AVANTIS US MID CAP VAL ETF (AVMV) Institutional Ownership Changes & 13F Activity
AVANTIS US MID CAP VAL ETF (AVMV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Lpl Financial Llc, American Century Companies Inc, Commerce Bank, and Corient Private Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +49,112 | +80.0% | 110,524 | $8.90M | Q2 2026 | Aug 27, 2026 |
| Glenview Trust Co | Buy | +49,076 | — | 49,076 | $3.95M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +593 | +7.0% | 9,102 | $733.03K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +708 | +12.4% | 6,408 | $516.04K | Q2 2026 | Aug 17, 2026 |
| Two Sigma Investments, Lp | Buy | +22,400 | — | 22,400 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +9,243 | — | 9,243 | $744.38K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +7,746 | — | 7,746 | $623.82K | Q2 2026 | Aug 14, 2026 |
| Peapack Gladstone Financial Corp | Buy | +7,289 | +25.0% | 36,435 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +5,049 | +523.8% | 6,013 | $484.26K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,015 | +12.4% | 18,255 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +746 | +0.6% | 119,943 | $9.66M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +27 | +22.5% | 147 | $12.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +137,425 | +624659.1% | 137,447 | $11.07M | Q2 2026 | Aug 13, 2026 |
| Henderson Brothers Financial Partners, Llc | Sell | -44,369 | -49.6% | 45,038 | $3.63M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +15,786 | +814.1% | 17,725 | $1.43M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2 | +0.3% | 637 | $51.30K | Q2 2026 | Aug 13, 2026 |
| American Century Companies Inc | Buy | +106,041 | +24.1% | 545,799 | $43.96M | Q2 2026 | Aug 12, 2026 |
| Commerce Bank | Buy | +78,383 | +63.4% | 201,998 | $16.27M | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +2,816 | +39.3% | 9,980 | $803.74K | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, Llc | Sell | -10 | -0.1% | 11,972 | $964.17K | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, Llc | Buy | +4,918 | +5.0% | 103,572 | $8.34M | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, Llc | Buy | +9,431 | — | 9,431 | $767.32K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +106,613 | +89.7% | 225,531 | $18.16M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +39,198 | +60.8% | 103,658 | $8.35M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +2,820 | — | 2,820 | $227.14K | Q2 2026 | Aug 07, 2026 |
| Financial Management Network Inc | Buy | +41,398 | +28.1% | 188,845 | $15.28M | Q2 2026 | Aug 06, 2026 |
| Three Arch Wealth Management Llc | Buy | +17,657 | +4.6% | 401,168 | $32.31M | Q2 2026 | Aug 06, 2026 |
| Maridea Wealth Management Llc | Buy | +2,547 | +3.1% | 83,666 | $6.74M | Q2 2026 | Aug 06, 2026 |
| Kelleher Financial Advisors | Buy | +417 | — | 417 | $33.55K | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Sell | -7 | -41.2% | 10 | $805.00 | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about AVMV activity
Which institutional owners are buying AVMV?
Institutional owners buying AVMV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVMV activity?
"Buy" means an investor increased their reported position in AVMV compared to the prior reporting period. This reflects growing exposure to AVANTIS US MID CAP VAL ETF (AVMV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVMV increasing?
Institutional interest in AVMV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.