Avantis All Equity Markets Value ETF (AVGV) Institutional Ownership $84.43 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Avantis All Equity Markets Value ETF (NYSEARCA:AVGV)Number ofInstitutional Buyers(last 12 months)19TotalInstitutional Inflows(last 12 months)$18.86MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$12.09M Get AVGV Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis All Equity Markets Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data AVGV Institutional Buying and Selling by Quarter Avantis All Equity Markets Value ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/15/2026 Vawter Financial Ltd.4,338$336K0.1%-11.5%0.114% 5/15/2026 Empirical Finance LLC5,260$408K0.0%N/A0.138% 5/14/2026 Compound Planning Inc.3,669$285K0.0%+30.7%0.097% 5/8/2026 Maimon Wealth Management LTD.3,050$233K0.2%N/A0.080% 5/7/2026 Paul R. Ried Financial Group LLC105,434$8.18M3.8%+23.7%2.775% 2/19/2026 Compound Planning Inc.2,807$205K0.0%-9.7%0.091% 2/18/2026 NewEdge Advisors LLC4,035$295K0.0%N/A0.130% 2/11/2026 LPL Financial LLC12,485$914K0.0%+115.6%0.403% 2/6/2026 Paul R. Ried Financial Group LLC85,211$6.24M2.9%+10.8%2.749% 1/29/2026 M Wealth Management LLC30,057$2.20M1.9%+4.8%1.002% Get the Latest News and Ratings for AVGV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Avantis All Equity Markets Value ETF and its competitors with MarketBeat's FREE daily newsletter. 1/26/2026 Austin Wealth Management LLC11,758$889K0.1%+9.5%0.392% 1/23/2026 Farther Finance Advisors LLC3,332$244K0.0%N/A0.115% 1/16/2026 Red Lighthouse Investment Management LLC1,270$93K0.0%+42.4%0.044% 1/16/2026 Meredith Wealth Planning460,263$33.68M10.0%+1.1%15.871% 1/12/2026 Sax Wealth Advisors LLC3,845$281K0.0%-6.7%0.137% 1/12/2026 Evanson Asset Management LLC27,262$2.00M0.1%+5.7%0.974% 1/12/2026 Rialto Wealth Management LLC726$53K0.0%+95.7%0.026% 1/8/2026 Ridgeline Wealth LLC8,391$614K0.4%-4.0%0.300% 1/8/2026 Wealth Enhancement Advisory Services LLC68,804$5.20M0.0%N/A2.457% 11/17/2025 Paul R. Ried Financial Group LLC76,879$5.41M2.7%+19.2%3.203% 11/12/2025 Entrewealth LLC5,752$405K0.2%+37.3%0.240% 11/10/2025 Vawter Financial Ltd.4,879$343K0.2%N/A0.203% 11/10/2025 Compound Planning Inc.3,108$219K0.0%N/A0.130% 11/5/2025 Austin Wealth Management LLC10,735$753K0.1%+12.5%0.447% 11/3/2025 Cloud Capital Management LLC1,032$72K0.0%N/A0.043% 10/23/2025 B&D White Capital Company LLC51,228$3.60M0.5%+99.3%2.135% 10/21/2025 M Wealth Management LLC28,684$2.02M1.8%-6.0%1.195% 10/21/2025 Meredith Wealth Planning455,200$32.02M10.1%+7.8%18.967% 10/20/2025 Sax Wealth Advisors LLC4,119$290K0.0%N/A0.172% 10/14/2025 Evanson Asset Management LLC25,781$1.81M0.1%+3.1%1.074% 8/14/2025 Jane Street Group LLC3,211$209K0.0%-17.3%0.141% 8/11/2025 M Wealth Management LLC30,500$1.99M1.8%-19.9%1.377% 8/11/2025 Paul R. Ried Financial Group LLC64,475$4.21M2.5%+16.2%2.911% 8/8/2025 Austin Wealth Management LLC9,540$629K0.1%+32.6%0.431% 8/6/2025 Entrewealth LLC4,188$273K0.2%N/A0.189% 8/1/2025 Red Lighthouse Investment Management LLC871$57K0.0%N/A0.039% 7/16/2025 Meredith Wealth Planning422,349$27.55M10.0%+6.8%19.259% 7/15/2025 Evanson Asset Management LLC25,000$1.63M0.1%+15.5%1.140% 7/11/2025 Ridgeline Wealth LLC8,807$574K0.5%-95.2%0.403% 5/20/2025Focus Partners Wealth5,264$320K0.0%N/A0.248% I was right about SpaceX (Ad)Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.See how to claim your stake in SpaceX before the public can5/19/2025Jane Street Group LLC3,882$236K0.0%N/A0.183% 5/8/2025Meredith Wealth Planning395,336$24.03M10.6%+3.3%19.007% 5/7/2025Vawter Financial Ltd.4,583$279K0.2%-11.5%0.220% 5/1/2025Austin Wealth Management LLC7,196$430K0.1%+54.7%0.346% 4/29/2025Paul R. Ried Financial Group LLC55,505$3.37M2.3%+40.4%2.669% 