AVGE Institutional Ownership
Avantis All Equity Markets ETF
1W: -0.4%
1M: -1.5%
3M: +0.1%
YTD: +14.4%
1Y: +19.8%
3Y: +77.9%
$99.34
+0.80 (+0.81%)
Weekly Expected Move ±1.4%
$97
$98
$99
$101
$102
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — AVGE
165
Institutional Holders
+32 vs prior quarter
0.0%
Ownership
+0.00pp
330M
Total Invested
40
New Positions
79
Increased
32
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (173 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 297,253 | $30M | +18,652 | +6.7% | 14Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 254,389 | $25M | +24,726 | +10.8% | 15Q | SEC ↗ |
| 3 | Greenspring Advisors, LLC | 165,420 | $16M | -8,756 | -5.0% | 3Q | SEC ↗ |
| 4 | GFG Capital, LLC NEW | 163,602 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Compass Ion Advisors, LLC | 118,846 | $12M | +32,649 | +37.9% | 14Q | SEC ↗ |
| 6 | BIP Wealth, LLC | 116,708 | $12M | +8,261 | +7.6% | 10Q | SEC ↗ |
| 7 | AQR CAPITAL MANAGEMENT LLC | 108,276 | $11M | — | +0.0% | 3Q | SEC ↗ |
| 8 | IEQ CAPITAL, LLC | 100,131 | $10M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Nova R Wealth, Inc. | 95,762 | $10M | -1,915 | -2.0% | 10Q | SEC ↗ |
| 10 | LPL Financial LLC | 94,256 | $9M | +4,603 | +5.1% | 14Q | SEC ↗ |
| 11 | Index Fund Advisors, Inc. | 90,746 | $9M | +4,000 | +4.6% | 15Q | SEC ↗ |
| 12 | Paragon Advisors, LLC | 73,594 | $7M | -78 | -0.1% | 12Q | SEC ↗ |
| 13 | Pacific Asset Management, LLC | 71,984 | $7M | -1,579 | -2.1% | 7Q | SEC ↗ |
| 14 | Intelligent Financial Strategies | 64,521 | $6M | -310 | -0.5% | 16Q | SEC ↗ |
| 15 | FMB WEALTH MANAGEMENT | 62,065 | $6M | +73 | +0.1% | 11Q | SEC ↗ |
| 16 | Frankly Finances, LLC | 58,958 | $6M | +5,899 | +11.1% | 3Q | SEC ↗ |
| 17 | Sprinkle Financial Consultants LLC | 57,470 | $6M | +641 | +1.1% | 11Q | SEC ↗ |
| 18 | Cogent Private Wealth, Inc. | 51,846 | $5M | +19,372 | +59.7% | 3Q | SEC ↗ |
| 19 | Cresset Asset Management, LLC | 51,619 | $5M | +30,780 | +147.7% | 9Q | SEC ↗ |
| 20 | Align Financial, LLC | 48,466 | $5M | +3,973 | +8.9% | 3Q | SEC ↗ |
| 21 | Hutchens & Kramer Investment Managemen | 47,965 | $5M | +17,279 | +56.3% | 5Q | SEC ↗ |
| 22 | Werba Rubin Papier Wealth Management | 45,424 | $5M | +7,896 | +21.0% | 2Q | SEC ↗ |
| 23 | B&D White Capital Company, LLC | 43,782 | $4M | — | +0.0% | 5Q | SEC ↗ |
| 24 | Fermata Advisors, LLC | 43,716 | $4M | +622 | +1.4% | 13Q | SEC ↗ |
| 25 | Corient Private Wealth LP | 40,717 | $4M | +2,554 | +6.7% | 9Q | SEC ↗ |
| 26 | ENTREWEALTH, LLC | 38,882 | $4M | +2,806 | +7.8% | 7Q | SEC ↗ |
| 27 | Savant Capital, LLC NEW | 38,733 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CreativeOne Wealth, LLC | 35,784 | $4M | +1,125 | +3.2% | 2Q | SEC ↗ |
| 29 | Yardley Wealth Management LLC | 33,830 | $3M | +309 | +0.9% | 8Q | SEC ↗ |
