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Avantis US Mid Cap EQ ETF (AVMC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares477,615 from 441,006
Change+36,609 (+8%)
Value$36.4M (+$1.0M)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares271,118 from 248,067
Change+23,051 (+9%)
Value$20.7M (+$759.9K)
Filed 2026-11-06
Tarbox Family Office, Inc.
INCREASED
Shares250,195 from 240,067
Change+10,128 (+4%)
Value$19.1M (-$193.0K)
Filed 2026-10-23
Wealth Management Partners, LLC
INCREASED
Shares219,322 from 218,287
Change+1,035 (+0%)
Value$16.7M (-$798.6K)
Filed 2026-10-21
Networth Advisors, LLC
INCREASED
Shares190,839 from 189,314
Change+1,525 (+1%)
Value$14.5M (-$644.8K)
Filed 2026-11-03
CGN Advisors LLC
DECREASED
Shares177,602 from 180,847
Change-3,245 (-2%)
Value$13.5M (-$974.3K)
Filed 2026-10-21
Tiller Private Wealth, Inc.
INCREASED
Shares115,109 from 111,704
Change+3,405 (+3%)
Value$8.8M (-$189.5K)
Filed 2026-10-26
Plancorp, LLC
INCREASED
Shares97,822 from 18,101
Change+79,721 (+440%)
Value$7.7M (+$6.3M)
Filed 2026-11-03
Mendota Financial Group, LLC
DECREASED
Shares82,318 from 88,914
Change-6,596 (-7%)
Value$6.3M (-$860.3K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
INCREASED
Shares69,940 from 68,484
Change+1,456 (+2%)
Value$5.5M (+$45.9K)
Filed 2026-10-27
Glenview Trust Co
INCREASED
Shares53,652 from 38,225
Change+15,427 (+40%)
Value$4.1M (+$1.0M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares53,167 from 51,660
Change+1,507 (+3%)
Value$4.1M (-$92.8K)
Filed 2026-11-02
LexAurum Advisors, LLC
DECREASED
Shares47,458 from 47,944
Change-486 (-1%)
Value$3.6M (-$229.8K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares40,685 from 38,813
Change+1,872 (+5%)
Value$3.2M (+$84.7K)
Filed 2026-10-19
Balance Wealth Partners LLC
INCREASED
Shares39,588 from 32,120
Change+7,468 (+23%)
Value$3.0M (+$440.1K)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares34,283 from 32,728
Change+1,555 (+5%)
Value$2.6M (-$13.0K)
Filed 2026-10-23
Quad-Cities Investment Group, LLC
INCREASED
Shares30,816 from 28,370
Change+2,446 (+9%)
Value$2.3M (+$72.4K)
Filed 2026-10-16
Gradient Capital Advisors, LLC
INCREASED
Shares28,416 from 27,007
Change+1,409 (+5%)
Value$2.2M (-$1.2K)
Filed 2026-10-21
Team Financial Group, LLC
INCREASED
Shares27,351 from 14,516
Change+12,835 (+88%)
Value$2.1M (+$920.1K)
Filed 2026-10-30
Endeavor Private Wealth, Inc.
DECREASED
Shares24,973 from 25,743
Change-770 (-3%)
Value$1.9M (-$162.2K)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
INCREASED
Shares24,281 from 15,585
Change+8,696 (+56%)
Value$1.9M (+$682.8K)
Filed 2026-11-02
Asset One Wealth Management LLC
NEW
Shares23,666
Change+23,666
Value$1.8M
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares22,468 from 17,115
Change+5,353 (+31%)
Value$1.7M (+$339.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
NEW
Shares21,002
Change+21,002
Value$1.6M
Filed 2026-11-06
Greenwood Capital Associates LLC
NEW
Shares17,165
Change+17,165
Value$1.3M
Filed 2026-10-27
WMG Financial Advisors, LLC
UNCHANGED
Shares16,300 from 16,300
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-28
SRH Advisors, LLC
UNCHANGED
Shares15,798 from 15,798
Change0 (0%)
Value$1.2M (-$63.5K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares14,218 from 14,634
Change-416 (-3%)
Value$1.1M (-$90.5K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,054 from 6,500
Change+5,554 (+85%)
Value$919.0K (+$397.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares10,611 from 9,578
Change+1,033 (+11%)
Value$808.8K (+$40.2K)
Filed 2026-11-02
GEN Financial Management, Inc.
