IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avantis US Mid Cap EQ ETF (AVMC)

CUSIP: 025072125 | NYSE | 110 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Elwood & Goetz Wealth Advisory Group, LLC477,615
5.0% of portfolio›$36.4M
Tarbox Family Office, Inc.250,195
2.7% of portfolio›$19.1M
Wealth Management Partners, LLC219,322
3.9% of portfolio›$16.7M
Networth Advisors, LLC190,839
8.4% of portfolio›$14.5M
CGN Advisors LLC177,602
1.0% of portfolio›$13.5M
Tiller Private Wealth, Inc.115,109
2.7% of portfolio›$8.8M
Plancorp, LLC97,822
0.2% of portfolio›$7.7M
Mendota Financial Group, LLC82,318
3.9% of portfolio›$6.3M
Chicago Partners Investment Group LLC69,940
0.1% of portfolio›$5.5M
Glenview Trust Co53,652
0.1% of portfolio›$4.1M
Kestra Advisory Services, LLC53,167
0.0% of portfolio›$4.1M
LexAurum Advisors, LLC47,458
0.4% of portfolio›$3.6M
CFS Investment Advisory Services, LLC40,685
0.2% of portfolio›$3.2M
Balance Wealth Partners LLC39,588
0.7% of portfolio›$3.0M
HB Wealth Management, LLC34,283
0.0% of portfolio›$2.6M
Quad-Cities Investment Group, LLC30,816
0.8% of portfolio›$2.3M
Gradient Capital Advisors, LLC28,416
0.5% of portfolio›$2.2M
Team Financial Group, LLC27,351
0.8% of portfolio›$2.1M
Endeavor Private Wealth, Inc.24,973
0.5% of portfolio›$1.9M
Canvas Wealth Advisors, LLC24,281
0.3% of portfolio›$1.9M
Asset One Wealth Management LLC23,666
0.2% of portfolio›$1.8M
Jacobi Capital Management LLC22,468
0.1% of portfolio›$1.7M
Kestra Private Wealth Services, LLC21,002
0.0% of portfolio›$1.6M
Greenwood Capital Associates LLC17,165
0.1% of portfolio›$1.3M
WMG Financial Advisors, LLC16,300
0.5% of portfolio›$1.3M
SRH Advisors, LLC15,798
0.3% of portfolio›$1.2M
Farther Finance Advisors, LLC14,218
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.12,054
0.0% of portfolio›$919.0K
Commonwealth Equity Services, LLC10,611
0.0% of portfolio›$808.8K
GEN Financial Management, Inc.9,493
0.4% of portfolio›$723.7K
StrongBox Wealth, LLC8,354
0.2% of portfolio›$636.8K
Narus Financial Partners, LLC7,136
0.1% of portfolio›$543.9K
B&D White Capital Company, LLC6,177
0.0% of portfolio›$470.9K
Lloyd Advisory Services, Llc.5,282
0.2% of portfolio›$402.7K
Walkner Condon Financial Advisors LLC5,230
0.0% of portfolio›$398.7K
Madrid Wealth Management, LLC5,032
0.2% of portfolio›$383.6K
Accurate Wealth Management, LLC3,128
0.0% of portfolio›$244.0K
Legacy Capital Wealth Partners, LLC2,799
0.0% of portfolio›$213.4K
Trust Co2,222
0.0% of portfolio›$169.4K
Atwood & Palmer Inc1,743
0.0% of portfolio›$132.9K
Align Financial, LLC1,425
0.1% of portfolio›$108.6K
Kingdom Financial Group Llc.878
0.0% of portfolio›$66.9K
Cordgrass Capital Advisors, LLC579
0.0% of portfolio›$44.1K
IFP Advisors, Inc492
0.0% of portfolio›$37.5K
Harbor Investment Advisory, LLC280
0.0% of portfolio›$21.3K
Abound Wealth Management225
0.0% of portfolio›$17.2K
Assetmark, Inc164
0.0% of portfolio›$12.5K
Quest 10 Wealth Builders, Inc.112
0.0% of portfolio›$8.5K
StyleTurnoverLocationFiled
Elwood & Goetz Wealth Advisory Group, LLC
477,615$36.4M5.0%ETFLowAthens, GA2026-10-28
Tarbox Family Office, Inc.
250,195$19.1M2.7%ETFVery LowNewport Beach, CA2026-10-23
Wealth Management Partners, LLC
219,322$16.7M3.9%Agg GrowthLowTucson, AZ2026-10-21
Networth Advisors, LLC
190,839$14.5M8.4%ETFMediumCanonsburg, PA2026-11-03
CGN Advisors LLC
177,602$13.5M1.0%ETFLowManhattan, KS2026-10-21
Tiller Private Wealth, Inc.
