Avantis U.S. Mid Cap Equity
AVMC • ARCA
Avantis U.S. Mid Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 40 institutional investors hold shares in this ETF, with total holdings valued at $167.0M. McIlrath & Eck, LLC is the largest holder with a position valued at $49.5M.
Overview
Overview of institutional ownership in AVMC as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $167.0M
- Shares Held
- 2.4M
- Avg Position
- $4.2M
- Median Position
- $919.0K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $256.5K
- Shares Held
- 3.7K
- Avg Position
- $256.5K
- Median Position
- $256.5K
Biggest Investors
Institutions with the largest positions in AVMC as of Q3 2025
| Institution | Position Value |
|---|---|
 McIlrath & Eck, LLC RIA/Wealth | $49.5M 5.16% of portfolio |
$24.0M 4.62% of portfolio | |
B Berger Financial Group, Inc RIA/Wealth | $15.4M 0.93% of portfolio |
 Garrett Investment Advisors LLC RIA/Wealth | $12.2M 1.02% of portfolio |
 Envision Financial Planning, LLC RIA/Wealth | $9.2M 3.95% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $8.8M 0.00% of portfolio |
L LPL Financial LLC Institution | $6.8M 0.00% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $5.1M 0.03% of portfolio |
 PALO ALTO WEALTH ADVISORS, LLC RIA/Wealth | $4.8M 1.39% of portfolio |
 Chicago Partners Investment Group LLC RIA/Wealth | $4.3M 0.11% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVMC in Q3 2025
- Traded
- +$19.3M
- Buyers
- 27
- Sellers
- 13
- Total Bought
- +$34.4M
- Total Sold
- −$15.0M
- Avg Position
- $3.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
+$21.7M +311.9K shares | |
 LexAurum Advisors, LLC RIA/Wealth | +$2.2M +31.2K shares |
McIlrath & Eck, LLC RIA/Wealth | +$1.8M +25.2K shares |
 Summit Financial, LLC RIA/Wealth | +$1.5M +21.0K shares |
AE Wealth Management LLC RIA/Wealth | +$1.4M +20.1K shares |
PALO ALTO WEALTH ADVISORS, LLC RIA/Wealth | +$1.1M +15.5K shares |
 Mendota Financial Group, LLC RIA/Wealth | +$627.4K +9.0K shares |
Envision Financial Planning, LLC RIA/Wealth | +$569.0K +8.2K shares |
A AMERICAN CENTURY COMPANIES INC Institution | +$552.1K +7.9K shares |
 CFS Investment Advisory Services, LLC RIA/Wealth | +$547.3K +7.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
H HB Wealth Management, LLC Institution | −$8.3M −119.4K shares |
 Balance Wealth, LLC RIA/Wealth | −$2.2M −32.5K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | −$1.8M −26.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.1M −16.8K shares |
 Park Square Financial Group, LLC RIA/Wealth | −$659.3K −10.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$490.1K −7.0K shares |
 Eldridge Investment Advisors, Inc. RIA/Wealth | −$181.9K −2.6K shares |
 Avondale Wealth Management RIA/Wealth | −$134.0K −2.0K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$63.6K −961.0 shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$28.6K −411.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVMC in Q3 2025
- New Positions
- 5
- New Value
- $1.8M
- Exited Positions
- 6
- Exited Value
- $4.1M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $1.5M 21.0K shares |
 HTG Investment Advisors, Inc. RIA/Wealth | $248.3K 3.6K shares |
T Team Financial Group, LLC Institution | $46.2K 664.0 shares |
 JPMORGAN CHASE & CO Institution | $14.5K 208.0 shares |
R Rialto Wealth Management, LLC RIA/Wealth | $12.5K 179.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Balance Wealth, LLC RIA/Wealth | $2.2M 32.5K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.1M 16.8K shares |
Park Square Financial Group, LLC RIA/Wealth | $659.3K 10.0K shares |
Avondale Wealth Management RIA/Wealth | $134.0K 2.0K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $63.6K 961.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.9K 29.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AVMC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AVMC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
McIlrath & Eck, LLC RIA/Wealth | 5.16% $49.5M |
4.62% $24.0M | |
Envision Financial Planning, LLC RIA/Wealth | 3.95% $9.2M |
Mendota Financial Group, LLC RIA/Wealth | 2.38% $3.2M |
PALO ALTO WEALTH ADVISORS, LLC RIA/Wealth | 1.39% $4.8M |
Garrett Investment Advisors LLC RIA/Wealth | 1.02% $12.2M |
B Berger Financial Group, Inc RIA/Wealth | 0.93% $15.4M |
W WMG Financial Advisors, LLC RIA/Wealth | 0.47% $1.4M |
 ENDEAVOR PRIVATE WEALTH, INC. RIA/Wealth | 0.41% $1.3M |
LexAurum Advisors, LLC RIA/Wealth | 0.41% $2.8M |
Hedge Fund Spotlight
Discover hedge funds investing in AVMC
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Avantis U.S. Mid Cap Equity
- Market Value
- $256.5K
- Shares Held
- 3.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
