AVMV Institutional Ownership & Shareholders
AVANTIS US MID CAP VAL ETF (AVMV) is currently held by 95 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $504.53M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Enzi Wealth is currently the largest disclosed institutional shareholder of AVMV tracked by InsiderSet, reporting ownership valued at approximately $57.55M in its September 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 $58.88M, representing an estimated gain of +2.31% 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
95
Total Reported Value
$504.53M
Largest Holder
Enzi Wealth
Largest Position
$57.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Enzi Wealth | 17.25% | 734,458 | $57,552,137 | $58,881,498 | +$1,329,361 | +2.31% | |
| American Century Companies Inc | 0.02% | 545,799 | $43,955,922 | $43,756,706 | -$199,216 | -0.45% | |
| Eclectic Associates Inc | 4.27% | 501,056 | $38,246,150 | $40,169,660 | +$1,923,510 | +5.03% | |
| Glenview Trust Co | 0.51% | 493,746 | $37,687,631 | $39,583,617 | +$1,895,986 | +5.03% | |
| Moisand Fitzgerald Tamayo, Llc | 3.61% | 471,184 | $35,965,468 | $37,774,821 | +$1,809,353 | +5.03% | |
| Three Arch Wealth Management Llc | 5.01% | 411,699 | $31,424,966 | $33,005,909 | +$1,580,943 | +5.03% | |
| Falcon Wealth Planning | 1.67% | 326,922 | $26,328,641 | $26,209,337 | -$119,304 | -0.45% | |
| Lpl Financial Llc | 0.00% | 225,531 | $18,163,110 | $18,080,820 | -$82,290 | -0.45% | |
| Family Investment Center, Inc. | 2.77% | 220,276 | $16,813,667 | $17,659,527 | +$845,860 | +5.03% | |
| Financial Management Network Inc | 2.38% | 213,260 | $16,521,215 | $17,097,054 | +$575,839 | +3.49% | |
| Commerce Bank | 0.07% | 201,998 | $16,267,909 | $16,194,180 | -$73,729 | -0.45% | |
| Prosperity Planning, Inc. | 2.92% | 172,244 | $13,147,369 | $13,808,801 | +$661,432 | +5.03% | |
| Morgan Stanley | 0.00% | 137,447 | $11,069,321 | $11,019,126 | -$50,195 | -0.45% | |
| Wmg Financial Advisors, Llc | 4.14% | 136,540 | $10,996,218 | $10,946,412 | -$49,806 | -0.45% | |
| Iht Wealth Management, Llc | 0.21% | 119,943 | $9,659,619 | $9,615,830 | -$43,789 | -0.45% | |
| Corient Private Wealth Llc | 0.01% | 110,524 | $8,901,061 | $8,860,709 | -$40,352 | -0.45% | |
| Pnc Financial Services Group, Inc. | 0.00% | 103,658 | $8,348,121 | $8,310,262 | -$37,859 | -0.45% | |
| Rialto Wealth Management, Llc | 1.65% | 103,572 | $8,341,200 | $8,303,367 | -$37,833 | -0.45% | |
| Quadcap Wealth Management, Llc | 0.76% | 104,730 | $7,994,045 | $8,396,204 | +$402,159 | +5.03% | |
| Team Financial Group, Llc | 3.09% | 102,392 | $7,815,594 | $8,208,767 | +$393,173 | +5.03% | |
| B&D White Capital Company, Llc | 0.69% | 93,341 | $7,124,736 | $7,483,148 | +$358,412 | +5.03% | |
| Maridea Wealth Management Llc | 0.73% | 83,666 | $6,738,024 | $6,707,503 | -$30,521 | -0.45% | |
| Allegheny Financial Group | 0.69% | 80,919 | $6,516,890 | $6,487,276 | -$29,614 | -0.45% | |
| Farther Finance Advisors, Llc | 0.04% | 73,933 | $5,643,343 | $5,927,209 | +$283,866 | +5.03% | |
| Triangle Securities Wealth Management | 0.94% | 64,583 | $4,929,647 | $5,177,619 | +$247,972 | +5.03% | |
| Premier Path Wealth Partners, Llc | 0.45% | 50,712 | $3,870,852 | $4,065,581 | +$194,729 | +5.03% | |
| Henderson Brothers Financial Partners, Llc | 1.72% | 45,038 | $3,627,185 | $3,610,696 | -$16,489 | -0.45% | |
| Envestnet Asset Management Inc | 0.00% | 41,151 | $3,314,126 | $3,299,076 | -$15,050 | -0.45% | |
| Peapack Gladstone Financial Corp | 0.03% | 36,435 | $2,934,000 | $2,920,994 | -$13,006 | -0.44% | |
