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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +89,404 | — | 89,404 | $7.17M | Q2 2026 | Aug 27, 2026 |
| Glenview Trust Co | Buy | +38,225 | — | 38,225 | $3.07M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Buy | +9,033 | — | 9,033 | $724.90K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +2,041 | +33.1% | 8,202 | $658.21K | Q2 2026 | Aug 17, 2026 |
| Action Point Financial Planning, Llc | Buy | +13,652 | — | 13,652 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +12,146 | — | 12,146 | $974.72K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +8,989 | — | 8,989 | $721.37K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -4,589 | -52.2% | 4,209 | $337.77K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +2,289 | +22.4% | 12,494 | $1.00M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +1,803 | +3.7% | 49,946 | $4.03M | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, Llc | Buy | +1,644 | +1.2% | 143,101 | $11.48M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,406 | +45.9% | 4,471 | $358.79K | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +320 | +1.3% | 25,743 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Sell | -292 | -7.9% | 3,404 | $273.20K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +215 | — | 215 | $17.25K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +125,930 | +11902.6% | 126,988 | $10.19M | Q2 2026 | Aug 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, Llc | Buy | +21,433 | +5.1% | 441,006 | $35.39M | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +8,490 | — | 8,490 | $681.34K | Q2 2026 | Aug 13, 2026 |
| American Century Companies Inc | Buy | +28,248 | +17.7% | 187,798 | $15.07M | Q2 2026 | Aug 12, 2026 |
| Commerce Bank | Buy | +24,739 | +140.8% | 42,311 | $3.40M | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | Sell | -14,650 | -12.6% | 101,205 | $8.12M | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, Llc | Buy | +2,610 | — | 2,610 | $209.46K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +774 | +3.0% | 26,153 | $2.10M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +190 | — | 190 | $15.23K | Q2 2026 | Aug 12, 2026 |
| Eldridge Investment Advisors, Inc. | Sell | -827 | -12.6% | 5,711 | $458.31K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +125,957 | +103.2% | 248,067 | $19.91M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +5,077 | +580.9% | 5,951 | $477.60K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +2 | +0.2% | 876 | $70.29K | Q2 2026 | Aug 07, 2026 |
| Htg Investment Advisors, Inc. | Buy | +2,886 | +29.4% | 12,707 | $1.02M | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services Llc | Buy | +171 | — | 171 | $13.72K | Q2 2026 | Aug 06, 2026 |
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.