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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$98.57 0.00 (0.00%)
As of 07/2/2026 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)
98
Total
Institutional Inflows
(last 12 months)
$418.68M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.96M
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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
7/2/2026 Versant Capital Management Inc8,339$826K0.1%+5.1%0.081%
5/15/2026Vawter Financial Ltd.8,227$724K0.3%+19.3%0.086%
5/14/2026Modern Wealth Management LLC19,332$1.71M0.0%-7.5%0.201%
5/14/2026B&D White Capital Company LLC43,782$3.85M0.5%-3.1%0.456%
5/8/2026Wilkerson Advisory Group LLC32,207$2.84M1.0%+3.4%0.335%
5/7/2026Eaton Cambridge Inc.7,695$677K0.2%+7.8%0.080%
5/6/2026Modera Wealth Management LLC9,919$873K0.0%+5.5%0.103%
5/5/2026Ferguson Johnson Wealth Management Inc7,365$648K0.5%+14.9%0.077%
5/5/2026Collaborative Wealth Managment Inc.4,639$408K0.2%-85.9%0.048%
5/4/2026Integrity Wealth Solutions LLC17,345$1.53M0.6%+13.6%0.181%
5/2/2026ARQ Wealth Advisors LLC15,872$1.40M0.3%+55.4%0.165%
5/2/2026Diversify Wealth Management LLC2,909$274K0.0%N/A0.030%
4/30/2026Valued Wealth Advisors LLC1,014$89K0.0%-13.5%0.011%
4/30/2026Kestra Advisory Services LLC5,825$513K0.0%+22.2%0.061%
4/30/2026Frankly Finances LLC53,059$4.67M4.2%+2.7%0.559%
4/29/2026Sage Rhino Capital LLC6,456$568K0.1%+11.1%0.068%
4/29/2026Oceanside Advisors LLC18,073$1.59M0.9%+3.5%0.190%
4/29/2026Canvas Wealth Advisors LLC4,723$416K0.1%+19.6%0.050%
4/29/2026Intelligent Financial Strategies64,831$5.71M3.0%-0.7%0.682%
4/27/2026BIP Wealth LLC108,447$9.55M0.4%+4.5%1.142%
4/27/2026Financial Plan Inc.11,727$1.03M0.1%+11.7%0.123%
4/25/2026Bayshore Asset Management LLC2,835$250K0.1%+19.6%0.030%
4/25/2026Physician Wealth Advisors Inc.2,348$207K0.0%-22.8%0.025%
4/23/2026Private Wealth Management Group LLC1,606$141K0.0%+31.7%0.017%
4/23/2026WMG Financial Advisors LLC19,350$1.70M0.7%+21.7%0.206%
4/22/2026Lam Group Inc.12,991$1.14M0.6%+4.2%0.138%
4/22/2026Creative Capital Management Investments LLC6,825$601K0.2%+5.6%0.074%
4/21/2026Foster & Motley Inc.5,316$468K0.0%+12.5%0.058%
4/20/2026Aspen Capital Management LLC2,336$206K0.1%N/A0.025%
4/20/2026Apella Capital LLC14,468$1.37M0.0%-8.0%0.157%
4/16/2026Henrickson Nauta Wealth Advisors Inc.2,293$202K0.1%-51.4%0.025%
4/16/2026Sprinkle Financial Consultants LLC56,829$5.00M2.3%+1.7%0.618%
4/15/2026WESPAC Advisors SoCal LLC2,744$241K0.1%-5.8%0.030%
2/19/2026Axxcess Wealth Management LLC26,819$2.30M0.0%N/A0.323%
2/18/2026Beacon Pointe Advisors LLC14,261$1.23M0.0%+25.9%0.172%
2/18/2026Align 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%
2/17/2026Advisory Services Network LLC9,377$806K0.0%-4.1%0.113%
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2/16/2026MML Investors Services LLC2,506$215K0.0%N/A0.030%
2/16/2026Eaton Cambridge Inc.7,136$613K0.2%-9.6%0.086%
2/16/2026Arax Advisory Partners662$57K0.0%N/A0.008%
2/13/2026Wilkerson Advisory Group LLC31,157$2.68M0.9%N/A0.375%
2/13/2026marrick wealth LLC4,506$387K0.3%N/A0.054%
2/12/2026Commonwealth Equity Services LLC64,701$5.56M0.0%+2.7%0.780%
2/11/2026Focus Partners Advisor Solutions LLC27,976$2.40M0.0%+329.6%0.337%
2/11/2026LPL Financial LLC77,045$6.62M0.0%+1.8%0.928%
2/11/2026Curio Wealth LLC20,570$1.79M0.6%+72.7%0.248%
2/10/2026Greenspring Advisors LLC174,276$14.97M0.9%N/A2.100%
2/10/2026Cogent Private Wealth Inc.30,338$2.61M2.0%N/A0.366%
2/9/2026Collaborative Wealth Managment Inc.32,937$2.83M1.0%-7.9%0.397%
2/9/2026ARQ Wealth Advisors LLC10,213$877K0.2%+76.9%0.123%
2/6/2026EverSource Wealth Advisors LLC2,805$241K0.0%+4.8%0.034%
2/6/2026Ferguson Johnson Wealth Management Inc6,410$550K0.5%N/A0.077%
2/6/2026Axxcess Wealth Management LLC26,819$2.30M0.0%N/A0.323%
2/5/2026Yardley Wealth Management LLC30,115$2.59M1.4%+12.5%0.363%