DECREASED
Shares9,493 from 10,382
Change-889 (-9%)
Value$723.7K (-$109.5K)
Filed 2026-10-13
StrongBox Wealth, LLC
DECREASED
Shares8,354 from 8,669
Change-315 (-4%)
Value$636.8K (-$58.9K)
Filed 2026-11-02
Narus Financial Partners, LLC
INCREASED
Shares7,136 from 2,754
Change+4,382 (+159%)
Value$543.9K (+$322.9K)
Filed 2026-10-19
B&D White Capital Company, LLC
INCREASED
Shares6,177 from 6,155
Change+22 (+0%)
Value$470.9K (-$23.0K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares5,282 from 5,951
Change-669 (-11%)
Value$402.7K (-$74.9K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
NEW
Shares5,230
Change+5,230
Value$398.7K
Filed 2026-11-02
Madrid Wealth Management, LLC
DECREASED
Shares5,032 from 10,561
Change-5,529 (-52%)
Value$383.6K (-$463.9K)
Filed 2026-10-23
Bedel Financial Consulting, Inc.
INCREASED
Shares4,672 from 3,909
Change+763 (+20%)
Value$356.1K (+$42.5K)
Filed 2026-11-06
Accurate Wealth Management, LLC
NEW
Shares3,128
Change+3,128
Value$244.0K
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,799 from 2,610
Change+189 (+7%)
Value$213.4K (+$3.9K)
Filed 2026-10-21
Trust Co
INCREASED
Shares2,222 from 1,445
Change+777 (+54%)
Value$169.4K (+$53.4K)
Filed 2026-10-09
Atwood & Palmer Inc
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$132.9K (-$7.0K)
Filed 2026-10-08
Align Financial, LLC
NEW
Shares1,425
Change+1,425
Value$108.6K
Filed 2026-10-16
Kingdom Financial Group Llc.
INCREASED
Shares878 from 876
Change+2 (+0%)
Value$66.9K (-$3.4K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
NEW
Shares579
Change+579
Value$44.1K
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$37.5K (-$2.0K)
Filed 2026-10-16
IAG Wealth Partners, LLC
INCREASED
Shares418 from 401
Change+17 (+4%)
Value$31.9K (-$316)
Filed 2026-11-06
Harbor Investment Advisory, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$21.3K (-$1.1K)
Filed 2026-10-13
Abound Wealth Management
NEW
Shares225
Change+225
Value$17.2K
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares164 from 62
Change+102 (+165%)
Value$12.5K (+$7.5K)
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED
Shares112 from 113
Change-1 (-1%)
Value$8.5K (-$530)
Filed 2026-11-02
Avondale Wealth Management
CLOSED
Shares0 from 3,754
Change-3,754 (-100%)
Value$0 (-$301.3K)
Filed 2026-10-15
Merit Financial Group, LLC
CLOSED
Shares0 from 3,054
Change-3,054 (-100%)
Value$0 (-$245.1K)
Filed 2026-11-06
MCF Advisors LLC
CLOSED
Shares0 from 161
Change-161 (-100%)
Value$0 (-$12.9K)
Filed 2026-10-28
HighTower Advisors, LLC
N/A
Shares— from 410,979
Change-410,979 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 269,524
Change-269,524 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 187,798
Change-187,798 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 143,101
Change-143,101 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 141,166
Change-141,166 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 126,988
Change-126,988 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 101,456
Change-101,456 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 101,205
Change-101,205 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 50,481
Change-50,481 (-100%)
Value—
&partners
N/A
Shares— from 49,946
Change-49,946 (-100%)
Value—
Commerce Bank
N/A
Shares— from 42,311
Change-42,311 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 26,153
Change-26,153 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 24,203
Change-24,203 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 12,707
Change-12,707 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,494
Change-12,494 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,437
Change-11,437 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,989
Change-8,989 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,490
Change-8,490 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,471
Change-4,471 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 215
Change-215 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 190
Change-190 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Status
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED477,615441,006+36,609+8%$35.4M$36.4M+$1.0M2026-10-28
LPL Financial LLC
INCREASED271,118248,067+23,051+9%$19.9M$20.7M+$759.9K2026-11-06
Tarbox Family Office, Inc.
