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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$72.69
+0.08 (+0.11%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$81.97M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.28M
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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
10/30/2024 Foster & Motley Inc.4,209$311K0.0%+22.9%0.083%
10/29/2024 Creative Capital Management Investments LLC4,506$333K0.1%+8.5%0.089%
10/29/2024 Oceanside Advisors LLC13,116$969K0.7%+5.5%0.259%
10/28/2024 Austin Wealth Management LLC12,228$895K0.2%+52.3%0.242%
10/25/2024 Intelligent Financial Strategies70,436$5.20M2.9%-2.0%1.392%
10/25/2024 SC&H Financial Advisors Inc.22,543$1.67M0.4%+3.9%0.446%
10/24/2024 TCI Wealth Advisors Inc.5,143$380K0.0%N/A0.102%
10/23/2024 Index Fund Advisors Inc.61,105$4.51M0.2%+1.9%1.208%
10/22/2024 Sprinkle Financial Consultants LLC55,708$4.12M2.9%+1.0%1.101%
10/21/2024 Integrity Wealth Solutions LLC7,167$529K0.3%+14.3%0.142%
10/21/2024 Eaton Cambridge Inc.8,463$625K0.3%+8.2%0.167%
10/19/2024Compass Ion Advisors LLC75,318$5.56M0.7%-1.8%1.488%
10/19/2024Werba Rubin Papier Wealth Management22,657$1.67M0.4%+73.7%0.448%
10/18/2024Lam Group Inc.9,165$677K0.5%+73.0%0.181%
10/16/2024 Annapolis Financial Services LLC10,457$772K0.2%+75.7%0.207%
10/16/2024 Physician Wealth Advisors Inc.10,413$769K0.1%-39.4%0.206%
10/15/2024 Nova R Wealth Inc.108,853$8.04M4.0%-1.2%2.151%
10/11/2024 Creative Planning7,871$581K0.0%-5.5%0.156%
10/9/2024 Fermata Advisors LLC19,493$1.44M0.3%+11.9%0.385%
10/9/2024 GEM Asset Management LLC4,610$339K0.2%+8.9%0.091%
10/8/2024 Evanson Asset Management LLC23,366$1.73M0.1%+13.4%0.462%
10/3/2024 Apella Capital LLC12,006$883K0.0%-44.1%0.237%
8/16/2024 Creative Planning8,327$577K0.0%+6.6%0.165%
8/13/2024 Libra Wealth LLC4,224$293K0.1%N/A0.083%
8/9/2024Collaborative Wealth Managment Inc.30,611$2.12M1.0%+43.8%0.605%
8/6/2024Werba Rubin Papier Wealth Management13,045$904K0.2%+5.8%0.258%
8/6/2024Strategic Financial Concepts LLC518,125$35.92M0.2%N/A10.240%
8/5/2024Northwest Wealth Management LLC4,319$299K0.1%-31.8%0.085%
8/3/2024 Foster & Motley Inc.3,426$237K0.0%N/A0.068%
8/2/2024 Index Fund Advisors Inc.59,937$4.16M0.2%+13.3%1.185%
8/2/2024Aveo Capital Partners LLC22,404$1.55M0.2%+5.2%0.443%
7/31/2024WR Wealth Planners LLC23,765$1.65M0.5%+9.4%0.470%
7/31/2024Commonwealth Equity Services LLC54,543$3.78M0.0%+21.8%1.078%
7/30/2024 WMG Financial Advisors LLC17,386$1.21M0.6%+33.5%0.344%
7/29/2024Wealthstream Advisors Inc.116,096$8.05M2.9%+30.5%2.294%
7/27/2024 Strategic Blueprint LLC7,317$507K0.0%N/A0.145%
7/26/2024 Sprinkle Financial Consultants LLC55,153$3.82M3.0%+8.6%1.090%
7/26/2024 Integrity Wealth Solutions LLC6,270$435K0.3%+6.5%0.124%
7/26/2024 Oceanside Advisors LLC12,438$862K0.7%+8.8%0.246%
7/25/2024Waypoint Capital Advisors LLC15,250$1.06M0.3%-12.4%0.301%
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7/25/2024Waypoint Wealth Partners Inc.8,037$557K0.2%+22.7%0.159%
7/24/2024Meredith Wealth Planning28,437$1.97M1.0%+8.4%0.562%
7/18/2024 Nova R Wealth Inc.110,177$7.64M3.9%+7.6%2.177%
7/17/2024 Physician Wealth Advisors Inc.17,177$1.25M0.2%-4.4%0.339%
7/17/2024 Annapolis Financial Services LLC5,951$413K0.1%+135.1%0.118%
7/17/2024 Eaton Cambridge Inc.7,819$542K0.3%-3.6%0.155%
7/13/2024Compass Ion Advisors LLC76,723$5.36M0.8%+3.6%1.516%