4/22/2025Evanson Asset Management LLC21,643$1.32M0.1%+19.0%1.041% 4/11/2025Ridgeline Wealth LLC182,168$11.07M9.4%+15.6%8.473% 2/12/2025JPMorgan Chase & Co.156,013$9.51M0.0%N/A13.566% 2/10/2025Austin Wealth Management LLC4,652$291K0.1%+4.4%0.405% 1/31/2025Meredith Wealth Planning382,534$23.33M10.4%+9.5%33.264% 1/24/2025Paul R. Ried Financial Group LLC39,546$2.41M1.7%N/A3.439% 1/23/2025M Wealth Management LLC31,402$1.92M1.7%N/A2.731% 1/16/2025Evanson Asset Management LLC18,191$1.11M0.1%+32.9%1.582% 1/6/2025Ridgeline Wealth LLC157,592$9.61M7.8%N/A13.704% 11/6/2024Vawter Financial Ltd.5,143$323K0.2%+7.2%0.447% 10/28/2024Austin Wealth Management LLC4,457$277K0.1%N/A0.388% 10/8/2024Evanson Asset Management LLC13,684$859K0.1%+44.1%1.190% 8/2/2024Vawter Financial Ltd.4,798$283K0.2%+29.0%0.417% 7/24/2024Meredith Wealth Planning344,063$20.27M10.6%+19.3%29.919% 7/13/2024Evanson Asset Management LLC9,495$559K0.0%+85.6%0.826% 5/16/2024Vawter Financial Ltd.3,719$225K0.2%N/A0.323% 4/23/2024Meredith Wealth Planning288,357$17.42M9.7%+11.4%25.746% 4/13/2024Evanson Asset Management LLC5,116$309K0.0%+12.0%2.325% 1/25/2024Meredith Wealth Planning258,812$14.53M9.0%+739.5%117.642% 1/18/2024Evanson Asset Management LLC4,567$256K0.0%N/A2.076% 10/20/2023Moisand Fitzgerald Tamayo LLC1,006$52K0.0%N/A0.457% 10/16/2023Meredith Wealth Planning30,831$1.58M1.2%N/A14.014% AVGV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVGV shares? During the previous two years, 23 institutional investors and hedge funds held shares of Avantis All Equity Markets Value ETF. The most heavily invested institutionals were Meredith Wealth Planning ($33.68M), JPMorgan Chase & Co. ($9.51M), Paul R. Ried Financial Group LLC ($8.18M), Wealth Enhancement Advisory Services LLC ($5.20M), B&D White Capital Company LLC ($3.60M), M Wealth Management LLC ($2.20M), and Evanson Asset Management LLC ($2.00M).Learn more on Avantis All Equity Markets Value ETF's institutional investors. Which institutional investors have been buying Avantis All Equity Markets Value ETF's stock? Of the 23 institutional investors that purchased Avantis All Equity Markets Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ridgeline Wealth LLC ($182.17K), Meredith Wealth Planning ($166.53K), JPMorgan Chase & Co. ($156.01K), Paul R. Ried Financial Group LLC ($105.43K), Wealth Enhancement Advisory Services LLC ($68.80K), M Wealth Management LLC ($32.78K), and B&D White Capital Company LLC ($25.53K). How much institutional buying is happening at Avantis All Equity Markets Value ETF? Institutional investors have bought a total of 264,470 shares in the last 24 months. This purchase volume represents approximately $18.86M in transactions. Which of Avantis All Equity Markets Value ETF's major shareholders have been selling company stock? The following institutional investors have sold Avantis All Equity Markets Value ETF stock in the last 24 months: Ridgeline Wealth LLC ($173.71K), M Wealth Management LLC ($9.41K), Jane Street Group LLC ($671.00), Vawter Financial Ltd. ($566.00), Compound Planning Inc. ($301.00), and Sax Wealth Advisors LLC ($274.00). How much institutional selling is happening at Avantis All Equity Markets Value ETF? Institutional investors have sold a total of 184,930 shares in the last 24 months. This volume of shares sold represents approximately $12.09M in transactions. Related Companies QLTI Major Shareholders GMOI Major Shareholders TXUE Major Shareholders OAEM Major Shareholders ACII Major Shareholders GMOV Major Shareholders XC Major Shareholders AVMA Major Shareholders HCMT Major Shareholders AVNV Major Shareholders This page (NYSEARCA:AVGV) was last updated on 5/25/2026 by MarketBeat.com Staff. 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