115,109$8.8M2.7%ETFVery LowBethlehem, PA2026-10-26
Plancorp, LLC
97,822$7.7M0.2%ETFLowSaint Louis, MO2026-11-03
Mendota Financial Group, LLC
82,318$6.3M3.9%ETFLowMadison, WI2026-10-07
Chicago Partners Investment Group LLC
69,940$5.5M0.1%GARPLowChicago, IL2026-10-27
Glenview Trust Co
53,652$4.1M0.1%GrowthVery LowLouisville, KY2026-10-28
Kestra Advisory Services, LLC
53,167$4.1M0.0%CoreLowAustin, TX2026-11-02
LexAurum Advisors, LLC
47,458$3.6M0.4%ETFLowOverland Park, KS2026-10-19
CFS Investment Advisory Services, LLC
40,685$3.2M0.2%ETFMediumTotowa, NJ2026-10-19
Balance Wealth Partners LLC
39,588$3.0M0.7%ETFMediumWorthington, OH2026-10-27
HB Wealth Management, LLC
34,283$2.6M0.0%IndexVery LowAtlanta, GA2026-10-23
Quad-Cities Investment Group, LLC
30,816$2.3M0.8%CoreLowDavenport, IA2026-10-16
Gradient Capital Advisors, LLC
28,416$2.2M0.5%ETFLowSan Diego, CA2026-10-21
Team Financial Group, LLC
27,351$2.1M0.8%ETFLowTemecula, CA2026-10-30
Endeavor Private Wealth, Inc.
24,973$1.9M0.5%ETFMediumTopeka, KS2026-11-05
Canvas Wealth Advisors, LLC
24,281$1.9M0.3%GrowthLowShawnee, KS2026-11-02
Asset One Wealth Management LLC
23,666$1.8M0.2%GrowthLowBellevue, WA2026-11-02
Jacobi Capital Management LLC
22,468$1.7M0.1%CoreLowPittston, PA2026-11-05
Kestra Private Wealth Services, LLC
21,002$1.6M0.0%GrowthLowAustin, TX2026-10-30
Greenwood Capital Associates LLC
17,165$1.3M0.1%CoreMediumGreenwood, SC2026-10-27
WMG Financial Advisors, LLC
16,300$1.3M0.5%ETFLowKnoxville, TN2026-10-28
SRH Advisors, LLC
15,798$1.2M0.3%ETFVery LowSalina, KS2026-10-22
Farther Finance Advisors, LLC
14,218$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
12,054$919.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
10,611$808.8K0.0%ETFLowWaltham, MA2026-11-02
GEN Financial Management, Inc.
9,493$723.7K0.4%ETFLowPlymouth, MN2026-10-13
StrongBox Wealth, LLC
8,354$636.8K0.2%GrowthLowLee'S Summit, MO2026-11-02
Narus Financial Partners, LLC
7,136$543.9K0.1%ValueLowSalt Lake City, UT2026-10-19
B&D White Capital Company, LLC
6,177$470.9K0.0%ETFHighLakeway, TX2026-11-02
Lloyd Advisory Services, Llc.
5,282$402.7K0.2%ETFVery HighSuwanee, GA2026-11-02
Walkner Condon Financial Advisors LLC
5,230$398.7K0.0%ETFLowVerona, WI2026-11-02
Madrid Wealth Management, LLC
5,032$383.6K0.2%ETFLowAlbuquerque, NM2026-10-23
Accurate Wealth Management, LLC
3,128$244.0K0.0%CoreMediumWesley Chapel, FL2026-10-20
Legacy Capital Wealth Partners, LLC
2,799$213.4K0.0%CoreMediumLittle Rock, AR2026-10-21
Trust Co
2,222$169.4K0.0%ETFVery LowManhattan, KS2026-10-09
Atwood & Palmer Inc
1,743$132.9K0.0%CoreVery LowKansas City, MO2026-10-08
Align Financial, LLC
1,425$108.6K0.1%ETFVery LowHermantown, MN2026-10-16
Kingdom Financial Group Llc.
878$66.9K0.0%ETFMediumPeoria, AZ2026-11-04
Cordgrass Capital Advisors, LLC
579$44.1K0.0%CoreLowRaleigh, NC2026-10-30
IFP Advisors, Inc
492$37.5K0.0%GrowthLowTampa, FL2026-10-16
Harbor Investment Advisory, LLC
280$21.3K0.0%GrowthLowLutherville, MD2026-10-13
Abound Wealth Management
225$17.2K0.0%ETFVery LowFranklin, TN2026-10-26
Assetmark, Inc
164$12.5K0.0%ETFLowConcord, CA2026-10-21
Quest 10 Wealth Builders, Inc.
112$8.5K0.0%ETFLowFuquay-Varina, VA2026-11-02