AVMV

Avantis U.S. Mid Cap Value ETF
$72.81-0.94 (-1.27%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

7.25469632886444e+220B

Total Value

$5.165347150316123e+153T

% of Float

Price History

$53.55$59.75$65.94$72.14$78.34Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Evensky & Katz LLC725,469$51.7M2.91%Share
2ENZI WEALTH632,886$47.1M16.63%Share
3Moisand Fitzgerald Tamayo, LLC443,990$31.6M3.57%Share
4Three Arch Wealth Management LLC371,782$26.5M4.96%Share
5AMERICAN CENTURY COMPANIES INC355,175$25.0M0.01%Share
6ECLECTIC ASSOCIATES INC /ADV282,746$20.1M3.14%Share
7WMG Financial Advisors, LLC137,911$9.8M4.04%Share
8FINANCIAL MANAGEMENT NETWORK INC131,235$9.5M1.50%Share
9Prosperity Planning, Inc.132,687$9.4M2.47%Share
10Quadcap Wealth Management, LLC93,719$6.7M0.76%Share
11Team Financial Group, LLC89,556$6.4M2.89%Share
12LPL Financial LLC95,430$6.0M0.00%Share
13Rialto Wealth Management, LLC72,996$5.2M1.24%Share
14FineMark National Bank & Trust81,937$5.0M0.16%Share
15Maridea Wealth Management LLC66,449$4.7M0.71%Share
16Farther Finance Advisors, LLC54,197$3.9M0.04%Share
17Premier Path Wealth Partners, LLC36,648$2.6M0.34%Share
18Corient Private Wealth LLC30,850$2.2M0.00%Share
19FIRST NATIONAL BANK SIOUX FALLS30,296$2.2M0.65%Share
20Chicago Partners Investment Group LLC26,762$2.0M0.05%Share
21Triangle Securities Wealth Management27,592$2.0M0.41%Share
22Haven Private, LLC22,090$1.6M0.69%Share
23B&D White Capital Company, LLC21,555$1.5M0.18%Share
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO22,090$1.3M0.00%Share
25Nvest Wealth Strategies, Inc.14,560$1.0M0.76%Share
26PNC FINANCIAL SERVICES GROUP, INC.26,149$1.0M0.00%Share
27OSAIC HOLDINGS, INC.19,054$1.0M0.00%Share
28Herold Advisors, Inc.12,680$902K0.20%Share
29Legacy Capital Wealth Partners, LLC12,030$856K0.18%Share
30Wedmont Private Capital9,215$672K0.02%Share
31PACES FERRY WEALTH ADVISORS, LLC6,816$485K0.20%Share
32Signature Resources Capital Management, LLC6,644$473K0.24%Share
33ProCore Advisors, LLC6,465$460K0.47%Share
34SEEDS INVESTOR LLC5,139$365K0.07%Share
35Stegent Equity Advisors, Inc.4,256$303K0.24%Share
36Capital Analysts, LLC4,115$293K0.01%Share
37Paragon Advisors, LLC3,716$264K0.07%Share
38HARBOR INVESTMENT ADVISORY, LLC1,200$85K0.01%Share
39FAS Wealth Partners, Inc.798$56K0.00%Share
40PRIVATE TRUST CO NA750$53K0.00%Share
41McIlrath & Eck, LLC423$30K0.00%Share
42KELLEHER FINANCIAL ADVISORS414$29K0.01%Share
431620 INVESTMENT ADVISORS, INC.160$11K0.01%Share
44Rossby Financial, LCC108$7K0.00%Share
45Allworth Financial LP50$3K0.00%Share
46CREATIVE FINANCIAL DESIGNS INC /ADV30$2K0.00%Share
47PEAPACK GLADSTONE FINANCIAL CORP13,181$00.00%Share
48ENVESTNET ASSET MANAGEMENT INC13,580$00.00%Share
49Savant Capital, LLC6,359$00.00%Share
50Global Retirement Partners, LLC5,977$00.00%Share