Avantis Mod Alloc ETFAVMAETF
13F holders, Q3 2025 (September 30)17holders +5
5new positions
1sold out
$65.08avg. 13F price*
At the end of Q3 2025, 17 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 5 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were Great Point Wealth Advisors, LLC ($5.9M), LPL Financial LLC ($2.5M) and Vawter Financial, Ltd. ($979K).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q3 2025)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 1 | $204K |
All 13F filers, Q2 2025 → Q3 2025: 39,626 shares bought and 4,491 shares sold, net +35,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Great Point Wealth Advisors, LLC | 1.11% | — | 90,861 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -2.0% | 38,145 | $2.5M |
| Vawter Financial, Ltd. | 0.44% | Add +54.7% | 15,047 | $979K |
| Versant Capital Management, Inc | 0.09% | Add +51.0% | 10,664 | $694K |
| Crosspoint Financial, LLC | 1.69% | Add +112.0% | 10,600 | $690K |
| Osaic Holdings, Inc. | 0.00% | Add +39.7% | 8,576 | $557K |
| PFG Private Wealth Management, LLC | 0.24% | New | 8,157 | $531K |
| Integrity Wealth Solutions LLC | 0.24% | Reduce -4.5% | 8,157 | $531K |
| Diversify Wealth Management, LLC | 0.03% | Add +3.5% | 6,711 | $440K |
| Susquehanna International Group, LLP | 0.00% | New | 6,366 | $414K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $244K |
| Werba Rubin Papier Wealth Management | 0.04% | No change | 3,392 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,223 | $210K |
| Keystone Financial Group, Inc. | 0.09% | New | 2,517 | $164K |
| Advisory Services Network, LLC | 0.00% | New | 2,132 | $139K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.2% | 1,387 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.9% | 219 | $14K |
"% of holder's portfolio" is AVMA's weight in each manager's 13F, not the share of Avantis Mod Alloc ETF the manager owns.