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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$78.44 +0.18 (+0.23%)
As of 01:24 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)
70
Total
Institutional Inflows
(last 12 months)
$144.65M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.40M
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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
7/9/2025GEM Asset Management LLC5,793$452K0.2%+3.4%0.081%
7/8/2025Apella Capital LLC11,137$868K0.0%-11.5%0.157%
7/8/2025Holcombe Financial Inc.4,973$385K0.3%-11.6%0.070%
7/3/2025 Lam Group Inc.11,751$910K0.6%+6.3%0.163%
6/2/2025Modern Wealth Management LLC20,611$1.47M0.0%-3.4%0.291%
5/16/2025Beaird Harris Wealth Management LLC721$51K0.0%+105.4%0.010%
5/15/2025Focus Partners Advisor Solutions LLC7,608$542K0.0%+12.5%0.107%
5/14/2025Entrewealth LLC13,819$984K0.8%+134.5%0.202%
5/14/2025WCG Wealth Advisors LLC25,443$1.81M0.1%-11.6%0.371%
5/13/2025Cresset Asset Management LLC10,019$713K0.0%+15.8%0.146%
5/13/2025Waypoint Wealth Partners Inc.8,829$629K0.2%+5.6%0.129%
5/12/2025Aveo Capital Partners LLC25,686$1.84M0.3%+21.7%0.375%
5/8/2025Collaborative Wealth Managment Inc.31,501$2.24M1.0%-2.8%0.460%
5/8/2025Foster & Motley Inc.4,591$327K0.0%-5.9%0.067%
5/8/2025Modera Wealth Management LLC13,401$954K0.0%+15.3%0.196%
5/8/2025Meredith Wealth Planning101,221$7.21M3.2%+22.1%1.478%
5/7/2025Werba Rubin Papier Wealth Management27,991$1.99M0.4%+13.6%0.409%
5/7/2025Wealthstream Advisors Inc.156,413$11.14M2.1%+7.7%2.283%
5/7/2025Nemes Rush Group LLC6,800$484K0.1%+81.3%0.099%
5/7/2025LPL Financial LLC72,312$5.15M0.0%+5.6%1.056%
5/7/2025Vawter Financial Ltd.3,793$270K0.2%+24.9%0.055%
5/6/2025WESPAC Advisors SoCal LLC3,939$280K0.1%-7.0%0.058%
5/6/2025WMG Financial Advisors LLC17,941$1.28M0.5%+0.9%0.262%
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%
4/30/2025Allworth Financial LP891$63K0.0%N/A0.013%
4/30/2025Index Fund Advisors Inc.63,686$4.53M0.3%-4.8%0.930%
4/29/2025Strategic Blueprint LLC8,241$587K0.0%+9.9%0.120%
4/29/2025Avantax Planning Partners Inc.8,398$598K0.0%N/A0.123%
4/28/2025Holcombe Financial Inc.5,623$400K0.3%+5.1%0.082%
4/28/2025Strategic Financial Concepts LLC16,003$1.14M0.2%+17.8%0.234%
4/28/2025Physician Wealth Advisors Inc.3,779$269K0.0%-58.8%0.055%
4/28/2025Great Point Wealth Advisors LLC3,552$253K0.1%+5.2%0.052%
4/28/2025Red Lighthouse Investment Management LLC1,095$76K0.0%-48.1%0.016%
4/25/2025Oceanside Advisors LLC15,405$1.10M0.8%+5.8%0.225%
4/25/2025Yardley Wealth Management LLC23,161$1.65M1.0%+12.3%0.338%
4/25/2025Northwest Wealth Management LLC2,925$208K0.0%N/A0.043%
4/24/2025Canvas Wealth Advisors LLC3,146$215K0.1%N/A0.046%
4/24/2025Oak Wealth Advisors LLC4,948$352K0.3%-27.1%0.072%
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4/23/2025Nova R Wealth Inc.105,142$7.49M3.7%-2.8%1.535%
4/23/2025SC&H Financial Advisors Inc.24,298$1.73M0.3%+5.2%0.355%
4/22/2025Integrity Wealth Solutions LLC9,728$693K0.4%+40.5%0.142%
4/22/2025Evanson Asset Management LLC23,897$1.70M0.1%+1.2%0.360%
4/22/2025Compass Ion Advisors LLC69,841$4.97M0.6%-6.8%1.053%
4/21/2025TCI Wealth Advisors Inc.5,676$404K0.0%+5.0%0.086%
4/18/2025Global Trust Asset Management LLC390$28K0.0%-55.3%0.006%
4/17/2025GEM Asset Management LLC5,603$401K0.2%+9.4%0.085%
4/16/2025 Lam Group Inc.11,055$787K0.6%+1.9%0.167%
4/15/2025Magnolia Private Wealth LLC22,421$1.60M0.9%+79.6%0.338%
