AVMV Institutional Ownership
Avantis U.S. Mid Cap Value ETF
1W: -0.2%
1M: -4.6%
3M: -3.7%
YTD: +7.1%
1Y: +13.0%
$77.47
+0.41 (+0.53%)
Weekly Expected Move ±1.4%
$75
$76
$77
$79
$80
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — AVMV
98
Institutional Holders
+16 vs prior quarter
0.0%
Ownership
+0.00pp
557M
Total Invested
20
New Positions
48
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (101 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 753,800 | $58M | +16,803 | +2.3% | 7Q | SEC ↗ |
| 2 | ENZI WEALTH | 715,903 | $55M | +38,894 | +5.7% | 9Q | SEC ↗ |
| 3 | AMERICAN CENTURY COMPANIES INC | 545,799 | $42M | +106,041 | +24.1% | 11Q | SEC ↗ |
| 4 | ECLECTIC ASSOCIATES INC /ADV | 486,208 | $38M | +78,397 | +19.2% | 8Q | SEC ↗ |
| 5 | Moisand Fitzgerald Tamayo, LLC | 453,485 | $35M | +8,755 | +2.0% | 8Q | SEC ↗ |
| 6 | Three Arch Wealth Management LLC | 401,168 | $31M | +17,657 | +4.6% | 3Q | SEC ↗ |
| 7 | Falcon Wealth Planning | 326,922 | $25M | +8,567 | +2.7% | 2Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 295,809 | $23M | +65,036 | +28.2% | 4Q | SEC ↗ |
| 9 | LPL Financial LLC | 225,531 | $17M | +106,613 | +89.7% | 7Q | SEC ↗ |
| 10 | COMMERCE BANK | 201,998 | $16M | +78,383 | +63.4% | 2Q | SEC ↗ |
| 11 | FINANCIAL MANAGEMENT NETWORK INC | 188,845 | $15M | +41,398 | +28.1% | 9Q | SEC ↗ |
| 12 | Family Investment Center, Inc. | 172,975 | $13M | +12,058 | +7.5% | 2Q | SEC ↗ |
| 13 | Prosperity Planning, Inc. | 157,113 | $12M | +11,395 | +7.8% | 9Q | SEC ↗ |
| 14 | MORGAN STANLEY | 137,447 | $11M | +137,425 | +624659.1% | 3Q | SEC ↗ |
| 15 | WMG Financial Advisors, LLC | 136,540 | $11M | -1,950 | -1.4% | 11Q | SEC ↗ |
| 16 | IHT Wealth Management, LLC | 119,943 | $9M | +746 | +0.6% | 2Q | SEC ↗ |
| 17 | PNC Financial Services Group, Inc. | 112,158 | $9M | +40,498 | +56.5% | 6Q | SEC ↗ |
| 18 | Corient Private Wealth LP | 110,524 | $9M | +49,112 | +80.0% | 5Q | SEC ↗ |
| 19 | Rialto Wealth Management, LLC | 103,572 | $8M | +4,918 | +5.0% | 7Q | SEC ↗ |
| 20 | Quadcap Wealth Management, LLC | 100,661 | $8M | +2,008 | +2.0% | 6Q | SEC ↗ |
| 21 | B&D White Capital Company, LLC | 96,924 | $8M | -13,564 | -12.3% | 3Q | SEC ↗ |
| 22 | Team Financial Group, LLC | 96,363 | $7M | +4,789 | +5.2% | 8Q | SEC ↗ |
| 23 | Maridea Wealth Management LLC | 83,666 | $6M | +2,547 | +3.1% | 4Q | SEC ↗ |
| 24 | Allegheny Financial Group | 80,919 | $6M | +64,981 | +407.7% | 2Q | SEC ↗ |
| 25 | Farther Finance Advisors, LLC | 63,245 | $5M | +8,172 | +14.8% | 8Q | SEC ↗ |
| 26 | Triangle Securities Wealth Management | 60,283 | $5M | +13,021 | +27.6% | 6Q | SEC ↗ |
| 27 | Glenview Trust Co NEW | 49,076 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Henderson Brothers Financial Partners, | 45,038 | $3M | -44,369 | -49.6% | 2Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 41,151 | $3M | +9,899 | +31.7% | 6Q | SEC ↗ |
| 30 | Premier Path Wealth Partners, LLC | 37,033 | $3M | +5,274 | +16.6% | 10Q | SEC ↗ |
| 31 | FIRST NATIONAL BANK SIOUX FALLS | 36,723 | $3M | — | +0.0% | 6Q | SEC ↗ |
| 32 | PEAPACK GLADSTONE FINANCIAL CORP | 36,435 | $3M | +7,289 | +25.0% | 5Q | SEC ↗ |
| 33 | Chicago Partners Investment Group LLC | 30,248 | $2M | +1,071 | +3.7% | 10Q | SEC ↗ |
| 34 | Haven Private, LLC | 26,120 | $2M | +3,611 | +16.0% | 7Q | SEC ↗ |
