AVANTIS US MID CAP VAL ETF (AVMV) Institutional Shareholders
AVANTIS US MID CAP VAL ETF (AVMV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $470.03M in AVMV holdings during the latest filing period.
Enzi Wealth is currently the largest disclosed institutional shareholder of AVMV tracked by InsiderSet, reporting ownership valued at approximately $57.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $56.01M, representing an estimated loss of -2.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed AVMV value among the investors covered in this analysis. Major shareholders include Enzi Wealth, American Century Companies Inc, Eclectic Associates Inc, and several other long-term asset managers with concentrated positions in AVANTIS US MID CAP VAL ETF (AVMV).
This page ranks the largest institutional AVMV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$470.03M
Largest Holder
Enzi Wealth
Largest Position
$57.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Enzi Wealth | 18.26% | 715,903 | $57,658,822 | $56,012,251 | -$1,646,571 | -2.86% | |
| American Century Companies Inc | 0.02% | 545,799 | $43,955,922 | $42,703,314 | -$1,252,608 | -2.85% | |
| Eclectic Associates Inc | 4.46% | 486,208 | $39,156,730 | $38,040,914 | -$1,115,816 | -2.85% | |
| Moisand Fitzgerald Tamayo, Llc | 3.57% | 453,485 | $36,521,411 | $35,480,666 | -$1,040,745 | -2.85% | |
| Three Arch Wealth Management Llc | 4.96% | 401,168 | $32,308,101 | $31,387,384 | -$920,717 | -2.85% | |
| Falcon Wealth Planning | 1.67% | 326,922 | $26,328,641 | $25,578,377 | -$750,264 | -2.85% | |
| Lpl Financial Llc | 0.00% | 225,531 | $18,163,110 | $17,645,545 | -$517,565 | -2.85% | |
| Commerce Bank | 0.07% | 201,998 | $16,267,909 | $15,804,324 | -$463,585 | -2.85% | |
| Financial Management Network Inc | 2.19% | 188,845 | $15,275,692 | $14,775,233 | -$500,459 | -3.28% | |
| Family Investment Center, Inc. | 2.31% | 172,975 | $13,930,562 | $13,533,564 | -$396,998 | -2.85% | |
| Prosperity Planning, Inc. | 2.90% | 157,113 | $12,653,058 | $12,292,521 | -$360,537 | -2.85% | |
| Morgan Stanley | 0.00% | 137,447 | $11,069,321 | $10,753,853 | -$315,468 | -2.85% | |
| Wmg Financial Advisors, Llc | 4.14% | 136,540 | $10,996,218 | $10,682,890 | -$313,328 | -2.85% | |
| Iht Wealth Management, Llc | 0.21% | 119,943 | $9,659,619 | $9,384,340 | -$275,279 | -2.85% | |
| Corient Private Wealth Llc | 0.01% | 110,524 | $8,901,061 | $8,647,398 | -$253,663 | -2.85% | |
| Pnc Financial Services Group, Inc. | 0.00% | 103,658 | $8,348,121 | $8,110,202 | -$237,919 | -2.85% | |
| Rialto Wealth Management, Llc | 1.65% | 103,572 | $8,341,200 | $8,103,473 | -$237,727 | -2.85% | |
| Quadcap Wealth Management, Llc | 0.79% | 100,661 | $8,106,731 | $7,875,717 | -$231,014 | -2.85% | |
| B&D White Capital Company, Llc | 0.78% | 96,924 | $7,805,775 | $7,583,334 | -$222,441 | -2.85% | |
| Team Financial Group, Llc | 3.29% | 96,363 | $7,760,595 | $7,539,441 | -$221,154 | -2.85% | |
| Maridea Wealth Management Llc | 0.73% | 83,666 | $6,738,024 | $6,546,028 | -$191,996 | -2.85% | |
| Allegheny Financial Group | 0.69% | 80,919 | $6,516,890 | $6,331,103 | -$185,787 | -2.85% | |
