Avantis Moderate Allocation ETF (AVMA) Institutional Ownership $58.47 +0.59 (+1.02%) As of 05/2/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Avantis Moderate Allocation ETF (NYSEARCA:AVMA)Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$2.50MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$159.75K Get AVMA Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis Moderate Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVMA Institutional Buying and Selling by Quarter Avantis Moderate Allocation ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/1/2025 Crosspoint Financial LLC5,000$290K0.8%N/A1.000% 4/22/2025 Integrity Wealth Solutions LLC7,395$429K0.2%+11.5%1.479% 4/3/2025 Versant Capital Management Inc10,901$632K0.1%+649.2%2.127% 2/18/2025 Sunbelt Securities Inc.1,371$80K0.0%-22.9%0.772% 2/13/2025Advisory Services Network LLC10,922$635K0.0%-16.3%6.153% 2/13/2025 Envestnet Asset Management Inc.3,736$217K0.0%N/A2.105% 2/11/2025LPL Financial LLC47,589$2.77M0.0%+10.9%26.811% 1/31/2025Vawter Financial Ltd.14,443$840K0.5%+9.7%8.137% 1/16/2025 Diversify Wealth Management LLC6,631$382K0.0%+7.4%3.736% 1/3/2025 Versant Capital Management Inc1,455$85K0.0%+108.5%0.820% 11/6/2024Vawter Financial Ltd.13,162$787K0.5%+6.9%7.415% 10/25/2024 Diversify Wealth Management LLC6,175$365K0.0%N/A3.479% 10/21/2024 Integrity Wealth Solutions LLC6,627$396K0.2%+13.6%3.734% 10/19/2024Werba Rubin Papier Wealth Management3,663$219K0.1%-5.3%2.064% 8/16/2024 Sunbelt Securities Inc.1,779$100K0.0%+32.8%1.002% 8/2/2024Vawter Financial Ltd.12,311$694K0.5%+1.6%6.936% 7/26/2024 Integrity Wealth Solutions LLC5,833$329K0.2%+11.7%3.286% 5/16/2024Vawter Financial Ltd.12,116$689K0.5%+177.9%6.826% 4/18/2024 Integrity Wealth Solutions LLC5,220$297K0.2%+38.9%3.314% 2/13/2024Vawter Financial Ltd.4,360$236K0.2%N/A21.800% 2/8/2024 Integrity Wealth Solutions LLC3,759$203K0.1%N/A18.795% 1/22/2024Werba Rubin Papier Wealth Management4,084$221K0.1%N/A20.420% 12/11/2023 Sunbelt Securities Inc.1,325$66K0.0%N/A6.625% (Data available from 1/1/2016 forward) AVMA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVMA shares? During the previous two years, 10 institutional investors and hedge funds held shares of Avantis Moderate Allocation ETF. The most heavily invested institutionals were LPL Financial LLC ($2.77M), Vawter Financial Ltd. ($840K), Advisory Services Network LLC ($635K), Versant Capital Management Inc ($632K), Integrity Wealth Solutions LLC ($429K), Diversify Wealth Management LLC ($382K), and Crosspoint Financial LLC ($290K).Learn more on AVMA's institutional investors. Which institutional investors have been buying Avantis Moderate Allocation ETF stock? Of the 9 institutional investors that purchased Avantis Moderate Allocation ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vawter Financial Ltd. ($14.44K), Versant Capital Management Inc ($10.20K), Integrity Wealth Solutions LLC ($7.39K), Diversify Wealth Management LLC ($6.63K), Crosspoint Financial LLC ($5K), LPL Financial LLC ($4.69K), and Werba Rubin Papier Wealth Management ($4.08K). How much institutional buying is happening at Avantis Moderate Allocation ETF? Institutional investors have bought a total of 57,940 shares in the last 24 months. This purchase volume represents approximately $3.31M in transactions. Which Avantis Moderate Allocation ETF major shareholders have been selling company stock? The following institutional investors have sold Avantis Moderate Allocation ETF stock in the last 24 months: Advisory Services Network LLC ($2.13K), Sunbelt Securities Inc. ($408.00), and Werba Rubin Papier Wealth Management ($203.00). How much institutional selling is happening at Avantis Moderate Allocation ETF? Institutional investors have sold a total of 2,742 shares in the last 24 months. This volume of shares sold represents approximately $159.75K in transactions. Related Companies Bridges Capital Tactical ETF Institutional Ownership SPDR Portfolio S&P Sector Neutral Dividend ETF Institutional Ownership This page (NYSEARCA:AVMA) was last updated on 5/4/2025 by MarketBeat.com Staff From Our PartnersWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...Altimetry | SponsoredSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...Timothy Sykes | SponsoredTrump to redistribute trillions of dollars Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredTrump to solve American wealth loss?Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...Paradigm Press | SponsoredWill May start the next "Great Depression?"You probably haven't heard about this yet... But this could be the biggest wealth building opportunity of t...Behind the Markets | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowThe July 23rd Crypto Trigger Could Mark the Beginning of Bitcoin’s Next Big Move Bitcoin’s early 2024 ETF r...Crypto Swap Profits | SponsoredHere’s How to Claim Your Stake in Elon’s Private Company, xAII predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredSilicon Valley Gold RushA new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...Stansberry Research | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Avantis Moderate Allocation ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Avantis Moderate Allocation ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Buy AVMA Stock Free AVMA Stock Alerts