Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q1 2025 (March 31)43holders +16
16new positions
2sold out
$60.90avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 16 from Q4 2024. 16 opened new positions and 2 sold out. The largest holders were Moisand Fitzgerald Tamayo, LLC ($24.2M), American Century Companies Inc. ($16.9M) and WMG Financial Advisors, LLC ($8.2M).
- Company
- Avantis US Mid Cap Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $10.9M |
| Exits | 2 | $625K |
All 13F filers, Q4 2024 → Q1 2025: 580,089 shares bought and 9,858 shares sold, net +570,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Moisand Fitzgerald Tamayo, LLC | 3.35% | Add +1.8% | 393,645 | $24.2M |
| American Century Companies Inc. | 0.01% | Add +14.9% | 275,697 | $16.9M |
| WMG Financial Advisors, LLC | 3.47% | Add +14.5% | 132,721 | $8.2M |
| Enzi Wealth | 3.30% | Add +9.2% | 137,574 | $8.1M |
| Evensky & Katz LLC | 0.43% | Add +2441.2% | 103,631 | $6.4M |
| LPL Financial LLC | 0.00% | Add +65.9% | 100,200 | $6.2M |
| Prosperity Planning, Inc. | 2.51% | Add +31.1% | 90,701 | $5.6M |
| Financial Management Network Inc. | 1.24% | Add +37.0% | 100,291 | $5.5M |
| Eclectic Associates Inc. | 1.26% | Add +107.5% | 76,501 | $4.7M |
| Quadcap Wealth Management, LLC | 0.67% | New | 75,574 | $4.6M |
| Team Financial Group, LLC | 2.66% | Add +67.4% | 74,970 | $4.6M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +3.8% | 35,516 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +68948.0% | 34,524 | $2.1M |
| Brookwood Investment Group LLC | 0.28% | — | 26,327 | $1.6M |
| Haven Private, LLC | 0.90% | Add +10.7% | 25,969 | $1.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +88.1% | 23,737 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Add +11.5% | 20,647 | $1.3M |
| First National Bank Sioux Falls | 0.49% | New | 19,568 | $1.2M |
| Rialto Wealth Management, LLC | 0.32% | Add +334.0% | 16,526 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 14,587 | $896K |
| Herold Advisors, Inc. | 0.15% | Add +3.7% | 11,381 | $699K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,033 | $678K |
| Legacy Capital Wealth Partners, LLC | 0.16% | New | 10,658 | $655K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,787 | $601K |
| Signature Resources Capital Management, LLC | 0.39% | Add +735.7% | 7,463 | $459K |
| Elevate Wealth Advisory, Inc. | 0.30% | New | 6,990 | $429K |
| Wedmont Private Capital | 0.02% | New | 7,342 | $417K |
| PNC Financial Services Group, Inc. | 0.00% | New | 5,910 | $363K |
| Advisory Services Network, LLC | 0.01% | New | 5,745 | $353K |
| LexAurum Advisors, LLC | 0.07% | Reduce -4.7% | 5,674 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Add +53.7% | 5,629 | $346K |
| Financial Partners Group, Inc | 0.05% | New | 4,813 | $296K |
| Plancorp, LLC | 0.01% | No change | 4,750 | $292K |
| Triangle Securities Wealth Management | 0.06% | New | 3,950 | $243K |
| Stonebridge Financial Group, LLC | 0.01% | New | 792 | $49K |
| IFP Advisors, Inc | 0.00% | No change | 646 | $40K |
| Morgan Stanley | 0.00% | New | 561 | $34K |
| Cloud Capital Management, LLC | 0.02% | — | 432 | $26K |
| McIlrath & Eck, LLC | 0.00% | No change | 423 | $26K |
| UBS Group AG | 0.00% | New | 321 | $20K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.4% | 240 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +404.6% | 217 | $13K |
| Simplex Trading, LLC | 0.00% | New | 118 | $7K |
"% 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.