Avantis Mod Alloc ETFAVMAETF
13F holders, Q4 2025 (December 31)19holders +2
5new positions
4sold out
$66.34avg. 13F price*
At the end of Q4 2025, 19 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 4 sold out. The largest holders were Cogent Private Wealth, Inc. ($6.4M), Great Point Wealth Advisors, LLC ($6.0M) and LPL Financial LLC ($2.5M).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2025)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $488K |
| Exits | 4 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 24,691 shares bought and 20,958 shares sold, net +3,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Cogent Private Wealth, Inc. | 4.87% | — | 96,482 | $6.4M |
| Great Point Wealth Advisors, LLC | 1.10% | Add +0.0% | 90,867 | $6.0M |
| LPL Financial LLC | 0.00% | No change | 38,145 | $2.5M |
| Crosspoint Financial, LLC | 2.95% | Add +78.4% | 18,910 | $1.3M |
| Versant Capital Management, Inc | 0.13% | Add +43.0% | 15,247 | $1.0M |
| Vawter Financial, Ltd. | 0.41% | Reduce -1.9% | 14,757 | $979K |
| Osaic Holdings, Inc. | 0.00% | Add +32.3% | 11,347 | $753K |
| Integrity Wealth Solutions LLC | 0.25% | Add +17.4% | 9,577 | $635K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -2.3% | 6,560 | $445K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.4% | 3,428 | $227K |
| Arlington Financial Advisors, LLC | 0.03% | New | 3,362 | $223K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,261 | $216K |
| Keystone Financial Group, Inc. | 0.07% | Reduce -18.7% | 2,047 | $136K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.1% | 1,403 | $93K |
| Farther Finance Advisors, LLC | 0.00% | New | 600 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +11.4% | 244 | $16K |
| UBS Group AG | 0.00% | New | 86 | $6K |
| Curio Wealth, LLC | 0.00% | New | 46 | $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.