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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+49,112+80.0%110,524$8.90MQ2 2026Aug 27, 2026
Glenview Trust CoBuy+49,07649,076$3.95MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+593+7.0%9,102$733.03KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+708+12.4%6,408$516.04KQ2 2026Aug 17, 2026
Two Sigma Investments, LpBuy+22,40022,400$1.80MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+9,2439,243$744.38KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+7,7467,746$623.82KQ2 2026Aug 14, 2026
Peapack Gladstone Financial CorpBuy+7,289+25.0%36,435$2.93MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+5,049+523.8%6,013$484.26KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,015+12.4%18,255$1.47MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+746+0.6%119,943$9.66MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+27+22.5%147$12.00KQ2 2026Aug 14, 2026
Morgan StanleyBuy+137,425+624659.1%137,447$11.07MQ2 2026Aug 13, 2026
Henderson Brothers Financial Partners, LlcSell-44,369-49.6%45,038$3.63MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+15,786+814.1%17,725$1.43MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+2+0.3%637$51.30KQ2 2026Aug 13, 2026
American Century Companies IncBuy+106,041+24.1%545,799$43.96MQ2 2026Aug 12, 2026
Commerce BankBuy+78,383+63.4%201,998$16.27MQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+2,816+39.3%9,980$803.74KQ2 2026Aug 12, 2026
Legacy Capital Wealth Partners, LlcSell-10-0.1%11,972$964.17KQ2 2026Aug 12, 2026
Rialto Wealth Management, LlcBuy+4,918+5.0%103,572$8.34MQ2 2026Aug 11, 2026
Diversify Advisory Services, LlcBuy+9,4319,431$767.32KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+106,613+89.7%225,531$18.16MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+39,198+60.8%103,658$8.35MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+2,8202,820$227.14KQ2 2026Aug 07, 2026
Financial Management Network IncBuy+41,398+28.1%188,845$15.28MQ2 2026Aug 06, 2026
Three Arch Wealth Management LlcBuy+17,657+4.6%401,168$32.31MQ2 2026Aug 06, 2026
Maridea Wealth Management LlcBuy+2,547+3.1%83,666$6.74MQ2 2026Aug 06, 2026
Kelleher Financial AdvisorsBuy+417417$33.55KQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Sell-7-41.2%10$805.00Q2 2026Aug 06, 2026
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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.