2/5/2026Avantax Planning Partners Inc.12,701$1.09M0.0%+22.5%0.153%
2/5/2026Plancorp LLC9,545$820K0.0%+2.3%0.115%
2/5/2026Allworth Financial LP1,832$157K0.0%+14.5%0.022%
2/2/2026Vawter Financial Ltd.6,896$592K0.2%+3.7%0.084%
2/2/2026Integrity Wealth Solutions LLC15,275$1.31M0.5%+54.0%0.186%
1/30/2026Sage Rhino Capital LLC5,813$499K0.1%+19.7%0.071%
1/30/2026Valued Wealth Advisors LLC1,172$101K0.0%+10.5%0.014%
1/30/2026Strategic Blueprint LLC9,989$858K0.1%+9.2%0.122%
1/30/2026Torren Management LLC420$36K0.0%N/A0.005%
1/29/2026Index Fund Advisors Inc.76,081$6.54M0.3%+7.6%0.928%
1/29/2026Aprio Wealth Management LLC4,285$368K0.0%N/A0.052%
1/29/2026Compass Ion Advisors LLC68,266$5.87M0.6%-8.5%0.833%
1/28/2026WMG Financial Advisors LLC15,898$1.37M0.6%-4.5%0.194%
1/28/2026Financial Plan Inc.10,498$902K0.1%N/A0.128%
1/26/2026Oceanside Advisors LLC17,458$1.50M0.9%+2.8%0.213%
1/26/2026Frankly Finances LLC51,639$4.44M3.9%N/A0.630%
1/26/2026CWM LLC21,039$1.81M0.0%+2.8%0.257%
1/26/2026Austin Wealth Management LLC45,820$4.04M0.6%+7.4%0.559%
1/23/2026Farther Finance Advisors LLC10,710$920K0.0%N/A0.131%
1/23/2026Creative Capital Management Investments LLC6,463$555K0.2%+4.1%0.079%
1/23/2026Private Wealth Management Group LLC1,219$105K0.0%+63.0%0.015%
1/23/2026Fonville Wealth Management LLC2,945$253K0.1%+8.0%0.036%
1/22/2026FMB Wealth Management62,780$5.39M2.1%+0.3%0.766%
1/21/2026BIP Wealth LLC103,796$8.92M0.3%+11.2%1.266%
1/21/2026Apella Capital LLC15,729$1.35M0.0%+25.0%0.192%
1/21/2026SC&H Financial Advisors Inc.27,695$2.38M0.4%+1.6%0.338%
1/20/2026Savvy Advisors Inc.3,967$341K0.0%N/A0.048%
1/16/2026Red Lighthouse Investment Management LLC3,213$276K0.1%+36.1%0.039%
1/16/2026Meredith Wealth Planning232,703$19.99M6.0%+44.9%2.838%
1/15/2026Foster & Motley Inc.4,724$406K0.0%+21.1%0.058%
1/14/2026Meritas Wealth Management LLC3,437$295K0.1%+29.9%0.042%
1/14/2026Nova R Wealth Inc.99,899$8.58M3.1%-2.1%1.218%
1/14/2026Accurate Wealth Management LLC3,210$285K0.0%N/A0.040%
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1/12/2026Paragon Advisors LLC62,817$5.40M1.5%-22.8%0.776%
1/12/2026Sax Wealth Advisors LLC4,643$399K0.0%-17.1%0.057%
1/12/2026Canvas Wealth Advisors LLC3,949$339K0.1%+10.9%0.049%
1/12/2026Evanson Asset Management LLC32,261$2.77M0.2%+10.4%0.398%
1/12/2026Arlington Financial Advisors LLC3,786$325K0.0%+4.0%0.047%
1/9/2026GEM Asset Management LLC6,114$537K0.2%+4.4%0.076%
1/8/2026Ridgeline Wealth LLC27,879$2.40M1.7%+19.5%0.348%
1/8/2026Hutchens & Kramer Investment Management Group LLC28,459$2.45M0.8%+6.5%0.356%
1/8/2026Fermata Advisors LLC40,589$3.49M0.8%+13.4%0.507%
1/8/2026Sprinkle Financial Consultants LLC55,876$4.80M2.4%+0.9%0.698%


AVGE Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 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 115 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 ($1.46M), Meredith Wealth Planning ($182.43K), Greenspring Advisors LLC ($174.28K), BIP Wealth LLC ($94.49K), Wealthstream Advisors Inc. ($80.50K), and Axxcess Wealth Management LLC ($53.64K).

Institutional investors have bought a total of 4,900,127 shares in the last 24 months. This purchase volume represents approximately $418.68M in transactions.

Of the 30 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: Paragon Advisors LLC ($80.86K), Collaborative Wealth Managment Inc. ($31.14K), Corient Private Wealth LLC ($10.27K), Compass Ion Advisors LLC ($6.35K), Nova R Wealth Inc. ($5.24K), Curio Wealth LLC ($4.69K), and Sax Wealth Advisors LLC ($4.68K).

Institutional investors have sold a total of 182,774 shares in the last 24 months. This volume of shares sold represents approximately $14.96M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 7/5/2026 by MarketBeat.com Staff.
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