Avantis Mod Alloc ETFAVMAETF
13F holders, Q2 2025 (June 30)12holders −3
1new positions
3sold out
$61.54avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($2.4M), Vawter Financial, Ltd. ($598K) and Integrity Wealth Solutions LLC ($525K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q2 2025)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $204K |
| Exits | 3 | $882K |
All 13F filers, Q1 2025 → Q2 2025: 4,505 shares bought and 30,744 shares sold, net −26,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| LPL Financial LLC | 0.00% | Reduce -4.6% | 38,927 | $2.4M |
| Vawter Financial, Ltd. | 6.75% | Reduce -38.2% | 9,725 | $598K |
| Integrity Wealth Solutions LLC | 0.26% | Add +15.5% | 8,542 | $525K |
| Versant Capital Management, Inc | 0.07% | Reduce -35.2% | 7,060 | $434K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -1.1% | 6,484 | $410K |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.4% | 6,139 | $377K |
| Crosspoint Financial, LLC | 0.82% | No change | 5,000 | $307K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $231K |
| Werba Rubin Papier Wealth Management | 0.04% | Reduce -1.7% | 3,392 | $209K |
| Arlington Financial Advisors, LLC | 0.03% | New | 3,324 | $204K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,371 | $80K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +21.3% | 194 | $12K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.