Avantis Mod Alloc ETFAVMAETF
13F holders, Q2 2026 (June 30)24holders +4
6new positions
2sold out
$72.86avg. 13F price*
At the end of Q2 2026, 24 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 4 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Cogent Private Wealth, Inc. ($10.6M), Great Point Wealth Advisors, LLC ($6.6M) and LPL Financial LLC ($2.3M).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 2 | $144K |
All 13F filers, Q1 2026 → Q2 2026: 68,488 shares bought and 13,653 shares sold, net +54,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Cogent Private Wealth, Inc. | 6.61% | Add +31.1% | 145,179 | $10.6M |
| Great Point Wealth Advisors, LLC | 1.07% | Reduce -0.1% | 90,833 | $6.6M |
| LPL Financial LLC | 0.00% | Reduce -11.0% | 31,860 | $2.3M |
| Crosspoint Financial, LLC | 2.87% | Reduce -18.8% | 17,200 | $1.3M |
| Diversify Advisory Services, LLC | 0.02% | New | 16,395 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | Add +9.0% | 16,395 | $1.2M |
| Vawter Financial, Ltd. | 0.43% | Add +1.5% | 15,652 | $1.1M |
| Integrity Wealth Solutions LLC | 0.40% | Add +11.8% | 14,988 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +34.9% | 13,754 | $1.0M |
| Versant Capital Management, Inc | 0.07% | Reduce -23.2% | 10,983 | $801K |
| OceanIQ Capital, LLC | 0.32% | — | 7,084 | $523K |
| Plancorp, LLC | 0.01% | Add +5.3% | 3,950 | $286K |
| Arlington Financial Advisors, LLC | 0.03% | Add +1.5% | 3,729 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 3,702 | $270K |
| marrick wealth, LLC | 0.18% | New | 3,418 | $249K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.7% | 3,366 | $245K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -6.1% | 3,113 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,951 | $215K |
| Integrated Advisors Network LLC | 0.01% | New | 2,837 | $207K |
| Robinswood Financial LLC | 0.02% | Add +170.4% | 1,087 | $79K |
| Farther Finance Advisors, LLC | 0.00% | No change | 600 | $44K |
| Mosley Wealth Management | 0.01% | New | 539 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.7% | 306 | $22K |
| Harbour Investments, Inc. | 0.00% | New | 54 | $4K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.