§ EQUITY
USDAVMA
AVANTIS MOD ALLOC ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
17 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Cogent Private Wealth, Inc. | 111K | 5.4% | +15% |
| Great Point Wealth Advisors, LLC | 91K | 1.1% | +0% |
| LPL Financial LLC | 36K | 0.0% | −6% |
| CROSSPOINT FINANCIAL, LLC | 21K | 3.6% | +12% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 15K | 0.0% | +129% |
| Vawter Financial, Ltd. | 15K | n/a | +4% |
◇ AC INTELLIGENCE
Top institutional owners for AVMA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 19 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVMA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVMA yet.