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Avantis US Mid Cap VAL ETF (AVMV)

CUSIP: 025072133 | NYSE | 117 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Evensky & Katz LLC761,325
7.9% of portfolio›$58.1M
Enzi Wealth734,458
17.3% of portfolio›$57.6M
Eclectic Associates Inc501,056
4.3% of portfolio›$38.2M
Glenview Trust Co493,746
0.5% of portfolio›$37.7M
Moisand Fitzgerald Tamayo, LLC471,184
3.6% of portfolio›$36.0M
Three Arch Wealth Management LLC411,699
5.0% of portfolio›$31.4M
Family Investment Center, Inc.220,276
2.8% of portfolio›$16.8M
Financial Management Network Inc213,260
2.4% of portfolio›$16.5M
Prosperity Planning, Inc.172,244
2.9% of portfolio›$13.1M
WMG Financial Advisors, LLC136,540
4.1% of portfolio›$11.0M
Quadcap Wealth Management, LLC104,730
0.8% of portfolio›$8.0M
Team Financial Group, LLC102,392
3.1% of portfolio›$7.8M
B&D White Capital Company, LLC93,341
0.7% of portfolio›$7.1M
Farther Finance Advisors, LLC73,933
0.0% of portfolio›$5.6M
Triangle Securities Wealth Management64,583
0.9% of portfolio›$4.9M
Premier Path Wealth Partners, LLC50,712
0.5% of portfolio›$3.9M
Haven Private, LLC33,225
1.0% of portfolio›$2.5M
Chicago Partners Investment Group LLC33,003
0.0% of portfolio›$2.6M
First National Bank Sioux Falls28,447
0.7% of portfolio›$2.2M
Atria Investments, Inc17,888
0.0% of portfolio›$1.4M
Herold Advisors, Inc.16,486
0.2% of portfolio›$1.3M
Diversify Advisory Services, LLC15,713
0.0% of portfolio›$1.2M
Diversify Wealth Management, LLC15,713
0.0% of portfolio›$1.2M
Nvest Wealth Strategies, Inc.15,011
0.8% of portfolio›$1.1M
Kestra Advisory Services, LLC14,154
0.0% of portfolio›$1.1M
Networth Advisors, LLC14,141
0.6% of portfolio›$1.1M
Legacy Capital Wealth Partners, LLC12,579
0.2% of portfolio›$960.2K
Walkner Condon Financial Advisors LLC12,053
0.1% of portfolio›$920.0K
Plancorp, LLC9,728
0.0% of portfolio›$779.9K
Wedmont Private Capital9,216
0.0% of portfolio›$718.3K
Signature Resources Capital Management, LLC7,608
0.2% of portfolio›$580.7K
Guyasuta Investment Advisors Inc6,886
0.0% of portfolio›$525.6K
ProCore Advisors, LLC6,859
0.6% of portfolio›$523.5K
Harbor Investment Advisory, LLC6,332
0.0% of portfolio›$483.3K
Cambridge Investment Research Advisors, Inc.6,031
0.0% of portfolio›$460.0K
World Equity Group, Inc.5,836
0.2% of portfolio›$445.4K
LexAurum Advisors, LLC4,938
0.0% of portfolio›$376.9K
Wealth Enhancement Advisory Services, LLC4,148
0.0% of portfolio›$323.3K
Stegent Equity Advisors, Inc.4,100
0.2% of portfolio›$312.9K
Paragon Advisors, LLC3,716
0.1% of portfolio›$283.6K
PFG Advisors3,392
0.0% of portfolio›$258.9K
Creative Planning2,908
0.0% of portfolio›$222.0K
Davenport & Co LLC2,756
0.0% of portfolio›$210.4K
LongView Wealth Management2,672
0.0% of portfolio›$203.9K
Rossby Financial, LCC845
0.0% of portfolio›$64.5K
Private Trust Co NA750
0.0% of portfolio›$57.2K
IFP Advisors, Inc613
0.0% of portfolio›$46.8K
Kelleher Financial Advisors418
0.0% of portfolio›$31.9K
CX Institutional409
0.0% of portfolio›$31
Capital Investment Advisory Services, LLC316
0.0% of portfolio›$24.3K
1620 Investment Advisors, Inc.163
0.0% of portfolio›$12.4K
Balance Wealth Partners LLC132
0.0% of portfolio›$10.1K
Acumen Wealth Advisors, LLC100
0.0% of portfolio›$7.6K
Root Financial Partners, LLC84
0.0% of portfolio›$6.4K
Barnes Dennig Private Wealth Management LLC40
0.0% of portfolio›$3.1K
Creative Financial Designs Inc30
0.0% of portfolio›$2.3K
Lodestone Wealth Management LLC10
0.0% of portfolio›$772
Decker Retirement Planning Inc.8
0.0% of portfolio›$611
StyleTurnoverLocationFiled
Evensky & Katz LLC
761,325$58.1M7.9%ETFVery LowCoral Gables, FL2026-10-27
Enzi Wealth
734,458$57.6M17.3%ETFMediumAustin, TX2026-10-14
Eclectic Associates Inc
501,056$38.2M4.3%ETFVery LowFullerton, CA2026-10-09
Glenview Trust Co
493,746$37.7M0.5%GrowthVery LowLouisville, KY2026-10-28
Moisand Fitzgerald Tamayo, LLC
471,184$36.0M3.6%ETFVery LowOrlando, FL2026-10-15
Three Arch Wealth Management LLC
411,699$31.4M5.0%ETFVery LowIrvine, CA2026-10-20
Family Investment Center, Inc.
