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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

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$67.71
+0.82 (+1.23%)
(As of 05/2/2024 ET)
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Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets ETF (NYSEARCA:AVGE)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$42.13M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.27M
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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
4/30/2024 Valued Wealth Advisors LLC532$37K0.0%-32.3%0.011%
4/30/2024 MN Wealth Advisors LLC12,720$888K0.5%+5.2%0.255%
4/29/2024Commonwealth Equity Services LLC44,775$3.13M0.0%+8.2%0.899%
4/29/2024 Paragon Advisors LLC160,181$11.18M4.5%+11.0%3.216%
4/29/2024 Intelligent Financial Strategies73,861$5.16M3.2%-27.9%1.483%
4/26/2024 Sprinkle Financial Consultants LLC50,792$3.55M3.0%+6.2%1.020%
4/24/2024 Oceanside Advisors LLC11,434$798K0.7%+4.0%0.230%
4/23/2024 Meredith Wealth Planning26,238$1.83M1.0%+39.1%0.527%
4/22/2024 Arista Wealth Management LLC3,056$213K0.2%N/A0.061%
4/18/2024 Integrity Wealth Solutions LLC5,886$411K0.3%+21.2%0.118%
4/18/2024 Compass Ion Advisors LLC74,033$5.17M0.7%+8.7%1.487%
4/17/2024 Annapolis Financial Services LLC2,531$177K0.1%-60.5%0.051%
4/17/2024 Physician Wealth Advisors Inc.17,968$1.20M0.3%+2.1%0.361%
4/13/2024 Evanson Asset Management LLC19,106$1.33M0.1%+10.2%0.592%
4/12/2024 Fermata Advisors LLC17,959$1.25M0.3%+5.9%0.556%
4/12/2024 Nova R Wealth Inc.102,385$7.15M3.7%N/A3.170%
4/10/2024 Apella Capital LLC8,173$568K0.0%+4.5%0.253%
4/5/2024 Lam Group Inc.4,688$327K0.3%+23.3%0.145%
2/14/2024Northwest Wealth Management LLC5,622$364K0.1%+18.9%0.174%
2/14/2024Vantage Financial Partners Ltd. Inc.7,331$475K0.1%N/A0.227%
2/12/2024 Sprinkle Financial Consultants LLC47,806$3.10M3.2%N/A1.480%
2/9/2024Advisory Services Network LLC28,172$1.82M0.0%+1.7%0.872%
2/9/2024Corient Private Wealth LLC31,642$2.05M0.0%N/A0.980%
2/8/2024 Integrity Wealth Solutions LLC4,855$314K0.2%N/A0.150%
2/8/2024WMG Financial Advisors LLC9,257$599K0.4%+14.1%0.287%
2/7/2024Collaborative Wealth Managment Inc.16,286$1.06M0.6%+8.9%0.504%
2/6/2024 Barlow Wealth Partners Inc.4,472$290K0.0%N/A0.138%
2/6/2024TCG Advisory Services LLC9,302$602K0.0%N/A0.288%
2/6/2024Aveo Capital Partners LLC19,586$1.27M0.2%+10.1%0.606%
2/6/2024 Creative Capital Management Investments LLC4,024$261K0.2%+51.1%0.125%
2/2/2024Red Lighthouse Investment Management LLC1,023$66K0.0%+693.0%0.032%
2/1/2024SC&H Financial Advisors Inc.12,804$829K0.2%+58.5%0.396%
2/1/2024 Annapolis Financial Services LLC6,405$415K0.1%+29.4%0.198%
1/30/2024 Lam Group Inc.3,802$246K0.2%+4.5%0.118%
1/25/2024 Meredith Wealth Planning18,866$1.22M0.8%+9.4%0.584%
1/25/2024 WESPAC Advisors SoCal LLC3,717$241K0.1%N/A0.115%
1/24/2024 Compass Ion Advisors LLC68,113$4.41M0.7%+1.7%2.109%
