AVANTIS US MID CAP EQ ETF (AVMC) Institutional Ownership Changes & 13F Activity

AVANTIS US MID CAP EQ ETF (AVMC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Morgan Stanley, Corient Private Wealth Llc, Glenview Trust Co, and American Century Companies Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+89,40489,404$7.17MQ2 2026Aug 27, 2026
Glenview Trust CoBuy+38,22538,225$3.07MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Buy+9,0339,033$724.90KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+2,041+33.1%8,202$658.21KQ2 2026Aug 17, 2026
Action Point Financial Planning, LlcBuy+13,65213,652$1.10MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+12,14612,146$974.72KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+8,9898,989$721.37KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-4,589-52.2%4,209$337.77KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+2,289+22.4%12,494$1.00MQ2 2026Aug 14, 2026
&PartnersBuy+1,803+3.7%49,946$4.03MQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+1,644+1.2%143,101$11.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,406+45.9%4,471$358.79KQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+320+1.3%25,743$2.07MQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-292-7.9%3,404$273.20KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+215215$17.25KQ2 2026Aug 14, 2026
Morgan StanleyBuy+125,930+11902.6%126,988$10.19MQ2 2026Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LlcBuy+21,433+5.1%441,006$35.39MQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+8,4908,490$681.34KQ2 2026Aug 13, 2026
American Century Companies IncBuy+28,248+17.7%187,798$15.07MQ2 2026Aug 12, 2026
Commerce BankBuy+24,739+140.8%42,311$3.40MQ2 2026Aug 12, 2026
Independent Advisor AllianceSell-14,650-12.6%101,205$8.12MQ2 2026Aug 12, 2026
Legacy Capital Wealth Partners, LlcBuy+2,6102,610$209.46KQ2 2026Aug 12, 2026
Summit Financial, LlcBuy+774+3.0%26,153$2.10MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+190190$15.23KQ2 2026Aug 12, 2026
Eldridge Investment Advisors, Inc.Sell-827-12.6%5,711$458.31KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+125,957+103.2%248,067$19.91MQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+5,077+580.9%5,951$477.60KQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+2+0.2%876$70.29KQ2 2026Aug 07, 2026
Htg Investment Advisors, Inc.Buy+2,886+29.4%12,707$1.02MQ2 2026Aug 06, 2026
N.E.W. Advisory Services LlcBuy+171171$13.72KQ2 2026Aug 06, 2026
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Frequently asked questions about AVMC activity

  • Which institutional owners are buying AVMC?

    Institutional owners buying AVMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVMC activity?

    "Buy" means an investor increased their reported position in AVMC compared to the prior reporting period. This reflects growing exposure to AVANTIS US MID CAP EQ ETF (AVMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVMC increasing?

    Institutional interest in AVMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.