AVANTIS U.S. MID CAP VALUE ETF
Institutional coverage
77 13F filers hold $AVMV.
13F holders
77
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $AVMV. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 77 · Source: 13F-HR01
Donald L. Hagan, LLC
3.55% of portfolio
889,460 sh
02
Clark Capital Management Group, Inc.
3.11% of portfolio
736,997 sh
03
Sageworth Trust Co of South Dakota
17.43% of portfolio
677,009 sh
04
Massachusetts Institute of Technology
0.02% of portfolio
439,758 sh
05
Sei Investments Co.
4.02% of portfolio
407,811 sh
06
Jeppson Wealth Management, LLC
1.61% of portfolio
318,355 sh
07
Monterey Private Wealth, Inc.
2.74% of portfolio
291,436 sh
08
Zazove Associates LLC
0.05% of portfolio
247,230 sh
09
1834 Investment Advisors Co.
0.01% of portfolio
230,773 sh
10
Kodai Capital Management LP
0.84% of portfolio
197,306 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $AVMV in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $AVMV in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:06 UTC.