EH
AVMC icon

Equitable Holdings’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Equitable Holdings’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$658K Buy
8,202
+2,041
+33% +$158K ﹤0.01% 1177
2026
Q1 		$435K Buy
6,161
+1,776
+41% +$131K ﹤0.01% 1304
2025
Q4 		$310K Buy
+4,385
New +$306K ﹤0.01% 1310

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Equitable Holdings's AVMC Position: Q2 2026 in Review

Equitable Holdings increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 33% in Q2 2026, buying an estimated $158K and bringing the position to 8,202 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Equitable Holdings first reported a position in AVMC in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Equitable Holdings held 8,202 shares of Avantis US Mid Cap Equity ETF worth $658K as of Q2 2026.
  • Equitable Holdings bought 2,041 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $158K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1177 holding.
  • Equitable Holdings first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.