Avantis Mod Alloc ETFAVMAETF
13F holders, Q4 2024 (December 31)14holders +1
1new positions
0sold out
$58.13avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Great Point Wealth Advisors, LLC ($5.3M), LPL Financial LLC ($2.8M) and Vawter Financial, Ltd. ($840K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $217K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 18,169 shares bought and 2,655 shares sold, net +15,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Great Point Wealth Advisors, LLC | 1.15% | Add +0.0% | 90,830 | $5.3M |
| LPL Financial LLC | 0.00% | Add +10.9% | 47,589 | $2.8M |
| Vawter Financial, Ltd. | 0.50% | Add +9.7% | 14,443 | $840K |
| Advisory Services Network, LLC | 0.01% | Reduce -16.3% | 10,922 | $635K |
| Integrity Wealth Solutions LLC | 0.22% | Add +0.1% | 6,630 | $385K |
| Osaic Holdings, Inc. | 0.00% | Add +311.8% | 6,589 | $383K |
| Diversify Wealth Management, LLC | 0.03% | Add +7.4% | 6,631 | $382K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $218K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,736 | $217K |
| Werba Rubin Papier Wealth Management | 0.05% | Reduce -3.2% | 3,547 | $206K |
| UBS Group AG | 0.00% | Add +4648.9% | 2,232 | $130K |
| Versant Capital Management, Inc | 0.02% | Add +108.5% | 1,455 | $85K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -22.9% | 1,371 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +33.3% | 144 | $8K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.