Who owns AVMV?
Avantis U.S. Mid Cap Value ETF · Avantis
91 institutions reported holding AVMV, worth $556.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Evensky & Katz LLC | Coral Gables, FL | $60.7M | 753,800 | +16,803 shares |
| ENZI Wealth | Austin, TX | $57.7M | 715,903 | +38,894 shares |
| American Century Companies Inc. | Kansas City, MO | $44.0M | 545,799 | +106,041 shares |
| Eclectic Associates Inc. | Fullerton, CA | $39.2M | 486,208 | +78,397 shares |
| Moisand Fitzgerald Tamayo, LLC | Orlando, FL | $36.5M | 453,485 | +8,755 shares |
| Three Arch Wealth Management LLC | Irvine, CA | $32.3M | 401,168 | +17,657 shares |
| Falcon Wealth Planning | Ontario, CA | $26.3M | 326,922 | +8,567 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $23.8M | 295,809 | +65,036 shares |
| LPL Financial LLC | Fort Mill, SC | $18.2M | 225,531 | +106,613 shares |
| Commerce Bank | Kansas City, MO | $16.3M | 201,998 | +78,383 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVMV?
91 institutional managers reported holding AVMV in Form 13F filings for June 30, 2026, worth $556.9M in total. The largest reported position was held by Evensky & Katz LLC, at $60.7M.
Did institutions buy or sell AVMV last quarter?
Reported 13F value rose 28.7% from March 31, 2026, which includes price moves as well as buying and selling. 20 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVMV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.