Avantis MOD Alloc ETF (AVMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Cogent Private Wealth, Inc.

INCREASED

Shares161,841 from 145,179

Change+16,662 (+11%)

Value$11.6M (+$1.0M)

Filed 2026-11-06

Great Point Wealth Advisors, LLC

DECREASED

Shares90,777 from 90,833

Change-56 (0%)

Value$6.5M (-$110.4K)

Filed 2026-10-15

LPL Financial LLC

DECREASED

Shares31,675 from 31,860

Change-185 (-1%)

Value$2.3M (-$50.6K)

Filed 2026-11-06

Diversify Wealth Management, LLC

INCREASED

Shares18,234 from 16,395

Change+1,839 (+11%)

Value$1.3M (+$133.5K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares18,234 from 16,395

Change+1,839 (+11%)

Value$1.3M (+$133.5K)

Filed 2026-10-20

Versant Capital Management, Inc

INCREASED

Shares11,000 from 10,983

Change+17 (+0%)

Value$788.9K (-$11.6K)

Filed 2026-10-02

Commonwealth Equity Services, LLC

INCREASED

Shares8,846 from 2,951

Change+5,895 (+200%)

Value$634.4K (+$419.3K)

Filed 2026-11-02

OceanIQ Capital, LLC

INCREASED

Shares7,088 from 7,084

Change+4 (+0%)

Value$513.8K (-$9.2K)

Filed 2026-10-19

Crosspoint Financial, LLC

DECREASED

Shares6,970 from 17,200

Change-10,230 (-59%)

Value$499.9K (-$753.9K)

Filed 2026-11-03

J. Derek Lewis & Associates Inc.

NEW

Shares5,419

Change+5,419

Value$388.7K

Filed 2026-11-03

Arlington Financial Advisors, LLC

INCREASED

Shares4,282 from 3,729

Change+553 (+15%)

Value$307.1K (+$35.3K)

Filed 2026-10-19

Plancorp, LLC

UNCHANGED

Shares3,950 from 3,950

Change0 (0%)

Value$284.8K (-$1.2K)

Filed 2026-11-03

marrick wealth, LLC

INCREASED

Shares3,947 from 3,418

Change+529 (+15%)

Value$283.1K (+$33.9K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares3,788 from 3,702

Change+86 (+2%)

Value$272.0K (+$2.0K)

Filed 2026-11-02

Werba Rubin Papier Wealth Management

UNCHANGED

Shares3,113 from 3,113

Change0 (0%)

Value$223.3K (-$3.6K)

Filed 2026-11-06

Integrated Advisors Network LLC

INCREASED

Shares2,842 from 2,837

Change+5 (+0%)

Value$203.8K (-$3.0K)

Filed 2026-10-20

Latitude Advisors, LLC

NEW

Shares2,113

Change+2,113

Value$151.5K

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares609 from 600

Change+9 (+2%)

Value$43.7K (-$23)

Filed 2026-10-08

Mosley Wealth Management

INCREASED

Shares588 from 539

Change+49 (+9%)

Value$42.6K (+$3.3K)

Filed 2026-10-16

EverSource Wealth Advisors, LLC

INCREASED

Shares307 from 306

Change+1 (+0%)

Value$22.0K (-$265)

Filed 2026-11-04

IFP Advisors, Inc

NEW

Shares206

Change+206

Value$14.8K

Filed 2026-10-16

Robinswood Financial LLC

CLOSED

Shares0 from 1,087

Change-1,087 (-100%)

Value$0 (-$79.3K)

Filed 2026-10-20

Vawter Financial, Ltd.

N/A

Shares— from 15,652

Change-15,652 (-100%)

Value—

Integrity Wealth Solutions LLC

N/A

Shares— from 14,988

Change-14,988 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,754

Change-13,754 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 3,366

Change-3,366 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 54

Change-54 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 49

Change-49 (-100%)

Value—

	Status
Cogent Private Wealth, Inc.	INCREASED	161,841	145,179	+16,662	+11%	$10.6M	$11.6M	+$1.0M	2026-11-06
Great Point Wealth Advisors, LLC	DECREASED	90,777	90,833	-56	0%	$6.6M	$6.5M	-$110.4K	2026-10-15
LPL Financial LLC	DECREASED	31,675	31,860	-185	-1%	$2.3M	$2.3M	-$50.6K	2026-11-06
Diversify Wealth Management, LLC	INCREASED	18,234	16,395	+1,839	+11%	$1.2M	$1.3M	+$133.5K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	18,234	16,395	+1,839	+11%	$1.2M	$1.3M	+$133.5K	2026-10-20
Versant Capital Management, Inc	INCREASED	11,000	10,983	+17	+0%	$800.5K	$788.9K	-$11.6K	2026-10-02
Commonwealth Equity Services, LLC	INCREASED	8,846	2,951	+5,895	+200%	$215.1K	$634.4K	+$419.3K	2026-11-02
OceanIQ Capital, LLC	INCREASED	7,088	7,084	+4	+0%	$523.0K	$513.8K	-$9.2K	2026-10-19
Crosspoint Financial, LLC	DECREASED	6,970	17,200	-10,230	-59%	$1.3M	$499.9K	-$753.9K	2026-11-03
J. Derek Lewis & Associates Inc.	NEW	5,419	—	+5,419	—	—	$388.7K	—	2026-11-03
Arlington Financial Advisors, LLC	INCREASED	4,282	3,729	+553	+15%	$271.8K	$307.1K	+$35.3K	2026-10-19
Plancorp, LLC	UNCHANGED	3,950	3,950	0	0%	$286.0K	$284.8K	-$1.2K	2026-11-03
marrick wealth, LLC	INCREASED	3,947	3,418	+529	+15%	$249.1K	$283.1K	+$33.9K	2026-10-20
Cambridge Investment Research Advisors, Inc.	INCREASED	3,788	3,702	+86	+2%	$270.0K	$272.0K	+$2.0K	2026-11-02
Werba Rubin Papier Wealth Management	UNCHANGED	3,113	3,113	0	0%	$226.9K	$223.3K	-$3.6K	2026-11-06
Integrated Advisors Network LLC	INCREASED	2,842	2,837	+5	+0%	$206.8K	$203.8K	-$3.0K	2026-10-20
Latitude Advisors, LLC	NEW	2,113	—	+2,113	—	—	$151.5K	—	2026-10-27
Farther Finance Advisors, LLC	INCREASED	609	600	+9	+2%	$43.7K	$43.7K	-$23	2026-10-08
Mosley Wealth Management	INCREASED	588	539	+49	+9%	$39.3K	$42.6K	+$3.3K	2026-10-16
EverSource Wealth Advisors, LLC	INCREASED	307	306	+1	+0%	$22.3K	$22.0K	-$265	2026-11-04
IFP Advisors, Inc	NEW	206	—	+206	—	—	$14.8K	—	2026-10-16
Robinswood Financial LLC	CLOSED	0	1,087	-1,087	-100%	$79.3K	$0	-$79.3K	2026-10-20
Vawter Financial, Ltd.	N/A	—	15,652	-15,652	-100%	$1.1M	—	—	—
Integrity Wealth Solutions LLC	N/A	—	14,988	-14,988	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	13,754	-13,754	-100%	$1.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	3,366	-3,366	-100%	$245.4K	—	—	—
Harbour Investments, Inc.	N/A	—	54	-54	-100%	$3.9K	—	—	—
Atomic Invest LLC	N/A	—	49	-49	-100%	$3.5K	—	—	—

Showing 28 of 28 institutions