Citadel Advisors
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Citadel Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-6,323
Closed -$450K – 12956
2025
Q4 		$450K Buy
+6,323
New +$439K ﹤0.01% 9289
2025
Q3 		– Sell
-13,220
Closed -$864K – 12729
2025
Q2 		$864K Buy
+13,220
New +$814K ﹤0.01% 7416
2025
Q1 		– Sell
-6,458
Closed -$422K – 14447
2024
Q4 		$422K Sell
6,458
-7,434
-54% -$497K ﹤0.01% 8938
2024
Q3 		$893K Buy
+13,892
New +$851K ﹤0.01% 7098

Other funds holding AVMV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 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
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
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Citadel Advisors's AVMV Position: Q1 2026 in Review

Citadel Advisors sold out of Avantis US Mid Cap Value ETF (AVMV) in Q1 2026, closing a stake of 6,323 shares — an estimated $450K sold.

Citadel Advisors first reported a position in AVMV in Q3 2024 and held it in 4 quarters. The position peaked at $893K in Q3 2024. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Citadel Advisors reported no remaining Avantis US Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 6,323 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $450K.
  • Citadel Advisors first reported a position in Avantis US Mid Cap Value ETF in Q3 2024 and held it in 4 quarters.
  • Citadel Advisors's Avantis US Mid Cap Value ETF position peaked at $893K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.