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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$74.96 +0.90 (+1.22%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$74.34M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.36M
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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
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%
12/26/2024JPMorgan Chase & Co.460$34K0.0%N/A0.009%
12/2/2024Beaird Harris Wealth Management LLC387$29K0.0%-35.7%0.008%
11/15/2024LRI Investments LLC1,243$93K0.0%N/A0.025%
11/15/2024Jane Street Group LLC4,481$331K0.0%N/A0.089%
11/8/2024Yardley Wealth Management LLC20,484$1.51M0.9%N/A0.405%
11/8/2024BIP Wealth LLC24,678$1.82M0.1%+76.8%0.488%
11/6/2024WESPAC Advisors SoCal LLC4,028$298K0.1%+6.4%0.080%
11/6/2024 Paragon Advisors LLC155,680$11.50M3.7%-9.8%3.077%
11/6/2024Vawter Financial Ltd.2,940$217K0.1%N/A0.058%
11/6/2024Wealthstream Advisors Inc.122,081$9.02M1.6%+5.2%2.413%
11/5/2024Northwest Wealth Management LLC3,687$272K0.1%-14.6%0.073%
10/30/2024Foster & Motley Inc.4,209$311K0.0%+22.9%0.083%
10/29/2024Creative Capital Management Investments LLC4,506$333K0.1%+8.5%0.089%
10/29/2024Oceanside Advisors LLC13,116$969K0.7%+5.5%0.259%
10/28/2024Austin Wealth Management LLC12,228$895K0.2%+52.3%0.242%
10/25/2024Intelligent Financial Strategies70,436$5.20M2.9%-2.0%1.392%
10/25/2024SC&H Financial Advisors Inc.22,543$1.67M0.4%+3.9%0.446%
10/24/2024TCI Wealth Advisors Inc.5,143$380K0.0%N/A0.102%
10/23/2024Index Fund Advisors Inc.61,105$4.51M0.2%+1.9%1.208%
10/22/2024Sprinkle Financial Consultants LLC55,708$4.12M2.9%+1.0%1.101%
10/21/2024Integrity Wealth Solutions LLC7,167$529K0.3%+14.3%0.142%
10/21/2024Eaton 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%
10/18/2024 Lam Group Inc.9,165$677K0.5%+73.0%0.181%
10/16/2024Annapolis Financial Services LLC10,457$772K0.2%+75.7%0.207%
10/16/2024Physician Wealth Advisors Inc.10,413$769K0.1%-39.4%0.206%
10/15/2024Nova R Wealth Inc.108,853$8.04M4.0%-1.2%2.151%
10/11/2024Creative Planning7,871$581K0.0%-5.5%0.156%
10/9/2024 Fermata Advisors LLC19,493$1.44M0.3%+11.9%0.385%
10/9/2024GEM 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%
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10/3/2024 Apella Capital LLC12,006$883K0.0%-44.1%0.237%
8/16/2024Creative Planning8,327$577K0.0%+6.6%0.165%
8/13/2024Libra 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%
8/3/2024Foster & Motley Inc.3,426$237K0.0%N/A0.068%
8/2/2024Index 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%
7/30/2024WMG 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%
7/27/2024Strategic Blueprint LLC7,317$507K0.0%N/A0.145%
7/26/2024Sprinkle Financial Consultants LLC55,153$3.82M3.0%+8.6%1.090%
7/26/2024Integrity Wealth Solutions LLC6,270$435K0.3%+6.5%0.124%
7/26/2024Oceanside Advisors LLC12,438$862K0.7%+8.8%0.246%
7/25/2024Waypoint Capital Advisors LLC15,250$1.06M0.3%-12.4%0.301%
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%
7/18/2024Nova R Wealth Inc.110,177$7.64M3.9%+7.6%2.177%
7/17/2024Physician Wealth Advisors Inc.17,177$1.25M0.2%-4.4%0.339%
7/17/2024Annapolis Financial Services LLC5,951$413K0.1%+135.1%0.118%
7/17/2024Eaton 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%
7/12/2024 Sax 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%
5/23/2024Austin 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%
5/13/2024Index Fund Advisors Inc.52,908$3.69M0.2%+18.1%1.046%
5/7/2024WMG Financial Advisors LLC13,026$909K0.5%+40.7%0.257%
4/30/2024Valued Wealth Advisors LLC532$37K0.0%-32.3%0.011%
4/30/2024MN Wealth Advisors LLC12,720$888K0.5%+5.2%0.255%
4/29/2024Commonwealth Equity Services LLC44,775$3.13M0.0%+8.2%0.899%
4/29/2024 Paragon Advisors LLC160,181$11.18M4.5%+11.0%3.216%
4/29/2024Intelligent Financial Strategies73,861$5.16M3.2%-27.9%1.483%
4/26/2024Sprinkle Financial Consultants LLC50,792$3.55M3.0%+6.2%1.020%
4/24/2024Oceanside Advisors LLC11,434$798K0.7%+4.0%0.230%
4/23/2024Meredith Wealth Planning26,238$1.83M1.0%+39.1%0.527%
4/22/2024Arista Wealth Management LLC3,056$213K0.2%N/A0.061%
4/18/2024Integrity Wealth Solutions LLC5,886$411K0.3%+21.2%0.118%
4/18/2024Compass Ion Advisors LLC74,033$5.17M0.7%+8.7%1.487%
4/17/2024Annapolis Financial Services LLC2,531$177K0.1%-60.5%0.051%
4/17/2024Physician Wealth Advisors Inc.17,968$1.20M0.3%+2.1%0.361%
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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%
4/12/2024Nova R Wealth Inc.102,385$7.15M3.7%N/A3.170%
4/10/2024 Apella Capital LLC8,173$568K0.0%+4.5%0.253%
4/5/2024 Lam 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%
2/12/2024Sprinkle 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%
(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, 68 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 ($10.49M), Wealthstream Advisors Inc. ($9.02M), 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 68 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 1,745,430 shares in the last 24 months. This purchase volume represents approximately $113.44M in transactions.

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

Of the 17 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), Paragon Advisors LLC ($27.62K), Apella Capital LLC ($9.46K), V Wealth Advisors LLC ($9.24K), Physician Wealth Advisors Inc. ($8.34K), Annapolis Financial Services LLC ($3.87K), and Canvas Wealth Advisors LLC ($3.18K).

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

Institutional investors have sold a total of 156,257 shares in the last 24 months. This volume of shares sold represents approximately $10.34M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 1/21/2025 by MarketBeat.com Staff
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