AVGV Institutional Ownership
Avantis All Equity Markets Value ETF 9
1W: -0.7%
1M: -2.9%
3M: -0.4%
YTD: +14.8%
1Y: +22.0%
3Y: +76.9%
$85.16
+0.64 (+0.76%)
Weekly Expected Move ±1.3%
$83
$84
$85
$86
$87
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVGV
33
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
95M
Total Invested
6
New Positions
17
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 613,056 | $52M | +78,479 | +14.7% | 12Q | SEC ↗ |
| 2 | Paul R. Ried Financial Group, LLC | 117,691 | $10M | +12,257 | +11.6% | 7Q | SEC ↗ |
| 3 | B&D White Capital Company, LLC | 51,228 | $4M | — | +0.0% | 5Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 38,449 | $3M | +731 | +1.9% | 3Q | SEC ↗ |
| 5 | LPL Financial LLC | 31,487 | $3M | +8,361 | +36.2% | 4Q | SEC ↗ |
| 6 | McCartney Wealth Management LLC | 29,256 | $2M | +712 | +2.5% | 3Q | SEC ↗ |
| 7 | FIG FINANCIAL ADVISORY SERVICES INC /A NEW | 29,239 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Evanson Financial, LLC NEW | 28,269 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Evanson Asset Management, LLC | 27,399 | $2M | +137 | +0.5% | 10Q | SEC ↗ |
| 10 | M Wealth Management, LLC | 26,914 | $2M | +24 | +0.1% | 7Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 23,325 | $2M | +288 | +1.3% | 2Q | SEC ↗ |
| 12 | MAIMON WEALTH MANAGEMENT LTD. | 16,200 | $1M | +13,150 | +431.1% | 2Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 15,569 | $1M | -9,005 | -36.6% | 2Q | SEC ↗ |
| 14 | NewEdge Advisors, LLC | 13,255 | $1M | +4,084 | +44.5% | 3Q | SEC ↗ |
| 15 | ENTREWEALTH, LLC | 10,987 | $936K | +1,425 | +14.9% | 5Q | SEC ↗ |
| 16 | Focus Partners Wealth | 10,793 | $919K | +5,465 | +102.6% | 6Q | SEC ↗ |
| 17 | Ridgeline Wealth, LLC | 8,445 | $719K | +107 | +1.3% | 7Q | SEC ↗ |
| 18 | JPMORGAN CHASE & CO | 7,674 | $654K | -366 | -4.6% | 3Q | SEC ↗ |
| 19 | Asset One Wealth Management LLC | 6,195 | $528K | +175 | +2.9% | 2Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 5,565 | $474K | +2,069 | +59.2% | 2Q | SEC ↗ |
| 21 | Empirical Finance, LLC | 5,260 | $448K | — | +0.0% | 2Q | SEC ↗ |
| 22 | Farther Finance Advisors, LLC | 4,504 | $384K | +46 | +1.0% | 3Q | SEC ↗ |
| 23 | Copper Harbor Investment Advisors, LLC NEW | 4,490 | $382K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Vawter Financial, Ltd. | 4,147 | $353K | -191 | -4.4% | 4Q | SEC ↗ |
| 25 | Compound Planning, Inc. | 3,662 | $312K | -7 | -0.2% | 4Q | SEC ↗ |
| 26 | SAX WEALTH ADVISORS, LLC | 3,610 | $307K | -235 | -6.1% | 4Q | SEC ↗ |
| 27 | Mosley Wealth Management NEW | 1,345 | $115K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Rialto Wealth Management, LLC | 1,062 | $90K | +124 | +13.2% | 4Q | SEC ↗ |
| 29 | Allworth Financial LP NEW | 605 | $52K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Atomic Invest LLC NEW | 445 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Orion Capital Management LLC | 315 | $27K | — | +0.0% | 7Q | SEC ↗ |
| 32 | Moisand Fitzgerald Tamayo, LLC | 195 | $17K | — | +0.0% | 12Q | SEC ↗ |
| 33 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 2Q | SEC ↗ |
| 34 | UBS Group AG | 0 | $0K | -4 | -100.0% | 1Q | SEC ↗ |
| 35 | Austin Wealth Management, LLC | 0 | $0K | -11,758 | -100.0% | 6Q | SEC ↗ |
| 36 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, | 0 | $0K | -1,270 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 29,239 | $2M |
| Evanson Financial, LLC | 28,269 | $2M |
| Copper Harbor Investment Advisors, | 4,490 | $382K |
| Mosley Wealth Management | 1,345 | $115K |
| Allworth Financial LP | 605 | $52K |
| Atomic Invest LLC | 445 | $38K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Austin Wealth Management, LLC | 11,758 | $1M |
| RED LIGHTHOUSE INVESTMENT MANAGEMEN | 1,270 | $108K |
| UBS Group AG | 4 | $0K |
Biggest Increases (18)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Meredith Wealth Planning | +78,479 | +14.7% | 613,056 |
| MAIMON WEALTH MANAGEMENT LTD. | +13,150 | +431.1% | 16,200 |
| Paul R. Ried Financial Group, LLC | +12,257 | +11.6% | 117,691 |
| LPL Financial LLC | +8,361 | +36.2% | 31,487 |
| Focus Partners Wealth | +5,465 | +102.6% | 10,793 |
| NewEdge Advisors, LLC | +4,084 | +44.5% | 13,255 |
| JANE STREET GROUP, LLC | +2,069 | +59.2% | 5,565 |
| ENTREWEALTH, LLC | +1,425 | +14.9% | 10,987 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +731 | +1.9% | 38,449 |
| McCartney Wealth Management LLC | +712 | +2.5% | 29,256 |
| AQR CAPITAL MANAGEMENT LLC | +288 | +1.3% | 23,325 |
| Asset One Wealth Management LLC | +175 | +2.9% | 6,195 |
| Evanson Asset Management, LLC | +137 | +0.5% | 27,399 |
| Rialto Wealth Management, LLC | +124 | +13.2% | 1,062 |
| Ridgeline Wealth, LLC | +107 | +1.3% | 8,445 |
| Farther Finance Advisors, LLC | +46 | +1.0% | 4,504 |
| M Wealth Management, LLC | +24 | +0.1% | 26,914 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -9,005 | -36.6% | 15,569 |
| JPMORGAN CHASE & CO | -366 | -4.6% | 7,674 |
| SAX WEALTH ADVISORS, LLC | -235 | -6.1% | 3,610 |
| Vawter Financial, Ltd. | -191 | -4.4% | 4,147 |
| Compound Planning, Inc. | -7 | -0.2% | 3,662 |