Who Owns Avantis Moderate Allocation ETF 9 (AVMA)?Hedge Fund & Institutional Holders

$66.97-0.27 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

19

as of Q4 2025

Total Institutional Value

$6.025000978000635e+64T

% of Float Held

—

QoQ Change in Holders

+10 / -2

Price History

$53.23$57.60$61.96$66.33$70.69Sep 24Jun 25Mar 26

AVMA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Great Point Wealth Advisors, LLCNew Position+91K+$6.0B
Integrity Wealth Solutions LLCNew Position+10K+$635.0M
Keystone Financial Group, Inc.New Position+2K+$135.0M
Farther Finance Advisors, LLCNew Position+600+$39.0M
Cogent Private Wealth, Inc.New Position+96K+$6.4M
UBS Group AGNew Position+86+$5.0M
CURIO WEALTH, LLCNew Position+46+$3.0M
Sunbelt Securities, Inc.Increased+16+$2.8M
Versant Capital Management, IncNew Position+15K+$1.0M
Arlington Financial Advisors, LLCNew Position+3K+$222K
ENVESTNET ASSET MANAGEMENT INCNew Position+3K+$0
Cambridge Investment Research Advisors, Inc.Increased+205+$-210K
EverSource Wealth Advisors, LLCIncreased+25+$-14.2M
OSAIC HOLDINGS, INC.Increased+3K+$-557.0M
CROSSPOINT FINANCIAL, LLCIncreased+8K+$-688.5M

AVMA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-6K-$414.2M
Advisory Services Network, LLCClosed Position-2K-$138.7M
Vawter Financial, Ltd.Decreased-290-$1.1M
DIVERSIFY WEALTH MANAGEMENT, LLCDecreased-151-$-4.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Great Point Wealth Advisors, LLC90,867$6.0B1.10%Share
2Vawter Financial, Ltd.14,757$978.0M0.41%Share
3Integrity Wealth Solutions LLC9,577$635.0M0.25%Share
4DIVERSIFY WEALTH MANAGEMENT, LLC6,560$445.0M0.02%Share
5Keystone Financial Group, Inc.2,047$135.0M0.07%Share
6Sunbelt Securities, Inc.1,403$93.0M0.01%Share
7Farther Finance Advisors, LLC600$39.0M0.42%Share
8Cogent Private Wealth, Inc.96,482$6.4M4.87%Share
9UBS Group AG86$5.0M0.00%Share
10CURIO WEALTH, LLC46$3.0M0.00%Share
11LPL Financial LLC38,145$2.0M0.00%Share
12CROSSPOINT FINANCIAL, LLC18,910$1.3M2.95%Share
13Versant Capital Management, Inc15,247$1.0M0.13%Share
14Arlington Financial Advisors, LLC3,362$222K0.03%Share
15EverSource Wealth Advisors, LLC244$16K0.00%Share
16OSAIC HOLDINGS, INC.11,347$00.00%Share
17Plancorp, LLC3,750$00.00%Share
18Cambridge Investment Research Advisors, Inc.3,428$00.00%Share
19ENVESTNET ASSET MANAGEMENT INC3,261$00.00%Share

AVMA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202519$8.4B+8
Q3 202511$6.0B+2
Q2 20259$3.8B-6
Q1 202515$11.3B+3
Q4 202412$4.7B+1
Q3 202411$2.8T+3
Q2 20248$213.9B+0
Q1 20248$215.2B—

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As of Q4 2025, 19 institutional investors hold AVMA (Avantis Moderate Allocation ETF 9). The largest holder is Great Point Wealth Advisors, LLC with $6.0B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own AVMA?

As of Q4 2025, 19 institutional investors report holding AVMA (Avantis Moderate Allocation ETF 9) in their 13F filings.

Who is the largest institutional holder of AVMA?

The largest institutional holder of AVMA is Great Point Wealth Advisors, LLC with $6.0B in shares.

Is institutional ownership of AVMA increasing or decreasing?

This quarter, 10 institutions opened new positions in AVMA and 2 closed their positions.