Avantis Mod Alloc ETFAVMAETF
13F holders, Q1 2026 (March 31)20holders +1
3new positions
2sold out
$67.38avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding Avantis Mod Alloc ETF (AVMA) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Cogent Private Wealth, Inc. ($7.4M), Great Point Wealth Advisors, LLC ($6.1M) and LPL Financial LLC ($2.4M).
- Company
- Avantis Mod Alloc ETF
- Filed as
- AMERICAN CENTY ETF TR (Q1 2026)
- CUSIP
- 025072182
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $391K |
| Exits | 2 | $141K |
All 13F filers, Q4 2025 → Q1 2026: 35,906 shares bought and 6,561 shares sold, net +29,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Cogent Private Wealth, Inc. | 5.37% | Add +14.8% | 110,713 | $7.4M |
| Great Point Wealth Advisors, LLC | 1.13% | Add +0.0% | 90,874 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 35,804 | $2.4M |
| Crosspoint Financial, LLC | 3.58% | Add +11.9% | 21,170 | $1.4M |
| Diversify Wealth Management, LLC | 0.02% | Add +129.3% | 15,044 | $1.1M |
| Vawter Financial, Ltd. | 0.44% | Add +4.5% | 15,414 | $1.0M |
| Versant Capital Management, Inc | 0.09% | Reduce -6.2% | 14,308 | $962K |
| Integrity Wealth Solutions LLC | 0.35% | Add +39.9% | 13,400 | $901K |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.1% | 10,199 | $686K |
| Plancorp, LLC | 0.01% | No change | 3,750 | $261K |
| Arlington Financial Advisors, LLC | 0.04% | Add +9.3% | 3,674 | $247K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 3,548 | $238K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 3,388 | $228K |
| Werba Rubin Papier Wealth Management | 0.03% | New | 3,316 | $223K |
| Advisory Services Network, LLC | 0.00% | New | 2,102 | $141K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.4% | 1,408 | $95K |
| Farther Finance Advisors, LLC | 0.00% | No change | 600 | $41K |
| Robinswood Financial LLC | 0.01% | New | 402 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +24.6% | 304 | $20K |
| Curio Wealth, LLC | 0.00% | No change | 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.