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Avantis All Equity Markets ETF (AVGE) Institutional Ownership

$67.80 +0.55 (+0.82%)
As of 04/17/2025 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)
68
Total
Institutional Inflows
(last 12 months)
$140.19M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.46M
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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
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%
4/15/2025 Magnolia Private Wealth LLC22,421$1.60M0.9%+79.6%0.338%
4/15/2025 Paragon 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%
4/9/2025 Arlington 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%
2/14/2025Oak Wealth Advisors LLC6,784$491K0.4%N/A0.134%
2/14/2025Holcombe 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%
2/12/2025Physician 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%
2/11/2025Compass Ion Advisors LLC74,929$5.42M0.6%-0.5%1.481%
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%
2/6/2025WMG Financial Advisors LLC17,776$1.29M0.6%+2.0%0.351%
2/6/2025Modera Wealth Management LLC11,627$841K0.0%N/A0.230%
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2/5/2025WR Wealth Planners LLC27,618$2.00M0.6%+7.3%0.546%
2/5/2025 Magnolia Private Wealth LLC12,486$904K0.5%N/A0.247%
2/4/2025Wealthstream Advisors Inc.145,224$10.51M1.9%+19.0%2.870%
2/3/2025Werba Rubin Papier Wealth Management24,632$1.78M0.4%+8.7%0.487%
1/31/2025Meredith Wealth Planning82,919$6.00M2.7%+58.0%1.639%
1/31/2025Intelligent Financial Strategies68,843$4.98M2.8%-2.3%1.361%
1/30/2025Waypoint Wealth Partners Inc.8,357$605K0.2%+16.5%0.165%
1/30/2025Strategic Financial Concepts LLC13,581$983K0.0%+85.7%0.268%
1/30/2025Aveo Capital Partners LLC21,100$1.53M0.2%-9.4%0.417%
1/30/2025Nova R Wealth Inc.108,226$7.83M3.9%-0.6%2.139%
1/29/2025BCR Wealth Strategies LLC2,885$208K0.1%N/A0.057%
1/29/2025 GEM Asset Management LLC5,121$371K0.2%+11.1%0.101%
1/29/2025Index Fund Advisors Inc.66,863$4.84M0.3%+9.4%1.321%
1/29/2025Oceanside Advisors LLC14,562$1.05M0.8%+11.0%0.288%
1/28/2025 Arlington Financial Advisors LLC3,435$249K0.0%-7.8%0.068%
1/28/2025SC&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%
1/28/2025Strategic Financial Concepts LLC931,236$67.39M0.1%+12,632.2%18.404%
1/27/2025WESPAC Advisors SoCal LLC4,234$306K0.1%+5.1%0.084%
1/24/2025Great Point Wealth Advisors LLC3,375$244K0.1%+5.2%0.067%
1/23/2025TCI Wealth Advisors Inc.5,406$391K0.0%+5.1%0.107%
1/23/2025Foster & Motley Inc.4,879$353K0.0%+15.9%0.096%
1/23/2025Strategic Blueprint LLC7,497$543K0.0%+1.9%0.148%
1/22/2025Eaton Cambridge Inc.9,070$656K0.3%+7.2%0.179%
1/22/2025Integrity Wealth Solutions LLC6,922$501K0.3%-3.4%0.137%
1/16/2025 Lam Group Inc.10,850$785K0.6%+18.4%0.214%
1/16/2025Evanson Asset Management LLC23,620$1.71M0.1%+1.1%0.467%
1/15/2025Sax 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%
10/29/2024 Creative 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%
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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%
10/22/2024 Sprinkle 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%
(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, 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 ($10.23M), 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), Meredith Wealth Planning ($58.89K), Sprinkle Financial Consultants LLC ($57.01K), Wealthstream Advisors Inc. ($56.29K), and Index Fund Advisors Inc. ($42.21K).

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

Institutional investors have bought a total of 2,645,863 shares in the last 24 months. This purchase volume represents approximately $182.41M in transactions.

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

Of the 24 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 ($28.83K), Apella Capital LLC ($10.26K), Physician Wealth Advisors Inc. ($9.57K), 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 175,880 shares in the last 24 months. This volume of shares sold represents approximately $11.75M in transactions.


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This page (NYSEARCA:AVGE) was last updated on 4/19/2025 by MarketBeat.com Staff
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