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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$71.15 -1.28 (-1.77%)
Closing price 03/28/2025 04:10 PM Eastern
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$71.10 -0.05 (-0.06%)
As of 03/28/2025 06:34 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)
68
Total
Institutional Inflows
(last 12 months)
$146.96M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.52M
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AVGE Institutional Buying and Selling by Quarter

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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
2/19/2025 WCG Wealth Advisors LLC28,766$2.08M0.1%+34.1%0.568%
2/18/2025 Orion Capital Management LLC1,112$80K0.0%N/A0.022%
2/18/2025 Focus Partners Advisor Solutions LLC6,760$489K0.0%+6.1%0.134%
2/17/2025 LRI Investments LLC1,429$103K0.0%+15.0%0.028%
2/17/2025 Cresset Asset Management LLC8,654$626K0.0%+46.9%0.171%
2/17/2025 BIP Wealth LLC28,194$2.04M0.1%+14.2%0.557%
2/14/2025 Mercer Global Advisors Inc. ADV18,545$1.34M0.0%N/A0.367%
2/14/2025 Jane 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%
2/13/2025 Advisory Services Network LLC24,357$1.76M0.0%-23.5%0.481%
2/13/2025 Envestnet Asset Management Inc.4,820$349K0.0%-30.3%0.095%
2/12/2025 Nemes Rush Group LLC3,750$271K0.0%N/A0.074%
2/12/2025 Prudent 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%
2/11/2025 Modern Wealth Management LLC20,628$1.55M0.1%+1.0%0.408%
2/11/2025 LPL 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%
2/10/2025 Entrewealth LLC5,893$433K0.4%N/A0.116%
2/10/2025 Curio Wealth LLC9,698$702K0.4%N/A0.192%
2/10/2025 Yardley Wealth Management LLC20,628$1.49M0.7%+0.7%0.408%
2/10/2025 Collaborative Wealth Managment Inc.32,420$2.35M1.1%+5.9%0.641%
2/10/2025 Corient Private Wealth LLC39,284$2.84M0.0%+6.8%0.776%
2/10/2025 Commonwealth Equity Services LLC60,622$4.39M0.0%+3.9%1.198%
2/10/2025 Austin Wealth Management LLC22,731$1.68M0.3%+85.9%0.449%
2/10/2025 Parkworth Wealth Management Inc.383$28K0.0%N/A0.008%
2/10/2025 EverSource Wealth Advisors LLC1,815$131K0.0%+81.0%0.036%
2/7/2025 Red Lighthouse Investment Management LLC2,109$153K0.1%+73.9%0.042%
2/6/2025 WMG Financial Advisors LLC17,776$1.29M0.6%+2.0%0.351%
2/6/2025 Modera Wealth Management LLC11,627$841K0.0%N/A0.230%
2/5/2025 WR Wealth Planners LLC27,618$2.00M0.6%+7.3%0.546%
2/5/2025 Magnolia Private Wealth LLC12,486$904K0.5%N/A0.247%
2/4/2025 Wealthstream Advisors Inc.145,224$10.51M1.9%+19.0%2.870%
2/3/2025 Werba Rubin Papier Wealth Management24,632$1.78M0.4%+8.7%0.487%
1/31/2025 Meredith Wealth Planning82,919$6.00M2.7%+58.0%1.639%
1/31/2025 Intelligent Financial Strategies68,843$4.98M2.8%-2.3%1.361%
1/30/2025 Waypoint Wealth Partners Inc.8,357$605K0.2%+16.5%0.165%
1/30/2025 Strategic Financial Concepts LLC13,581$983K0.0%+85.7%0.268%
1/30/2025 Aveo Capital Partners LLC21,100$1.53M0.2%-9.4%0.417%
1/30/2025 Nova R Wealth Inc.108,226$7.83M3.9%-0.6%2.139%
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1/29/2025 BCR Wealth Strategies LLC2,885$208K0.1%N/A0.057%
1/29/2025 GEM Asset Management LLC5,121$371K0.2%+11.1%0.101%
1/29/2025 Index Fund Advisors Inc.66,863$4.84M0.3%+9.4%1.321%
1/29/2025 Oceanside Advisors LLC14,562$1.05M0.8%+11.0%0.288%
1/28/2025 Arlington Financial Advisors LLC3,435$249K0.0%-7.8%0.068%
1/28/2025 SC&H Financial Advisors Inc.23,106$1.67M0.3%+2.5%0.457%
1/28/2025 Sprinkle Financial Consultants LLC57,008$4.13M2.8%+2.3%1.127%
1/28/2025 Strategic Financial Concepts LLC931,236$67.39M0.1%+12,632.2%18.404%
1/27/2025 WESPAC Advisors SoCal LLC4,234$306K0.1%+5.1%0.084%
1/24/2025 Great Point Wealth Advisors LLC3,375$244K0.1%+5.2%0.067%
1/23/2025 TCI Wealth Advisors Inc.5,406$391K0.0%+5.1%0.107%
1/23/2025 Foster & Motley Inc.4,879$353K0.0%+15.9%0.096%
1/23/2025 Strategic Blueprint LLC7,497$543K0.0%+1.9%0.148%
1/22/2025 Eaton Cambridge Inc.9,070$656K0.3%+7.2%0.179%
1/22/2025 Integrity Wealth Solutions LLC6,922$501K0.3%-3.4%0.137%
1/16/2025 Lam Group Inc.10,850$785K0.6%+18.4%0.214%
1/16/2025 Evanson Asset Management LLC23,620$1.71M0.1%+1.1%0.467%
1/15/2025 Sax Wealth Advisors LLC9,361$677K0.1%N/A0.185%
1/15/2025 Fermata Advisors LLC31,453$2.28M0.4%+61.4%0.622%
1/14/2025 Apella Capital LLC13,375$968K0.0%+11.4%0.264%
1/13/2025 Paragon Advisors LLC144,888$10.49M3.6%-6.9%2.863%
1/6/2025 Ridgeline Wealth LLC21,262$1.54M1.3%N/A0.420%
1/3/2025 Versant Capital Management Inc3,749$271K0.1%+272.7%0.074%
12/26/2024 JPMorgan Chase & Co.460$34K0.0%N/A0.009%
12/2/2024 Beaird Harris Wealth Management LLC387$29K0.0%-35.7%0.008%
11/15/2024 LRI Investments LLC1,243$93K0.0%N/A0.025%
11/15/2024 Jane Street Group LLC4,481$331K0.0%N/A0.089%
11/8/2024 Yardley Wealth Management LLC20,484$1.51M0.9%N/A0.405%
11/8/2024 BIP Wealth LLC24,678$1.82M0.1%+76.8%0.488%
11/6/2024 WESPAC Advisors SoCal LLC4,028$298K0.1%+6.4%0.080%
11/6/2024 Paragon Advisors LLC155,680$11.50M3.7%-9.8%3.077%
11/6/2024 Vawter Financial Ltd.2,940$217K0.1%N/A0.058%
11/6/2024 Wealthstream Advisors Inc.122,081$9.02M1.6%+5.2%2.413%
11/5/2024 Northwest Wealth Management LLC3,687$272K0.1%-14.6%0.073%
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%
10/19/2024 Compass Ion Advisors LLC75,318$5.56M0.7%-1.8%1.488%
10/19/2024 Werba Rubin Papier Wealth Management22,657$1.67M0.4%+73.7%0.448%
10/18/2024 Lam Group Inc.9,165$677K0.5%+73.0%0.181%
10/16/2024Annapolis 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%
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Here’s the full story for you.
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%
8/9/2024 Collaborative Wealth Managment Inc.30,611$2.12M1.0%+43.8%0.605%
8/6/2024 Werba Rubin Papier Wealth Management13,045$904K0.2%+5.8%0.258%
(Data available from 1/1/2016 forward)

