Who owns Avantis Moderate Allocation ETF 9?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVMA from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 25 institutions disclosed 410,024 shares of Avantis Moderate Allocation ETF 9 worth $29.9M — about 63.5% of shares outstanding; the largest disclosed holder is Cogent Private Wealth, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$29.9M
value, 2026 filers
63.5%
of shares outstanding (410,024 sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVMA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Cogent Private Wealth, Inc. | 145,179 | $10.6M | 6.6% | 22.5% | +31.1% |
| 2 | Great Point Wealth Advisors, LLC | 90,833 | $6.6M | 1.1% | 14.1% | 0.0% |
| 3 | LPL Financial LLC | 31,860 | $2.3M | 0.0% | 4.9% | -11.0% |
| 4 | CROSSPOINT FINANCIAL, LLC | 17,200 | $1.3M | 2.9% | 2.7% | -18.8% |
| 5 | Diversify Advisory Services, LLCNEW | 16,395 | $1.2M | 0.0% | 2.5% | new |
| 6 | DIVERSIFY WEALTH MANAGEMENT, LLC | 16,395 | $1.2M | 0.0% | 2.5% | +9.0% |
| 7 | Vawter Financial, Ltd. | 15,652 | $1.1M | 0.4% | 2.4% | +1.5% |
| 8 | Integrity Wealth Solutions LLC | 14,988 | $1.1M | 0.4% | 2.3% | +11.9% |
| 9 | OSAIC HOLDINGS, INC. | 13,754 | $1.0M | 0.0% | 2.1% | +34.9% |
| 10 | Versant Capital Management, Inc | 10,983 | $800,527 | 0.1% | 1.7% | -23.2% |
| 11 | OceanIQ Capital, LLCNEW | 7,084 | $523,015 | 0.3% | 1.1% | new |
| 12 | Plancorp, LLC | 3,950 | $285,990 | 0.0% | 0.6% | +5.3% |
| 13 | Arlington Financial Advisors, LLC | 3,729 | $271,815 | 0.0% | 0.6% | +1.5% |
| 14 | Cambridge Investment Research Advisors, Inc. | 3,702 | $270,000 | 0.0% | 0.6% | +4.3% |
| 15 | marrick wealth, LLCNEW | 3,418 | $249,141 | 0.2% | 0.5% | new |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 3,366 | $245,379 | 0.0% | 0.5% | -0.6% |
| 17 | Werba Rubin Papier Wealth Management | 3,113 | $226,910 | 0.0% | 0.5% | -6.1% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 2,951 | $215,120 | 0.0% | 0.5% | new |
| 19 | Integrated Advisors Network LLCNEW | 2,837 | $206,797 | 0.0% | 0.4% | new |
| 20 | Robinswood Financial LLCNEW | 1,087 | $79,271 | 0.0% | 0.2% | new |
| 21 | Farther Finance Advisors, LLC | 600 | $43,735 | 0.0% | 0.1% | 0.0% |
| 22 | Mosley Wealth ManagementNEW | 539 | $39,307 | 0.0% | 0.1% | new |
| 23 | EverSource Wealth Advisors, LLC | 306 | $22,271 | 0.0% | 0% | +0.7% |
| 24 | HARBOUR INVESTMENTS, INC.NEW | 54 | $3,936 | 0.0% | 0% | new |
| 25 | Atomic Invest LLCNEW | 49 | $3,526 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.