Avantis Mod Alloc ETFAVMAETF
13F holders, Q1 2024 (March 31)11holders
$56.87avg. 13F price*
At the end of Q1 2024, 11 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings. The largest holders were Great Point Wealth Advisors, LLC ($5.2M), Osaic Holdings, Inc. ($1.7M) and Vawter Financial, Ltd. ($689K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.8M |
| Exits | 0 | $0 |
Ownership 11 holders
| Great Point Wealth Advisors, LLC | 1.20% | New | 90,791 | $5.2M |
| Osaic Holdings, Inc. | 0.00% | New | 29,194 | $1.7M |
| Vawter Financial, Ltd. | 0.50% | Add +177.9% | 12,116 | $689K |
| Advisory Services Network, LLC | 0.01% | Add +30.5% | 6,165 | $351K |
| Integrity Wealth Solutions LLC | 0.19% | Add +38.9% | 5,220 | $297K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -3.8% | 3,930 | $223K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $213K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,340 | $76K |
| Versant Capital Management, Inc | 0.01% | No change | 406 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 73 | $4K |
| UBS Group AG | 0.00% | New | 68 | $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.