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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$147.85M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$7.67M
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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
7/18/2025Magnolia Private Wealth LLC35,693$2.77M2.1%+59.2%0.499%
7/18/2025FMB Wealth Management62,581$4.85M2.3%+3.0%0.876%
7/17/2025 Northwest Wealth Management LLC2,719$211K0.0%-7.0%0.038%
7/17/2025 Oceanside Advisors LLC15,919$1.23M0.8%+3.3%0.223%
7/17/2025 Nova R Wealth Inc.103,594$8.03M3.7%-1.5%1.450%
7/17/2025 SC&H Financial Advisors Inc.28,122$2.18M0.4%+15.7%0.394%
7/16/2025 Meredith Wealth Planning146,880$11.38M4.1%+45.1%2.056%
7/16/2025 TCI Wealth Advisors Inc.5,995$464K0.0%+5.6%0.084%
7/16/2025 Plancorp LLC9,192$712K0.0%+14.4%0.129%
7/15/2025 Evanson Asset Management LLC25,722$1.99M0.1%+7.6%0.360%
7/15/2025 Oak Wealth Advisors LLC3,268$253K0.2%-34.0%0.046%
7/14/2025 Physician Wealth Advisors Inc.3,599$279K0.0%-4.8%0.051%
7/11/2025 Sprinkle Financial Consultants LLC55,739$4.32M2.6%-2.4%0.784%
7/11/2025 Compass Ion Advisors LLC71,539$5.54M0.6%+2.4%1.006%
7/11/2025 Ridgeline Wealth LLC24,659$1.91M1.6%+4.3%0.347%
7/9/2025 Fermata Advisors LLC35,191$2.73M0.7%+13.5%0.495%
7/9/2025 GEM Asset Management LLC5,793$452K0.2%+3.4%0.081%
7/8/2025 Apella Capital LLC11,137$868K0.0%-11.5%0.157%
7/8/2025 Holcombe 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%
5/13/2025 Waypoint 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%
5/8/2025 Meredith 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%
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5/1/2025Austin Wealth Management LLC30,313$2.13M0.4%+33.4%0.443%
5/1/2025 Sage 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%
4/28/2025 Holcombe Financial Inc.5,623$400K0.3%+5.1%0.082%
4/28/2025Strategic Financial Concepts LLC16,003$1.14M0.2%+17.8%0.234%
4/28/2025 Physician 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%
4/25/2025 Oceanside Advisors LLC15,405$1.10M0.8%+5.8%0.225%
4/25/2025Yardley Wealth Management LLC23,161$1.65M1.0%+12.3%0.338%
4/25/2025 Northwest Wealth Management LLC2,925$208K0.0%N/A0.043%
4/24/2025Canvas 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%
4/22/2025Integrity 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%
4/15/2025Magnolia Private Wealth LLC22,421$1.60M0.9%+79.6%0.338%
4/15/2025Paragon Advisors LLC143,676$10.23M3.9%-0.8%2.167%
4/11/2025 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%
4/9/2025Arlington 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%
2/14/2025 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%
2/13/2025Envestnet 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%
2/12/2025 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%
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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%
(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, 87 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Meredith Wealth Planning ($11.38M), Wealthstream Advisors Inc. ($11.14M), Paragon Advisors LLC ($10.23M), Nova R Wealth Inc. ($8.03M), Compass Ion Advisors LLC ($5.54M), LPL Financial LLC ($5.15M), and Intelligent Financial Strategies ($4.98M).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 83 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), Meredith Wealth Planning ($108.80K), Wealthstream Advisors Inc. ($67.48K), Sprinkle Financial Consultants LLC ($57.01K), and Fermata Advisors LLC ($36.18K).

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

Institutional investors have bought a total of 2,063,503 shares in the last 24 months. This purchase volume represents approximately $147.85M 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. ($13.58K), Apella Capital LLC ($11.70K), Advisory Services Network LLC ($7.48K), Compass Ion Advisors LLC ($6.88K), Nova R Wealth Inc. ($6.58K), and Oak Wealth Advisors LLC ($3.52K).

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

Institutional investors have sold a total of 105,343 shares in the last 24 months. This volume of shares sold represents approximately $7.67M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 7/18/2025 by MarketBeat.com Staff
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