Avantis Moderate Allocation ETF (AVMA) Institutional Ownership $64.77 -0.20 (-0.31%) As of 09/12/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy 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)$2.33MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$1.15M 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. 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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 CompanyDetails9/4/2025 Osaic Holdings Inc.6,139$377K0.0%-37.4%1.041% 8/12/2025 Vawter Financial Ltd.9,725$598K6.8%-38.2%1.648% 8/5/2025 Integrity Wealth Solutions LLC8,542$525K0.3%+15.5%1.448% 7/28/2025 Arlington Financial Advisors LLC3,324$204K0.0%N/A0.563% 5/7/2025LPL Financial LLC40,812$2.37M0.0%-14.2%8.162% 5/7/2025Vawter Financial Ltd.15,737$913K0.5%+9.0%3.147% 5/1/2025Crosspoint Financial LLC5,000$290K0.8%N/A1.000% 4/22/2025Integrity Wealth Solutions LLC7,395$429K0.2%+11.5%1.479% 4/3/2025Versant Capital Management Inc10,901$632K0.1%+649.2%2.127% 2/18/2025Sunbelt Securities Inc.1,371$80K0.0%-22.9%0.772% Get the Latest News and Ratings for AVMA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Avantis Moderate Allocation ETF and its competitors with MarketBeat's FREE daily newsletter. 2/13/2025Advisory Services Network LLC10,922$635K0.0%-16.3%6.153% 2/13/2025Envestnet 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% 1/16/2025Diversify Wealth Management LLC6,631$382K0.0%+7.4%3.736% 1/3/2025Versant Capital Management Inc1,455$85K0.0%+108.5%0.820% 11/6/2024Vawter Financial Ltd.13,162$787K0.5%+6.9%7.415% 10/25/2024Diversify Wealth Management LLC6,175$365K0.0%N/A3.479% 10/21/2024Integrity Wealth Solutions LLC6,627$396K0.2%+13.6%3.734% 10/19/2024Werba Rubin Papier Wealth Management3,663$219K0.1%-5.3%2.064% 8/16/2024Sunbelt Securities Inc.1,779$100K0.0%+32.8%1.002% 8/2/2024Vawter Financial Ltd.12,311$694K0.5%+1.6%6.936% 7/26/2024Integrity Wealth Solutions LLC5,833$329K0.2%+11.7%3.286% 5/16/2024Vawter Financial Ltd.12,116$689K0.5%+177.9%6.826% 4/18/2024Integrity Wealth Solutions LLC5,220$297K0.2%+38.9%3.314% 2/13/2024Vawter Financial Ltd.4,360$236K0.2%N/A21.800% 2/8/2024Integrity Wealth Solutions LLC3,759$203K0.1%N/A18.795% 1/22/2024Werba Rubin Papier Wealth Management4,084$221K0.1%N/A20.420% 12/11/2023Sunbelt 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, 12 institutional investors and hedge funds held shares of Avantis Moderate Allocation ETF. The most heavily invested institutionals were LPL Financial LLC ($2.37M), Advisory Services Network LLC ($635K), Versant Capital Management Inc ($632K), Vawter Financial Ltd. ($598K), Integrity Wealth Solutions LLC ($525K), Diversify Wealth Management LLC ($382K), and Osaic Holdings Inc. ($377K).Learn more on Avantis Moderate Allocation ETF's institutional investors. Which institutional investors have been buying Avantis Moderate Allocation ETF's stock? Of the 10 institutional investors that purchased Avantis Moderate Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vawter Financial Ltd. ($15.74K), Versant Capital Management Inc ($10.20K), Integrity Wealth Solutions LLC ($8.54K), 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 39,713 shares in the last 24 months. This purchase volume represents approximately $2.33M in transactions. Which of Avantis Moderate Allocation ETF's major shareholders have been selling company stock? The following institutional investors have sold Avantis Moderate Allocation ETF stock in the last 24 months: LPL Financial LLC ($6.78K), Vawter Financial Ltd. ($6.01K), Osaic Holdings Inc. ($3.66K), 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 19,194 shares in the last 24 months. This volume of shares sold represents approximately $1.15M in transactions. Related Companies Bridges Capital Tactical ETF Institutional Ownership Avantis All International Markets Value ETF Institutional Ownership SPDR Portfolio S&P Sector Neutral Dividend ETF Institutional Ownership GMO International Quality ETF Institutional Ownership Thornburg International Growth ETF Institutional Ownership This page (NYSEARCA:AVMA) was last updated on 9/13/2025 by MarketBeat.com Staff From Our PartnersWhy Trump’s “Smart Dollar” could rewrite the rulesMUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...Stansberry Research | SponsoredOctober 16 Changes the Microchip Game — and InvestingWhile everyone's chasing the same AI plays, George Gilder is focused on something completely different. 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