Avantis US Mid Cap Eq ETFAVMCETF
13F holders, Q4 2024 (December 31)27holders +6
8new positions
3sold out
$65.01avg. 13F price*
At the end of Q4 2024, 27 institutions reported holding Avantis US Mid Cap Eq ETF (AVMC) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 3 sold out. The largest holders were McIlrath & Eck, LLC ($41.3M), WMS Partners, LLC ($15.8M) and Berger Financial Group, Inc ($12.1M).
- Company
- Avantis US Mid Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $7.6M |
| Exits | 3 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 301,658 shares bought and 39,492 shares sold, net +262,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| McIlrath & Eck, LLC | 5.26% | Add +7.0% | 634,915 | $41.3M |
| WMS Partners, LLC | 0.89% | Add +52.9% | 243,188 | $15.8M |
| Berger Financial Group, Inc | 0.84% | Add +10.3% | 186,174 | $12.1M |
| Proathlete Wealth Management LLC | 3.39% | Add +7.0% | 138,367 | $9.0M |
| CGN Advisors LLC | 0.61% | Add +2.9% | 96,094 | $6.2M |
| American Century Companies Inc. | 0.00% | Add +8.3% | 94,566 | $6.1M |
| Envision Financial Planning, LLC | 3.17% | Add +1.2% | 94,288 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | New | 88,281 | $5.7M |
| LPL Financial LLC | 0.00% | Add +26.5% | 47,110 | $3.1M |
| Chicago Partners Investment Group LLC | 0.09% | Add +13.6% | 39,083 | $2.6M |
| Arlington Financial Advisors, LLC | 0.26% | Reduce -3.3% | 19,801 | $1.3M |
| WMG Financial Advisors, LLC | 0.52% | Add +50.6% | 18,750 | $1.2M |
| Plancorp, LLC | 0.03% | No change | 12,971 | $843K |
| AE Wealth Management LLC | 0.01% | New | 12,689 | $825K |
| Endeavor Private Wealth, Inc. | 0.62% | — | 10,075 | $655K |
| Farther Finance Advisors, LLC | 0.02% | No change | 9,172 | $596K |
| Gradient Capital Advisors, LLC | 0.13% | New | 6,191 | $402K |
| Paragon Advisors, LLC | 0.14% | Add +0.3% | 6,188 | $402K |
| LexAurum Advisors, LLC | 0.08% | Reduce -1.4% | 5,806 | $377K |
| Jane Street Group, LLC | 0.00% | New | 4,982 | $324K |
| Confluence Investment Management LLC | 0.00% | New | 3,654 | $237K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,743 | $113K |
| Empowered Funds, LLC | 0.00% | New | 1,243 | $81K |
| Studio Investment Management LLC | 0.00% | New | 342 | $22K |
| IFP Advisors, Inc | 0.00% | Add +22.4% | 322 | $21K |
| Accredited Wealth Management, LLC | 0.01% | — | 135 | $9K |
| FMR LLC | 0.00% | New | 1 | $65 |
"% 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.