Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q3 2025 (September 30)53holders +8
10new positions
2sold out
$68.82avg. 13F price*
At the end of Q3 2025, 53 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 8 from Q2 2025. 10 opened new positions and 2 sold out. The largest holders were Evensky & Katz LLC ($48.0M), Moisand Fitzgerald Tamayo, LLC ($29.9M) and American Century Companies Inc. ($21.1M).
- Company
- Avantis US Mid Cap Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $20.1M |
| Exits | 2 | $1.5M |
All 13F filers, Q2 2025 → Q3 2025: 700,516 shares bought and 29,407 shares sold, net +671,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Evensky & Katz LLC | 2.78% | Add +38.9% | 696,843 | $48.0M |
| Moisand Fitzgerald Tamayo, LLC | 3.52% | Add +1.0% | 434,032 | $29.9M |
| American Century Companies Inc. | 0.01% | Add +7.6% | 306,485 | $21.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | New | 218,027 | $15.0M |
| Eclectic Associates Inc. | 2.13% | Add +37.8% | 168,313 | $11.6M |
| WMG Financial Advisors, LLC | 3.17% | Reduce -1.1% | 137,759 | $9.5M |
| Enzi Wealth | 3.33% | Add +1.4% | 140,575 | $9.5M |
| Prosperity Planning, Inc. | 3.18% | Add +12.0% | 122,530 | $8.4M |
| Financial Management Network Inc. | 1.33% | Add +5.5% | 116,293 | $8.1M |
| LPL Financial LLC | 0.00% | Add +3.5% | 103,386 | $7.1M |
| Quadcap Wealth Management, LLC | 0.72% | Add +5.5% | 88,126 | $6.1M |
| Team Financial Group, LLC | 2.75% | Add +2.2% | 86,068 | $5.9M |
| Rialto Wealth Management, LLC | 1.12% | Add +185.5% | 62,929 | $4.3M |
| Maridea Wealth Management LLC | 0.52% | New | 48,581 | $3.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +55.7% | 47,124 | $3.2M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +7.0% | 38,770 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.1% | 38,324 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +89.9% | 29,429 | $2.0M |
| First National Bank Sioux Falls | 0.59% | Add +19.9% | 27,486 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Add +8.5% | 24,998 | $1.7M |
| Haven Private, LLC | 0.66% | Add +6.5% | 21,584 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.9% | 18,010 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +44.1% | 16,131 | $1.1M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +36.7% | 14,104 | $972K |
| Herold Advisors, Inc. | 0.21% | Add +92.4% | 12,912 | $889K |
| FineMark National Bank & Trust | 0.03% | New | 12,633 | $870K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.4% | 12,135 | $836K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Add +14.3% | 12,048 | $830K |
| Wedmont Private Capital | 0.02% | Add +0.3% | 9,184 | $632K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.9% | 8,479 | $584K |
| Seeds Investor LLC | 0.11% | Reduce -6.3% | 7,537 | $519K |
| Signature Resources Capital Management, LLC | 0.27% | Reduce -4.2% | 7,218 | $497K |
| Triangle Securities Wealth Management | 0.11% | Add +15.6% | 7,059 | $486K |
| Stegent Equity Advisors, Inc. | 0.38% | Reduce -1.2% | 6,851 | $472K |
| Advisory Services Network, LLC | 0.01% | Add +5.3% | 6,405 | $441K |
| Savant Capital, LLC | 0.00% | New | 6,359 | $438K |
| LexAurum Advisors, LLC | 0.06% | Add +8.2% | 6,083 | $419K |
| Plancorp, LLC | 0.01% | No change | 5,810 | $400K |
| Global Retirement Partners, LLC | 0.01% | Add +61.4% | 5,373 | $370K |
| Private Advisor Group, LLC | 0.00% | New | 5,306 | $366K |
| Financial Partners Group, Inc | 0.03% | Reduce -25.2% | 3,600 | $248K |
| Paragon Advisors, LLC | 0.06% | No change | 3,120 | $215K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2122.0% | 1,311 | $90K |
| Cloud Capital Management, LLC | 0.04% | New | 1,173 | $80K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 796 | $55K |
| Private Trust Co. NA | 0.00% | No change | 750 | $52K |
| IFP Advisors, Inc | 0.00% | Reduce -2.5% | 630 | $43K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 529 | $36K |
| UBS Group AG | 0.00% | New | 425 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 423 | $29K |
| Simplex Trading, LLC | 0.00% | New | 113 | $7K |
| Rossby Financial, LCC | 0.00% | New | 69 | $5K |
| Creative Financial Designs Inc. | 0.00% | New | 30 | $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.