AVANTIS U.S. MID CAP VALUE ETF

$AVMV
13F holders
77
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 77 · Source: 13F-HR
01
Donald L. Hagan, LLC
02
Clark Capital Management Group, Inc.
03
Sageworth Trust Co of South Dakota
04
Massachusetts Institute of Technology
05
Sei Investments Co.
06
Jeppson Wealth Management, LLC
07
Monterey Private Wealth, Inc.
08
Zazove Associates LLC
09
1834 Investment Advisors Co.
10
Kodai Capital Management LP

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 77 13F holders · Pro →

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $AVMV. The institutional holders table below shows the broader 13F picture.

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.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $AVMV lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $AVMV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:04 UTC.