| Farther Finance Advisors, Llc | 0.04% | 63,245 | $5,093,447 | $4,948,289 | -$145,158 | -2.85% | |
| Triangle Securities Wealth Management | 0.96% | 60,283 | $4,854,922 | $4,716,542 | -$138,380 | -2.85% | |
| Glenview Trust Co | 0.05% | 49,076 | $3,952,335 | $3,839,706 | -$112,629 | -2.85% | |
| Henderson Brothers Financial Partners, Llc | 1.72% | 45,038 | $3,627,185 | $3,523,773 | -$103,412 | -2.85% | |
| Envestnet Asset Management Inc | 0.00% | 41,151 | $3,314,126 | $3,219,654 | -$94,472 | -2.85% | |
| Premier Path Wealth Partners, Llc | 0.34% | 37,033 | $2,982,445 | $2,897,462 | -$84,983 | -2.85% | |
| Peapack Gladstone Financial Corp | 0.03% | 36,435 | $2,934,000 | $2,850,674 | -$83,326 | -2.84% | |
| First National Bank Sioux Falls | 0.77% | 36,723 | $2,815,920 | $2,873,208 | +$57,288 | +2.03% | |
| Chicago Partners Investment Group Llc | 0.05% | 30,248 | $2,435,296 | $2,366,604 | -$68,692 | -2.82% | |
| Haven Private, Llc | 0.80% | 26,120 | $2,103,575 | $2,043,629 | -$59,946 | -2.85% | |
| Two Sigma Investments, Lp | 0.00% | 22,400 | $1,803,984 | $1,752,576 | -$51,408 | -2.85% | |
| Mosaic Family Wealth Partners, Llc | 0.12% | 21,185 | $1,706,134 | $1,657,514 | -$48,620 | -2.85% | |
| Osaic Holdings, Inc. | 0.00% | 18,255 | $1,470,417 | $1,428,271 | -$42,146 | -2.87% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 17,725 | $1,427,483 | $1,386,804 | -$40,679 | -2.85% | |
| World Equity Group, Inc. | 0.31% | 17,278 | $1,392,273 | $1,351,831 | -$40,442 | -2.90% | |
| Atria Investments, Inc | 0.01% | 17,288 | $1,392,265 | $1,352,613 | -$39,652 | -2.85% | |
| Herold Advisors, Inc. | 0.27% | 17,046 | $1,372,000 | $1,333,679 | -$38,321 | -2.79% | |
| Nvest Wealth Strategies, Inc. | 0.77% | 15,178 | $1,222,361 | $1,187,527 | -$34,834 | -2.85% | |
| Networth Advisors, Llc | 0.66% | 14,105 | $1,135,960 | $1,103,575 | -$32,385 | -2.85% | |
| Kestra Advisory Services, Llc | 0.00% | 12,896 | $1,038,574 | $1,008,983 | -$29,591 | -2.85% | |
| Legacy Capital Wealth Partners, Llc | 0.18% | 11,972 | $964,174 | $936,689 | -$27,485 | -2.85% | |
| Capital Analysts, Llc | 0.02% | 11,356 | $915,000 | $888,493 | -$26,507 | -2.90% | |
| Seeds Investor Llc | 0.08% | 9,980 | $803,739 | $780,835 | -$22,904 | -2.85% | |
| Wedmont Private Capital | 0.02% | 9,630 | $775,862 | $753,451 | -$22,411 | -2.89% | |
| Diversify Advisory Services, Llc | 0.01% | 9,431 | $767,318 | $737,881 | -$29,437 | -3.84% | |
| Diversify Wealth Management, Llc | 0.01% | 9,431 | $767,318 | $737,881 | -$29,437 | -3.84% | |
| Goldman Sachs Group Inc | 0.00% | 9,243 | $744,385 | $723,172 | -$21,213 | -2.85% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,102 | $733,030 | $712,140 | -$20,890 | -2.85% |
Frequently asked questions about AVMV
Who owns the most AVMV stock?
The largest holders of AVMV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS US MID CAP VAL ETF (AVMV).
Is AVMV widely held by superinvestors?
Many widely followed stocks like AVMV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVMV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.