Avantis MOD Alloc ETF (AVMA)

CUSIP: 025072182 | NYSE | 37 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Great Point Wealth Advisors, LLC90,777

1.0% of portfolio$6.5M

Diversify Wealth Management, LLC18,234

0.0% of portfolio$1.3M

Diversify Advisory Services, LLC18,234

0.0% of portfolio$1.3M

Versant Capital Management, Inc11,000

0.1% of portfolio$788.9K

Commonwealth Equity Services, LLC8,846

0.0% of portfolio$634.4K

OceanIQ Capital, LLC7,088

0.3% of portfolio$513.8K

Crosspoint Financial, LLC6,970

1.0% of portfolio$499.9K

J. Derek Lewis & Associates Inc.5,419

0.1% of portfolio$388.7K

Arlington Financial Advisors, LLC4,282

0.0% of portfolio$307.1K

Plancorp, LLC3,950

0.0% of portfolio$284.8K

marrick wealth, LLC3,947

0.2% of portfolio$283.1K

Cambridge Investment Research Advisors, Inc.3,788

0.0% of portfolio$272.0K

Integrated Advisors Network LLC2,842

0.0% of portfolio$203.8K

Latitude Advisors, LLC2,113

0.0% of portfolio$151.5K

Farther Finance Advisors, LLC609

0.0% of portfolio$43.7K

Mosley Wealth Management588

0.0% of portfolio$42.6K

EverSource Wealth Advisors, LLC307

0.0% of portfolio$22.0K

IFP Advisors, Inc206

0.0% of portfolio$14.8K

				Style	Turnover	Location	Filed
Great Point Wealth Advisors, LLC	90,777	$6.5M	1.0%	ETF	Very Low	Boston, MA	2026-10-15
Diversify Wealth Management, LLC	18,234	$1.3M	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	18,234	$1.3M	0.0%	Growth	Low	Sandy, UT	2026-10-20
Versant Capital Management, Inc	11,000	$788.9K	0.1%	GARP	Low	Phoenix, AZ	2026-10-02
Commonwealth Equity Services, LLC	8,846	$634.4K	0.0%	ETF	Low	Waltham, MA	2026-11-02
OceanIQ Capital, LLC	7,088	$513.8K	0.3%	Growth	N/A	Palo Alto, CA	2026-10-19
Crosspoint Financial, LLC	6,970	$499.9K	1.0%	Value	Medium	Tustin, CA	2026-11-03
J. Derek Lewis & Associates Inc.	5,419	$388.7K	0.1%	ETF	Low	Newport Beach, CA	2026-11-03
Arlington Financial Advisors, LLC	4,282	$307.1K	0.0%	ETF	Medium	Santa Barbara, CA	2026-10-19
Plancorp, LLC	3,950	$284.8K	0.0%	ETF	Low	Saint Louis, MO	2026-11-03
marrick wealth, LLC	3,947	$283.1K	0.2%	ETF	Very Low	Irvine, CA	2026-10-20
Cambridge Investment Research Advisors, Inc.	3,788	$272.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Integrated Advisors Network LLC	2,842	$203.8K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Latitude Advisors, LLC	2,113	$151.5K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Farther Finance Advisors, LLC	609	$43.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Mosley Wealth Management	588	$42.6K	0.0%	ETF	High	Anaheim, CA	2026-10-16
EverSource Wealth Advisors, LLC	307	$22.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
IFP Advisors, Inc	206	$14.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16