| 30 | SC&H Financial Advisors, Inc. | 32,246 | $3M | +2,060 | +6.8% | 14Q | SEC ↗ |
| 31 | Evanson Financial, LLC NEW | 32,115 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Wilkerson Advisory Group LLC | 32,013 | $3M | -194 | -0.6% | 3Q | SEC ↗ |
| 33 | Evanson Asset Management, LLC | 31,936 | $3M | -325 | -1.0% | 12Q | SEC ↗ |
| 34 | Betterment LLC | 29,116 | $3M | +54 | +0.2% | 9Q | SEC ↗ |
| 35 | ARQ WEALTH ADVISORS, LLC | 28,783 | $3M | +12,911 | +81.3% | 4Q | SEC ↗ |
| 36 | Ridgeline Wealth, LLC | 27,621 | $3M | -319 | -1.1% | 7Q | SEC ↗ |
| 37 | Magnolia Private Wealth, LLC | 25,230 | $3M | -10,160 | -28.7% | 7Q | SEC ↗ |
| 38 | WCG Wealth Advisors LLC | 24,015 | $2M | -556 | -2.3% | 12Q | SEC ↗ |
| 39 | CWM, LLC | 21,260 | $2M | +221 | +1.1% | 4Q | SEC ↗ |
| 40 | Integrity Wealth Solutions LLC | 20,692 | $2M | +3,347 | +19.3% | 11Q | SEC ↗ |
| 41 | CURIO WEALTH, LLC | 19,674 | $2M | +1,174 | +6.3% | 7Q | SEC ↗ |
| 42 | Oceanside Advisors LLC | 18,920 | $2M | +847 | +4.7% | 11Q | SEC ↗ |
| 43 | WMG Financial Advisors, LLC | 18,268 | $2M | -1,082 | -5.6% | 13Q | SEC ↗ |
| 44 | Focus Partners Advisor Solutions, LLC | 17,700 | $2M | +772 | +4.6% | 10Q | SEC ↗ |
| 45 | Apella Capital, LLC | 17,498 | $2M | +3,030 | +20.9% | 11Q | SEC ↗ |
| 46 | MERCER GLOBAL ADVISORS INC /ADV | 16,013 | $2M | -192 | -1.2% | 7Q | SEC ↗ |
| 47 | Beacon Pointe Advisors, LLC | 14,699 | $1M | +1,040 | +7.6% | 4Q | SEC ↗ |
| 48 | Modera Wealth Management, LLC | 14,569 | $1M | +4,650 | +46.9% | 7Q | SEC ↗ |
| 49 | Avantax Planning Partners, Inc. | 14,459 | $1M | +1,703 | +13.4% | 6Q | SEC ↗ |
| 50 | Financial Plan, Inc. | 14,323 | $1M | +2,596 | +22.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GFG Capital, LLC | 163,602 | $16M |
| Savant Capital, LLC | 38,733 | $4M |
| Evanson Financial, LLC | 32,115 | $3M |
| Arista Wealth Management, LLC | 10,998 | $1M |
| Diversify Advisory Services, LLC | 10,300 | $1M |
| Steffes Financial, Ltd. | 5,615 | $558K |
| CIBC WORLD MARKET INC. | 5,217 | $518K |
| STIFEL FINANCIAL CORP | 5,178 | $514K |
| Shira Ridge Wealth Management | 5,019 | $499K |
| OceanIQ Capital, LLC | 4,900 | $487K |
| JANE STREET GROUP, LLC | 4,575 | $454K |
| OneDigital Investment Advisors LLC | 4,433 | $440K |
| Parkwoods Wealth Partners, LLC | 3,629 | $361K |
| WJ Wealth Management, LLC | 3,475 | $345K |
| Ameritas Advisory Services, LLC | 3,404 | $338K |
| BWM Planning, LLC | 2,875 | $286K |
| Oak Wealth Advisors LLC | 2,434 | $242K |
| Focus Partners Wealth | 2,297 | $228K |
| XY Planning Network, Inc. | 2,291 | $228K |
| Tillman Hartley LLC | 2,251 | $224K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Austin Wealth Management, LLC | 45,820 | $5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 26,819 | $3M |
