AVMA Institutional Ownership & Shareholders
AVANTIS MOD ALLOC ETF (AVMA) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $29.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cogent Private Wealth, Inc. is currently the largest disclosed institutional shareholder of AVMA tracked by InsiderSet, reporting ownership valued at approximately $10.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.45M, representing an estimated loss of -1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed AVMA value among the investors covered in this analysis. Major shareholders include Cogent Private Wealth, Inc., Great Point Wealth Advisors, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in AVANTIS MOD ALLOC ETF (AVMA).
This page ranks the largest institutional AVMA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$29.40M
Largest Holder
Cogent Private Wealth, Inc.
Largest Position
$10.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cogent Private Wealth, Inc. | 6.61% | 145,179 | $10,582,243 | $10,451,320 | -$130,923 | -1.24% | |
| Great Point Wealth Advisors, Llc | 1.03% | 90,777 | $6,510,505 | $6,534,964 | +$24,459 | +0.38% | |
| Lpl Financial Llc | 0.00% | 31,860 | $2,322,307 | $2,293,576 | -$28,731 | -1.24% | |
| Diversify Advisory Services, Llc | 0.02% | 18,234 | $1,319,753 | $1,312,651 | -$7,102 | -0.54% | |
| Diversify Wealth Management, Llc | 0.02% | 18,234 | $1,319,753 | $1,312,651 | -$7,102 | -0.54% | |
| Integrity Wealth Solutions Llc | 0.40% | 14,988 | $1,092,465 | $1,078,974 | -$13,491 | -1.23% | |
| Vawter Financial, Ltd. | 0.44% | 15,414 | $1,036,080 | $1,109,642 | +$73,562 | +7.10% | |
| Osaic Holdings, Inc. | 0.00% | 13,754 | $1,002,703 | $990,139 | -$12,564 | -1.25% | |
| Versant Capital Management, Inc | 0.07% | 11,000 | $788,886 | $791,881 | +$2,995 | +0.38% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,846 | $634,420 | $636,816 | +$2,396 | +0.38% | |
| Crosspoint Financial, Llc | 0.99% | 6,970 | $499,874 | $501,765 | +$1,891 | +0.38% | |
| J. Derek Lewis & Associates Inc. | 0.07% | 5,419 | $388,652 | $390,109 | +$1,457 | +0.38% | |
| Arlington Financial Advisors, Llc | 0.04% | 4,282 | $307,070 | $308,258 | +$1,188 | +0.39% | |
| Plancorp, Llc | 0.01% | 3,950 | $284,771 | $284,357 | -$414 | -0.15% | |
| Marrick Wealth, Llc | 0.20% | 3,947 | $283,079 | $284,141 | +$1,062 | +0.38% | |
| Envestnet Asset Management Inc | 0.00% | 3,366 | $245,379 | $242,316 | -$3,063 | -1.25% | |
| Werba Rubin Papier Wealth Management | 0.03% | 3,113 | $226,910 | $224,102 | -$2,808 | -1.24% | |
| Integrated Advisors Network Llc | 0.01% | 2,842 | $203,814 | $204,593 | +$779 | +0.38% | |
| Latitude Advisors, Llc | 0.05% | 2,113 | $151,545 | $152,113 | +$568 | +0.37% | |
| Sunbelt Securities, Inc. | 0.01% | 1,408 | $94,613 | $101,361 | +$6,748 | +7.13% | |
| Farther Finance Advisors, Llc | 0.00% | 609 | $43,712 | $43,841 | +$129 | +0.30% | |
| Mosley Wealth Management | 0.01% | 588 | $42,582 | $42,330 | -$252 | -0.59% | |
| Ifp Advisors, Inc | 0.00% | 206 | $14,774 | $14,830 | +$56 | +0.38% | |
| Harbour Investments, Inc. | 0.00% | 54 | $3,936 | $3,887 | -$49 | -1.23% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 3,788 | $272 | $272,695 | +$272,423 | +100155.55% |
Frequently asked questions about AVMA
Who are the largest institutional holders of AVMA?
The largest institutional holders of AVMA reported in the latest SEC Form 13F filings include Cogent Private Wealth, Inc., Great Point Wealth Advisors, Llc, Lpl Financial Llc, Diversify Advisory Services, Llc, and Diversify Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported AVMA position.
What is AVMA institutional ownership?
This page tracks AVMA positions reported by institutional investment managers through SEC Form 13F. AVANTIS MOD ALLOC ETF (AVMA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVMA?
InsiderSet currently tracks 25 institutional managers reporting AVMA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVMA shareholders.
How much AVMA stock do institutions own?
Institutional investment managers disclosed approximately $29.40M in AVMA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVMA institutional ownership last updated?
The latest AVMA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVMA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVMA position after the reporting date.
Are institutions buying or selling AVMA?
Institutional buying and selling can be analyzed by comparing AVMA positions across consecutive 13F reporting periods. InsiderSet's AVMA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVMA ownership changes.
How has AVMA institutional ownership changed over time?
InsiderSet tracks AVMA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.