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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$102.47 +0.18 (+0.18%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets ETF (NYSEARCA:AVGE)

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$406.58M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$9.01M
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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
7/10/2026 Canvas Wealth Advisors LLC4,824$478K0.1%+2.1%0.045%
7/10/2026 Lam Group Inc.14,226$1.41M0.7%+9.5%0.133%
7/9/2026 Shira Ridge Wealth Management5,019$497K0.2%N/A0.047%
7/9/2026 Allied Private Wealth LLC1,674$164K0.1%N/A0.016%
7/9/2026 Arista Wealth Management LLC10,998$1.09M0.1%N/A0.103%
7/9/2026 Sax Wealth Advisors LLC4,382$434K0.0%-5.6%0.041%
7/8/2026 Beaird Harris Wealth Management LLC2,604$258K0.0%+13.3%0.024%
7/8/2026 Sprinkle Financial Consultants LLC57,470$5.70M2.2%+1.1%0.537%
7/8/2026 Elevation Wealth Partners LLC881$87K0.0%N/A0.008%
7/8/2026 Apella Capital LLC17,498$1.72M0.0%+20.9%0.164%
7/8/2026 Evanson Financial LLC32,115$3.18M0.2%N/A0.306%
7/7/2026 Fermata Advisors LLC43,716$4.33M0.9%+1.4%0.416%
7/7/2026 Ridgeline Wealth LLC27,621$2.74M1.6%-1.1%0.263%
7/2/2026 Versant Capital Management Inc8,339$826K0.1%+5.1%0.081%
5/15/2026 Vawter Financial Ltd.8,227$724K0.3%+19.3%0.086%
5/14/2026Modern Wealth Management LLC19,332$1.71M0.0%-7.5%0.201%
5/14/2026 B&D White Capital Company LLC43,782$3.85M0.5%-3.1%0.456%
5/8/2026 Wilkerson Advisory Group LLC32,207$2.84M1.0%+3.4%0.335%
5/7/2026 Eaton Cambridge Inc.7,695$677K0.2%+7.8%0.080%
5/6/2026 Modera Wealth Management LLC9,919$873K0.0%+5.5%0.103%
5/5/2026 Ferguson Johnson Wealth Management Inc7,365$648K0.5%+14.9%0.077%
5/5/2026 Collaborative Wealth Managment Inc.4,639$408K0.2%-85.9%0.048%
5/4/2026 Integrity Wealth Solutions LLC17,345$1.53M0.6%+13.6%0.181%
5/2/2026 ARQ Wealth Advisors LLC15,872$1.40M0.3%+55.4%0.165%
5/2/2026 Diversify Wealth Management LLC2,909$274K0.0%N/A0.030%
4/30/2026 Valued Wealth Advisors LLC1,014$89K0.0%-13.5%0.011%
4/30/2026 Kestra Advisory Services LLC5,825$513K0.0%+22.2%0.061%
4/30/2026 Frankly Finances LLC53,059$4.67M4.2%+2.7%0.559%
4/29/2026 Sage Rhino Capital LLC6,456$568K0.1%+11.1%0.068%
4/29/2026 Oceanside Advisors LLC18,073$1.59M0.9%+3.5%0.190%
4/29/2026 Canvas Wealth Advisors LLC4,723$416K0.1%+19.6%0.050%
4/29/2026 Intelligent Financial Strategies64,831$5.71M3.0%-0.7%0.682%
4/27/2026 BIP Wealth LLC108,447$9.55M0.4%+4.5%1.142%
4/27/2026Financial Plan Inc.11,727$1.03M0.1%+11.7%0.123%
4/25/2026 Bayshore Asset Management LLC2,835$250K0.1%+19.6%0.030%
4/25/2026 Physician Wealth Advisors Inc.2,348$207K0.0%-22.8%0.025%
4/23/2026 Private Wealth Management Group LLC1,606$141K0.0%+31.7%0.017%
4/23/2026 WMG Financial Advisors LLC19,350$1.70M0.7%+21.7%0.206%
4/22/2026 Lam Group Inc.12,991$1.14M0.6%+4.2%0.138%
4/22/2026 Creative Capital Management Investments LLC6,825$601K0.2%+5.6%0.074%
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4/21/2026 Foster & Motley Inc.5,316$468K0.0%+12.5%0.058%
4/20/2026 Aspen Capital Management LLC2,336$206K0.1%N/A0.025%
4/20/2026 Apella Capital LLC14,468$1.37M0.0%-8.0%0.157%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.2,293$202K0.1%-51.4%0.025%
4/16/2026 Sprinkle Financial Consultants LLC56,829$5.00M2.3%+1.7%0.618%
4/15/2026 WESPAC Advisors SoCal LLC2,744$241K0.1%-5.8%0.030%
