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Avantis Total Equity ETF (AVTM)

CUSIP: 02507A606 | NYSE | 26 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Torren Management, LLC1,237,241
33.7% of portfolio›$67.7M
Fortitude Family Office, LLC710,489
6.6% of portfolio›$38.9M
Global Strategic Investment Solutions, LLC500,857
2.4% of portfolio›$27.4M
Sheets Smith Wealth Management484,908
2.8% of portfolio›$26.5M
Tarbox Family Office, Inc.395,590
3.0% of portfolio›$21.7M
Relyea Zuckerberg Hanson LLC369,711
1.7% of portfolio›$20.2M
SJS Investment Consulting Inc.205,237
1.1% of portfolio›$11.2M
Ridgeline Wealth, LLC126,088
4.0% of portfolio›$7.0M
RVW Wealth, LLC111,410
0.4% of portfolio›$6.1M
Foster Group, Inc.100,870
0.1% of portfolio›$5.5M
Anderson Hoagland & Co65,834
0.3% of portfolio›$3.6M
Plancorp, LLC12,746
0.0% of portfolio›$686.4K
StyleTurnoverLocationFiled
Torren Management, LLC
1,237,241$67.7M33.7%ETFMediumSan Diego, CA2026-10-29
Fortitude Family Office, LLC
710,489$38.9M6.6%ETFMediumScottsdale, AZ2026-10-14
Global Strategic Investment Solutions, LLC
500,857$27.4M2.4%ETFLowScottsdale, AZ2026-10-16
Sheets Smith Wealth Management
484,908$26.5M2.8%CoreLowWinston-Salem, NC2026-10-16
Tarbox Family Office, Inc.
395,590$21.7M3.0%ETFVery LowNewport Beach, CA2026-10-23
Relyea Zuckerberg Hanson LLC
369,711$20.2M1.7%ETFLowStamford, CT2026-10-20
SJS Investment Consulting Inc.
205,237$11.2M1.1%ETFVery LowSylvania, OH2026-10-26
Ridgeline Wealth, LLC
126,088$7.0M4.0%ETFVery LowMesa, AZ2026-10-14
RVW Wealth, LLC
111,410$6.1M0.4%ETFVery LowLos Angeles, CA2026-10-06
Foster Group, Inc.
100,870$5.5M0.1%ETFVery LowUrbandale, IA2026-10-13
Anderson Hoagland & Co
65,834$3.6M0.3%ETFLowSt Louis, MO2026-10-23
Plancorp, LLC
12,746$686.4K0.0%ETFLowSaint Louis, MO2026-11-03