AVANTIS MOD ALLOC ETF (AVMA) Institutional Ownership Changes & 13F Activity
AVANTIS MOD ALLOC ETF (AVMA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cogent Private Wealth, Inc., Diversify Advisory Services, Llc, Crosspoint Financial, Llc, Lpl Financial Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +3,555 | +34.9% | 13,754 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Harbour Investments, Inc. | Buy | +54 | — | 54 | $3.94K | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network Llc | Buy | +2,837 | — | 2,837 | $206.80K | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, Llc | Buy | +16,395 | — | 16,395 | $1.19M | Q2 2026 | Aug 10, 2026 |
| Crosspoint Financial, Llc | Sell | -3,970 | -18.8% | 17,200 | $1.25M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -3,944 | -11.0% | 31,860 | $2.32M | Q2 2026 | Aug 07, 2026 |
| Cogent Private Wealth, Inc. | Buy | +34,466 | +31.1% | 145,179 | $10.58M | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Sell | -22 | -0.6% | 3,366 | $245.38K | Q2 2026 | Aug 03, 2026 |
| Integrity Wealth Solutions Llc | Buy | +1,588 | +11.9% | 14,988 | $1.09M | Q2 2026 | Jul 30, 2026 |
| Diversify Wealth Management, Llc | Buy | +1,351 | +9.0% | 16,395 | $1.19M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +154 | +4.3% | 3,702 | $270.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +2,951 | — | 2,951 | $215.12K | Q2 2026 | Jul 29, 2026 |
| Werba Rubin Papier Wealth Management | Sell | -203 | -6.1% | 3,113 | $226.91K | Q2 2026 | Jul 28, 2026 |
| Vawter Financial, Ltd. | Buy | +238 | +1.5% | 15,652 | $1.14M | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | Buy | +539 | — | 539 | $39.31K | Q2 2026 | Jul 23, 2026 |
| Great Point Wealth Advisors, Llc | Sell | -41 | -0.0% | 90,833 | $6.62M | Q2 2026 | Jul 23, 2026 |
| Arlington Financial Advisors, Llc | Buy | +55 | +1.5% | 3,729 | $271.81K | Q2 2026 | Jul 22, 2026 |
| Robinswood Financial Llc | Buy | +685 | +170.4% | 1,087 | $79.27K | Q2 2026 | Jul 15, 2026 |
| Marrick Wealth, Llc | Buy | +3,418 | — | 3,418 | $249.14K | Q2 2026 | Jul 14, 2026 |
| Plancorp, Llc | Buy | +200 | +5.3% | 3,950 | $285.99K | Q2 2026 | Jul 14, 2026 |
| Versant Capital Management, Inc | Sell | -3,325 | -23.2% | 10,983 | $800.53K | Q2 2026 | Jul 02, 2026 |
| Sunbelt Securities, Inc. | Sell | -1,408 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Advisory Services Network, Llc | Sell | -2,102 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Curio Wealth, Llc | Sell | -46 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about AVMA activity
Which institutional owners are buying AVMA?
Institutional owners buying AVMA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVMA activity?
"Buy" means an investor increased their reported position in AVMA compared to the prior reporting period. This reflects growing exposure to AVANTIS MOD ALLOC ETF (AVMA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVMA increasing?
Institutional interest in AVMA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.