AVMC Institutional Ownership & Shareholders
AVANTIS US MID CAP EQ ETF (AVMC) is currently held by 81 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $349.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mcilrath & Eck, Llc is currently the largest disclosed institutional shareholder of AVMC tracked by InsiderSet, reporting ownership valued at approximately $55.14M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $60.36M, representing an estimated gain of +9.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed AVMC value among the investors covered in this analysis. Major shareholders include Mcilrath & Eck, Llc, Elwood & Goetz Wealth Advisory Group, Llc, Berger Financial Group, Inc, and several other long-term asset managers with concentrated positions in AVANTIS US MID CAP EQ ETF (AVMC).
This page ranks the largest institutional AVMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
81
Total Reported Value
$349.64M
Largest Holder
Mcilrath & Eck, Llc
Largest Position
$55.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mcilrath & Eck, Llc | 4.09% | 763,230 | $55,135,752 | $60,356,228 | +$5,220,476 | +9.47% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 5.02% | 477,615 | $36,408,582 | $37,769,794 | +$1,361,212 | +3.74% | |
| Berger Financial Group, Inc | 1.11% | 269,524 | $21,629,315 | $21,313,958 | -$315,357 | -1.46% | |
| Lpl Financial Llc | 0.00% | 248,067 | $19,907,382 | $19,617,138 | -$290,244 | -1.46% | |
| Tarbox Family Office, Inc. | 2.68% | 250,195 | $19,072,348 | $19,785,421 | +$713,073 | +3.74% | |
| Wealth Management Partners, Llc | 3.93% | 219,322 | $16,718,916 | $17,343,984 | +$625,068 | +3.74% | |
| Networth Advisors, Llc | 8.83% | 189,314 | $15,192,464 | $14,970,951 | -$221,513 | -1.46% | |
| American Century Companies Inc | 0.01% | 187,798 | $15,070,790 | $14,851,066 | -$219,724 | -1.46% | |
| Cgn Advisors Llc | 1.05% | 177,602 | $13,538,596 | $14,044,766 | +$506,170 | +3.74% | |
| Envision Financial Planning, Llc | 3.74% | 143,101 | $11,483,848 | $11,316,427 | -$167,421 | -1.46% | |
| Morgan Stanley | 0.00% | 126,988 | $10,190,852 | $10,042,211 | -$148,641 | -1.46% | |
| Tiller Private Wealth, Inc. | 2.75% | 115,109 | $8,774,727 | $9,102,820 | +$328,093 | +3.74% | |
| Bleakley Financial Group, Llc | 0.10% | 101,456 | $8,141,848 | $8,023,140 | -$118,708 | -1.46% | |
| Independent Advisor Alliance | 0.19% | 101,205 | $8,121,701 | $8,003,291 | -$118,410 | -1.46% | |
| Corient Private Wealth Llc | 0.01% | 89,404 | $7,174,637 | $7,070,068 | -$104,569 | -1.46% | |
| Mendota Financial Group, Llc | 3.89% | 82,318 | $6,275,081 | $6,509,707 | +$234,626 | +3.74% | |
| Chicago Partners Investment Group Llc | 0.10% | 69,940 | $5,459,505 | $5,530,855 | +$71,350 | +1.31% | |
| Kestra Advisory Services, Llc | 0.01% | 51,660 | $4,145,730 | $4,085,273 | -$60,457 | -1.46% | |
| Glenview Trust Co | 0.06% | 53,652 | $4,089,891 | $4,242,800 | +$152,909 | +3.74% | |
| Envestnet Asset Management Inc | 0.00% | 50,481 | $4,051,081 | $3,992,037 | -$59,044 | -1.46% | |
| &Partners | 0.02% | 49,946 | $4,028,283 | $3,949,730 | -$78,553 | -1.95% | |
| Lexaurum Advisors, Llc | 0.41% | 47,458 | $3,617,748 | $3,752,979 | +$135,231 | +3.74% | |
| Commerce Bank | 0.01% | 42,311 | $3,395,457 | $3,345,954 | -$49,503 | -1.46% | |
| Cfs Investment Advisory Services, Llc | 0.21% | 40,685 | $3,181,974 | $3,217,370 | +$35,396 | +1.11% | |
| Balance Wealth, Llc | 0.72% | 39,588 | $3,017,779 | $3,130,619 | +$112,840 | +3.74% | |
| Hb Wealth Management, Llc | 0.01% | 34,283 | $2,613,393 | $2,711,100 | +$97,707 | +3.74% | |
| Quad-Cities Investment Group, Llc | 0.84% | 30,816 | $2,349,104 | $2,436,929 | +$87,825 | +3.74% | |
