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AVMA · Avantis Moderate Allocation ETF ETF

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$74.16 +0.01 (+0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $303,634
Total Shares: 6,080

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 2 13F filers
Top Holder
78.2%
Jun 2023 → Sep 2023 · range 0.0% – 78.2%
of institutional value
Top 5
100.0%
Jun 2023 → Sep 2023 · range 0.0% – 100.0%
of institutional value
Top 10
100.0%
Jun 2023 → Sep 2023 · range 0.0% – 100.0%
of institutional value
HHI
6,591
Jun 2023 → Sep 2023 · range 0 – 6,591
Highly concentrated

Quarterly Activity

vs Jun 30, 2023
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: —
Shares held: —

Top New Positions

vs Jun 30, 2023
Institution Acquired Value (USD) Open
Advisory Services Network, LLC 4,755 $237,464
Sunbelt Securities, Inc. 1,325 $66,170

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
PROEQUITIES, INC. 0 $0
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Advisory Services Network, LLC AVMA $237,464 78.21% 4,755
Sunbelt Securities, Inc. AVMA $66,170 21.79% 1,325