AVANTIS TOTAL EQUITY ETF (AVTM) Institutional Ownership Changes & 13F Activity
AVANTIS TOTAL EQUITY ETF (AVTM). 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 Fortitude Family Office, Llc, Mai Capital Management, Evoke Wealth, Llc, Sheets Smith Wealth Management, and Ridgeline Wealth, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -4,506 | -25.2% | 13,395 | $729.28K | Q2 2026 | Sep 02, 2026 |
| Orion Capital Management Llc | Buy | +35 | — | 35 | $1.91K | Q2 2026 | Aug 18, 2026 |
| Mai Capital Management | Buy | +624,484 | — | 624,484 | $34.00M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +5,932 | — | 5,932 | $322.96K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +21 | — | 21 | $1.14K | Q2 2026 | Aug 14, 2026 |
| Mason Investment Advisory Services, Inc. | Sell | -12,639 | -6.2% | 192,119 | $10.46M | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, Llc | Sell | -2,400 | -1.9% | 123,076 | $6.70M | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, Llc | Sell | -15 | -0.0% | 500,857 | $27.27M | Q2 2026 | Aug 07, 2026 |
| Tarbox Family Office, Inc. | Sell | -1,876 | -0.5% | 395,590 | $21.54M | Q2 2026 | Aug 03, 2026 |
| Plancorp, Llc | Buy | +8,943 | — | 8,943 | $483.46K | Q2 2026 | Jul 14, 2026 |
| Sheets Smith Wealth Management | Buy | +484,908 | — | 484,908 | $26.40M | Q2 2026 | Jul 13, 2026 |
| Foster Group, Inc. | Buy | +100,870 | — | 100,870 | $5.49M | Q2 2026 | Jul 07, 2026 |
| Ridgeline Wealth, Llc | Buy | +128,110 | — | 128,110 | $6.97M | Q2 2026 | Jul 06, 2026 |
| Evoke Wealth, Llc | Sell | -624,484 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hightower Advisors, Llc | Sell | -118,996 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Fortitude Family Office, Llc | Sell | -710,489 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 16, 2026 |
Frequently asked questions about AVTM activity
Which institutional owners are buying AVTM?
Institutional owners buying AVTM 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 AVTM activity?
"Buy" means an investor increased their reported position in AVTM compared to the prior reporting period. This reflects growing exposure to AVANTIS TOTAL EQUITY ETF (AVTM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVTM increasing?
Institutional interest in AVTM 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.