AMERICAN CENTY ETF TR AVANTIS MODERAT is a security (CUSIP 025072182) tracked across SEC portfolio filings. 24 institutional managers reported $27.9M on Form 13F as of 2026-06-30.
Showing 15 of 24 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Cogent Private Wealth, Inc. | ORLANDO, FL | $10.6M | 145,179 |
| Great Point Wealth Advisors, LLC | BOSTON, MA | $6.6M | 90,833 |
| LPL Financial LLC | FORT MILL, SC | $2.4M | 35,804 |
| CROSSPOINT FINANCIAL, LLC | TUSTIN, CA | $1.4M | 21,170 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | SANDY, UT | $1.2M | 16,395 |
| Vawter Financial, Ltd. | COLUMBUS, OH | $1.1M | 15,652 |
| Integrity Wealth Solutions LLC | DENVER, CO | $1.1M | 14,988 |
| Versant Capital Management, Inc | PHOENIX, AZ | $801K | 10,983 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $686K | 10,199 |
| Plancorp, LLC | Saint Louis, MO | $286K | 3,950 |
| Arlington Financial Advisors, LLC | SANTA BARBARA, CA | $272K | 3,729 |
| marrick wealth, LLC | IRVINE, CA | $249K | 3,418 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $245K | 3,366 |
| Werba Rubin Papier Wealth Management | SAN JOSE, CA | $227K | 3,113 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $215K | 2,951 |