Who owns AVMA?
Avantis Moderate Allocation ETF · Avantis
24 institutions reported holding AVMA, worth $30.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVMA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cogent Private Wealth, Inc. | Orlando, FL | $10.6M | 145,179 | +34,466 shares |
| Great Point Wealth Advisors, LLC | Boston, MA | $6.6M | 90,833 | −41 shares |
| LPL Financial LLC | Fort Mill, SC | $2.3M | 31,860 | −3,944 shares |
| Crosspoint Financial, LLC | Tustin, CA | $1.3M | 17,200 | −3,970 shares |
| Diversify Wealth Management, LLC | Sandy, UT | $1.2M | 16,395 | +1,351 shares |
| Diversify Advisory Services, LLC | Sandy, UT | $1.2M | 16,395 | New position |
| Vawter Financial, Ltd. | Columbus, OH | $1.1M | 15,652 | +238 shares |
| Integrity Wealth Solutions LLC | Denver, CO | $1.1M | 14,988 | +1,588 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.0M | 13,754 | +3,555 shares |
| Versant Capital Management, Inc | Phoenix, AZ | $801K | 10,983 | −3,325 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVMA?
24 institutional managers reported holding AVMA in Form 13F filings for June 30, 2026, worth $30.1M in total. The largest reported position was held by Cogent Private Wealth, Inc., at $10.6M.
Did institutions buy or sell AVMA last quarter?
Reported 13F value rose 28.7% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVMA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.