Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q2 2024 (June 30)14holders +8
8new positions
0sold out
$59.69avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 8 from Q1 2024. 8 opened new positions and 0 sold out. The largest holders were American Century Companies Inc. ($10.7M), WMG Financial Advisors, LLC ($5.1M) and Premier Path Wealth Partners, LLC ($1.5M).
- Company
- Avantis US Mid Cap Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.7M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 135,868 shares bought, net +135,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| American Century Companies Inc. | 0.01% | Add +18.2% | 178,986 | $10.7M |
| WMG Financial Advisors, LLC | 2.71% | Add +63.0% | 85,737 | $5.1M |
| Premier Path Wealth Partners, LLC | 0.26% | Add +31.5% | 25,430 | $1.5M |
| Prosperity Planning, Inc. | 0.43% | New | 21,004 | $1.3M |
| Financial Management Network Inc. | 0.27% | New | 19,153 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +45.5% | 13,228 | $828K |
| Enzi Wealth | 0.28% | New | 10,756 | $633K |
| Herold Advisors, Inc. | 0.14% | New | 10,170 | $607K |
| Susquehanna International Group, LLP | 0.00% | Add +24.5% | 9,643 | $575K |
| LexAurum Advisors, LLC | 0.11% | Add +9.2% | 7,744 | $462K |
| IFP Advisors, Inc | 0.00% | New | 646 | $39K |
| McIlrath & Eck, LLC | 0.00% | New | 423 | $25K |
| FAS Wealth Partners, Inc. | 0.00% | New | 238 | $14K |
| UBS Group AG | 0.00% | New | 33 | $2K |
"% 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.