Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q2 2025 (June 30)45holders +2
10new positions
8sold out
1famous investor
$65.57avg. 13F price*
At the end of Q2 2025, 45 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 2 from Q1 2025. 10 opened new positions and 8 sold out. The largest holders were Evensky & Katz LLC ($32.8M), Moisand Fitzgerald Tamayo, LLC ($28.1M) and American Century Companies Inc. ($18.6M). 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 (Q2 2025)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.2M |
| Exits | 8 | $3.1M |
All 13F filers, Q1 2025 → Q2 2025: 653,141 shares bought and 61,092 shares sold, net +592,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Evensky & Katz LLC | 2.00% | Add +384.0% | 501,567 | $32.8M |
| Moisand Fitzgerald Tamayo, LLC | 3.55% | Add +9.1% | 429,561 | $28.1M |
| American Century Companies Inc. | 0.01% | Add +3.3% | 284,917 | $18.6M |
| Enzi Wealth | 3.40% | Add +0.8% | 138,675 | $9.3M |
| WMG Financial Advisors, LLC | 3.37% | Add +5.0% | 139,326 | $9.1M |
| Eclectic Associates Inc. | 1.74% | Add +59.7% | 122,162 | $8.0M |
| Financial Management Network Inc. | 1.32% | Add +9.9% | 110,242 | $7.4M |
| Prosperity Planning, Inc. | 2.89% | Add +20.6% | 109,373 | $7.2M |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 99,934 | $6.5M |
| Team Financial Group, LLC | 2.71% | Add +12.3% | 84,211 | $5.5M |
| Quadcap Wealth Management, LLC | 0.69% | Add +10.6% | 83,553 | $5.5M |
| Osaic Holdings, Inc. | 0.00% | Add +13.4% | 39,168 | $2.6M |
| Premier Path Wealth Partners, LLC | 0.33% | Add +2.0% | 36,235 | $2.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +27.5% | 30,272 | $2.0M |
| Chicago Partners Investment Group LLC | 0.05% | Add +11.6% | 23,046 | $1.6M |
| First National Bank Sioux Falls | 0.55% | Add +17.2% | 22,934 | $1.5M |
| Rialto Wealth Management, LLC | 0.40% | Add +33.4% | 22,043 | $1.4M |
| Haven Private, LLC | 0.59% | Reduce -22.0% | 20,265 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +162.3% | 15,499 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.6% | 13,863 | $906K |
| Goldman Sachs Group Inc. | 0.00% | Add +25.6% | 13,854 | $906K |
| Citadel Advisors | 0.00% | New | 13,220 | $864K |
| Corient Private Wealth LP | 0.00% | New | 11,192 | $732K |
| Legacy Capital Wealth Partners, LLC | 0.16% | Reduce -1.1% | 10,543 | $689K |
| Peapack Gladstone Financial Corp. | 0.01% | New | 10,319 | $675K |
| Jane Street Group, LLC | 0.00% | New | 9,921 | $649K |
| Wedmont Private Capital | 0.03% | Add +24.8% | 9,161 | $612K |
| Seeds Investor LLC | 0.12% | New | 8,047 | $526K |
| Signature Resources Capital Management, LLC | 0.30% | Add +0.9% | 7,533 | $493K |
| Stegent Equity Advisors, Inc. | 0.40% | New | 6,933 | $453K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.6% | 6,789 | $444K |
| Herold Advisors, Inc. | 0.09% | Reduce -41.0% | 6,712 | $439K |
| Advisory Services Network, LLC | 0.01% | Add +5.9% | 6,085 | $404K |
| Triangle Securities Wealth Management | 0.10% | Add +54.7% | 6,109 | $399K |
| Plancorp, LLC | 0.01% | Add +22.3% | 5,810 | $380K |
| LexAurum Advisors, LLC | 0.06% | Reduce -0.9% | 5,622 | $368K |
| Financial Partners Group, Inc | 0.04% | No change | 4,813 | $315K |
| Global Retirement Partners, LLC | 0.01% | — | 3,329 | $218K |
| Paragon Advisors, LLC | 0.05% | New | 3,120 | $204K |
| FAS Wealth Partners, Inc. | 0.00% | Add +230.8% | 794 | $52K |
| Private Trust Co. NA | 0.00% | New | 750 | $49K |
| IFP Advisors, Inc | 0.00% | No change | 646 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | New | 529 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 423 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -72.8% | 59 | $4K |
"% 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.