1/23/2024 Physician Wealth Advisors Inc.17,601$1.13M0.3%-4.2%0.545%
1/22/2024Werba Rubin Papier Wealth Management11,659$755K0.3%+2.3%0.361%
1/19/2024 Fermata Advisors LLC16,951$1.10M0.3%+22.1%0.525%
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1/18/2024 Evanson Asset Management LLC17,333$1.12M0.1%+117.8%0.537%
1/18/2024 Moisand Fitzgerald Tamayo LLC587$38K0.0%+1,234.1%0.018%
1/8/2024 Valued Wealth Advisors LLC786$51K0.0%N/A0.024%
1/5/2024 Apella Capital LLC7,820$497K0.0%N/A0.242%
11/16/2023Orion Capital Management LLC1,011$59K0.0%N/A0.031%
11/13/2023Hill Investment Group Partners LLC3,427$202K0.0%N/A0.106%
11/13/2023WCG Wealth Advisors LLC21,180$1.25M0.1%N/A0.656%
11/9/2023Collaborative Wealth Managment Inc.14,955$879K0.5%+154.4%0.463%
11/7/2023Sax Wealth Advisors LLC11,543$679K0.1%+4.1%0.357%
11/7/2023 Fermata Advisors LLC13,878$816K0.2%+16.4%0.430%
11/6/2023Aveo Capital Partners LLC17,795$1.05M0.1%+1.1%0.551%
11/6/2023 Paragon Advisors LLC172,199$10.13M4.2%N/A5.331%
11/4/2023EverSource Wealth Advisors LLC584$34K0.0%N/A0.018%
11/3/2023 Compass Ion Advisors LLC66,997$3.94M0.7%+26.9%2.074%
11/1/2023Northwest Wealth Management LLC4,730$278K0.1%N/A0.146%
10/30/2023 Intelligent Financial Strategies137,881$8.11M6.0%-0.7%4.269%
10/30/2023 Annapolis Financial Services LLC4,949$291K0.1%+39.3%0.153%
10/30/2023SC&H Financial Advisors Inc.8,079$475K0.2%+43.0%0.250%
10/25/2023 Waypoint Capital Advisors LLC17,411$1.02M0.3%-3.6%0.539%
10/25/2023 Creative Capital Management Investments LLC2,664$157K0.1%N/A0.082%
10/24/2023 Canvas Wealth Advisors LLC4,297$245K0.1%+11.4%0.133%
10/23/2023 Waypoint Wealth Partners Inc.4,551$268K0.1%N/A0.141%
10/23/2023Commonwealth Equity Services LLC38,609$2.27M0.0%+23.5%1.195%
10/20/2023Index Fund Advisors Inc.33,850$1.99M0.1%+19.4%1.048%
10/20/2023 Evanson Asset Management LLC7,959$468K0.0%+46.2%0.246%
10/16/2023 Meredith Wealth Planning17,244$1.02M0.8%+22.7%0.534%
10/10/2023 Physician Wealth Advisors Inc.18,381$1.08M0.3%+30.8%0.569%
8/11/2023V Wealth Advisors LLC16,576$995K0.2%-35.8%0.513%
8/11/2023Sax Wealth Advisors LLC11,088$665K0.1%+70.8%0.343%
8/10/2023Commonwealth Equity Services LLC31,262$1.88M0.0%+6.4%0.968%
8/8/2023Aveo Capital Partners LLC17,606$1.06M0.1%N/A0.545%
8/7/2023SC&H Financial Advisors Inc.5,649$339K0.1%+55.4%0.175%
8/3/2023WMG Financial Advisors LLC6,902$414K0.3%N/A0.255%
7/31/2023LPL Financial LLC25,215$1.51M0.0%+355.4%0.930%
7/26/2023 Canvas Wealth Advisors LLC3,856$239K0.1%-45.2%0.142%
7/24/2023 Fermata Advisors LLC11,921$715K0.6%N/A0.440%
7/24/2023Werba Rubin Papier Wealth Management9,834$590K0.2%-14.3%0.363%
7/21/2023Creative Planning7,751$465K0.0%N/A0.286%
7/20/2023 Intelligent Financial Strategies138,896$8.34M6.1%-8.9%5.125%
7/18/2023 Annapolis Financial Services LLC3,552$213K0.1%+88.8%0.131%
7/14/2023 Meredith Wealth Planning14,050$843K0.7%+7.1%0.518%
7/14/2023 Lam Group Inc.3,637$218K0.2%+8.4%0.134%
7/11/2023 Evanson Asset Management LLC5,443$327K0.0%N/A0.201%