220,276$16.8M2.8%ETFMediumSaint Joseph, MO2026-10-19
Financial Management Network Inc
213,260$16.5M2.4%ETFLowMission Viejo, CA2026-10-09
Prosperity Planning, Inc.
172,244$13.1M2.9%ETFVery LowNorth Kansas City, MO2026-10-09
WMG Financial Advisors, LLC
136,540$11.0M4.1%ETFLowKnoxville, TN2026-10-28
Quadcap Wealth Management, LLC
104,730$8.0M0.8%ETFLowFrisco, TX2026-11-02
Team Financial Group, LLC
102,392$7.8M3.1%ETFLowTemecula, CA2026-10-30
B&D White Capital Company, LLC
93,341$7.1M0.7%ETFHighLakeway, TX2026-11-02
Farther Finance Advisors, LLC
73,933$5.6M0.0%IndexLowSan Francisco, CA2026-10-08
Triangle Securities Wealth Management
64,583$4.9M0.9%CoreLowRaleigh, NC2026-10-14
Premier Path Wealth Partners, LLC
50,712$3.9M0.5%GrowthMediumMadison, NJ2026-10-16
Haven Private, LLC
33,225$2.5M1.0%ETFMediumOrlando, FL2026-10-27
Chicago Partners Investment Group LLC
33,003$2.6M0.0%GARPLowChicago, IL2026-10-27
First National Bank Sioux Falls
28,447$2.2M0.7%ETFVery LowSioux Falls, SD2026-10-13
Atria Investments, Inc
17,888$1.4M0.0%CoreMediumCharlotte, NC2026-10-15
Herold Advisors, Inc.
16,486$1.3M0.2%CoreLowNew York, NY2026-10-19
Diversify Advisory Services, LLC
15,713$1.2M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
15,713$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Nvest Wealth Strategies, Inc.
15,011$1.1M0.8%ETFVery LowPowell, OH2026-10-14
Kestra Advisory Services, LLC
14,154$1.1M0.0%CoreLowAustin, TX2026-11-02
Networth Advisors, LLC
14,141$1.1M0.6%ETFMediumCanonsburg, PA2026-11-03
Legacy Capital Wealth Partners, LLC
12,579$960.2K0.2%CoreMediumLittle Rock, AR2026-10-21
Walkner Condon Financial Advisors LLC
12,053$920.0K0.1%ETFLowVerona, WI2026-11-02
Plancorp, LLC
9,728$779.9K0.0%ETFLowSaint Louis, MO2026-11-03
Wedmont Private Capital
9,216$718.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Signature Resources Capital Management, LLC
7,608$580.7K0.2%ETFLowNewport Beach, CA2026-10-16
Guyasuta Investment Advisors Inc
6,886$525.6K0.0%CoreVery LowPittsburgh, PA2026-10-15
ProCore Advisors, LLC
6,859$523.5K0.6%GARPLowNewport Beach, CA2026-10-14
Harbor Investment Advisory, LLC
6,332$483.3K0.0%GrowthLowLutherville, MD2026-10-13
Cambridge Investment Research Advisors, Inc.
6,031$460.0K0.0%ETFLowFairfield, IA2026-11-02
World Equity Group, Inc.
5,836$445.4K0.2%GrowthMediumSchaumburg, IL2026-10-14
LexAurum Advisors, LLC
4,938$376.9K0.0%ETFLowOverland Park, KS2026-10-19
Wealth Enhancement Advisory Services, LLC
4,148$323.3K0.0%CoreLowPlymouth, MN2026-10-13
Stegent Equity Advisors, Inc.
4,100$312.9K0.2%ETFHighHouston, TX2026-10-13
Paragon Advisors, LLC
3,716$283.6K0.1%ETFHighCollege Station, TX2026-11-03
PFG Advisors
3,392$258.9K0.0%ETFMediumPhoenix, AZ2026-10-16
Creative Planning
2,908$222.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Davenport & Co LLC
2,756$210.4K0.0%CoreMediumRichmond, VA2026-10-14
LongView Wealth Management
2,672$203.9K0.0%ETFLowAtlanta, GA2026-10-19
Rossby Financial, LCC
845$64.5K0.0%ETFMediumMelbourne, FL2026-11-05
Private Trust Co NA
750$57.2K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
613$46.8K0.0%GrowthLowTampa, FL2026-10-16
Kelleher Financial Advisors
418$31.9K0.0%CoreMediumNew York, NY2026-10-30
CX Institutional
409$310.0%CoreMediumAuburn, IN2026-10-02
Capital Investment Advisory Services, LLC
316$24.3K0.0%CoreMediumRaleigh, NC2026-10-30
1620 Investment Advisors, Inc.
163$12.4K0.0%ValueLowPlymouth, MA2026-11-04
Balance Wealth Partners LLC
132$10.1K0.0%ETFMediumWorthington, OH2026-10-27
Acumen Wealth Advisors, LLC
100$7.6K0.0%GrowthHighChattanooga, TN2026-11-05
Root Financial Partners, LLC
84$6.4K0.0%ETFMediumEncinitas, CA2026-10-21
Barnes Dennig Private Wealth Management LLC
40$3.1K0.0%CoreLowCincinnati, OH2026-10-30
Creative Financial Designs Inc
30$2.3K0.0%ETFMediumKokomo, IN2026-11-04
Lodestone Wealth Management LLC
10$7720.0%CoreLowSpokane, WA2026-10-14
Decker Retirement Planning Inc.
8$6110.0%Agg GrowthVery HighLevi, UT2026-10-19