INCREASED250,195240,067+10,128+4%$19.3M$19.1M-$193.0K2026-10-23
Wealth Management Partners, LLC
INCREASED219,322218,287+1,035+0%$17.5M$16.7M-$798.6K2026-10-21
Networth Advisors, LLC
INCREASED190,839189,314+1,525+1%$15.2M$14.5M-$644.8K2026-11-03
CGN Advisors LLC
DECREASED177,602180,847-3,245-2%$14.5M$13.5M-$974.3K2026-10-21
Tiller Private Wealth, Inc.
INCREASED115,109111,704+3,405+3%$9.0M$8.8M-$189.5K2026-10-26
Plancorp, LLC
INCREASED97,82218,101+79,721+440%$1.4M$7.7M+$6.3M2026-11-03
Mendota Financial Group, LLC
DECREASED82,31888,914-6,596-7%$7.1M$6.3M-$860.3K2026-10-07
Chicago Partners Investment Group LLC
INCREASED69,94068,484+1,456+2%$5.4M$5.5M+$45.9K2026-10-27
Glenview Trust Co
INCREASED53,65238,225+15,427+40%$3.1M$4.1M+$1.0M2026-10-28
Kestra Advisory Services, LLC
INCREASED53,16751,660+1,507+3%$4.1M$4.1M-$92.8K2026-11-02
LexAurum Advisors, LLC
DECREASED47,45847,944-486-1%$3.8M$3.6M-$229.8K2026-10-19
CFS Investment Advisory Services, LLC
INCREASED40,68538,813+1,872+5%$3.1M$3.2M+$84.7K2026-10-19
Balance Wealth Partners LLC
INCREASED39,58832,120+7,468+23%$2.6M$3.0M+$440.1K2026-10-27
HB Wealth Management, LLC
INCREASED34,28332,728+1,555+5%$2.6M$2.6M-$13.0K2026-10-23
Quad-Cities Investment Group, LLC
INCREASED30,81628,370+2,446+9%$2.3M$2.3M+$72.4K2026-10-16
Gradient Capital Advisors, LLC
INCREASED28,41627,007+1,409+5%$2.2M$2.2M-$1.2K2026-10-21
Team Financial Group, LLC
INCREASED27,35114,516+12,835+88%$1.2M$2.1M+$920.1K2026-10-30
Endeavor Private Wealth, Inc.
DECREASED24,97325,743-770-3%$2.1M$1.9M-$162.2K2026-11-05
Canvas Wealth Advisors, LLC
INCREASED24,28115,585+8,696+56%$1.3M$1.9M+$682.8K2026-11-02
Asset One Wealth Management LLC
NEW23,666—+23,666——$1.8M—2026-11-02
Jacobi Capital Management LLC
INCREASED22,46817,115+5,353+31%$1.4M$1.7M+$339.2K2026-11-05
Kestra Private Wealth Services, LLC
NEW21,002—+21,002——$1.6M—2026-11-06
Greenwood Capital Associates LLC
NEW17,165—+17,165——$1.3M—2026-10-27
WMG Financial Advisors, LLC
UNCHANGED16,30016,30000%$1.3M$1.3M$02026-10-28
SRH Advisors, LLC
UNCHANGED15,79815,79800%$1.3M$1.2M-$63.5K2026-10-22
Farther Finance Advisors, LLC
DECREASED14,21814,634-416-3%$1.2M$1.1M-$90.5K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED12,0546,500+5,554+85%$522.0K$919.0K+$397.0K2026-11-02
Commonwealth Equity Services, LLC
INCREASED10,6119,578+1,033+11%$768.6K$808.8K+$40.2K2026-11-02
GEN Financial Management, Inc.
DECREASED9,49310,382-889-9%$833.2K$723.7K-$109.5K2026-10-13
StrongBox Wealth, LLC
DECREASED8,3548,669-315-4%$695.7K$636.8K-$58.9K2026-11-02
Narus Financial Partners, LLC
INCREASED7,1362,754+4,382+159%$221.0K$543.9K+$322.9K2026-10-19
B&D White Capital Company, LLC
INCREASED6,1776,155+22+0%$493.9K$470.9K-$23.0K2026-11-02
Lloyd Advisory Services, Llc.
DECREASED5,2825,951-669-11%$477.6K$402.7K-$74.9K2026-11-02
Walkner Condon Financial Advisors LLC
NEW5,230—+5,230——$398.7K—2026-11-02
Madrid Wealth Management, LLC
DECREASED5,03210,561-5,529-52%$847.5K$383.6K-$463.9K2026-10-23
Bedel Financial Consulting, Inc.
