Avantis US Mid Cap Val ETFAVMVETF
13F holders, Q1 2026 (March 31)78holders +12
15new positions
3sold out
$74.28avg. 13F price*
At the end of Q1 2026, 78 institutions reported holding Avantis US Mid Cap Val ETF (AVMV) in their 13F filings, up 12 from Q4 2025. 15 opened new positions and 3 sold out. The largest holders were Evensky & Katz LLC ($54.7M), Enzi Wealth ($50.2M) and Moisand Fitzgerald Tamayo, LLC ($33.0M).
- Company
- Avantis US Mid Cap Val ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2026)
- CUSIP
- 025072133
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $57.8M |
| Exits | 3 | $521K |
All 13F filers, Q4 2025 → Q1 2026: 1,395,390 shares bought and 20,476 shares sold, net +1,374,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Evensky & Katz LLC | 3.11% | Add +1.6% | 736,997 | $54.7M |
| Enzi Wealth | 17.43% | Add +7.0% | 677,009 | $50.2M |
| Moisand Fitzgerald Tamayo, LLC | 3.55% | Add +0.2% | 444,730 | $33.0M |
| American Century Companies Inc. | 0.02% | Add +23.8% | 439,758 | $32.6M |
| Eclectic Associates Inc. | 4.02% | Add +44.2% | 407,811 | $30.2M |
| Three Arch Wealth Management LLC | 5.12% | Add +3.1% | 383,511 | $28.4M |
| Falcon Wealth Planning | 1.61% | New | 318,355 | $23.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.0% | 230,773 | $17.1M |
| Family Investment Center, Inc. | 2.30% | New | 160,917 | $11.9M |
| Financial Management Network Inc. | 1.72% | Add +12.3% | 147,447 | $11.2M |
| Prosperity Planning, Inc. | 3.89% | Add +9.8% | 145,718 | $10.8M |
| WMG Financial Advisors, LLC | 4.29% | Add +0.4% | 138,490 | $10.3M |
| Commerce Bank | 0.04% | New | 123,615 | $9.2M |
| IHT Wealth Management, LLC | 0.21% | New | 119,197 | $8.8M |
| LPL Financial LLC | 0.00% | Add +24.6% | 118,918 | $8.8M |
| B&D White Capital Company, LLC | 1.01% | Add +412.6% | 110,488 | $8.2M |
| Rialto Wealth Management, LLC | 1.64% | Add +35.1% | 98,654 | $7.3M |
| Quadcap Wealth Management, LLC | 0.83% | Add +5.3% | 98,653 | $7.3M |
| Team Financial Group, LLC | 3.08% | Add +2.3% | 91,574 | $6.8M |
| Henderson Brothers Financial Partners, LLC | 1.68% | — | 89,407 | $6.6M |
| Maridea Wealth Management LLC | 0.88% | Add +22.1% | 81,119 | $6.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +61.2% | 71,660 | $5.3M |
| Corient Private Wealth LP | 0.01% | Add +99.0% | 61,412 | $4.6M |
| Farther Finance Advisors, LLC | 0.04% | Add +1.6% | 55,073 | $4.1M |
| Triangle Securities Wealth Management | 0.80% | Add +71.3% | 47,262 | $3.5M |
| First National Bank Sioux Falls | 0.77% | Add +21.2% | 36,723 | $2.8M |
| Premier Path Wealth Partners, LLC | 0.31% | Reduce -13.3% | 31,759 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +130.1% | 31,252 | $2.3M |
| Chicago Partners Investment Group LLC | 0.05% | Add +9.0% | 29,177 | $2.3M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +53.0% | 29,146 | $2.2M |
| Haven Private, LLC | 0.73% | Add +1.9% | 22,509 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +41.8% | 17,304 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 16,240 | $1.2M |
| Allegheny Financial Group | 0.16% | New | 15,938 | $1.2M |
| Nvest Wealth Strategies, Inc. | 0.78% | Add +2.1% | 14,861 | $1.1M |
| Herold Advisors, Inc. | 0.24% | Add +15.0% | 14,581 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.10% | New | 13,484 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.18% | Reduce -0.4% | 11,982 | $889K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.2% | 11,703 | $868K |
| Capital Analysts, LLC | 0.02% | Add +176.8% | 11,391 | $845K |
| Wedmont Private Capital | 0.02% | No change | 9,215 | $701K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.2% | 8,509 | $631K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,020 | $623K |
| Seeds Investor LLC | 0.07% | Add +39.4% | 7,164 | $549K |
| Paces Ferry Wealth Advisors, LLC | 0.21% | Add +1.5% | 6,921 | $513K |
| Guyasuta Investment Advisors Inc. | 0.03% | New | 6,886 | $511K |
| Plancorp, LLC | 0.01% | Add +6.7% | 6,730 | $510K |
| Savant Capital, LLC | 0.00% | No change | 6,359 | $472K |
| ProCore Advisors, LLC | 0.71% | Reduce -3.2% | 6,261 | $464K |
| Signature Resources Capital Management, LLC | 0.22% | Reduce -6.5% | 6,209 | $461K |
| Equitable Holdings, Inc. | 0.00% | Add +21.5% | 5,700 | $406K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +32.5% | 5,212 | $387K |
| LexAurum Advisors, LLC | 0.05% | — | 5,010 | $372K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.3% | 4,670 | $346K |
| Stegent Equity Advisors, Inc. | 0.27% | No change | 4,256 | $316K |
| Jane Street Group, LLC | 0.00% | New | 4,003 | $297K |
| Paragon Advisors, LLC | 0.07% | No change | 3,716 | $276K |
| PFG Advisors | 0.01% | New | 3,392 | $252K |
| Harbor Investment Advisory, LLC | 0.02% | Add +129.3% | 2,751 | $204K |
| JPMorgan Chase & Co. | 0.00% | New | 2,062 | $150K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.8% | 1,939 | $144K |
| Wells Fargo & Company | 0.00% | New | 1,717 | $127K |
| MAI Capital Management | 0.00% | Add +227.9% | 964 | $72K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.3% | 800 | $59K |
| Private Trust Co. NA | 0.01% | No change | 750 | $56K |
| Rockefeller Capital Management L.P. | 0.00% | New | 635 | $47K |
| IFP Advisors, Inc | 0.00% | Reduce -1.8% | 619 | $46K |
| Rossby Financial, LCC | 0.01% | Add +431.5% | 574 | $43K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 529 | $39K |
| McIlrath & Eck, LLC | 0.00% | No change | 423 | $31K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 160 | $12K |
| Royal Bank of Canada | 0.00% | New | 120 | $9K |
| Advisory Services Network, LLC | 0.00% | Reduce -97.5% | 110 | $8K |
| Allworth Financial LP | 0.00% | No change | 50 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 30 | $2K |
| Morgan Stanley | 0.00% | No change | 22 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 17 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 10 | $746 |
"% 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.