AVTM Institutional Ownership & Shareholders
AVANTIS TOTAL EQUITY ETF (AVTM) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $407.31M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cresset Asset Management, Llc is currently the largest disclosed institutional shareholder of AVTM tracked by InsiderSet, reporting ownership valued at approximately $85.11M in its June 30, 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 $84.03M, representing an estimated loss of -1.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed AVTM value among the investors covered in this analysis. Major shareholders include Cresset Asset Management, Llc, Torren Management, Llc, Fortitude Family Office, Llc, and several other long-term asset managers with concentrated positions in AVANTIS TOTAL EQUITY ETF (AVTM).
This page ranks the largest institutional AVTM 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
24
Total Reported Value
$407.31M
Largest Holder
Cresset Asset Management, Llc
Largest Position
$85.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cresset Asset Management, Llc | 0.31% | 1,563,262 | $85,111,018 | $84,025,958 | -$1,085,060 | -1.27% | |
| Torren Management, Llc | 33.72% | 1,237,241 | $67,719,396 | $66,502,199 | -$1,217,197 | -1.80% | |
| Fortitude Family Office, Llc | 6.68% | 710,489 | $38,888,047 | $38,189,068 | -$698,979 | -1.80% | |
| Mai Capital Management | 0.13% | 624,484 | $33,999,719 | $33,566,265 | -$433,454 | -1.27% | |
| Global Strategic Investment Solutions, Llc | 2.43% | 500,857 | $27,414,007 | $26,921,264 | -$492,743 | -1.80% | |
| Sheets Smith Wealth Management | 2.77% | 484,908 | $26,541,051 | $26,063,999 | -$477,052 | -1.80% | |
| Tarbox Family Office, Inc. | 3.05% | 395,590 | $21,652,302 | $21,263,121 | -$389,181 | -1.80% | |
| Relyea Zuckerberg Hanson Llc | 1.67% | 369,711 | $20,235,836 | $19,872,114 | -$363,722 | -1.80% | |
| Sanctuary Advisors, Llc | 0.07% | 282,376 | $15,373,820 | $15,177,823 | -$195,997 | -1.27% | |
| Sjs Investment Consulting Inc. | 1.13% | 205,237 | $11,233,484 | $11,031,571 | -$201,913 | -1.80% | |
| Bridgewater Advisors Inc. | 0.57% | 192,733 | $10,522,239 | $10,359,476 | -$162,763 | -1.55% | |
| Mason Investment Advisory Services, Inc. | 0.40% | 192,119 | $10,459,823 | $10,326,473 | -$133,350 | -1.27% | |
| Ridgeline Wealth, Llc | 3.97% | 126,088 | $6,999,964 | $6,777,280 | -$222,684 | -3.18% | |
| Tortoise Investment Management, Llc | 0.50% | 123,076 | $6,700,800 | $6,615,384 | -$85,416 | -1.27% | |
| Rvw Wealth, Llc | 0.39% | 111,410 | $6,097,937 | $5,988,332 | -$109,605 | -1.80% | |
| Ieq Capital, Llc | 0.03% | 111,192 | $6,053,793 | $5,976,614 | -$77,179 | -1.27% | |
| Foster Group, Inc. | 0.15% | 100,870 | $5,521,039 | $5,421,803 | -$99,236 | -1.80% | |
| Anderson Hoagland & Co | 0.27% | 65,834 | $3,571,942 | $3,538,604 | -$33,338 | -0.93% | |
| Bcr Wealth Strategies, Llc | 0.41% | 26,974 | $1,468,000 | $1,449,863 | -$18,137 | -1.24% | |
| Citadel Advisors Llc | 0.00% | 13,395 | $729,284 | $719,987 | -$9,297 | -1.27% | |
| Plancorp, Llc | 0.02% | 12,746 | $686,389 | $685,103 | -$1,286 | -0.19% | |
| Goldman Sachs Group Inc | 0.00% | 5,932 | $322,965 | $318,847 | -$4,118 | -1.27% | |
| Orion Capital Management Llc | 0.00% | 35 | $1,906 | $1,881 | -$25 | -1.30% | |
| Wells Fargo & Company/Mn | 0.00% | 21 | $1,143 | $1,129 | -$14 | -1.25% |
Frequently asked questions about AVTM
Who are the largest institutional holders of AVTM?
The largest institutional holders of AVTM reported in the latest SEC Form 13F filings include Cresset Asset Management, Llc, Torren Management, Llc, Fortitude Family Office, Llc, Mai Capital Management, and Global Strategic Investment Solutions, Llc. InsiderSet ranks institutional holders by their latest reported AVTM position.
What is AVTM institutional ownership?
This page tracks AVTM positions reported by institutional investment managers through SEC Form 13F. AVANTIS TOTAL EQUITY ETF (AVTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVTM?
InsiderSet currently tracks 24 institutional managers reporting AVTM 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 AVTM shareholders.
How much AVTM stock do institutions own?
Institutional investment managers disclosed approximately $407.31M in AVTM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVTM institutional ownership last updated?
The latest AVTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 AVTM 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 AVTM position after the reporting date.
Are institutions buying or selling AVTM?
Institutional buying and selling can be analyzed by comparing AVTM positions across consecutive 13F reporting periods. InsiderSet's AVTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVTM ownership changes.
How has AVTM institutional ownership changed over time?
InsiderSet tracks AVTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.