AVANTIS MODERATE ALLOCATION ETF

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AVMA·025072182·US·ETF·Unknown - Unknown

AVMA (AVANTIS MODERATE ALLOCATION ETF) is held by 5 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($2.3M), OSAIC HOLDINGS, INC. ($1M), ENVESTNET ASSET MANAGEMENT INC ($245,379). Net institutional sentiment: Mixed.

5

Holders

(1 Elite)

$3.8M

Total Value

50% (4)

Consensus

2 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)33

Activist (13D/13G)75

Congressional (STOCK Act)75

Holder Quality

80

★★★★★

Elite

46

★★★★

Strong

88

★★★

Solid

46

★★

Below

63

★

Weak

Held by 5 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AVMA.

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	31,860(-11.0%)	$2.3M	0.0%	+28.58%	0
OSAIC HOLDINGS, INC.	Increased	13,754(+34.9%)	$1M	0.0%	+16.12%	32
ENVESTNET ASSET MANAGEMENT INC	Decreased	3,366(-0.7%)	$245,379	0.0%	+10.97%	0
COMMONWEALTH EQUITY SERVICES, LLC	New	2,951	$215,120	0.0%	+1.59%	32
Farther Finance Advisors, LLC	Unchanged	600	$43,735	0.0%	+11.13%	0

AVMAAVANTIS MODERATE ALLOCATION ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer