Avantis Total Equity ETF (AVTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Torren Management, LLC

DECREASED

Shares1,237,241 from 1,240,351

Change-3,110 (0%)

Value$67.7M (+$189.1K)

Filed 2026-10-29

Fortitude Family Office, LLC

UNCHANGED

Shares710,489 from 710,489

Change0 (0%)

Value$38.9M (+$205.8K)

Filed 2026-10-14

Global Strategic Investment Solutions, LLC

UNCHANGED

Shares500,857 from 500,857

Change0 (0%)

Value$27.4M (+$145.1K)

Filed 2026-10-16

Sheets Smith Wealth Management

UNCHANGED

Shares484,908 from 484,908

Change0 (0%)

Value$26.5M (+$140.5K)

Filed 2026-10-16

Tarbox Family Office, Inc.

UNCHANGED

Shares395,590 from 395,590

Change0 (0%)

Value$21.7M (+$114.6K)

Filed 2026-10-23

Relyea Zuckerberg Hanson LLC

DECREASED

Shares369,711 from 371,216

Change-1,505 (0%)

Value$20.2M (+$25.2K)

Filed 2026-10-20

SJS Investment Consulting Inc.

UNCHANGED

Shares205,237 from 205,237

Change0 (0%)

Value$11.2M (+$59.5K)

Filed 2026-10-26

Ridgeline Wealth, LLC

DECREASED

Shares126,088 from 128,110

Change-2,022 (-2%)

Value$7.0M (+$25.1K)

Filed 2026-10-14

Tortoise Investment Management, LLC

DECREASED

Shares122,546 from 123,076

Change-530 (0%)

Value$6.7M (+$6.6K)

Filed 2026-11-06

RVW Wealth, LLC

UNCHANGED

Shares111,410 from 111,410

Change0 (0%)

Value$6.1M (+$32.3K)

Filed 2026-10-06

Foster Group, Inc.

UNCHANGED

Shares100,870 from 100,870

Change0 (0%)

Value$5.5M (+$29.2K)

Filed 2026-10-13

Anderson Hoagland & Co

DECREASED

Shares65,834 from 162,708

Change-96,874 (-60%)

Value$3.6M (-$5.3M)

Filed 2026-10-23

BCR Wealth Strategies, LLC

UNCHANGED

Shares26,974 from 26,974

Change0 (0%)

Value$1.5M (+$8.4K)

Filed 2026-11-06

Plancorp, LLC

INCREASED

Shares12,746 from 8,943

Change+3,803 (+43%)

Value$686.4K (+$202.9K)

Filed 2026-11-03

Cresset Asset Management, LLC

N/A

Shares— from 1,563,262

Change-1,563,262 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 624,484

Change-624,484 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 282,376

Change-282,376 (-100%)

Value—

Bridgewater Advisors Inc.

N/A

Shares— from 192,733

Change-192,733 (-100%)

Value—

Mason Investment Advisory Services, Inc.

N/A

Shares— from 192,119

Change-192,119 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 118,996

Change-118,996 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 111,192

Change-111,192 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,395

Change-13,395 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,932

Change-5,932 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 21

Change-21 (-100%)

Value—

	Status
Torren Management, LLC	DECREASED	1,237,241	1,240,351	-3,110	0%	$67.5M	$67.7M	+$189.1K	2026-10-29
Fortitude Family Office, LLC	UNCHANGED	710,489	710,489	0	0%	$38.7M	$38.9M	+$205.8K	2026-10-14
Global Strategic Investment Solutions, LLC	UNCHANGED	500,857	500,857	0	0%	$27.3M	$27.4M	+$145.1K	2026-10-16
Sheets Smith Wealth Management	UNCHANGED	484,908	484,908	0	0%	$26.4M	$26.5M	+$140.5K	2026-10-16
Tarbox Family Office, Inc.	UNCHANGED	395,590	395,590	0	0%	$21.5M	$21.7M	+$114.6K	2026-10-23
Relyea Zuckerberg Hanson LLC	DECREASED	369,711	371,216	-1,505	0%	$20.2M	$20.2M	+$25.2K	2026-10-20
SJS Investment Consulting Inc.	UNCHANGED	205,237	205,237	0	0%	$11.2M	$11.2M	+$59.5K	2026-10-26
Ridgeline Wealth, LLC	DECREASED	126,088	128,110	-2,022	-2%	$7.0M	$7.0M	+$25.1K	2026-10-14
Tortoise Investment Management, LLC	DECREASED	122,546	123,076	-530	0%	$6.7M	$6.7M	+$6.6K	2026-11-06
RVW Wealth, LLC	UNCHANGED	111,410	111,410	0	0%	$6.1M	$6.1M	+$32.3K	2026-10-06
Foster Group, Inc.	UNCHANGED	100,870	100,870	0	0%	$5.5M	$5.5M	+$29.2K	2026-10-13
Anderson Hoagland & Co	DECREASED	65,834	162,708	-96,874	-60%	$8.9M	$3.6M	-$5.3M	2026-10-23
BCR Wealth Strategies, LLC	UNCHANGED	26,974	26,974	0	0%	$1.5M	$1.5M	+$8.4K	2026-11-06
Plancorp, LLC	INCREASED	12,746	8,943	+3,803	+43%	$483.5K	$686.4K	+$202.9K	2026-11-03
Cresset Asset Management, LLC	N/A	—	1,563,262	-1,563,262	-100%	$85.1M	—	—	—
MAI Capital Management	N/A	—	624,484	-624,484	-100%	$34.0M	—	—	—
Sanctuary Advisors, LLC	N/A	—	282,376	-282,376	-100%	$15.4M	—	—	—
Bridgewater Advisors Inc.	N/A	—	192,733	-192,733	-100%	$10.5M	—	—	—
Mason Investment Advisory Services, Inc.	N/A	—	192,119	-192,119	-100%	$10.5M	—	—	—
HighTower Advisors, LLC	N/A	—	118,996	-118,996	-100%	$6.5M	—	—	—
IEQ Capital, LLC	N/A	—	111,192	-111,192	-100%	$6.1M	—	—	—
Citadel Advisors LLC	N/A	—	13,395	-13,395	-100%	$729.3K	—	—	—
Goldman Sachs Group Inc	N/A	—	5,932	-5,932	-100%	$323.0K	—	—	—
Orion Capital Management LLC	N/A	—	35	-35	-100%	$1.9K	—	—	—
Wells Fargo & Company	N/A	—	21	-21	-100%	$1.1K	—	—	—

Showing 25 of 25 institutions