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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$72.14 +1.37 (+1.94%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets ETF (NYSEARCA:AVGE)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$141.98M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$6.84M
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AVGE Institutional Buying and Selling by Quarter

Avantis All Equity Markets ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025BIP Wealth LLC47,129$3.36M0.2%+67.2%0.688%
5/1/2025Austin Wealth Management LLC30,313$2.13M0.4%+33.4%0.443%
5/1/2025Sage Rhino Capital LLC4,751$338K0.1%N/A0.069%
4/30/2025 Allworth Financial LP891$63K0.0%N/A0.013%
4/30/2025 Index Fund Advisors Inc.63,686$4.53M0.3%-4.8%0.930%
4/29/2025 Strategic Blueprint LLC8,241$587K0.0%+9.9%0.120%
4/29/2025 Avantax Planning Partners Inc.8,398$598K0.0%N/A0.123%
4/28/2025 Holcombe Financial Inc.5,623$400K0.3%+5.1%0.082%
4/28/2025 Strategic Financial Concepts LLC16,003$1.14M0.2%+17.8%0.234%
4/28/2025 Physician Wealth Advisors Inc.3,779$269K0.0%-58.8%0.055%
4/28/2025 Great Point Wealth Advisors LLC3,552$253K0.1%+5.2%0.052%
4/28/2025 Red Lighthouse Investment Management LLC1,095$76K0.0%-48.1%0.016%
4/25/2025 Oceanside Advisors LLC15,405$1.10M0.8%+5.8%0.225%
4/25/2025 Yardley Wealth Management LLC23,161$1.65M1.0%+12.3%0.338%
4/25/2025 Northwest Wealth Management LLC2,925$208K0.0%N/A0.043%
4/24/2025 Canvas Wealth Advisors LLC3,146$215K0.1%N/A0.046%
4/24/2025 Oak Wealth Advisors LLC4,948$352K0.3%-27.1%0.072%
4/23/2025 Nova R Wealth Inc.105,142$7.49M3.7%-2.8%1.535%
4/23/2025 SC&H Financial Advisors Inc.24,298$1.73M0.3%+5.2%0.355%
4/22/2025 Integrity Wealth Solutions LLC9,728$693K0.4%+40.5%0.142%
4/22/2025 Evanson Asset Management LLC23,897$1.70M0.1%+1.2%0.360%
4/22/2025 Compass Ion Advisors LLC69,841$4.97M0.6%-6.8%1.053%
4/21/2025 TCI Wealth Advisors Inc.5,676$404K0.0%+5.0%0.086%
4/18/2025 Global Trust Asset Management LLC390$28K0.0%-55.3%0.006%
4/17/2025 GEM Asset Management LLC5,603$401K0.2%+9.4%0.085%
4/16/2025 Lam Group Inc.11,055$787K0.6%+1.9%0.167%
4/15/2025 Magnolia Private Wealth LLC22,421$1.60M0.9%+79.6%0.338%
4/15/2025 Paragon Advisors LLC143,676$10.23M3.9%-0.8%2.167%
4/11/2025 Ridgeline Wealth LLC23,643$1.68M1.4%+11.2%0.357%
4/10/2025 Fermata Advisors LLC31,009$2.21M0.4%-1.4%0.468%
4/10/2025 Apella Capital LLC12,582$855K0.0%-5.9%0.190%
4/9/2025 Arlington Financial Advisors LLC3,781$269K0.0%+10.1%0.057%
4/3/2025 Versant Capital Management Inc6,936$494K0.1%+85.0%0.105%
2/19/2025WCG Wealth Advisors LLC28,766$2.08M0.1%+34.1%0.568%
2/18/2025Orion Capital Management LLC1,112$80K0.0%N/A0.022%
2/18/2025Focus Partners Advisor Solutions LLC6,760$489K0.0%+6.1%0.134%
2/17/2025LRI Investments LLC1,429$103K0.0%+15.0%0.028%
2/17/2025Cresset Asset Management LLC8,654$626K0.0%+46.9%0.171%
2/17/2025BIP Wealth LLC28,194$2.04M0.1%+14.2%0.557%
2/14/2025Mercer Global Advisors Inc. ADV18,545$1.34M0.0%N/A0.367%
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2/14/2025Jane Street Group LLC7,776$563K0.0%+73.5%0.154%
2/14/2025 Oak Wealth Advisors LLC6,784$491K0.4%N/A0.134%
2/14/2025 Holcombe Financial Inc.5,352$387K0.3%N/A0.106%
2/13/2025Advisory Services Network LLC24,357$1.76M0.0%-23.5%0.481%
2/13/2025 Envestnet Asset Management Inc.4,820$349K0.0%-30.3%0.095%
2/12/2025Nemes Rush Group LLC3,750$271K0.0%N/A0.074%
