Latest Period
Q1 2026
Security Snapshot
AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA) Institutional Ownership
CUSIP: 025072182
13F Institutional Holders and Ownership History from Q3 2023 to Q2 2026
Institutions Reporting
20
Shares (Excl. Options)
349,464
Price
$67.22
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- Security type / class
- Equity / AVANTIS MODERAT
- Symbol
- AVMA
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 349,464
- Total 13F value
- $23,547,412
- Portfolio coverage rank
- 0%
- Share change
- +29,345
- Value change
- +$2,001,968
- Number of holders
- 20
- SEC-reported price per share
- $72.40
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- AVMA - AMERICAN CENTY ETF TR - AVANTIS MODERAT is tracked under CUSIP 025072182.
- 20 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 20 to 19 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $23,547,412 to $26,948,283.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 20 institutions filings for Q1 2026.
Security key
025072182
Latest holder period
Q1 2026
13F holders
20
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 025072182:
As of 31 Mar 2026, 20 institutional investors reported holding 349,464 shares of AMERICAN CENTY ETF TR - AVANTIS MODERAT (AVMA).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
12
Latest
Q1 2026
Rows shown
1-12 of 12
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 369,851 | $26,948,283 | +$2,484,771 | $72.89 | 19 |
| 2026 Q1 | 349,464 | $23,547,412 | +$2,001,968 | $67.22 | 20 |
| 2025 Q4 | 320,119 | $21,236,892 | +$272,229 | $66.31 | 19 |
| 2025 Q3 | 219,904 | $14,311,608 | +$2,299,467 | $65.07 | 17 |
| 2025 Q2 | 93,908 | $5,778,865 | -$1,560,536 | $61.47 | 12 |
| 2025 Q1 | 210,989 | $12,240,680 | +$644,973 | $58.02 | 15 |
| 2024 Q4 | 199,869 | $11,617,927 | +$901,760 | $58.14 | 14 |
| 2024 Q3 | 184,355 | $10,974,618 | +$873,273 | $59.79 | 13 |
| 2024 Q2 | 169,681 | $9,570,456 | +$937,846 | $56.40 | 10 |
| 2024 Q1 | 153,053 | $8,703,968 | +$7,428,703 | $56.87 | 11 |
| 2023 Q4 | 22,424 | $1,212,624 | +$680,577 | $54.08 | 7 |
| 2023 Q3 | 6,080 | $303,635 | +$303,635 | $49.94 | 2 |