Who owns Avantis U.S. Mid Cap Value ETF?
Institutional ownership of AVMV from SEC Form 13F filings across 63 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
63
13F holders
$357.4M
value, 2026 filers
99.9%
of shares outstanding (4.5M sh)
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AVMV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENZI WEALTH | 715,903 | $57.7M | 18.3% | 16.1% | +5.7% |
| 2 | AMERICAN CENTURY COMPANIES INC | 545,799 | $44.0M | 0.0% | 12.2% | +24.1% |
| 3 | Moisand Fitzgerald Tamayo, LLC | 453,485 | $36.5M | 3.6% | 10.2% | +2.0% |
| 4 | Falcon Wealth Planning | 326,922 | $26.3M | 1.7% | 7.3% | +2.7% |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 295,809 | $23.8M | 0.0% | 6.6% | +28.2% |
| 6 | LPL Financial LLC | 225,531 | $18.2M | 0.0% | 5.1% | +89.7% |
| 7 | COMMERCE BANK | 201,998 | $16.3M | 0.1% | 4.5% | +63.4% |
| 8 | FINANCIAL MANAGEMENT NETWORK INC | 188,845 | $15.3M | 2.2% | 4.2% | +28.1% |
| 9 | MORGAN STANLEY | 137,447 | $11.1M | 0.0% | 3.1% | +624659.1% |
| 10 | WMG Financial Advisors, LLC | 136,540 | $11.0M | 4.1% | 3.1% | -1.4% |
| 11 | IHT Wealth Management, LLC | 119,943 | $9.7M | 0.2% | 2.7% | +0.6% |
| 12 | Corient Private Wealth LP | 112,542 | $9.1M | 0.0% | 2.5% | +83.3% |
| 13 | PNC Financial Services Group, Inc. | 112,158 | $9.0M | 0.0% | 2.5% | +56.5% |
| 14 | Rialto Wealth Management, LLC | 103,572 | $8.3M | 1.7% | 2.3% | +5.0% |
| 15 | Quadcap Wealth Management, LLC | 100,661 | $8.1M | 0.8% | 2.3% | +2.0% |
| 16 | B&D White Capital Company, LLC | 96,924 | $7.8M | 0.8% | 2.2% | -12.3% |
| 17 | Team Financial Group, LLC | 96,363 | $7.8M | 3.3% | 2.2% | +5.2% |
| 18 | Maridea Wealth Management LLC | 83,666 | $6.7M | 0.7% | 1.9% | +3.1% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 41,151 | $3.3M | 0.0% | 0.9% | +31.7% |
| 20 | Premier Path Wealth Partners, LLC | 37,033 | $3.0M | 0.3% | 0.8% | +16.6% |
| 21 | Chicago Partners Investment Group LLC | 30,248 | $2.4M | 0.0% | 0.7% | +3.7% |
| 22 | TWO SIGMA INVESTMENTS, LPNEW | 22,400 | $1.8M | 0.0% | 0.5% | new |
| 23 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 21,185 | $1.7M | 0.1% | 0.5% | +57.1% |
| 24 | OSAIC HOLDINGS, INC. | 18,255 | $1.5M | 0.0% | 0.4% | +12.4% |
| 25 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17,725 | $1.4M | 0.0% | 0.4% | +814.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.