Who Owns AVMA?
Avantis Moderate Allocation ETF 9 — Institutional Ownership & 13F Holdings
$71.20
+0.74 (+1.05%)
Market Cap
$43.9M
Shares Outstanding
645,716
Institutional Holders
15
Total Inst. Value
$9.6M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
5
Closed Positions
2
Increased
4
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Great Point Wealth Advisors, LLCNew | $5.3M | 90,842 |
| 2 | Vawter Financial, Ltd.New | $913K | 15,737 |
| 3 | Versant Capital Management, Inc | $632K | 10,901 |
| 4 | OSAIC HOLDINGS, INC. | $569K | 9,802 |
| 5 | Integrity Wealth Solutions LLCNew | $429K | 7,395 |
| 6 | Advisory Services Network, LLC | $385K | 6,629 |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $380K | 6,559 |
| 8 | CROSSPOINT FINANCIAL, LLCNew | $290K | 5,000 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $229K | 3,940 |
| 10 | Plancorp, LLC | $218K | 3,750 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Great Point Wealth Advisors, LLCNew | +91K | $5.3M |
| Vawter Financial, Ltd.New | +16K | $913K |
| Versant Capital Management, Inc | +9K | $632K |
| OSAIC HOLDINGS, INC. | +8K | $569K |
| Integrity Wealth Solutions LLCNew | +7K | $429K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -7K | $2K |
| Advisory Services Network, LLC | -4K | $385K |
| Werba Rubin Papier Wealth Management | -95 | $200K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | -72 | $380K |
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Frequently Asked Questions
How many institutional investors hold AVMA?
As of Q1 2025, 15 institutional investors report holding AVMA (Avantis Moderate Allocation ETF 9) in their 13F filings.
Which hedge fund owns the most AVMA?
The largest institutional holder of AVMA is Great Point Wealth Advisors, LLC with $5.3M in shares.
Are institutions buying or selling AVMA?
This quarter, 5 institutions opened new positions in AVMA and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.