§ EQUITY
USDAVMV
AVANTIS US MID CAP VAL ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENZI WEALTH | 677K | 17.4% | +7% |
| Moisand Fitzgerald Tamayo, LLC | 445K | 3.5% | +0% |
| AMERICAN CENTURY COMPANIES INC | 440K | 0.0% | +24% |
| ECLECTIC ASSOCIATES INC /ADV | 408K | 4.0% | +44% |
| Three Arch Wealth Management LLC | 384K | 5.1% | +3% |
| Falcon Wealth Planning | 318K | 1.6% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for AVMV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.5% · 69 holders
QUALITY / COMPOUNDER7.5% · 1 holder
DEALER / BANK4.0% · 7 holders
INCOME / DEFENSIVE4.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVMV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVMV yet.