Avantis US Mid Cap Eq ETFAVMCETF

13F holders, Q2 2026 (June 30)
79holders +15
17new positions
1sold out
1famous investor
$80.23avg. 13F price*

At the end of Q2 2026, 79 institutions reported holding Avantis US Mid Cap Eq ETF (AVMC) in their 13F filings, up 15 from Q1 2026. 17 opened new positions and 1 sold out. The largest holders were Elwood & Goetz Wealth Advisory Group, LLC ($35.4M), HighTower Advisors, LLC ($33.0M) and Berger Financial Group, Inc ($21.6M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis US Mid Cap Eq ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072125
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 6Q1 2024Q2 2024: 15Q2 2024Q3 2024: 21Q3 2024Q4 2024: 27Q4 2024Q1 2025: 33Q1 2025Q2 2025: 42Q2 2025Q3 2025: 42Q3 2025Q4 2025: 52Q4 2025Q1 2026: 64Q1 2026Q2 2026: 79Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions17$17.0M
Exits1$458K

All 13F filers, Q1 2026 → Q2 2026: 1,185,113 shares bought and 38,820 shares sold, net +1,146,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Elwood & Goetz Wealth Advisory Group, LLC 5.24% Add +5.1% 441,006 $35.4M
HighTower Advisors, LLC 0.03% Add +242.9% 410,979 $33.0M
Berger Financial Group, Inc 1.11% Add +10.4% 269,524 $21.6M
LPL Financial LLC 0.00% Add +103.2% 248,067 $19.9M
Tarbox Family Office, Inc. 2.76% Add +49.4% 240,067 $19.3M
Wealth Management Partners, LLC 4.12% Add +0.5% 218,287 $17.5M
Networth Advisors, LLC 8.83% Add +6.2% 189,314 $15.2M
American Century Companies Inc. 0.01% Add +17.7% 187,798 $15.1M
CGN Advisors LLC 1.06% Add +9.3% 180,847 $14.5M
Envision Financial Planning, LLC 3.74% Add +1.2% 143,101 $11.5M
AE Wealth Management LLC 0.05% Add +24.8% 141,166 $11.3M
Morgan Stanley 0.00% Add +11902.6% 126,988 $10.2M
Tiller Private Wealth, Inc. 2.81% Add +5.8% 111,704 $9.0M
Bleakley Financial Group, LLC 0.10% Add +339.2% 101,456 $8.1M
Independent Advisor Alliance 0.19% Reduce -12.7% 101,205 $8.1M
Corient Private Wealth LP 0.01% New 89,404 $7.2M
Mendota Financial Group, LLC 4.42% Add +29.8% 88,914 $7.1M
Chicago Partners Investment Group LLC 0.11% Add +1.2% 68,484 $5.4M
Kestra Advisory Services, LLC 0.01% Reduce -1.0% 51,660 $4.1M
Envestnet Asset Management Inc. 0.00% Add +4.4% 50,481 $4.1M
&partners 0.02% Add +3.8% 49,946 $4.0M
LexAurum Advisors, LLC 0.45% Add +10.4% 47,944 $3.8M
Commerce Bank 0.01% Add +140.8% 42,311 $3.4M
CFS Investment Advisory Services, LLC 0.21% Add +2.8% 38,813 $3.1M
Glenview Trust Co 0.04% New 38,225 $3.1M
HB Wealth Management, LLC 0.01% Reduce -4.0% 32,728 $2.6M
Balance Wealth Partners LLC 0.69% Add +64.6% 32,120 $2.6M
Quad-Cities Investment Group, LLC 0.82% Add +15.6% 28,370 $2.3M
Gradient Capital Advisors, LLC 0.50% Add +18.6% 27,007 $2.2M
Summit Financial, LLC 0.02% Add +3.0% 26,153 $2.1M