| Chicago Partners Investment Group Llc | 0.05% | 33,003 | $2,606,225 | $2,645,851 | +$39,626 | +1.52% | |
| Haven Private, Llc | 1.00% | 33,225 | $2,536,064 | $2,663,648 | +$127,584 | +5.03% | |
| First National Bank Sioux Falls | 0.66% | 28,447 | $2,171,360 | $2,280,596 | +$109,236 | +5.03% | |
| Two Sigma Investments, Lp | 0.00% | 22,400 | $1,803,984 | $1,795,808 | -$8,176 | -0.45% | |
| Mosaic Family Wealth Partners, Llc | 0.12% | 21,185 | $1,706,134 | $1,698,401 | -$7,733 | -0.45% | |
| Osaic Holdings, Inc. | 0.00% | 18,255 | $1,470,417 | $1,463,503 | -$6,914 | -0.47% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 17,725 | $1,427,483 | $1,421,013 | -$6,470 | -0.45% | |
| Atria Investments, Inc | 0.01% | 17,888 | $1,365,354 | $1,434,081 | +$68,727 | +5.03% | |
| Herold Advisors, Inc. | 0.25% | 16,486 | $1,258,380 | $1,321,683 | +$63,303 | +5.03% | |
| Diversify Advisory Services, Llc | 0.02% | 15,713 | $1,238,484 | $1,259,711 | +$21,227 | +1.71% | |
| Diversify Wealth Management, Llc | 0.02% | 15,713 | $1,238,484 | $1,259,711 | +$21,227 | +1.71% | |
| Nvest Wealth Strategies, Inc. | 0.84% | 15,011 | $1,145,790 | $1,203,432 | +$57,642 | +5.03% | |
| Networth Advisors, Llc | 0.66% | 14,105 | $1,135,960 | $1,130,798 | -$5,162 | -0.45% | |
| Kestra Advisory Services, Llc | 0.00% | 14,154 | $1,080,351 | $1,134,726 | +$54,375 | +5.03% | |
| Legacy Capital Wealth Partners, Llc | 0.20% | 12,579 | $960,179 | $1,008,458 | +$48,279 | +5.03% | |
| Walkner Condon Financial Advisors Llc | 0.10% | 12,053 | $920,005 | $966,289 | +$46,284 | +5.03% | |
| Capital Analysts, Llc | 0.02% | 11,356 | $915,000 | $910,411 | -$4,589 | -0.50% | |
| Seeds Investor Llc | 0.08% | 9,980 | $803,739 | $800,097 | -$3,642 | -0.45% | |
| Goldman Sachs Group Inc | 0.00% | 9,243 | $744,385 | $741,011 | -$3,374 | -0.45% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,102 | $733,030 | $729,707 | -$3,323 | -0.45% | |
| Wedmont Private Capital | 0.02% | 9,216 | $718,289 | $738,847 | +$20,558 | +2.86% |
Frequently asked questions about AVMV
Who are the largest institutional holders of AVMV?
The largest institutional holders of AVMV reported in the latest SEC Form 13F filings include Enzi Wealth, American Century Companies Inc, Eclectic Associates Inc, Glenview Trust Co, and Moisand Fitzgerald Tamayo, Llc. InsiderSet ranks institutional holders by their latest reported AVMV position.
What is AVMV institutional ownership?
This page tracks AVMV positions reported by institutional investment managers through SEC Form 13F. AVANTIS US MID CAP VAL ETF (AVMV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVMV?
InsiderSet currently tracks 95 institutional managers reporting AVMV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVMV shareholders.
How much AVMV stock do institutions own?
Institutional investment managers disclosed approximately $504.53M in AVMV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVMV institutional ownership last updated?
The latest AVMV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVMV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVMV position after the reporting date.
Are institutions buying or selling AVMV?
Institutional buying and selling can be analyzed by comparing AVMV positions across consecutive 13F reporting periods. InsiderSet's AVMV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVMV ownership changes.
How has AVMV institutional ownership changed over time?
InsiderSet tracks AVMV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.