INCREASED4,6723,909+763+20%$313.7K$356.1K+$42.5K2026-11-06
Accurate Wealth Management, LLC
NEW3,128—+3,128——$244.0K—2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED2,7992,610+189+7%$209.5K$213.4K+$3.9K2026-10-21
Trust Co
INCREASED2,2221,445+777+54%$116.0K$169.4K+$53.4K2026-10-09
Atwood & Palmer Inc
UNCHANGED1,7431,74300%$139.9K$132.9K-$7.0K2026-10-08
Align Financial, LLC
NEW1,425—+1,425——$108.6K—2026-10-16
Kingdom Financial Group Llc.
INCREASED878876+2+0%$70.3K$66.9K-$3.4K2026-11-04
Cordgrass Capital Advisors, LLC
NEW579—+579——$44.1K—2026-10-30
IFP Advisors, Inc
UNCHANGED49249200%$39.5K$37.5K-$2.0K2026-10-16
IAG Wealth Partners, LLC
INCREASED418401+17+4%$32.2K$31.9K-$3162026-11-06
Harbor Investment Advisory, LLC
UNCHANGED28028000%$22.5K$21.3K-$1.1K2026-10-13
Abound Wealth Management
NEW225—+225——$17.2K—2026-10-26
Assetmark, Inc
INCREASED16462+102+165%$5.0K$12.5K+$7.5K2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED112113-1-1%$9.1K$8.5K-$5302026-11-02
Avondale Wealth Management
CLOSED03,754-3,754-100%$301.3K$0-$301.3K2026-10-15
Merit Financial Group, LLC
CLOSED03,054-3,054-100%$245.1K$0-$245.1K2026-11-06
MCF Advisors LLC
CLOSED0161-161-100%$12.9K$0-$12.9K2026-10-28
HighTower Advisors, LLC
N/A—410,979-410,979-100%$33.0M———
Berger Financial Group, Inc
N/A—269,524-269,524-100%$21.6M———
American Century Companies Inc
N/A—187,798-187,798-100%$15.1M———
Envision Financial Planning, LLC
N/A—143,101-143,101-100%$11.5M———
AE Wealth Management LLC
N/A—141,166-141,166-100%$11.3M———
Morgan Stanley
N/A—126,988-126,988-100%$10.2M———
Bleakley Financial Group, LLC
N/A—101,456-101,456-100%$8.1M———
Independent Advisor Alliance
N/A—101,205-101,205-100%$8.1M———
Envestnet Asset Management Inc
N/A—50,481-50,481-100%$4.1M———
&partners
N/A—49,946-49,946-100%$4.0M———
Commerce Bank
N/A—42,311-42,311-100%$3.4M———
Summit Financial, LLC
N/A—26,153-26,153-100%$2.1M———
Mosaic Family Wealth Partners, LLC
N/A—24,203-24,203-100%$1.9M———
Fiduciary Financial Advisors
N/A—13,807-13,807-100%$1.1M———
HTG Investment Advisors, Inc.
N/A—12,707-12,707-100%$1.0M———
Susquehanna International Group, LLP
N/A—12,494-12,494-100%$1.0M———
Goldman Sachs Group Inc
N/A—12,146-12,146-100%$974.7K———
Mercer Global Advisors Inc
N/A—11,437-11,437-100%$917.8K———
Benjamin Edwards Inc
N/A—11,050-11,050-100%$886.7K———
FSA Advisors, Inc.
N/A—9,033-9,033-100%$724.9K———
Ameritas Advisory Services, LLC
N/A—8,989-8,989-100%$721.4K———
Quantinno Capital Management LP
N/A—8,490-8,490-100%$681.3K———
Equitable Holdings, Inc.
N/A—8,202-8,202-100%$658.2K———
Eldridge Investment Advisors, Inc.
N/A—5,711-5,711-100%$458.3K———
Northwestern Mutual Wealth Management Co
N/A—4,476-4,476-100%$359.2K———
Osaic Holdings, Inc.
N/A—4,471-4,471-100%$358.8K———
Jane Street Group, LLC
N/A—4,209-4,209-100%$337.8K———
AQR Capital Management LLC
N/A—3,404-3,404-100%$273.2K———
Wells Fargo & Company
N/A—215-215-100%$17.3K———
JPMorgan Chase & Co
N/A—190-190-100%$15.2K———
Rialto Wealth Management, LLC
N/A—179-179-100%$14.4K———
N.E.W. Advisory Services LLC
N/A—171-171-100%$13.7K———
Showing 86 of 86 institutions