MAI Capital Management’s Avantis Total Equity Markets ETF AVTM Stock Holding History

MAI Capital Management’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	$34M	Buy	+624,484	New	+$32.6M	0.13%	154

Other funds holding AVTM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return

MAI Capital Management's AVTM Position: Q2 2026 in Review

MAI Capital Management opened a new position in Avantis Total Equity Markets ETF (AVTM) in Q2 2026: 624,484 shares worth $34M. The stake represents 0.13% of the portfolio and ranks #154 among its holdings.

25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

MAI Capital Management held 624,484 shares of Avantis Total Equity Markets ETF worth $34M as of Q2 2026.
Avantis Total Equity Markets ETF was a new MAI Capital Management position in Q2 2026.
Avantis Total Equity Markets ETF made up 0.13% of MAI Capital Management's portfolio in Q2 2026, its #154 holding.
25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.