Avantis Mod Alloc ETFAVMAETF
13F holders, Q1 2025 (March 31)15holders +1
1new positions
1sold out
$58.02avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Great Point Wealth Advisors, LLC ($5.3M), LPL Financial LLC ($2.4M) and Vawter Financial, Ltd. ($913K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $269K |
| Exits | 1 | $130K |
All 13F filers, Q4 2024 → Q1 2025: 19,589 shares bought and 13,469 shares sold, net +6,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Great Point Wealth Advisors, LLC | 1.14% | Add +0.0% | 90,842 | $5.3M |
| LPL Financial LLC | 0.00% | Reduce -14.2% | 40,812 | $2.4M |
| Vawter Financial, Ltd. | 0.51% | Add +9.0% | 15,737 | $913K |
| Versant Capital Management, Inc | 0.11% | Add +649.2% | 10,901 | $632K |
| Osaic Holdings, Inc. | 0.00% | Add +48.8% | 9,802 | $569K |
| Integrity Wealth Solutions LLC | 0.23% | Add +11.5% | 7,395 | $429K |
| Advisory Services Network, LLC | 0.01% | Reduce -39.3% | 6,629 | $385K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.1% | 6,559 | $380K |
| Crosspoint Financial, LLC | 0.84% | — | 5,000 | $290K |
| Corient Private Wealth LP | 0.00% | New | 4,639 | $269K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 3,940 | $229K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $218K |
| Werba Rubin Papier Wealth Management | 0.04% | Reduce -2.7% | 3,452 | $200K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,371 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.1% | 160 | $9K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.