Endeavor Private Wealth, Inc. 0.50% Add +1.3% 25,743 $2.1M
Mosaic Family Wealth Partners, LLC 0.13% Add +551.5% 24,203 $1.9M
Plancorp, LLC 0.04% Add +10.6% 18,101 $1.4M
Jacobi Capital Management LLC 0.07% Add +4.3% 17,115 $1.4M
WMG Financial Advisors, LLC 0.49% No change 16,300 $1.3M
SRH Advisors, LLC 0.32% Add +5.2% 15,798 $1.3M
Canvas Wealth Advisors, LLC 0.17% Add +98.8% 15,585 $1.3M
Farther Finance Advisors, LLC 0.01% Reduce -1.9% 14,634 $1.2M
Team Financial Group, LLC 0.49% Add +230.1% 14,516 $1.2M
Fiduciary Financial Advisors 0.11% New 13,807 $1.1M
HTG Investment Advisors, Inc. 0.26% Add +29.4% 12,707 $1.0M
Susquehanna International Group, LLP 0.00% Add +22.4% 12,494 $1.0M
Goldman Sachs Group Inc. 0.00% New 12,146 $975K
Mercer Global Advisors Inc. 0.00% No change 11,437 $918K
Benjamin Edwards Inc. 0.01% New 11,050 $887K
Madrid Wealth Management, LLC 0.56% Reduce -26.9% 10,561 $847K
GEN Financial Management, INC. 0.50% Add +0.8% 10,382 $833K
Commonwealth Equity Services, LLC 0.00% Add +8.3% 9,578 $769K
FSA Advisors, Inc. 0.33% New 9,033 $725K
Ameritas Advisory Services, LLC 0.01% New 8,989 $721K
StrongBox Wealth, LLC 0.20% Reduce -0.1% 8,669 $696K
Quantinno Capital Management LP 0.00% New 8,490 $681K
Equitable Holdings, Inc. 0.00% Add +33.1% 8,202 $658K
Cambridge Investment Research Advisors, Inc. 0.00% New 6,500 $522K
B&D White Capital Company, LLC 0.05% Reduce -28.3% 6,155 $494K
Lloyd Advisory Services, LLC. 0.19% Add +580.9% 5,951 $478K
Eldridge Investment Advisors, Inc. 0.09% Reduce -12.7% 5,711 $458K
Northwestern Mutual Wealth Management Co. 0.00% New 4,476 $359K
Osaic Holdings, Inc. 0.00% Add +45.9% 4,471 $359K
Jane Street Group, LLC 0.00% Reduce -52.2% 4,209 $338K
Bedel Financial Consulting, Inc. 0.03% New 3,909 $314K
Avondale Wealth Management 0.12% No change 3,754 $301K
AQR Capital Management 0.00% Reduce -7.9% 3,404 $273K
Merit Financial Group, LLC 0.00% Add +1.4% 3,054 $245K
Narus Financial Partners, LLC 0.06% New 2,754 $221K
Legacy Capital Wealth Partners, LLC 0.04% New 2,610 $209K
Atwood & Palmer Inc. 0.01% No change 1,743 $140K
Trust Co 0.01% Add +14.3% 1,445 $116K
Kingdom Financial Group LLC. 0.02% Add +0.2% 876 $70K
IFP Advisors, Inc 0.00% No change 492 $39K
IAG Wealth Partners, LLC 0.00% Add +3.6% 401 $32K
Harbor Investment Advisory, LLC 0.00% New 280 $22K
Wells Fargo & Company 0.00% New 215 $17K
JPMorgan Chase & Co. 0.00% Add +150.0% 190 $15K
Rialto Wealth Management, LLC 0.00% No change 179 $14K
N.E.W. Advisory Services LLC 0.00% New 171 $14K
MCF Advisors LLC 0.00% No change 161 $13K
Quest 10 Wealth Builders, Inc. 0.01% New 113 $9K
Assetmark, Inc. 0.00% No change 62 $5K

"% of holder's portfolio" is AVMC's weight in each manager's 13F, not the share of Avantis US Mid Cap Eq ETF the manager owns.