Avantis US Mid Cap Eq ETFAVMCETF
13F holders, Q1 2025 (March 31)33holders +6
13new positions
6sold out
$61.98avg. 13F price*
At the end of Q1 2025, 33 institutions reported holding Avantis US Mid Cap Eq ETF (AVMC) in their 13F filings, up 6 from Q4 2024. 13 opened new positions and 6 sold out. The largest holders were McIlrath & Eck, LLC ($40.7M), HB Wealth Management, LLC ($17.7M) and Berger Financial Group, Inc ($13.1M).
- Company
- Avantis US Mid Cap Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072125
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $26.1M |
| Exits | 6 | $838K |
All 13F filers, Q4 2024 → Q1 2025: 723,983 shares bought and 13,663 shares sold, net +710,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| McIlrath & Eck, LLC | 5.00% | Add +3.5% | 656,907 | $40.7M |
| HB Wealth Management, LLC | 0.15% | New | 284,819 | $17.7M |
| Berger Financial Group, Inc | 0.91% | Add +13.7% | 211,586 | $13.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +86.9% | 164,998 | $10.2M |
| Proathlete Wealth Management LLC | 3.34% | Add +6.7% | 147,669 | $9.2M |
| CGN Advisors LLC | 0.89% | Add +53.0% | 147,061 | $9.1M |
| Envision Financial Planning, LLC | 4.20% | Add +41.1% | 133,040 | $8.2M |
| American Century Companies Inc. | 0.00% | Add +16.8% | 110,436 | $6.8M |
| LPL Financial LLC | 0.00% | Add +66.7% | 78,519 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | New | 60,356 | $3.7M |
| Chicago Partners Investment Group LLC | 0.11% | Add +31.7% | 51,473 | $3.2M |
| AE Wealth Management LLC | 0.01% | Add +107.0% | 26,266 | $1.6M |
| Mendota Financial Group, LLC | 1.76% | New | 26,184 | $1.6M |
| WMG Financial Advisors, LLC | 0.53% | Add +6.9% | 20,050 | $1.2M |
| Arlington Financial Advisors, LLC | 0.21% | Reduce -1.4% | 19,525 | $1.2M |
| Plancorp, LLC | 0.03% | No change | 12,971 | $804K |
| Endeavor Private Wealth, Inc. | 0.43% | Add +26.6% | 12,754 | $790K |
| Farther Finance Advisors, LLC | 0.01% | No change | 9,172 | $571K |
| Gradient Capital Advisors, LLC | 0.17% | Add +38.8% | 8,594 | $533K |
| Jacobi Capital Management LLC | 0.04% | New | 7,940 | $492K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,715 | $478K |
| MML Investors Services, LLC | 0.00% | New | 7,159 | $444K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,159 | $444K |
| Eldridge Investment Advisors, Inc. | 0.10% | New | 6,824 | $423K |
| Susquehanna International Group, LLP | 0.00% | New | 5,486 | $340K |
| LexAurum Advisors, LLC | 0.06% | Reduce -8.5% | 5,312 | $329K |
| Quad-Cities Investment Group, LLC | 0.12% | New | 4,081 | $253K |
| Confluence Investment Management LLC | 0.00% | Reduce -0.1% | 3,652 | $226K |
| Park Square Financial Group, LLC | 0.10% | New | 2,073 | $128K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,743 | $108K |
| Osaic Holdings, Inc. | 0.00% | New | 923 | $57K |
| IFP Advisors, Inc | 0.00% | Add +52.8% | 492 | $30K |
| IAG Wealth Partners, LLC | 0.00% | New | 324 | $20K |
"% 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.