Avantis Moderate Allocation ETF (AVMA) Institutional Ownership $57.30 +0.71 (+1.25%) As of 02:32 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for Avantis Moderate Allocation ETF (NYSEARCA:AVMA)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$2.21MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$159.75K Get AVMA Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis Moderate Allocation ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVMA Institutional Buying and Selling by Quarter Avantis Moderate Allocation ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/22/2025 Integrity Wealth Solutions LLC7,395$429K0.2%+11.5%1.479% 4/3/2025 Versant Capital Management Inc10,901$632K0.1%+649.2%2.127% 2/18/2025Sunbelt Securities Inc.1,371$80K0.0%-22.9%0.772% 2/13/2025Advisory Services Network LLC10,922$635K0.0%-16.3%6.153% 2/13/2025Envestnet Asset Management Inc.3,736$217K0.0%N/A2.105% 2/11/2025LPL Financial LLC47,589$2.77M0.0%+10.9%26.811% 1/31/2025Vawter Financial Ltd.14,443$840K0.5%+9.7%8.137% 1/16/2025Diversify Wealth Management LLC6,631$382K0.0%+7.4%3.736% 1/3/2025 Versant Capital Management Inc1,455$85K0.0%+108.5%0.820% 11/6/2024Vawter Financial Ltd.13,162$787K0.5%+6.9%7.415% 10/25/2024Diversify Wealth Management LLC6,175$365K0.0%N/A3.479% 10/21/2024 Integrity Wealth Solutions LLC6,627$396K0.2%+13.6%3.734% 10/19/2024Werba Rubin Papier Wealth Management3,663$219K0.1%-5.3%2.064% 8/16/2024Sunbelt Securities Inc.1,779$100K0.0%+32.8%1.002% 8/2/2024Vawter Financial Ltd.12,311$694K0.5%+1.6%6.936% 7/26/2024 Integrity Wealth Solutions LLC5,833$329K0.2%+11.7%3.286% 5/16/2024Vawter Financial Ltd.12,116$689K0.5%+177.9%6.826% 4/18/2024 Integrity Wealth Solutions LLC5,220$297K0.2%+38.9%3.314% 2/13/2024Vawter Financial Ltd.4,360$236K0.2%N/A21.800% 2/8/2024 Integrity Wealth Solutions LLC3,759$203K0.1%N/A18.795% 1/22/2024Werba Rubin Papier Wealth Management4,084$221K0.1%N/A20.420% 12/11/2023Sunbelt Securities Inc.1,325$66K0.0%N/A6.625% (Data available from 1/1/2016 forward) AVMA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVMA shares? During the previous two years, 9 institutional investors and hedge funds held shares of Avantis Moderate Allocation ETF. The most heavily invested institutionals were LPL Financial LLC ($2.77M), Vawter Financial Ltd. ($840K), Advisory Services Network LLC ($635K), Versant Capital Management Inc ($632K), Integrity Wealth Solutions LLC ($429K), Diversify Wealth Management LLC ($382K), and Werba Rubin Papier Wealth Management ($219K).Learn more on AVMA's institutional investors. Which institutional investors have been buying Avantis Moderate Allocation ETF stock? The following institutional investors have purchased Avantis Moderate Allocation ETF stock in the last 24 months: Vawter Financial Ltd. ($14.44K), Versant Capital Management Inc ($10.20K), Integrity Wealth Solutions LLC ($7.39K), Diversify Wealth Management LLC ($6.63K), LPL Financial LLC ($4.69K), Werba Rubin Papier Wealth Management ($4.08K), and Envestnet Asset Management Inc. ($3.74K). How much institutional buying is happening at Avantis Moderate Allocation ETF? Institutional investors have bought a total of 52,940 shares in the last 24 months. This purchase volume represents approximately $3.02M in transactions. Which Avantis Moderate Allocation ETF major shareholders have been selling company stock? The following institutional investors have sold Avantis Moderate Allocation ETF stock in the last 24 months: Advisory Services Network LLC ($2.13K), Sunbelt Securities Inc. ($408.00), and Werba Rubin Papier Wealth Management ($203.00). How much institutional selling is happening at Avantis Moderate Allocation ETF? Institutional investors have sold a total of 2,742 shares in the last 24 months. This volume of shares sold represents approximately $159.75K in transactions. 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