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Avantis Moderate Allocation ETF (AVMA) Institutional Ownership

$71.61 +0.66 (+0.93%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis Moderate Allocation ETF (NYSEARCA:AVMA)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$16.79M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.05M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2026Osaic 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%
2/5/2026Crosspoint Financial LLC18,910$1.25M3.0%+78.4%2.364%
2/3/2026 Diversify Wealth Management LLC6,560$445K0.0%-2.3%0.820%
2/2/2026Vawter Financial Ltd.14,757$979K0.4%-1.9%1.845%
2/2/2026 Integrity Wealth Solutions LLC9,577$635K0.3%+17.4%1.197%
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%
12/3/2025Crosspoint Financial LLC10,600$690K1.7%+112.0%1.514%
11/18/2025Advisory Services Network LLC2,132$139K0.0%N/A0.305%
11/17/2025Susquehanna International Group LLP6,366$414K0.0%N/A0.909%
11/12/2025 Diversify Wealth Management LLC6,711$440K0.0%+3.5%0.959%
11/10/2025Vawter Financial Ltd.15,047$979K0.4%+54.7%2.150%
11/6/2025PFG 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%
9/4/2025Osaic Holdings Inc.6,139$377K0.0%-37.4%1.041%
8/12/2025Vawter 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%
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 ($1.25M), Diversify Wealth Management LLC ($1.06M), Vawter Financial Ltd. ($979K), 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 ($18.91K), Vawter Financial Ltd. ($16.70K), Diversify Wealth Management LLC ($15.34K), Versant Capital Management Inc ($13.81K), 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 255,803 shares in the last 24 months. This purchase volume represents approximately $16.79M 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. ($6.30K), 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 17,363 shares in the last 24 months. This volume of shares sold represents approximately $1.05M in transactions.


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This page (NYSEARCA:AVMA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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