7/5/2023 Physician Wealth Advisors Inc.14,057$847K0.2%+4.2%0.519%
5/8/2023Brighton Jones LLC5,014$290K0.0%+5.6%0.185%
5/5/2023Sax Wealth Advisors LLC6,493$375K0.1%N/A0.240%
5/2/2023V Wealth Advisors LLC25,814$1.49M0.3%N/A1.366%
5/2/2023 Intelligent Financial Strategies152,392$8.81M6.9%-19.8%8.063%
4/28/2023Ameritas Advisory Services LLC7,460$434K0.0%N/A0.395%
4/28/2023 Canvas Wealth Advisors LLC7,039$406K0.2%N/A0.372%
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4/26/2023Werba Rubin Papier Wealth Management11,481$664K0.3%-5.7%0.607%
4/24/2023 Meredith Wealth Planning13,117$758K0.6%N/A0.694%
4/21/2023Index Fund Advisors Inc.21,632$1.25M0.1%+209.6%1.145%
4/18/2023 Compass Ion Advisors LLC36,341$2.10M0.5%N/A1.923%
4/17/2023 Annapolis Financial Services LLC1,881$109K0.0%+268.8%0.100%
4/13/2023 Waypoint Capital Advisors LLC18,061$1.04M0.3%+16.9%0.956%
4/11/2023 Lam Group Inc.3,354$194K0.2%+162.2%0.177%
3/28/2023Werba Rubin Papier Wealth Management12,180$676K0.3%N/A0.644%
2/7/2023Commonwealth Equity Services LLC28,385$1.58M0.0%N/A1.543%
1/25/2023 UMA Financial Services Inc.13,369$789K0.2%N/A0.727%
(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, 48 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Paragon Advisors LLC ($11.18M), Nova R Wealth Inc. ($7.15M), Compass Ion Advisors LLC ($5.17M), Intelligent Financial Strategies ($5.16M), Sprinkle Financial Consultants LLC ($3.55M), Commonwealth Equity Services LLC ($3.13M), and Corient Private Wealth LLC ($2.05M).Learn more on AVGE's institutional investors.

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

Of the 48 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: Paragon Advisors LLC ($188.10K), Intelligent Financial Strategies ($113.27K), Nova R Wealth Inc. ($102.39K), Compass Ion Advisors LLC ($57.57K), Sprinkle Financial Consultants LLC ($50.79K), Commonwealth Equity Services LLC ($41.02K), and Corient Private Wealth LLC ($31.64K).

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

Institutional investors have bought a total of 948,729 shares in the last 24 months. This purchase volume represents approximately $57.65M in transactions.

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

The following institutional investors have sold Avantis All Equity Markets ETF stock in the last 24 months: Intelligent Financial Strategies ($80.79K), V Wealth Advisors LLC ($9.24K), Annapolis Financial Services LLC ($3.87K), Canvas Wealth Advisors LLC ($3.18K), Werba Rubin Papier Wealth Management ($2.35K), Physician Wealth Advisors Inc. ($780.00), and Waypoint Capital Advisors LLC ($650.00).

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

Institutional investors have sold a total of 101,115 shares in the last 24 months. This volume of shares sold represents approximately $6.31M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 5/3/2024 by MarketBeat.com Staff

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