| Independent Advisor Alliance | 8,946 | $889K |
| Magnus Financial Group LLC | 2,431 | $241K |
| Three Arch Wealth Management LLC | 2,374 | $236K |
| Aspen Capital Management, LLC | 2,336 | $232K |
| ATWOOD & PALMER INC | 109 | $11K |
| UBS Group AG | 100 | $10K |
| Team Financial Group, LLC | 87 | $9K |
| North Ridge Wealth Advisors, Inc. | 70 | $7K |
| Blue Trust, Inc. | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Compass Ion Advisors, LLC | +32,649 | +37.9% | 118,846 |
| Cresset Asset Management, LLC | +30,780 | +147.7% | 51,619 |
| COMMONWEALTH EQUITY SERVICES, LLC | +24,726 | +10.8% | 254,389 |
| Cogent Private Wealth, Inc. | +19,372 | +59.7% | 51,846 |
| Meredith Wealth Planning | +18,652 | +6.7% | 297,253 |
| Hutchens & Kramer Investment Manage | +17,279 | +56.3% | 47,965 |
| ARQ WEALTH ADVISORS, LLC | +12,911 | +81.3% | 28,783 |
| BIP Wealth, LLC | +8,261 | +7.6% | 116,708 |
| Werba Rubin Papier Wealth Managemen | +7,896 | +21.0% | 45,424 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +7,391 | +254.1% | 10,300 |
| Frankly Finances, LLC | +5,899 | +11.1% | 58,958 |
| Modera Wealth Management, LLC | +4,650 | +46.9% | 14,569 |
| LPL Financial LLC | +4,603 | +5.1% | 94,256 |
| AE Wealth Management LLC | +4,115 | +143.5% | 6,982 |
| Index Fund Advisors, Inc. | +4,000 | +4.6% | 90,746 |
| Align Financial, LLC | +3,973 | +8.9% | 48,466 |
| Ferguson Johnson Wealth Management | +3,589 | +48.7% | 10,954 |
| Savvy Advisors, Inc. | +3,507 | +83.0% | 7,734 |
| Integrity Wealth Solutions LLC | +3,347 | +19.3% | 20,692 |
| Apella Capital, LLC | +3,030 | +20.9% | 17,498 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Modern Wealth Management, LLC | -15,975 | -82.6% | 3,357 |
| Magnolia Private Wealth, LLC | -10,160 | -28.7% | 25,230 |
| Greenspring Advisors, LLC | -8,756 | -5.0% | 165,420 |
| Strategic Blueprint, LLC | -5,164 | -55.5% | 4,142 |
| Nova R Wealth, Inc. | -1,915 | -2.0% | 95,762 |
| Pacific Asset Management, LLC | -1,579 | -2.1% | 71,984 |
| WMG Financial Advisors, LLC | -1,082 | -5.6% | 18,268 |
| WCG Wealth Advisors LLC | -556 | -2.3% | 24,015 |
| Accurate Wealth Management, LLC | -507 | -10.3% | 4,425 |
| Evanson Asset Management, LLC | -325 | -1.0% | 31,936 |
| Ridgeline Wealth, LLC | -319 | -1.1% | 27,621 |
| Intelligent Financial Strategies | -310 | -0.5% | 64,521 |
| Collaborative Wealth Managment Inc. | -303 | -6.5% | 4,336 |
| Eaton-Cambridge Inc. | -285 | -3.7% | 7,410 |
| SAX WEALTH ADVISORS, LLC | -261 | -5.6% | 4,382 |
| MML INVESTORS SERVICES, LLC | -244 | -9.1% | 2,428 |
| Wilkerson Advisory Group LLC | -194 | -0.6% | 32,013 |
| MERCER GLOBAL ADVISORS INC /ADV | -192 | -1.2% | 16,013 |
| Henrickson Nauta Wealth Advisors, I | -189 | -8.2% | 2,104 |
| TCI Wealth Advisors, Inc. | -83 | -1.3% | 6,122 |