Avantis Mod Alloc ETFAVMAETF
13F holders, Q3 2024 (September 30)13holders +3
3new positions
0sold out
$59.53avg. 13F price*
At the end of Q3 2024, 13 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were Great Point Wealth Advisors, LLC ($5.4M), LPL Financial LLC ($2.6M) and Vawter Financial, Ltd. ($787K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.9M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 51,066 shares bought and 36,392 shares sold, net +14,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Great Point Wealth Advisors, LLC | 1.16% | No change | 90,791 | $5.4M |
| LPL Financial LLC | 0.00% | New | 42,902 | $2.6M |
| Vawter Financial, Ltd. | 0.48% | Add +6.9% | 13,162 | $787K |
| Advisory Services Network, LLC | 0.02% | No change | 13,053 | $736K |
| Integrity Wealth Solutions LLC | 0.23% | Add +13.6% | 6,627 | $396K |
| Diversify Wealth Management, LLC | 0.04% | New | 6,175 | $365K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $224K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -5.3% | 3,663 | $219K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,779 | $106K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.8% | 1,600 | $96K |
| Versant Capital Management, Inc | 0.01% | Add +70.2% | 698 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.1% | 108 | $6K |
| UBS Group AG | 0.00% | New | 47 | $3K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.