2%0.0%
10SJS Investment Consulting Inc.205,237$11.2M1.2%1.4%0.0%
11Bridgewater Advisors Inc.192,733$10.5M0.6%1.3%0.0%
12Mason Investment Advisory Services, Inc.192,119$10.5M0.4%1.3%-6.2%
13ANDERSON HOAGLAND & CO162,708$8.9M0.7%1.1%0.0%
14Ridgeline Wealth, LLCNEW128,110$7.0M4.1%0.9%new
15Tortoise Investment Management, LLC123,076$6.7M0.5%0.9%-1.9%
16HighTower Advisors, LLC118,996$6.5M0.0%0.8%0.0%
17RVW Wealth, LLC111,410$6.1M0.4%0.8%0.0%
18IEQ CAPITAL, LLC111,192$6.1M0.0%0.8%0.0%
19Foster Group, Inc.NEW100,870$5.5M0.1%0.7%new
20BCR Wealth Strategies, LLC26,974$1.5M0.4%0.2%0.0%
21CITADEL ADVISORS LLC13,395$729,2840.0%0.1%-25.2%
22Plancorp, LLCNEW8,943$483,4590.0%0.1%new
23GOLDMAN SACHS GROUP INCNEW5,932$322,9650.0%0%new
24Orion Capital Management LLCNEW35$1,9060.0%0%new
25WELLS FARGO & COMPANY/MNNEW21$1,1430.0%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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.