Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q2 2026 (June 30)91holders +13
17new positions
5sold out
$80.53avg. 13F price*
At the end of Q2 2026, 91 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 13 from Q1 2026. 17 opened new positions and 5 sold out. The largest holders were Evensky & Katz LLC ($60.7M), Enzi Wealth ($57.7M) and American Century Companies Inc. ($44.0M).
- Company
- Avantis US Mid Cap Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $13.3M |
| Exits | 5 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 1,155,299 shares bought and 86,070 shares sold, net +1,069,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 91 holders
| Evensky & Katz LLC | 3.14% | Add +2.3% | 753,800 | $60.7M |
| Enzi Wealth | 18.26% | Add +5.7% | 715,903 | $57.7M |
| American Century Companies Inc. | 0.02% | Add +24.1% | 545,799 | $44.0M |
| Eclectic Associates Inc. | 4.46% | Add +19.2% | 486,208 | $39.2M |
| Moisand Fitzgerald Tamayo, LLC | 3.57% | Add +2.0% | 453,485 | $36.5M |
| Three Arch Wealth Management LLC | 4.96% | Add +4.6% | 401,168 | $32.3M |
| Falcon Wealth Planning | 1.67% | Add +2.7% | 326,922 | $26.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +28.2% | 295,809 | $23.8M |
| LPL Financial LLC | 0.00% | Add +89.7% | 225,531 | $18.2M |
| Commerce Bank | 0.07% | Add +63.4% | 201,998 | $16.3M |
| Financial Management Network Inc. | 2.19% | Add +28.1% | 188,845 | $15.3M |
| Family Investment Center, Inc. | 2.31% | Add +7.5% | 172,975 | $13.9M |
| Prosperity Planning, Inc. | 4.06% | Add +7.8% | 157,113 | $12.7M |
| Morgan Stanley | 0.00% | Add +624659.1% | 137,447 | $11.1M |
| WMG Financial Advisors, LLC | 4.14% | Reduce -1.4% | 136,540 | $11.0M |
| IHT Wealth Management, LLC | 0.21% | Add +0.6% | 119,943 | $9.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +56.5% | 112,158 | $9.0M |
| Corient Private Wealth LP | 0.01% | Add +80.0% | 110,524 | $8.9M |
| Rialto Wealth Management, LLC | 1.65% | Add +5.0% | 103,572 | $8.3M |
| Quadcap Wealth Management, LLC | 0.79% | Add +2.0% | 100,661 | $8.1M |
| B&D White Capital Company, LLC | 0.78% | Reduce -12.3% | 96,924 | $7.8M |
| Team Financial Group, LLC | 3.29% | Add +5.2% | 96,363 | $7.8M |
| Maridea Wealth Management LLC | 0.73% | Add +3.1% | 83,666 | $6.7M |
| Allegheny Financial Group | 0.69% | Add +407.7% | 80,919 | $6.5M |
| Farther Finance Advisors, LLC | 0.04% | Add +14.8% | 63,245 | $5.1M |
| Triangle Securities Wealth Management | 0.96% | Add +27.6% | 60,283 | $4.9M |
| Glenview Trust Co | 0.05% | New | 49,076 | $4.0M |
| Henderson Brothers Financial Partners, LLC | 1.72% | Reduce -49.6% | 45,038 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.7% | 41,151 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +16.6% | 37,033 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +25.0% | 36,435 | $2.9M |
| First National Bank Sioux Falls | 0.77% | No change | 36,723 | $2.8M |
| Chicago Partners Investment Group LLC | 0.05% | Add +3.7% | 30,248 | $2.4M |
| Haven Private, LLC | 0.80% | Add +16.0% | 26,120 | $2.1M |
| Two Sigma Investments, LP | 0.00% | New | 22,400 | $1.8M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +57.1% | 21,185 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +12.4% | 18,255 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +814.1% | 17,725 | $1.4M |
| World Equity Group, Inc. | 0.31% | New | 17,278 | $1.4M |
| Atria Investments, Inc | 0.01% | New | 17,288 | $1.4M |
| Herold Advisors, Inc. | 0.27% | Add +16.9% | 17,046 | $1.4M |
| Nvest Wealth Strategies, Inc. | 0.77% | Add +2.1% | 15,178 | $1.2M |
| Networth Advisors, LLC | 0.66% | New | 14,105 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +10.2% | 12,896 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.18% | Reduce -0.1% | 11,972 | $964K |
| Capital Analysts, LLC | 0.02% | Reduce -0.3% | 11,356 | $915K |
| Global Retirement Partners, LLC | 0.01% | — | 10,677 | $860K |
| Seeds Investor LLC | 0.08% | Add +39.3% | 9,980 | $804K |
| Wedmont Private Capital | 0.02% | Add +4.5% | 9,630 | $776K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,431 | $767K |
| Diversify Wealth Management, LLC | 0.01% | Add +17.6% | 9,431 | $767K |
| Goldman Sachs Group Inc. | 0.00% | New | 9,243 | $744K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +7.0% | 9,102 | $733K |
| Waverly Advisors, LLC | 0.00% | New | 7,746 | $624K |
| Paces Ferry Wealth Advisors, LLC | 0.21% | No change | 6,921 | $557K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 6,886 | $555K |
| ProCore Advisors, LLC | 0.68% | Add +8.9% | 6,821 | $549K |
| Plancorp, LLC | 0.01% | No change | 6,730 | $543K |
| Signature Resources Capital Management, LLC | 0.21% | Add +6.5% | 6,613 | $533K |
| Equitable Holdings, Inc. | 0.00% | Add +12.4% | 6,408 | $516K |
| Savant Capital, LLC | 0.00% | No change | 6,359 | $512K |
| MAI Capital Management | 0.00% | Add +523.8% | 6,013 | $484K |
| Harbor Investment Advisory, LLC | 0.03% | Add +105.4% | 5,651 | $455K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.5% | 5,185 | $418K |
| LexAurum Advisors, LLC | 0.05% | Reduce -0.4% | 4,991 | $402K |
| Nwam LLC | 0.02% | New | 4,516 | $364K |
| Stegent Equity Advisors, Inc. | 0.24% | Reduce -0.8% | 4,220 | $340K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,968 | $320K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.4% | 3,813 | $307K |
| J. M. Brown & Associates Inc. | 0.17% | — | 3,723 | $300K |
| Paragon Advisors, LLC | 0.06% | No change | 3,716 | $299K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 3,512 | $283K |
| PFG Advisors | 0.01% | No change | 3,392 | $273K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,904 | $234K |
| MML Investors Services, LLC | 0.00% | New | 2,820 | $227K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 803 | $65K |
| Private Trust Co. NA | 0.00% | No change | 750 | $60K |
| Rossby Financial, LCC | 0.01% | Add +11.8% | 642 | $52K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 637 | $51K |
| IFP Advisors, Inc | 0.00% | No change | 619 | $50K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 529 | $43K |
| Kelleher Financial Advisors | 0.00% | New | 417 | $34K |
| CX Institutional | 0.00% | New | 408 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 296 | $24K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 160 | $13K |
| Royal Bank of Canada | 0.00% | Add +22.5% | 147 | $12K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 100 | $8K |
| Allworth Financial LP | 0.00% | No change | 50 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 30 | $2K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $813 |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.2% | 10 | $805 |
"% of holder's portfolio" is AVMV's weight in each manager's 13F, not the share of Avantis US Mid Cap Val ETF the manager owns.