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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis U.S. Mid Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
110,524
Value (USD)
$8,901,061
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVMV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVMV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
LPL Financial LLC2026-06-302026-08-08225,531$18,163,110None
PNC Financial Services Group, Inc.2026-06-302026-08-0830,174$2,430,087None
PNC Financial Services Group, Inc.2026-06-302026-08-08559$45,019None
PNC Financial Services Group, Inc.2026-06-302026-08-088,500$684,548None
PNC Financial Services Group, Inc.2026-06-302026-08-088,500$684,548None
PNC Financial Services Group, Inc.2026-06-302026-08-0864,425$5,188,467None
MML INVESTORS SERVICES, LLC2026-06-302026-08-082,820$227,140None
KELLEHER FINANCIAL ADVISORS2026-06-302026-08-07417$33,555None
Three Arch Wealth Management LLC2026-06-302026-08-07401,168$32,308,101None
Maridea Wealth Management LLC2026-06-302026-08-0783,666$6,738,024None
Geneos Wealth Management Inc.2026-06-302026-08-0710$805None
FINANCIAL MANAGEMENT NETWORK INC2026-06-302026-08-07188,845$15,275,692None
Global Retirement Partners, LLC2026-06-302026-08-0710,677$859,847None
Capital Analysts, LLC2026-06-302026-08-0611,356$915,000None
MOSAIC FAMILY WEALTH PARTNERS, LLC2026-06-302026-08-0621,185$1,706,134None
Rossby Financial, LCC2026-06-302026-08-05642$51,703None

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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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