Public ownership evidence

Avantis Moderate Allocation ETF (AVMA) Ownership Disclosures

Read AVMA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis Moderate Allocation ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
13,754
Value (USD)
$1,002,703
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001677044-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVMA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVMA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OSAIC HOLDINGS, INC.2026-06-302026-08-1513,754$1,002,703None
OceanIQ Capital, LLC2026-06-302026-08-137,084$523,015None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1354$3,936None
Integrated Advisors Network LLC2026-06-302026-08-122,837$206,797None
Diversify Advisory Services, LLC2026-06-302026-08-1116,395$1,186,277None
CROSSPOINT FINANCIAL, LLC2026-06-302026-08-0817,200$1,253,779None
LPL Financial LLC2026-06-302026-08-0831,860$2,322,307None
Cogent Private Wealth, Inc.2026-06-302026-08-06145,179$10,582,243None
Vawter Financial, Ltd.2026-03-312026-08-0515,414$1,036,080None
Vawter Financial, Ltd.2025-12-312026-08-0514,757$978,509None
Vawter Financial, Ltd.2025-09-302026-08-0515,047$979,055None
Vawter Financial, Ltd.2025-06-302026-08-059,725$597,792None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-043,366$245,379None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3116,395$1,186,277None
Integrity Wealth Solutions LLC2026-06-302026-07-3114,988$1,092,465None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-313,702$270,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-302,951$215,120None
Werba Rubin Papier Wealth Management2026-06-302026-07-293,113$226,910None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-283,702$270,000None
Vawter Financial, Ltd.2026-06-302026-07-2515,652$1,140,869None
EverSource Wealth Advisors, LLC2026-06-302026-07-25306$22,271None
Mosley Wealth Management2026-06-302026-07-24539$39,307None
Great Point Wealth Advisors, LLC2026-06-302026-07-2490,833$6,620,877None
Arlington Financial Advisors, LLC2026-06-302026-07-233,729$271,815None
Farther Finance Advisors, LLC2026-06-302026-07-18600$43,735None
Robinswood Financial LLC2026-06-302026-07-161,087$79,271None
marrick wealth, LLC2026-06-302026-07-153,418$249,141None
Plancorp, LLC2026-06-302026-07-153,950$285,990None
Robinswood Financial LLC2026-03-312026-07-14402$27,081None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗OceanIQ Capital, LLC ↗HARBOUR INVESTMENTS, INC. ↗Integrated Advisors Network LLC ↗Diversify Advisory Services, LLC ↗CROSSPOINT FINANCIAL, LLC ↗LPL Financial LLC ↗Cogent Private Wealth, Inc. ↗Vawter Financial, Ltd. ↗Vawter Financial, Ltd. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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