Funds holding Avantis US Mid Cap Value ETF
3 funds declare a position · 3 ETFs and 0 other funds · 32.7M $ · US0250721331
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Avantis All Equity Markets Value ETF American Century ETF Trust | 268,442 | 20.8M $ | 7.21 % | as of Feb 28, 2026 · Original filing |
| 2 | Avantis All Equity Markets ETF American Century ETF Trust | 146,825 | 11.4M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| 3 | Avantis Moderate Allocation ETF American Century ETF Trust | 7,958 | 615.2K $ | 1.01 % | as of Feb 28, 2026 · Original filing |
Institutional managers
77 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| ENZI WEALTH | 677,009 | 50.2M $ | as of Mar 31, 2026 |
| Moisand Fitzgerald Tamayo, LLC | 444,730 | 33M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 439,758 | 32.6M $ | as of Mar 31, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | 407,811 | 30.2M $ | as of Mar 31, 2026 |
| Three Arch Wealth Management LLC | 383,511 | 28.4M $ | as of Mar 31, 2026 |
| Falcon Wealth Planning | 318,355 | 23.6M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 230,773 | 17.1M $ | as of Mar 31, 2026 |
| Family Investment Center, Inc. | 160,917 | 11.9M $ | as of Mar 31, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | 147,447 | 11.2M $ | as of Mar 31, 2026 |
| Prosperity Planning, Inc. | 145,718 | 10.8M $ | as of Mar 31, 2026 |
| WMG Financial Advisors, LLC | 138,490 | 10.3M $ | as of Mar 31, 2026 |
| COMMERCE BANK | 123,615 | 9.2M $ | as of Mar 31, 2026 |
| IHT Wealth Management, LLC | 119,197 | 8.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 118,918 | 8.8M $ | as of Mar 31, 2026 |
| B&D White Capital Company, LLC | 110,488 | 8.2M $ | as of Mar 31, 2026 |
| Rialto Wealth Management, LLC | 98,654 | 7.3M $ | as of Mar 31, 2026 |
| Quadcap Wealth Management, LLC | 98,653 | 7.3M $ | as of Mar 31, 2026 |
| Team Financial Group, LLC | 91,574 | 6.8M $ | as of Mar 31, 2026 |
| Henderson Brothers Financial Partners, LLC | 89,407 | 6.6M $ | as of Mar 31, 2026 |
| Maridea Wealth Management LLC | 81,119 | 6M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 71,660 | 5.3M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 61,412 | 4.6M $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 55,073 | 4.1M $ | as of Mar 31, 2026 |
| Triangle Securities Wealth Management | 47,262 | 3.5M $ | as of Mar 31, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | 36,723 | 2.8M $ | as of Mar 31, 2026 |