| 35 | TWO SIGMA INVESTMENTS, LP NEW | 22,400 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 21,185 | $2M | +7,701 | +57.1% | 2Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 18,255 | $1M | +2,015 | +12.4% | 7Q | SEC ↗ |
| 38 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17,725 | $1M | +15,786 | +814.1% | 7Q | SEC ↗ |
| 39 | Atria Investments, Inc NEW | 17,288 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | WORLD EQUITY GROUP, INC. NEW | 17,278 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Herold Advisors, Inc. | 17,046 | $1M | +2,465 | +16.9% | 9Q | SEC ↗ |
| 42 | Nvest Wealth Strategies, Inc. | 15,178 | $1M | +317 | +2.1% | 3Q | SEC ↗ |
| 43 | Networth Advisors, LLC NEW | 14,105 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 12,896 | $999K | +1,193 | +10.2% | 7Q | SEC ↗ |
| 45 | Legacy Capital Wealth Partners, LLC | 11,972 | $927K | -10 | -0.1% | 6Q | SEC ↗ |
| 46 | Capital Analysts, LLC | 11,356 | $880K | -35 | -0.3% | 3Q | SEC ↗ |
| 47 | Global Retirement Partners, LLC NEW | 10,677 | $827K | — | +0.0% | 1Q | SEC ↗ |
| 48 | SEEDS INVESTOR LLC | 9,980 | $773K | +2,816 | +39.3% | 5Q | SEC ↗ |
| 49 | Wedmont Private Capital | 9,630 | $746K | +415 | +4.5% | 6Q | SEC ↗ |
| 50 | DIVERSIFY WEALTH MANAGEMENT, LLC | 9,431 | $731K | +1,411 | +17.6% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Glenview Trust Co | 49,076 | $4M |
| TWO SIGMA INVESTMENTS, LP | 22,400 | $2M |
| Atria Investments, Inc | 17,288 | $1M |
| WORLD EQUITY GROUP, INC. | 17,278 | $1M |
| Networth Advisors, LLC | 14,105 | $1M |
| Global Retirement Partners, LLC | 10,677 | $827K |
| Diversify Advisory Services, LLC | 9,431 | $731K |
| GOLDMAN SACHS GROUP INC | 9,243 | $716K |
| Waverly Advisors, LLC | 7,746 | $600K |
| NWAM LLC | 4,516 | $350K |
| Cambridge Investment Research Advis | 3,968 | $307K |
| J. M. Brown & Associates Inc. | 3,723 | $288K |
| Bedel Financial Consulting, Inc. | 3,512 | $272K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 2,904 | $225K |
| MML INVESTORS SERVICES, LLC | 2,820 | $218K |
| KELLEHER FINANCIAL ADVISORS | 417 | $32K |
| CX Institutional | 408 | $32K |
| Capital Investment Advisory Service | 296 | $23K |
| Acumen Wealth Advisors, LLC | 100 | $8K |
| MERCER GLOBAL ADVISORS INC /ADV | 37 | $3K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 17,304 | $1M |
| SEGALL BRYANT & HAMILL, LLC | 9,895 | $767K |
| CITADEL ADVISORS LLC | 6,323 | $490K |
| JANE STREET GROUP, LLC | 4,003 | $310K |
| JPMORGAN CHASE & CO | 2,062 | $160K |
| WELLS FARGO & COMPANY/MN | 1,717 | $133K |
| Clearstead Advisors, LLC | 586 | $45K |
| Advisory Services Network, LLC | 110 | $9K |
Biggest Increases (20)
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Henderson Brothers Financial Partne | -44,369 | -49.6% | 45,038 |
| B&D White Capital Company, LLC | -13,564 | -12.3% | 96,924 |
| WMG Financial Advisors, LLC | -1,950 | -1.4% | 136,540 |
| Private Advisor Group, LLC | -857 | -18.4% | 3,813 |
| Stegent Equity Advisors, Inc. | -36 | -0.8% | 4,220 |
| Capital Analysts, LLC | -35 | -0.3% | 11,356 |
| Gladstone Institutional Advisory LL | -27 | -0.5% | 5,185 |
| LexAurum Advisors, LLC | -19 | -0.4% | 4,991 |
| Legacy Capital Wealth Partners, LLC | -10 | -0.1% | 11,972 |
| Geneos Wealth Management Inc. | -7 | -41.2% | 10 |