AVMA

Avantis Mod Alloc ETFETF
UnclassifiedUSCUSIP 025072182◍ Confluence graph
Tracked 13F Holders
21
-4 QoQ
13F Value (tracked)
$28.0M
13F Moves · latest Q
6 added
1 trimmed
Recent Filings
0

Who owns AVMA?

21 tracked 13F filers

21 tracked 13F filers disclose a position in AVMA as of the latest SEC 13F filings, a combined $28.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Cogent Private Wealth, Inc.
$10.6M
145K
+31%
Added · +34K sh
Q2 2026
2Great Point Wealth Advisors, LLC
$6.6M
91K
~0%
Reduced · −41 sh
Q2 2026
3LPL Financial LLC
$2.4M
36K
−6.1%
Reduced · −2K sh
Q1 2026
4DIVERSIFY WEALTH MANAGEMENT, LLC
$1.2M
16K
+9.0%
Added · +1K sh
Q2 2026
5Diversify Advisory Services, LLC
$1.2M
16K
New
+16K sh
Q2 2026
6Vawter Financial, Ltd.
$1.1M
16K
+1.5%
Added · +238 sh
Q2 2026
7Integrity Wealth Solutions LLC
$1.1M
15K
+12%
Added · +2K sh
Q2 2026
8Versant Capital Management, Inc
$801K
11K
−23%
Reduced · −3K sh
Q2 2026
9OSAIC HOLDINGS, INC.
$686K
10K
−10%
Reduced · −1K sh
Q1 2026
10OceanIQ Capital, LLC
$523K
7K
New
+7K sh
Q2 2026
11Plancorp, LLC
$261K
4K
Held
Q1 2026
12Arlington Financial Advisors, LLC
$272K
4K
+1.5%
Added · +55 sh
Q2 2026
13marrick wealth, LLC
$249K
3K
New
+3K sh
Q2 2026
14ENVESTNET ASSET MANAGEMENT INC
$228K
3K
+3.9%
Added · +127 sh
Q1 2026
15Werba Rubin Papier Wealth Management
$227K
3K
−6.1%
Reduced · −203 sh
Q2 2026
16Integrated Advisors Network LLC
$207K
3K
New
+3K sh
Q2 2026
17Advisory Services Network, LLC
$141K
2K
New
+2K sh
Q1 2026
18Robinswood Financial LLC
$79K
1K
+170%
Added · +685 sh
Q2 2026
19Farther Finance Advisors, LLC
$41K
600
Held
Q1 2026
20Mosley Wealth Management
$39K
539
New
+539 sh
Q2 2026
21EverSource Wealth Advisors, LLC
$20K
304
+25%
Added · +60 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AVMA being bought or sold by institutions?

Last quarter, 4 funds opened a new position in AVMA and 2 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Funds that own AVMA also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV9 funds$941.5M
NVIDIA CORPNVDA9 funds$811.5M
APPLE INCAAPL9 funds$768.1M
VANGUARD TOTAL STOCK MKT ETFVTI9 funds$569.9M
SS SPDR S&P 500 ETF TRUST-USSPY9 funds$490.0M
VANGUARD S&P 500 ETFVOO9 funds$470.2M
MICROSOFT CORPMSFT9 funds$427.3M
AMAZON.COM INCAMZN9 funds$356.0M
ALPHABET INC-CL AGOOGL9 funds$284.8M
JPMORGAN CHASE & COJPM9 funds$149.8M
ELI LILLY & COLLY9 funds$142.0M
VANGUARD FTSE EMERGING MARKEVWO9 funds$132.2M

Ranked by how many of AVMA's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

13 funds+1 since Q3 2024
0917Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $23.7M

Share classes

Class13F holdersValue held
AVUVmc1038 funds$17.6B
AVEMmc927 funds$20.0B
AVDEmc679 funds$13.0B
AVDVmc646 funds$13.7B
AVUSmc547 funds$10.3B
AVLVmc516 funds$10.3B
AVSCUI225 funds$2.1B
AVIVmc177 funds$963.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in AVMA

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AVMA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AVMA.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.