2/19/2026 Axxcess Wealth Management LLC26,819$2.30M0.0%N/A0.323%
2/18/2026Beacon Pointe Advisors LLC14,261$1.23M0.0%+25.9%0.172%
2/18/2026 Align Financial LLC3,880,077$333.34M1.5%N/A46.748%
2/17/2026AQR Capital Management LLC8,145$700K0.0%N/A0.098%
2/17/2026Equitable Holdings Inc.6,851$589K0.0%N/A0.083%
2/17/2026Osaic Holdings Inc.1,585$137K0.0%+374.6%0.019%
2/17/2026 Advisory Services Network LLC9,377$806K0.0%-4.1%0.113%
2/16/2026 MML Investors Services LLC2,506$215K0.0%N/A0.030%
2/16/2026 Eaton Cambridge Inc.7,136$613K0.2%-9.6%0.086%
2/16/2026 Arax Advisory Partners662$57K0.0%N/A0.008%
2/13/2026 Wilkerson Advisory Group LLC31,157$2.68M0.9%N/A0.375%
2/13/2026 marrick wealth LLC4,506$387K0.3%N/A0.054%
2/12/2026 Commonwealth Equity Services LLC64,701$5.56M0.0%+2.7%0.780%
2/11/2026 Focus Partners Advisor Solutions LLC27,976$2.40M0.0%+329.6%0.337%
2/11/2026 LPL Financial LLC77,045$6.62M0.0%+1.8%0.928%
2/11/2026 Curio Wealth LLC20,570$1.79M0.6%+72.7%0.248%
2/10/2026 Greenspring Advisors LLC174,276$14.97M0.9%N/A2.100%
2/10/2026 Cogent Private Wealth Inc.30,338$2.61M2.0%N/A0.366%
2/9/2026 Collaborative Wealth Managment Inc.32,937$2.83M1.0%-7.9%0.397%
2/9/2026 ARQ Wealth Advisors LLC10,213$877K0.2%+76.9%0.123%
2/6/2026 EverSource Wealth Advisors LLC2,805$241K0.0%+4.8%0.034%
2/6/2026 Ferguson Johnson Wealth Management Inc6,410$550K0.5%N/A0.077%
2/6/2026 Axxcess Wealth Management LLC26,819$2.30M0.0%N/A0.323%
2/5/2026 Yardley Wealth Management LLC30,115$2.59M1.4%+12.5%0.363%
2/5/2026 Avantax Planning Partners Inc.12,701$1.09M0.0%+22.5%0.153%
2/5/2026 Plancorp LLC9,545$820K0.0%+2.3%0.115%
2/5/2026 Allworth Financial LP1,832$157K0.0%+14.5%0.022%
2/2/2026 Vawter Financial Ltd.6,896$592K0.2%+3.7%0.084%
2/2/2026 Integrity Wealth Solutions LLC15,275$1.31M0.5%+54.0%0.186%
1/30/2026 Sage Rhino Capital LLC5,813$499K0.1%+19.7%0.071%
1/30/2026 Valued Wealth Advisors LLC1,172$101K0.0%+10.5%0.014%
1/30/2026 Strategic Blueprint LLC9,989$858K0.1%+9.2%0.122%
1/30/2026 Torren Management LLC420$36K0.0%N/A0.005%
1/29/2026 Index Fund Advisors Inc.76,081$6.54M0.3%+7.6%0.928%
1/29/2026 Aprio Wealth Management LLC4,285$368K0.0%N/A0.052%
1/29/2026 Compass Ion Advisors LLC68,266$5.87M0.6%-8.5%0.833%
1/28/2026 WMG Financial Advisors LLC15,898$1.37M0.6%-4.5%0.194%
1/28/2026Financial Plan Inc.10,498$902K0.1%N/A0.128%
1/26/2026 Oceanside Advisors LLC17,458$1.50M0.9%+2.8%0.213%
1/26/2026 Frankly Finances LLC51,639$4.44M3.9%N/A0.630%
1/26/2026CWM LLC21,039$1.81M0.0%+2.8%0.257%
1/26/2026 Austin Wealth Management LLC45,820$4.04M0.6%+7.4%0.559%
1/23/2026 Farther Finance Advisors LLC10,710$920K0.0%N/A0.131%
1/23/2026 Creative Capital Management Investments LLC6,463$555K0.2%+4.1%0.079%
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1/23/2026 Private Wealth Management Group LLC1,219$105K0.0%+63.0%0.015%
1/23/2026 Fonville Wealth Management LLC2,945$253K0.1%+8.0%0.036%
1/22/2026 FMB Wealth Management62,780$5.39M2.1%+0.3%0.766%
1/21/2026 BIP Wealth LLC103,796$8.92M0.3%+11.2%1.266%
1/21/2026 Apella Capital LLC15,729$1.35M0.0%+25.0%0.192%
1/21/2026 SC&H Financial Advisors Inc.27,695$2.38M0.4%+1.6%0.338%
1/20/2026 Savvy Advisors Inc.3,967$341K0.0%N/A0.048%
1/16/2026 Red Lighthouse Investment Management LLC3,213$276K0.1%+36.1%0.039%
1/16/2026 Meredith Wealth Planning232,703$19.99M6.0%+44.9%2.838%
1/15/2026 Foster & Motley Inc.4,724$406K0.0%+21.1%0.058%


AVGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Align Financial LLC ($333.34M), Meredith Wealth Planning ($19.99M), Greenspring Advisors LLC ($14.97M), Wealthstream Advisors Inc. ($14.13M), BIP Wealth LLC ($9.55M), Nova R Wealth Inc. ($8.58M), and LPL Financial LLC ($6.62M).Learn more on Avantis All Equity Markets ETF's institutional investors.

Of the 117 institutional investors that purchased Avantis All Equity Markets ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Align Financial LLC ($3.88M), Strategic Financial Concepts LLC ($942.03K), Meredith Wealth Planning ($180.23K), Greenspring Advisors LLC ($174.28K), BIP Wealth LLC ($94.49K), Axxcess Wealth Management LLC ($53.64K), and Wealthstream Advisors Inc. ($53.33K).

Institutional investors have bought a total of 4,728,110 shares in the last 24 months. This purchase volume represents approximately $406.58M in transactions.

Of the 22 institutional investors that sold Avantis All Equity Markets ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Collaborative Wealth Managment Inc. ($31.14K), Paragon Advisors LLC ($28.04K), Corient Private Wealth LLC ($10.27K), Compass Ion Advisors LLC ($6.35K), Curio Wealth LLC ($4.69K), Nova R Wealth Inc. ($3.70K), and WMG Financial Advisors LLC ($2.61K).

Institutional investors have sold a total of 105,809 shares in the last 24 months. This volume of shares sold represents approximately $9.01M in transactions.


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Institutional ownership data for NYSEARCA:AVGE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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