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Public ownership evidence

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

Read AVMV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28110,524$8,901,061None
Beacon Pointe Advisors, LLC2026-06-302026-08-199,102$733,030None
Glenview Trust Co2026-06-302026-08-1949,076$3,952,335None
Corient Private Wealth LP2026-06-302026-08-18112,543$9,063,581None
Equitable Holdings, Inc.2026-06-302026-08-186,408$516,042None
OSAIC HOLDINGS, INC.2026-06-302026-08-1540$3,221None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,215$1,467,196None
Medallion Wealth Advisors, LLC2026-06-302026-08-15529$42,602None
Waverly Advisors, LLC2026-06-302026-08-157,746$623,824None
MAI Capital Management2026-06-302026-08-156,013$484,257None
ROYAL BANK OF CANADA2026-06-302026-08-15147$12,000None
IHT Wealth Management, LLC2026-06-302026-08-15119,943$9,659,619None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-1510,620$855,000None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-1525,815$2,079,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1522,400$1,803,984None
GOLDMAN SACHS GROUP INC2026-06-302026-08-159,243$744,385None
Henderson Brothers Financial Partners, LLC2026-06-302026-08-1445,038$3,627,185None
PACES FERRY WEALTH ADVISORS, LLC2026-06-302026-08-146,921$557,383None
Rockefeller Capital Management L.P.2026-06-302026-08-14637$51,301None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-1417,725$1,427,483None
MORGAN STANLEY2026-06-302026-08-1422$1,772None
MORGAN STANLEY2026-06-302026-08-14137,425$11,067,549None
SEEDS INVESTOR LLC2026-06-302026-08-139,980$803,739None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-1311,972$964,174None
Corient Private Wealth LP2026-06-302026-08-1392,974$7,487,624None
Corient Private Wealth LP2026-06-302026-08-1319,568$1,575,957None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13295,809$23,822,973None
COMMERCE BANK2026-06-302026-08-13201,998$16,267,909None
AMERICAN CENTURY COMPANIES INC2026-06-302026-08-13545,799$43,955,922None
Rialto Wealth Management, LLC2026-06-302026-08-12103,572$8,341,200None
Allworth Financial LP2026-06-302026-08-1250$4,027None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1237$2,980None
Diversify Advisory Services, LLC2026-06-302026-08-119,431$767,318None
Savant Capital, LLC2026-06-302026-08-116,359$512,123None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Beacon Pointe Advisors, LLC ↗Glenview Trust Co ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Medallion Wealth Advisors, LLC ↗Waverly Advisors, LLC ↗MAI Capital Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.