2/12/2025 Prudent Man Investment Management Inc.516$37K0.0%N/A0.010%
2/12/2025 Physician Wealth Advisors Inc.9,182$664K0.1%-11.8%0.181%
2/11/2025Modern Wealth Management LLC20,628$1.55M0.1%+1.0%0.408%
2/11/2025LPL Financial LLC68,482$4.96M0.0%-0.8%1.353%
2/11/2025 Compass Ion Advisors LLC74,929$5.42M0.6%-0.5%1.481%
2/10/2025Entrewealth LLC5,893$433K0.4%N/A0.116%
2/10/2025Curio Wealth LLC9,698$702K0.4%N/A0.192%
2/10/2025 Yardley Wealth Management LLC20,628$1.49M0.7%+0.7%0.408%
2/10/2025Collaborative Wealth Managment Inc.32,420$2.35M1.1%+5.9%0.641%
2/10/2025Corient Private Wealth LLC39,284$2.84M0.0%+6.8%0.776%
2/10/2025Commonwealth Equity Services LLC60,622$4.39M0.0%+3.9%1.198%
2/10/2025Austin Wealth Management LLC22,731$1.68M0.3%+85.9%0.449%
2/10/2025Parkworth Wealth Management Inc.383$28K0.0%N/A0.008%
2/10/2025EverSource Wealth Advisors LLC1,815$131K0.0%+81.0%0.036%
2/7/2025 Red Lighthouse Investment Management LLC2,109$153K0.1%+73.9%0.042%
2/6/2025WMG Financial Advisors LLC17,776$1.29M0.6%+2.0%0.351%
2/6/2025Modera Wealth Management LLC11,627$841K0.0%N/A0.230%
2/5/2025WR Wealth Planners LLC27,618$2.00M0.6%+7.3%0.546%
2/5/2025 Magnolia Private Wealth LLC12,486$904K0.5%N/A0.247%
2/4/2025Wealthstream Advisors Inc.145,224$10.51M1.9%+19.0%2.870%
2/3/2025Werba Rubin Papier Wealth Management24,632$1.78M0.4%+8.7%0.487%
1/31/2025Meredith Wealth Planning82,919$6.00M2.7%+58.0%1.639%
1/31/2025 Intelligent Financial Strategies68,843$4.98M2.8%-2.3%1.361%
1/30/2025Waypoint Wealth Partners Inc.8,357$605K0.2%+16.5%0.165%
1/30/2025 Strategic Financial Concepts LLC13,581$983K0.0%+85.7%0.268%
1/30/2025Aveo Capital Partners LLC21,100$1.53M0.2%-9.4%0.417%
1/30/2025 Nova R Wealth Inc.108,226$7.83M3.9%-0.6%2.139%
1/29/2025BCR Wealth Strategies LLC2,885$208K0.1%N/A0.057%
1/29/2025 GEM Asset Management LLC5,121$371K0.2%+11.1%0.101%
1/29/2025 Index Fund Advisors Inc.66,863$4.84M0.3%+9.4%1.321%
1/29/2025 Oceanside Advisors LLC14,562$1.05M0.8%+11.0%0.288%
1/28/2025 Arlington Financial Advisors LLC3,435$249K0.0%-7.8%0.068%
1/28/2025 SC&H Financial Advisors Inc.23,106$1.67M0.3%+2.5%0.457%
1/28/2025 Sprinkle Financial Consultants LLC57,008$4.13M2.8%+2.3%1.127%
1/28/2025 Strategic Financial Concepts LLC931,236$67.39M0.1%+12,632.2%18.404%
1/27/2025WESPAC Advisors SoCal LLC4,234$306K0.1%+5.1%0.084%
1/24/2025 Great Point Wealth Advisors LLC3,375$244K0.1%+5.2%0.067%
1/23/2025 TCI Wealth Advisors Inc.5,406$391K0.0%+5.1%0.107%
1/23/2025Foster & Motley Inc.4,879$353K0.0%+15.9%0.096%
1/23/2025 Strategic Blueprint LLC7,497$543K0.0%+1.9%0.148%
1/22/2025Eaton Cambridge Inc.9,070$656K0.3%+7.2%0.179%
1/22/2025 Integrity Wealth Solutions LLC6,922$501K0.3%-3.4%0.137%
1/16/2025 Lam Group Inc.10,850$785K0.6%+18.4%0.214%
1/16/2025 Evanson Asset Management LLC23,620$1.71M0.1%+1.1%0.467%
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1/15/2025Sax Wealth Advisors LLC9,361$677K0.1%N/A0.185%
1/15/2025 Fermata Advisors LLC31,453$2.28M0.4%+61.4%0.622%
1/14/2025 Apella Capital LLC13,375$968K0.0%+11.4%0.264%
1/13/2025 Paragon Advisors LLC144,888$10.49M3.6%-6.9%2.863%
1/6/2025 Ridgeline Wealth LLC21,262$1.54M1.3%N/A0.420%
1/3/2025 Versant Capital Management Inc3,749$271K0.1%+272.7%0.074%
12/26/2024JPMorgan Chase & Co.460$34K0.0%N/A0.009%
12/2/2024Beaird Harris Wealth Management LLC387$29K0.0%-35.7%0.008%
11/15/2024LRI Investments LLC1,243$93K0.0%N/A0.025%
11/15/2024Jane Street Group LLC4,481$331K0.0%N/A0.089%
(Data available from 1/1/2016 forward)

AVGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVGE shares?

During the previous two years, 86 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Wealthstream Advisors Inc. ($10.51M), Paragon Advisors LLC ($10.23M), Nova R Wealth Inc. ($7.49M), Meredith Wealth Planning ($6.00M), Intelligent Financial Strategies ($4.98M), Compass Ion Advisors LLC ($4.97M), and LPL Financial LLC ($4.96M).Learn more on AVGE's institutional investors.

Which institutional investors have been buying Avantis All Equity Markets ETF stock?

Of the 83 institutional investors that purchased Avantis All Equity Markets ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($1.45M), Paragon Advisors LLC ($188.10K), Nova R Wealth Inc. ($110.18K), Sprinkle Financial Consultants LLC ($57.01K), Wealthstream Advisors Inc. ($56.29K), Meredith Wealth Planning ($45.77K), and Corient Private Wealth LLC ($34.15K).

How much institutional buying is happening at Avantis All Equity Markets ETF?

Institutional investors have bought a total of 2,661,766 shares in the last 24 months. This purchase volume represents approximately $184.10M in transactions.

Which Avantis All Equity Markets ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold Avantis All Equity Markets ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Intelligent Financial Strategies ($83.85K), Paragon Advisors LLC ($28.83K), Physician Wealth Advisors Inc. ($14.97K), Apella Capital LLC ($10.26K), V Wealth Advisors LLC ($9.24K), Advisory Services Network LLC ($7.48K), and Compass Ion Advisors LLC ($6.88K).

How much institutional selling is happening at Avantis All Equity Markets ETF?

Institutional investors have sold a total of 194,783 shares in the last 24 months. This volume of shares sold represents approximately $13.11M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 5/2/2025 by MarketBeat.com Staff
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