AVMA Institutional Ownership
Avantis Moderate Allocation ETF
1W: -0.4%
1M: -1.6%
3M: -1.1%
YTD: +8.2%
1Y: +11.9%
3Y: +53.8%
$72.17
+0.32 (+0.45%)
Weekly Expected Move ±1.1%
$71
$71
$72
$73
$74
Overview
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Institutional Ownership — AVMA
27
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
8
New Positions
10
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cogent Private Wealth, Inc. | 145,179 | $10M | +34,466 | +31.1% | 3Q | SEC ↗ |
| 2 | Great Point Wealth Advisors, LLC | 90,833 | $7M | -41 | -0.0% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 31,860 | $2M | -3,944 | -11.0% | 8Q | SEC ↗ |
| 4 | CROSSPOINT FINANCIAL, LLC | 17,200 | $1M | -3,970 | -18.8% | 6Q | SEC ↗ |
| 5 | DIVERSIFY WEALTH MANAGEMENT, LLC | 16,395 | $1M | +1,351 | +9.0% | 8Q | SEC ↗ |
| 6 | Diversify Advisory Services, LLC NEW | 16,395 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Vawter Financial, Ltd. | 15,652 | $1M | +238 | +1.5% | 11Q | SEC ↗ |
| 8 | Integrity Wealth Solutions LLC | 14,988 | $1M | +1,588 | +11.9% | 11Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 13,754 | $993K | +3,555 | +34.9% | 10Q | SEC ↗ |
| 10 | Versant Capital Management, Inc | 10,983 | $793K | -3,325 | -23.2% | 11Q | SEC ↗ |
| 11 | OceanIQ Capital, LLC NEW | 7,084 | $511K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Plancorp, LLC | 3,950 | $285K | +200 | +5.3% | 11Q | SEC ↗ |
| 13 | Arlington Financial Advisors, LLC | 3,729 | $269K | +55 | +1.5% | 3Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 3,702 | $267K | +154 | +4.3% | 4Q | SEC ↗ |
| 15 | marrick wealth, LLC NEW | 3,418 | $247K | — | +0.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 3,366 | $243K | -22 | -0.6% | 3Q | SEC ↗ |
| 17 | Werba Rubin Papier Wealth Management | 3,113 | $225K | -203 | -6.1% | 2Q | SEC ↗ |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 2,951 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Integrated Advisors Network LLC NEW | 2,837 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Sunbelt Securities, Inc. | 1,408 | $102K | +5 | +0.4% | 11Q | SEC ↗ |
| 21 | Robinswood Financial LLC | 1,087 | $78K | +685 | +170.4% | 2Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 600 | $43K | — | +0.0% | 3Q | SEC ↗ |
| 23 | Mosley Wealth Management NEW | 539 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 24 | EverSource Wealth Advisors, LLC | 306 | $22K | +2 | +0.7% | 10Q | SEC ↗ |
| 25 | HARBOUR INVESTMENTS, INC. NEW | 54 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Atomic Invest LLC NEW | 49 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 27 | UBS Group AG | 0 | $0K | -86 | -100.0% | 1Q | SEC ↗ |
| 28 | Keystone Financial Group, Inc. | 0 | $0K | -2,047 | -100.0% | 2Q | SEC ↗ |
| 29 | CURIO WEALTH, LLC | 0 | $0K | -46 | -100.0% | 2Q | SEC ↗ |
| 30 | Advisory Services Network, LLC | 0 | $0K | -2,102 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 16,395 | $1M |
| OceanIQ Capital, LLC | 7,084 | $511K |
| marrick wealth, LLC | 3,418 | $247K |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,951 | $213K |
| Integrated Advisors Network LLC | 2,837 | $205K |
| Mosley Wealth Management | 539 | $39K |
| HARBOUR INVESTMENTS, INC. | 54 | $4K |
| Atomic Invest LLC | 49 | $4K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 2,102 | $152K |
| Keystone Financial Group, Inc. | 2,047 | $148K |
| UBS Group AG | 86 | $6K |
| CURIO WEALTH, LLC | 46 | $3K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cogent Private Wealth, Inc. | +34,466 | +31.1% | 145,179 |
| OSAIC HOLDINGS, INC. | +3,555 | +34.9% | 13,754 |
| Integrity Wealth Solutions LLC | +1,588 | +11.9% | 14,988 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +1,351 | +9.0% | 16,395 |
| Robinswood Financial LLC | +685 | +170.4% | 1,087 |
| Vawter Financial, Ltd. | +238 | +1.5% | 15,652 |
| Plancorp, LLC | +200 | +5.3% | 3,950 |
| Cambridge Investment Research Advis | +154 | +4.3% | 3,702 |
| Arlington Financial Advisors, LLC | +55 | +1.5% | 3,729 |
| Sunbelt Securities, Inc. | +5 | +0.4% | 1,408 |
| EverSource Wealth Advisors, LLC | +2 | +0.7% | 306 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | -3,970 | -18.8% | 17,200 |
| LPL Financial LLC | -3,944 | -11.0% | 31,860 |
| Versant Capital Management, Inc | -3,325 | -23.2% | 10,983 |
| Werba Rubin Papier Wealth Managemen | -203 | -6.1% | 3,113 |
| Great Point Wealth Advisors, LLC | -41 | -0.0% | 90,833 |
| ENVESTNET ASSET MANAGEMENT INC | -22 | -0.6% | 3,366 |