Citadel Advisors
AVTM

Citadel Advisors’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Citadel Advisors’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$729K Sell
13,395
-4,506
-25% -$236K ﹤0.01% 8975
2026
Q1 		$842K Buy
+17,901
New +$870K ﹤0.01% 8056

Other funds holding AVTM

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Citadel Advisors's AVTM Position: Q2 2026 in Review

Citadel Advisors reduced its Avantis Total Equity Markets ETF (AVTM) stake by 25% in Q2 2026, selling an estimated $236K and leaving 13,395 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #8975.

Citadel Advisors first reported a position in AVTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $842K in Q1 2026. 25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Citadel Advisors held 13,395 shares of Avantis Total Equity Markets ETF worth $729K as of Q2 2026.
  • Citadel Advisors sold 4,506 Avantis Total Equity Markets ETF shares in Q2 2026, an estimated $236K.
  • Avantis Total Equity Markets ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8975 holding.
  • Citadel Advisors first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • Citadel Advisors's Avantis Total Equity Markets ETF position peaked at $842K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.