Who owns Avantis U.S. Mid Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVMV from SEC Form 13F filings across 90 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.
As of the 2026-06-30 reporting period, 90 institutions disclosed 6.9M shares of Avantis U.S. Mid Cap Value ETF worth $555.4M — about 154.7% of shares outstanding; the largest disclosed holder is Evensky & Katz LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
90
13F holders
$555.4M
value, 2026 filers
154.7%
of shares outstanding (6.9M sh)
20
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 | Evensky & Katz LLC | 753,800 | $60.7M | 3.1% | 16.9% | +2.3% |
| 2 | ENZI WEALTH | 715,903 | $57.7M | 18.3% | 16.1% | +5.7% |
| 3 | AMERICAN CENTURY COMPANIES INC | 545,799 | $44.0M | 0.0% | 12.2% | +24.1% |
| 4 | ECLECTIC ASSOCIATES INC /ADV | 486,208 | $39.2M | 4.5% | 10.9% | +19.2% |
| 5 | Moisand Fitzgerald Tamayo, LLC | 453,485 | $36.5M | 3.6% | 10.2% | +2.0% |
| 6 | Three Arch Wealth Management LLC | 401,168 | $32.3M | 5.0% | 9% | +4.6% |
| 7 | Falcon Wealth Planning | 326,922 | $26.3M | 1.7% | 7.3% | +2.7% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 295,809 | $23.8M | 0.0% | 6.6% | +28.2% |
| 9 | LPL Financial LLC | 225,531 | $18.2M | 0.0% | 5.1% | +89.7% |
| 10 | COMMERCE BANK | 201,998 | $16.3M | 0.1% | 4.5% | +63.4% |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | 188,845 | $15.3M | 2.2% | 4.2% | +28.1% |
| 12 | Family Investment Center, Inc. | 172,975 | $13.9M | 2.3% | 3.9% | +7.5% |
| 13 | Prosperity Planning, Inc. | 157,113 | $12.7M | 2.9% | 3.5% | +7.8% |
| 14 | MORGAN STANLEY | 137,447 | $11.1M | 0.0% | 3.1% | +624659.1% |
| 15 | WMG Financial Advisors, LLC | 136,540 | $11.0M | 4.1% | 3.1% | -1.4% |
| 16 | IHT Wealth Management, LLC | 119,943 | $9.7M | 0.2% | 2.7% | +0.6% |
| 17 | PNC Financial Services Group, Inc. | 112,158 | $9.0M | 0.0% | 2.5% | +56.5% |
| 18 | Corient Private Wealth LP | 110,524 | $8.9M | 0.0% | 2.5% | +80.0% |
| 19 | Rialto Wealth Management, LLC | 103,572 | $8.3M | 1.7% | 2.3% | +5.0% |
| 20 | Quadcap Wealth Management, LLC | 100,661 | $8.1M | 0.8% | 2.3% | +2.0% |
| 21 | B&D White Capital Company, LLC | 96,924 | $7.8M | 0.8% | 2.2% | -12.3% |
| 22 | Team Financial Group, LLC | 96,363 | $7.8M | 3.3% | 2.2% | +5.2% |
| 23 | Maridea Wealth Management LLC | 83,666 | $6.7M | 0.7% | 1.9% | +3.1% |
| 24 | Allegheny Financial Group | 80,919 | $6.5M | 0.7% | 1.8% | +407.7% |
| 25 | Farther Finance Advisors, LLC | 63,245 | $5.1M | 0.0% | 1.4% | +14.8% |
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.