Capital Analysts LLC
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Capital Analysts LLC’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Capital Analysts LLC’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$915K Sell
11,356
-35
-0.3% -$2.74K 0.02% 377
2026
Q1 		$845K Buy
11,391
+7,276
+177% +$546K 0.02% 357
2025
Q4 		$293K Buy
+4,115
New +$286K 0.01% 533

Other funds holding AVMV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Capital Analysts LLC's AVMV Position: Q2 2026 in Review

Capital Analysts LLC reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.31% in Q2 2026, selling an estimated $2.74K and leaving 11,356 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #377.

Capital Analysts LLC first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Capital Analysts LLC held 11,356 shares of Avantis US Mid Cap Value ETF worth $915K as of Q2 2026.
  • Capital Analysts LLC sold 35 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $2.74K.
  • Avantis US Mid Cap Value ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #377 holding.
  • Capital Analysts LLC first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.