7/13/2024 Evanson Asset Management LLC20,605$1.43M0.1%+7.8%0.407%
7/13/2024 Fermata Advisors LLC17,414$1.21M0.3%-3.0%0.344%
7/12/2024Sax Wealth Advisors LLC8,791$609K0.1%N/A0.174%
7/11/2024 Global Trust Asset Management LLC893$62K0.0%+113.6%0.018%
7/10/2024 Apella Capital LLC21,470$1.50M0.1%+162.7%0.424%
7/8/2024 Versant Capital Management Inc1,006$70K0.0%N/A0.020%
5/23/2024 Austin Wealth Management LLC8,031$562K0.1%N/A0.159%
5/15/2024Beaird Harris Wealth Management LLC412$29K0.0%+65.5%0.008%
5/14/2024Northwest Wealth Management LLC6,333$442K0.1%+12.6%0.125%
5/13/2024 Index Fund Advisors Inc.52,908$3.69M0.2%+18.1%1.046%
5/7/2024 WMG Financial Advisors LLC13,026$909K0.5%+40.7%0.257%
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%
4/29/2024Paragon 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%
4/23/2024Meredith 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%
4/18/2024Compass 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%
4/5/2024Lam 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%
2/8/2024 WMG 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%
2/1/2024 SC&H Financial Advisors Inc.12,804$829K0.2%+58.5%0.396%
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2/1/2024 Annapolis Financial Services LLC6,405$415K0.1%+29.4%0.198%
1/30/2024Lam Group Inc.3,802$246K0.2%+4.5%0.118%
1/25/2024Meredith Wealth Planning18,866$1.22M0.8%+9.4%0.584%
1/25/2024WESPAC Advisors SoCal LLC3,717$241K0.1%N/A0.115%
1/24/2024Compass 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%
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%
(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, 61 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Strategic Financial Concepts LLC ($35.92M), Paragon Advisors LLC ($11.18M), Wealthstream Advisors Inc. ($8.05M), Nova R Wealth Inc. ($8.04M), Compass Ion Advisors LLC ($5.56M), Intelligent Financial Strategies ($5.20M), and Index Fund Advisors Inc. ($4.51M).Learn more on AVGE's institutional investors.

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

Of the 61 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: Strategic Financial Concepts LLC ($518.13K), Paragon Advisors LLC ($188.10K), Intelligent Financial Strategies ($113.27K), Nova R Wealth Inc. ($110.18K), Compass Ion Advisors LLC ($60.26K), Sprinkle Financial Consultants LLC ($55.71K), and Commonwealth Equity Services LLC ($50.79K).

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

Institutional investors have bought a total of 1,651,520 shares in the last 24 months. This purchase volume represents approximately $106.55M in transactions.

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

Of the 15 institutional investors that sold Avantis All Equity Markets ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Intelligent Financial Strategies ($82.25K), Apella Capital LLC ($9.46K), V Wealth Advisors LLC ($9.24K), Physician Wealth Advisors Inc. ($8.34K), Annapolis Financial Services LLC ($3.87K), Canvas Wealth Advisors LLC ($3.18K), and Waypoint Capital Advisors LLC ($2.81K).

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

Institutional investors have sold a total of 127,791 shares in the last 24 months. This volume of shares sold represents approximately $8.25M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 11/2/2024 by MarketBeat.com Staff
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