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AVGE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVGE shares?

During the previous two years, 84 institutional investors and hedge funds held shares of Avantis All Equity Markets ETF. The most heavily invested institutionals were Wealthstream Advisors Inc. ($10.51M), Paragon Advisors LLC ($10.49M), Nova R Wealth Inc. ($7.83M), Meredith Wealth Planning ($6.00M), Compass Ion Advisors LLC ($5.42M), Intelligent Financial Strategies ($4.98M), and LPL Financial LLC ($4.96M).Learn more on AVGE's institutional investors.

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

Of the 81 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 ($1.45M), Paragon Advisors LLC ($188.10K), Nova R Wealth Inc. ($110.18K), Compass Ion Advisors LLC ($60.26K), Meredith Wealth Planning ($58.89K), Sprinkle Financial Consultants LLC ($57.01K), and Wealthstream Advisors Inc. ($56.29K).

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

Institutional investors have bought a total of 2,671,730 shares in the last 24 months. This purchase volume represents approximately $183.68M in transactions.

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

Of the 23 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 ($83.85K), Paragon Advisors LLC ($27.62K), Physician Wealth Advisors Inc. ($9.57K), Apella Capital LLC ($9.46K), V Wealth Advisors LLC ($9.24K), Advisory Services Network LLC ($7.48K), and Annapolis Financial Services LLC ($3.87K).

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

Institutional investors have sold a total of 172,949 shares in the last 24 months. This volume of shares sold represents approximately $11.54M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 3/29/2025 by MarketBeat.com Staff
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