Who Owns AVMV?
Avantis U.S. Mid Cap Value ETF — Institutional Ownership & 13F Holdings
$78.15
+0.15 (+0.20%)
Market Cap
$332.5M
Shares Outstanding
4,458,787
Institutional Holders
43
Total Inst. Value
$107.9M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
24
Closed Positions
2
Increased
15
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Moisand Fitzgerald Tamayo, LLC | $24.2M | 393,645 |
| 2 | AMERICAN CENTURY COMPANIES INC | $16.9M | 275,697 |
| 3 | WMG Financial Advisors, LLC | $8.2M | 132,721 |
| 4 | ENZI WEALTHNew | $8.1M | 137,574 |
| 5 | Evensky & Katz LLC | $6.4M | 103,631 |
| 6 | Prosperity Planning, Inc.New | $5.6M | 90,701 |
| 7 | FINANCIAL MANAGEMENT NETWORK INC | $5.5M | 100,291 |
| 8 | ECLECTIC ASSOCIATES INC /ADVNew | $4.7M | 76,501 |
| 9 | Quadcap Wealth Management, LLCNew | $4.6M | 75,574 |
| 10 | Team Financial Group, LLCNew | $4.6M | 74,970 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | +7K | $24.2M |
| AMERICAN CENTURY COMPANIES INC | +36K | $16.9M |
| WMG Financial Advisors, LLC | +17K | $8.2M |
| ENZI WEALTHNew | +138K | $8.1M |
| Evensky & Katz LLC | +100K | $6.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LexAurum Advisors, LLC | -280 | $348K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold AVMV?
As of Q1 2025, 43 institutional investors report holding AVMV (Avantis U.S. Mid Cap Value ETF) in their 13F filings.
Which hedge fund owns the most AVMV?
The largest institutional holder of AVMV is Moisand Fitzgerald Tamayo, LLC with $24.2M in shares.
Are institutions buying or selling AVMV?
This quarter, 24 institutions opened new positions in AVMV and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.