AVMC — AVANTIS US MID CAP EQ ETF
As of Q2 2026, 5 SEC-registered investment managers reported holding AVMC (AVANTIS US MID CAP EQ ETF) in their latest 13F filings, with a combined reported value of $11.47M across 142.94K shares. That is +2906.8% by share count (+138.19K shares) versus the previous quarter, while reported value moved +3240.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 126.99K | $10.19M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 12.15K | $974.72K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 3.40K | $273.20K | 0.00% | Reduce |
| Citadel Advisors history | Q3 2025 | 3.69K | $256.55K | 0.00% | Reduce |
| Bank of America Corp history | Q4 2025 | 1.04K | $73.47K | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 215 | $17.25K | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2026 | 190 | $15.23K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q4 2024 | 1 | $65 | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 12.15K sh · $974.72K
- Wells Fargo & Co 215 sh · $17.25K
- JPMorgan Chase & Co 190 sh · $15.23K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2024 | Q3 2024 | Q4 2024 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | — | — | — | — | — | 1.06K | 126.99K |
| Goldman Sachs Group | 20.19K | 20.19K | — | — | — | — | — | 12.15K |
| AQR Capital Management | — | — | — | — | — | — | 3.70K | 3.40K |
| Wells Fargo & Co | — | — | — | — | — | — | — | 215 |
| JPMorgan Chase & Co | — | — | — | — | 208 | 266 | — | 190 |
| Citadel Advisors | — | — | — | 10.73K | 3.69K | — | — | — |
| Bank of America Corp | — | — | — | — | — | 1.04K | — | — |
| Fidelity Management & Research (FMR) | — | — | 1 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details