Who owns Avantis Moderate Allocation ETF 9?
Institutional ownership of AVMA from SEC Form 13F filings across 15 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.
15
13F holders
$8.3M
value, 2026 filers
18.8%
of shares outstanding (121,211 sh)
6
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 | LPL Financial LLC | 31,860 | $2.3M | 0.0% | 4.9% | -11.0% |
| 2 | CROSSPOINT FINANCIAL, LLC | 17,200 | $1.3M | 2.9% | 2.7% | -18.8% |
| 3 | Diversify Advisory Services, LLCNEW | 16,395 | $1.2M | 0.0% | 2.5% | new |
| 4 | DIVERSIFY WEALTH MANAGEMENT, LLC | 16,395 | $1.2M | 0.0% | 2.5% | +9.0% |
| 5 | OSAIC HOLDINGS, INC. | 13,754 | $1.0M | 0.0% | 2.1% | +34.9% |
| 6 | Cambridge Investment Research Advisors, Inc. | 7,404 | $540 | 0.0% | 1.1% | +108.7% |
| 7 | Plancorp, LLC | 3,950 | $285,990 | 0.0% | 0.6% | +5.3% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,366 | $245,379 | 0.0% | 0.5% | -0.6% |
| 9 | Werba Rubin Papier Wealth Management | 3,113 | $226,910 | 0.0% | 0.5% | -6.1% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 2,951 | $215,120 | 0.0% | 0.5% | new |
| 11 | Integrated Advisors Network LLCNEW | 2,837 | $206,797 | 0.0% | 0.4% | new |
| 12 | Robinswood Financial LLCNEW | 1,087 | $79,271 | 0.0% | 0.2% | new |
| 13 | Mosley Wealth ManagementNEW | 539 | $39,307 | 0.0% | 0.1% | new |
| 14 | EverSource Wealth Advisors, LLC | 306 | $22,271 | 0.0% | 0% | +0.3% |
| 15 | HARBOUR INVESTMENTS, INC.NEW | 54 | $3,936 | 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.