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Avantis U.S. Mid Cap Value ETF (AVMV) Institutional Ownership

$78.95 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis U.S. Mid Cap Value ETF (NYSEARCA:AVMV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$46.65M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$138.77K
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AVMV Institutional Buying and Selling by Quarter

Avantis U.S. Mid Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Team Financial Group LLC91,574$6.79M3.1%+2.3%1.237%
4/30/2026 Mosaic Family Wealth Partners LLC13,484$1M0.1%N/A0.185%
4/24/2026 Harbor Investment Advisory LLC2,751$204K0.0%+129.3%0.038%
4/17/2026 First National Bank Sioux Falls36,723$2.82M0.8%+21.2%0.517%
2/17/2026 Advisory Services Network LLC4,456$317K0.0%-30.4%0.078%
2/5/2026 Evensky & Katz LLC725,469$51.65M2.9%+4.1%12.728%
1/30/2026 First National Bank Sioux Falls30,296$2.16M0.6%+10.2%0.541%
1/23/2026 Farther Finance Advisors LLC54,197$3.86M0.0%+15.0%0.985%
1/20/2026 Kelleher Financial Advisors414$30K0.0%N/A0.008%
1/13/2026 Team Financial Group LLC89,556$6.38M2.9%+4.1%1.866%
1/7/2026 Harbor Investment Advisory LLC1,200$85K0.0%N/A0.026%
11/13/2025 Evensky & Katz LLC696,843$48.01M2.8%+38.9%17.421%
11/3/2025 Cloud Capital Management LLC1,173$80K0.0%N/A0.029%
10/21/2025 First National Bank Sioux Falls27,486$1.89M0.6%+19.8%0.687%
10/14/2025 Farther Finance Advisors LLC47,124$3.25M0.0%+55.7%1.208%
10/7/2025 Team Financial Group LLC86,068$5.93M2.7%+2.2%2.207%
7/22/2025 Evensky & Katz LLC501,567$32.79M2.0%+384.0%15.292%
7/11/2025 Farther Finance Advisors LLC30,272$1.98M0.0%+27.5%0.940%
7/1/2025 First National Bank Sioux Falls22,934$1.50M0.6%+17.2%0.712%
5/13/2025Evensky & Katz LLC103,631$6.37M0.4%+2,441.2%3.728%
4/29/2025Cloud Capital Management LLC432$26K0.0%N/A0.018%
4/23/2025Team Financial Group LLC74,970$4.61M2.7%+67.4%3.098%
4/15/2025First National Bank Sioux Falls19,568$1.20M0.5%N/A0.809%
4/14/2025Farther Finance Advisors LLC23,737$1.46M0.0%+88.1%0.981%
2/17/2025Evensky & Katz LLC4,078$266K0.0%N/A1.020%
2/10/2025Farther Finance Advisors LLC12,620$824K0.0%+714.2%3.155%
1/21/2025Team Financial Group LLC44,781$2.92M1.7%+221.4%11.195%
10/29/2024Farther Finance Advisors LLC1,550$100K0.0%N/A0.388%
10/23/2024Team Financial Group LLC13,931$895K0.6%N/A3.483%


AVMV Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Avantis U.S. Mid Cap Value ETF. The most heavily invested institutionals were Evensky & Katz LLC ($51.65M), Team Financial Group LLC ($6.79M), Farther Finance Advisors LLC ($3.86M), First National Bank Sioux Falls ($2.82M), Mosaic Family Wealth Partners LLC ($1M), Advisory Services Network LLC ($317K), and Harbor Investment Advisory LLC ($204K).Learn more on Avantis U.S. Mid Cap Value ETF's institutional investors.

The following institutional investors have purchased Avantis U.S. Mid Cap Value ETF's stock in the last 24 months: Evensky & Katz LLC ($725.47K), Team Financial Group LLC ($82.33K), Farther Finance Advisors LLC ($54.20K), First National Bank Sioux Falls ($36.72K), Mosaic Family Wealth Partners LLC ($13.48K), Harbor Investment Advisory LLC ($2.75K), and Cloud Capital Management LLC ($1.61K).

Institutional investors have bought a total of 694,638 shares in the last 24 months. This purchase volume represents approximately $46.65M in transactions.

The following institutional investors have sold Avantis U.S. Mid Cap Value ETF stock in the last 24 months: Advisory Services Network LLC ($1.95K).

Institutional investors have sold a total of 1,949 shares in the last 24 months. This volume of shares sold represents approximately $138.77K in transactions.


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This page (NYSEARCA:AVMV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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