Osaic Holdings
AVMC icon

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

Osaic 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 		$359K Buy
4,471
+1,406
+46% +$109K ﹤0.01% 3958
2026
Q1 		$221K Sell
3,065
-136
-4% -$10K ﹤0.01% 4066
2025
Q4 		$226K Sell
3,201
-81
-2% -$5.65K ﹤0.01% 4049
2025
Q3 		$227K Buy
3,282
+209
+7% +$14.3K ﹤0.01% 4102
2025
Q2 		$203K Buy
3,073
+2,150
+233% +$134K ﹤0.01% 3927
2025
Q1 		$57.2K Buy
+923
New +$60.4K ﹤0.01% 4612

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

Osaic Holdings's AVMC Position: Q2 2026 in Review

Osaic Holdings increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 46% in Q2 2026, buying an estimated $109K and bringing the position to 4,471 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #3958.

Osaic Holdings first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Osaic Holdings held 4,471 shares of Avantis US Mid Cap Equity ETF worth $359K as of Q2 2026.
  • Osaic Holdings bought 1,406 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $109K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3958 holding.
  • Osaic Holdings first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.