AVANTIS US MID CAP VAL ETF AVMV
$80.42
+0.2% 52w: $63.25 – $81.14
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data63.2572.2081.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
78
+11 QoQ
13F value
$433.0M
+34.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVMV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Evensky & Katz LLC | Wealth advisor | 737.0K | $54.7M | 3.1% | +1.6% |
| ENZI WEALTH | Wealth advisor | 677.0K | $50.2M | 17.4% | +7.0% |
| Moisand Fitzgerald Tamayo, LLC | Wealth advisor | 444.7K | $33.0M | 3.5% | +0.2% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 439.8K | $32.6M | 0.0% | +23.8% |
| ECLECTIC ASSOCIATES INC /ADV | Wealth advisor | 407.8K | $30.2M | 4.0% | +44.2% |
| Three Arch Wealth Management LLC | Wealth advisor | 383.5K | $28.4M | 5.1% | +3.2% |
| Falcon Wealth Planning | Wealth advisor | 318.4K | $23.6M | 1.6% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 230.8K | $17.1M | 0.0% | +4.0% |
| Family Investment Center, Inc. | Wealth advisor | 160.9K | $11.9M | 2.3% | New |
| FINANCIAL MANAGEMENT NETWORK INC | Wealth advisor | 147.4K | $11.2M | 1.7% | +12.4% |
| Prosperity Planning, Inc. | Wealth advisor | 145.7K | $10.8M | 3.9% | +9.8% |
| WMG Financial Advisors, LLC | Wealth advisor | 138.5K | $10.3M | 4.3% | +0.4% |
| COMMERCE BANK | Diversified mechanical | 123.6K | $9.2M | 0.0% | New |
| IHT Wealth Management, LLC | Wealth advisor | 119.2K | $8.8M | 0.2% | New |
| LPL Financial LLC | Bank broker | 118.9K | $8.8M | 0.0% | +24.6% |
| B&D White Capital Company, LLC | Wealth advisor | 110.5K | $8.2M | 1.0% | +412.6% |
| Rialto Wealth Management, LLC | Wealth advisor | 98.7K | $7.3M | 1.6% | +35.1% |
| Quadcap Wealth Management, LLC | Wealth advisor | 98.7K | $7.3M | 0.8% | +5.3% |
| Team Financial Group, LLC | Wealth advisor | 91.6K | $6.8M | 3.1% | +2.3% |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 89.4K | $6.6M | 1.7% | — |
| Maridea Wealth Management LLC | Wealth advisor | 81.1K | $6.0M | 0.9% | +22.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 71.7K | $5.3M | 0.0% | +61.2% |
| Corient Private Wealth LLC | Diversified mechanical | 61.4K | $4.6M | 0.0% | -0.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 55.1K | $4.1M | 0.0% | +1.6% |
| Triangle Securities Wealth Management | Other | 47.3K | $3.5M | 0.8% | +71.3% |
| FIRST NATIONAL BANK SIOUX FALLS | Wealth advisor | 36.7K | $2.8M | 0.8% | +21.2% |
| Premier Path Wealth Partners, LLC | Other | 31.8K | $2.4M | 0.3% | -13.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 31.3K | $2.3M | 0.0% | +130.1% |
| Chicago Partners Investment Group LLC | Wealth advisor | 29.2K | $2.3M | 0.1% | +9.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 29.1K | $2.2M | 0.0% | +53.0% |
| Haven Private, LLC | Wealth advisor | 22.5K | $1.7M | 0.7% | +1.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.3K | $1.3M | 0.0% | +41.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 16.2K | $1.2M | 0.0% | -14.9% |
| Allegheny Financial Group | Wealth advisor | 15.9K | $1.2M | 0.2% | New |
| Nvest Wealth Strategies, Inc. | Wealth advisor | 14.9K | $1.1M | 0.8% | +2.1% |
| Herold Advisors, Inc. | Other | 14.6K | $1.1M | 0.2% | +15.0% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | Wealth advisor | 13.5K | $1.0M | 0.1% | New |
| Legacy Capital Wealth Partners, LLC | Other | 12.0K | $889K | 0.2% | -0.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 11.7K | $868K | 0.0% | +24.2% |
| Capital Analysts, LLC | Wealth advisor | 11.4K | $845K | 0.0% | +176.8% |
| Wedmont Private Capital | Wealth advisor | 9.2K | $701K | 0.0% | Held |
| Beacon Pointe Advisors, LLC | Wealth advisor | 8.5K | $631K | 0.0% | +11.2% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 8.0K | $623K | 0.0% | New |
| SEEDS INVESTOR LLC | Wealth advisor | 7.2K | $549K | 0.1% | +39.4% |
| PACES FERRY WEALTH ADVISORS, LLC | Wealth advisor | 6.9K | $513K | 0.2% | +1.5% |
| GUYASUTA INVESTMENT ADVISORS INC | Other | 6.9K | $511K | 0.0% | New |
| Plancorp, LLC | Wealth advisor | 6.7K | $510K | 0.0% | +6.7% |
| Savant Capital, LLC | Wealth advisor | 6.4K | $472K | 0.0% | Held |
| ProCore Advisors, LLC | Other | 6.3K | $464K | 0.7% | -3.2% |
| Signature Resources Capital Management, LLC | Wealth advisor | 6.2K | $461K | 0.2% | -6.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.