Avantis Moderate Allocation ETF (AVMA) Institutional Ownership $72.30 0.00 (0.00%) As of 05/22/2026 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)14TotalInstitutional Inflows(last 12 months)$16.91MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$655.13K 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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2026 Vawter Financial Ltd.15,414$1.04M0.4%+4.5%1.713% 5/14/2026 Crosspoint Financial LLC21,170$1.42M3.6%+12.0%2.352% 5/4/2026 Integrity Wealth Solutions LLC13,400$901K0.4%+39.9%1.489% 5/2/2026 Diversify Wealth Management LLC15,044$1.06M0.0%+129.3%1.672% 2/17/2026 Osaic Holdings Inc.11,347$753K0.0%+32.3%1.418% 2/10/2026 Cogent Private Wealth Inc.96,482$6.40M4.9%N/A12.060% 2/5/2026 Crosspoint Financial LLC18,910$1.25M3.0%+78.4%2.364% 2/3/2026 Diversify Wealth Management LLC6,560$445K0.0%-2.3%0.820% 2/2/2026 Vawter Financial Ltd.14,757$979K0.4%-1.9%1.845% 2/2/2026 Integrity Wealth Solutions LLC9,577$635K0.3%+17.4%1.197% 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. 1/23/2026 Farther Finance Advisors LLC600$40K0.0%N/A0.075% 1/16/2026 Keystone Financial Group Inc.2,047$136K0.1%-18.7%0.256% 1/12/2026 Arlington Financial Advisors LLC3,362$223K0.0%N/A0.420% 12/3/2025 Crosspoint Financial LLC10,600$690K1.7%+112.0%1.514% 11/18/2025 Advisory Services Network LLC2,132$139K0.0%N/A0.305% 11/17/2025 Susquehanna International Group LLP6,366$414K0.0%N/A0.909% 11/12/2025 Diversify Wealth Management LLC6,711$440K0.0%+3.5%0.959% 11/10/2025 Vawter Financial Ltd.15,047$979K0.4%+54.7%2.150% 11/6/2025 PFG Private Wealth Management LLC8,157$531K0.2%N/A1.165% 10/28/2025 Great Point Wealth Advisors LLC90,861$5.91M1.1%N/A12.980% 10/27/2025 Versant Capital Management Inc10,664$694K0.1%+51.0%1.523% 10/20/2025 Keystone Financial Group Inc.2,517$164K0.1%N/A0.360% 9/4/2025 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% 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% Your book is inside (Ad)The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.Download your copy now.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% AVMA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVMA shares? During the previous two years, 18 institutional investors and hedge funds held shares of Avantis Moderate Allocation ETF. The most heavily invested institutionals were Cogent Private Wealth Inc. ($6.40M), Great Point Wealth Advisors LLC ($5.91M), LPL Financial LLC ($2.37M), Crosspoint Financial LLC ($1.42M), Diversify Wealth Management LLC ($1.06M), Vawter Financial Ltd. ($1.04M), and Integrity Wealth Solutions LLC ($901K).Learn more on Avantis Moderate Allocation ETF's institutional investors. Which institutional investors have been buying Avantis Moderate Allocation ETF's stock? Of the 17 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: Cogent Private Wealth Inc. ($96.48K), Great Point Wealth Advisors LLC ($90.86K), Crosspoint Financial LLC ($21.17K), Diversify Wealth Management LLC ($15.34K), Versant Capital Management Inc ($13.81K), Vawter Financial Ltd. ($9.60K), and Integrity Wealth Solutions LLC ($8.56K). How much institutional buying is happening at Avantis Moderate Allocation ETF? Institutional investors have bought a total of 257,426 shares in the last 24 months. This purchase volume represents approximately $16.91M 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: Vawter Financial Ltd. ($6.30K), Osaic Holdings Inc. ($3.66K), Keystone Financial Group Inc. ($470.00), and Diversify Wealth Management LLC ($151.00). How much institutional selling is happening at Avantis Moderate Allocation ETF? Institutional investors have sold a total of 10,586 shares in the last 24 months. This volume of shares sold represents approximately $655.13K in transactions. Related Companies Avantis All International Markets Value ETF Institutional Ownership WisdomTree Emerging Markets ex-China Fund Institutional Ownership GMO U.S. Value ETF Institutional Ownership Matthews Emerging Markets ex China Active ETF Institutional Ownership Innovator Index Autocallable Income Strategy ETF Institutional Ownership Bridges Capital Tactical ETF Institutional Ownership REX IncomeMax Option Strategy ETF Institutional Ownership SPDR Portfolio S&P Sector Neutral Dividend ETF Institutional Ownership OneAscent Emerging Markets ETF Institutional Ownership This page (NYSEARCA:AVMA) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersElon Musk’s $1 Quadrillion AI IPO$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. 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