Avantis Mod Alloc ETFAVMAETF
13F holders, Q2 2024 (June 30)10holders −1
0new positions
1sold out
$56.40avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Great Point Wealth Advisors, LLC ($5.1M), Osaic Holdings, Inc. ($2.1M) and Advisory Services Network, LLC ($736K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $4K |
All 13F filers, Q1 2024 → Q2 2024: 16,760 shares bought and 132 shares sold, net +16,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Great Point Wealth Advisors, LLC | 1.17% | No change | 90,791 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +29.4% | 37,789 | $2.1M |
| Advisory Services Network, LLC | 0.02% | Add +111.7% | 13,053 | $736K |
| Vawter Financial, Ltd. | 0.48% | Add +1.6% | 12,311 | $694K |
| Integrity Wealth Solutions LLC | 0.21% | Add +11.7% | 5,833 | $329K |
| Werba Rubin Papier Wealth Management | 0.06% | Reduce -1.6% | 3,866 | $218K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $212K |
| Sunbelt Securities, Inc. | 0.01% | Add +32.8% | 1,779 | $100K |
| Versant Capital Management, Inc | 0.01% | Add +1.0% | 410 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +35.6% | 99 | $6K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.