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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
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

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $141M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings's AVMC Position: Q1 2026 in Review

Equitable Holdings increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 41% in Q1 2026, buying an estimated $131K and bringing the position to 6,161 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1304.

Equitable Holdings first reported a position in AVMC in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold AVMC as of Q1 2026.

  • Equitable Holdings held 6,161 shares of Avantis US Mid Cap Equity ETF worth $435K as of Q1 2026.
  • Equitable Holdings bought 1,776 Avantis US Mid Cap Equity ETF shares in Q1 2026, an estimated $131K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1304 holding.
  • Equitable Holdings first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.