| Gradient Capital Advisors, Llc | 0.50% | 28,416 | $2,166,162 | $2,247,137 | +$80,975 | +3.74% | |
| Summit Financial, Llc | 0.02% | 26,153 | $2,098,778 | $2,068,179 | -$30,599 | -1.46% | |
| Team Financial Group, Llc | 0.82% | 27,351 | $2,084,967 | $2,162,917 | +$77,950 | +3.74% | |
| Endeavor Private Wealth, Inc. | 0.50% | 25,743 | $2,065,894 | $2,035,756 | -$30,138 | -1.46% | |
| Mosaic Family Wealth Partners, Llc | 0.13% | 24,203 | $1,942,315 | $1,913,973 | -$28,342 | -1.46% | |
| Kestra Private Wealth Services, Llc | 0.02% | 21,002 | $1,601,017 | $1,660,838 | +$59,821 | +3.74% | |
| Plancorp, Llc | 0.04% | 18,101 | $1,436,857 | $1,431,427 | -$5,430 | -0.38% | |
| Jacobi Capital Management Llc | 0.07% | 17,115 | $1,373,473 | $1,353,454 | -$20,019 | -1.46% | |
| Greenwood Capital Associates Llc | 0.13% | 17,165 | $1,308,488 | $1,357,408 | +$48,920 | +3.74% | |
| Wmg Financial Advisors, Llc | 0.49% | 16,300 | $1,308,075 | $1,289,004 | -$19,071 | -1.46% | |
| Canvas Wealth Advisors, Llc | 0.17% | 15,585 | $1,250,666 | $1,232,462 | -$18,204 | -1.46% | |
| Srh Advisors, Llc | 0.31% | 15,798 | $1,204,282 | $1,249,306 | +$45,024 | +3.74% | |
| Action Point Financial Planning, Llc | 0.12% | 13,652 | $1,095,267 | $1,079,600 | -$15,667 | -1.43% | |
| Farther Finance Advisors, Llc | 0.01% | 14,218 | $1,083,838 | $1,124,359 | +$40,521 | +3.74% | |
| Htg Investment Advisors, Inc. | 0.26% | 12,707 | $1,019,737 | $1,004,870 | -$14,867 | -1.46% | |
| Susquehanna International Group, Llp | 0.00% | 12,494 | $1,002,644 | $988,026 | -$14,618 | -1.46% | |
| Goldman Sachs Group Inc | 0.00% | 12,146 | $974,717 | $960,506 | -$14,211 | -1.46% | |
| Mercer Global Advisors Inc | 0.00% | 11,437 | $917,819 | $904,438 | -$13,381 | -1.46% | |
| Benjamin Edwards Inc | 0.01% | 11,050 | $886,701 | $873,834 | -$12,867 | -1.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,578 | $768,600 | $757,428 | -$11,172 | -1.45% | |
| Fsa Advisors, Inc. | 0.33% | 9,033 | $724,903 | $714,330 | -$10,573 | -1.46% | |
| Gen Financial Management, Inc. | 0.39% | 9,493 | $723,652 | $750,706 | +$27,054 | +3.74% | |
| Ameritas Advisory Services, Llc | 0.01% | 8,989 | $721,367 | $710,850 | -$10,517 | -1.46% |
Frequently asked questions about AVMC
Who are the largest institutional holders of AVMC?
The largest institutional holders of AVMC reported in the latest SEC Form 13F filings include Mcilrath & Eck, Llc, Elwood & Goetz Wealth Advisory Group, Llc, Berger Financial Group, Inc, Lpl Financial Llc, and Tarbox Family Office, Inc.. InsiderSet ranks institutional holders by their latest reported AVMC position.
What is AVMC institutional ownership?
This page tracks AVMC positions reported by institutional investment managers through SEC Form 13F. AVANTIS US MID CAP EQ ETF (AVMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVMC?
InsiderSet currently tracks 81 institutional managers reporting AVMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVMC shareholders.
How much AVMC stock do institutions own?
Institutional investment managers disclosed approximately $349.64M in AVMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVMC institutional ownership last updated?
The latest AVMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVMC position after the reporting date.
Are institutions buying or selling AVMC?
Institutional buying and selling can be analyzed by comparing AVMC positions across consecutive 13F reporting periods. InsiderSet's AVMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVMC ownership changes.
How has AVMC institutional ownership changed over time?
InsiderSet tracks AVMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.