Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q4 2025 (December 31)66holders +13
16new positions
5sold out
1famous investor
$71.72avg. 13F price*
At the end of Q4 2025, 66 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 13 from Q3 2025. 16 opened new positions and 5 sold out. The largest holders were Evensky & Katz LLC ($51.7M), Enzi Wealth ($47.2M) and Moisand Fitzgerald Tamayo, LLC ($31.6M). 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 (Q4 2025)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.0M |
| Exits | 5 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 969,924 shares bought and 59,220 shares sold, net +910,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Evensky & Katz LLC | 2.91% | Add +4.1% | 725,469 | $51.7M |
| Enzi Wealth | 16.63% | Add +350.2% | 632,886 | $47.2M |
| Moisand Fitzgerald Tamayo, LLC | 3.57% | Add +2.3% | 443,990 | $31.6M |
| Three Arch Wealth Management LLC | 4.96% | — | 371,782 | $26.5M |
| American Century Companies Inc. | 0.01% | Add +15.9% | 355,175 | $25.3M |
| Eclectic Associates Inc. | 3.14% | Add +68.0% | 282,746 | $20.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.8% | 221,857 | $15.8M |
| WMG Financial Advisors, LLC | 4.04% | Add +0.1% | 137,911 | $9.8M |
| Financial Management Network Inc. | 1.50% | Add +12.8% | 131,235 | $9.5M |
| Prosperity Planning, Inc. | 3.50% | Add +8.3% | 132,687 | $9.4M |
| LPL Financial LLC | 0.00% | Reduce -7.7% | 95,430 | $6.8M |
| Quadcap Wealth Management, LLC | 0.76% | Add +6.3% | 93,719 | $6.7M |
| Team Financial Group, LLC | 2.89% | Add +4.0% | 89,556 | $6.4M |
| FineMark National Bank & Trust | 0.18% | Add +548.6% | 81,937 | $5.8M |
| Rialto Wealth Management, LLC | 1.24% | Add +16.0% | 72,996 | $5.2M |
| Maridea Wealth Management LLC | 0.71% | Add +36.8% | 66,449 | $4.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +15.0% | 54,197 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +51.0% | 44,450 | $3.2M |
| Premier Path Wealth Partners, LLC | 0.34% | Reduce -5.5% | 36,648 | $2.6M |
| Corient Private Wealth LP | 0.00% | Add +91.3% | 30,863 | $2.2M |
| First National Bank Sioux Falls | 0.65% | Add +10.2% | 30,296 | $2.2M |
| Chicago Partners Investment Group LLC | 0.05% | Add +7.1% | 26,762 | $2.0M |
| Triangle Securities Wealth Management | 0.41% | Add +290.9% | 27,592 | $2.0M |
| Haven Private, LLC | 0.69% | Add +2.3% | 22,090 | $1.6M |
| B&D White Capital Company, LLC | 0.18% | New | 21,555 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.2% | 19,094 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +35.1% | 19,053 | $1.4M |
| Nvest Wealth Strategies, Inc. | 0.77% | — | 14,560 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.6% | 13,580 | $967K |
| Herold Advisors, Inc. | 0.20% | Reduce -1.8% | 12,680 | $903K |
| Susquehanna International Group, LLP | 0.00% | New | 12,202 | $869K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Reduce -0.1% | 12,030 | $857K |
| Wedmont Private Capital | 0.02% | Add +0.3% | 9,215 | $673K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.1% | 9,422 | $671K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 7,650 | $545K |
| Paces Ferry Wealth Advisors, LLC | 0.20% | New | 6,816 | $485K |
| Signature Resources Capital Management, LLC | 0.24% | Reduce -8.0% | 6,644 | $473K |
| ProCore Advisors, LLC | 0.47% | — | 6,465 | $460K |
| Savant Capital, LLC | 0.00% | No change | 6,359 | $453K |
| Citadel Advisors | 0.00% | New | 6,323 | $450K |
| Plancorp, LLC | 0.01% | Add +8.6% | 6,310 | $449K |
| Global Retirement Partners, LLC | 0.01% | Add +11.2% | 5,977 | $426K |
| Seeds Investor LLC | 0.07% | Reduce -31.8% | 5,139 | $366K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.1% | 5,036 | $359K |
| Equitable Holdings, Inc. | 0.00% | New | 4,693 | $334K |
| Advisory Services Network, LLC | 0.00% | Reduce -30.4% | 4,456 | $317K |
| Stegent Equity Advisors, Inc. | 0.24% | Reduce -37.9% | 4,256 | $303K |
| Capital Analysts, LLC | 0.01% | New | 4,115 | $293K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 3,934 | $280K |
| Paragon Advisors, LLC | 0.07% | Add +19.1% | 3,716 | $265K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.8% | 1,689 | $120K |
| Harbor Investment Advisory, LLC | 0.01% | New | 1,200 | $85K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 798 | $57K |
| Private Trust Co. NA | 0.00% | No change | 750 | $53K |
| IFP Advisors, Inc | 0.00% | No change | 630 | $45K |
| Clearstead Advisors, LLC | 0.00% | New | 586 | $42K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 529 | $38K |
| McIlrath & Eck, LLC | 0.00% | No change | 423 | $30K |
| Kelleher Financial Advisors | 0.01% | New | 414 | $30K |
| MAI Capital Management | 0.00% | New | 294 | $21K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 160 | $11K |
| Rossby Financial, LCC | 0.00% | Add +56.5% | 108 | $8K |
| Allworth Financial LP | 0.00% | New | 50 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 30 | $2K |
| Morgan Stanley | 0.00% | New | 22 | $2K |
| Lodestone Wealth Management LLC | 0.00% | New | 10 | $714 |
"% 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.