Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q4 2024 (December 31)27holders +7
7new positions
2sold out
1famous investor
$65.71avg. 13F price*
At the end of Q4 2024, 27 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 7 from Q3 2024. 7 opened new positions and 2 sold out. The largest holders were Moisand Fitzgerald Tamayo, LLC ($25.2M), American Century Companies Inc. ($15.7M) and Enzi Wealth ($8.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis US Mid Cap Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.7M |
| Exits | 2 | $867K |
All 13F filers, Q3 2024 → Q4 2024: 247,463 shares bought and 27,140 shares sold, net +220,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Moisand Fitzgerald Tamayo, LLC | 3.57% | Reduce -1.4% | 386,671 | $25.2M |
| American Century Companies Inc. | 0.01% | Add +16.5% | 239,831 | $15.7M |
| Enzi Wealth | 3.32% | Add +14.4% | 126,001 | $8.7M |
| WMG Financial Advisors, LLC | 3.26% | Add +11.0% | 115,887 | $7.6M |
| Financial Management Network Inc. | 1.00% | Add +39.6% | 73,221 | $4.8M |
| Prosperity Planning, Inc. | 2.06% | Add +44.1% | 69,213 | $4.5M |
| LPL Financial LLC | 0.00% | New | 60,407 | $3.9M |
| Team Financial Group, LLC | 1.68% | Add +221.4% | 44,781 | $2.9M |
| Eclectic Associates Inc. | 0.71% | Add +223.3% | 36,860 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +4.3% | 34,211 | $2.2M |
| Haven Private, LLC | 0.86% | — | 23,466 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +14.3% | 18,523 | $1.2M |
| Farther Finance Advisors, LLC | 0.03% | Add +714.2% | 12,620 | $824K |
| Herold Advisors, Inc. | 0.16% | Add +7.9% | 10,975 | $716K |
| Citadel Advisors | 0.00% | Reduce -53.5% | 6,458 | $422K |
| LexAurum Advisors, LLC | 0.08% | Reduce -12.5% | 5,954 | $389K |
| Plancorp, LLC | 0.01% | No change | 4,750 | $310K |
| Evensky & Katz LLC | 0.02% | New | 4,078 | $266K |
| Rialto Wealth Management, LLC | 0.08% | — | 3,808 | $249K |
| Kestra Advisory Services, LLC | 0.00% | New | 3,662 | $239K |
| Paragon Advisors, LLC | 0.07% | New | 3,120 | $204K |
| Signature Resources Capital Management, LLC | 0.05% | New | 893 | $58K |
| IFP Advisors, Inc | 0.00% | No change | 646 | $42K |
| McIlrath & Eck, LLC | 0.00% | No change | 423 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 239 | $16K |
| Osaic Holdings, Inc. | 0.00% | New | 50 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 43 | $3K |
"% 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.