4/15/2025Paragon Advisors LLC143,676$10.23M3.9%-0.8%2.167%
4/11/2025Ridgeline Wealth LLC23,643$1.68M1.4%+11.2%0.357%
4/10/2025Fermata Advisors LLC31,009$2.21M0.4%-1.4%0.468%
4/10/2025Apella Capital LLC12,582$855K0.0%-5.9%0.190%
4/9/2025Arlington 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%
2/14/2025Jane Street Group LLC7,776$563K0.0%+73.5%0.154%
2/14/2025Oak Wealth Advisors LLC6,784$491K0.4%N/A0.134%
2/14/2025Holcombe Financial Inc.5,352$387K0.3%N/A0.106%
2/13/2025Advisory Services Network LLC24,357$1.76M0.0%-23.5%0.481%
2/13/2025Envestnet Asset Management Inc.4,820$349K0.0%-30.3%0.095%
2/12/2025Nemes Rush Group LLC3,750$271K0.0%N/A0.074%
2/12/2025Prudent Man Investment Management Inc.516$37K0.0%N/A0.010%
2/12/2025Physician 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%
2/11/2025Compass 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%
2/10/2025Yardley 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%
2/7/2025Red 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%
2/5/2025Magnolia 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%
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1/31/2025Meredith Wealth Planning82,919$6.00M2.7%+58.0%1.639%
1/31/2025Intelligent Financial Strategies68,843$4.98M2.8%-2.3%1.361%
1/30/2025Waypoint Wealth Partners Inc.8,357$605K0.2%+16.5%0.165%
1/30/2025Strategic Financial Concepts LLC13,581$983K0.0%+85.7%0.268%
1/30/2025Aveo Capital Partners LLC21,100$1.53M0.2%-9.4%0.417%
1/30/2025Nova R Wealth Inc.108,226$7.83M3.9%-0.6%2.139%
1/29/2025BCR Wealth Strategies LLC2,885$208K0.1%N/A0.057%
1/29/2025GEM Asset Management LLC5,121$371K0.2%+11.1%0.101%
1/29/2025Index Fund Advisors Inc.66,863$4.84M0.3%+9.4%1.321%
1/29/2025Oceanside Advisors LLC14,562$1.05M0.8%+11.0%0.288%
(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, 85 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Wealthstream Advisors Inc. ($11.14M), Paragon Advisors LLC ($10.23M), Nova R Wealth Inc. ($7.49M), Meredith Wealth Planning ($7.21M), LPL Financial LLC ($5.15M), Intelligent Financial Strategies ($4.98M), and Compass Ion Advisors LLC ($4.97M).Learn more on Avantis All Equity Markets ETF's institutional investors.

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

Of the 81 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: Strategic Financial Concepts LLC ($1.45M), Paragon Advisors LLC ($188.10K), Nova R Wealth Inc. ($110.18K), Wealthstream Advisors Inc. ($67.48K), Meredith Wealth Planning ($64.07K), Sprinkle Financial Consultants LLC ($57.01K), 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 2,026,201 shares in the last 24 months. This purchase volume represents approximately $144.65M in transactions.

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

Of the 28 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 ($28.83K), Physician Wealth Advisors Inc. ($14.19K), Apella Capital LLC ($11.70K), Advisory Services Network LLC ($7.48K), Compass Ion Advisors LLC ($6.88K), Nova R Wealth Inc. ($5.04K), and WCG Wealth Advisors LLC ($3.32K).

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

Institutional investors have sold a total of 102,009 shares in the last 24 months. This volume of shares sold represents approximately $7.40M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 7/9/2025 by MarketBeat.com Staff
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