AVGE · Avantis All Equity Markets ETF ETF
$102.18
+0.09 (+0.09%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $4,035,054
Total Shares: 40,717
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+87.7 pts
Top 5
100.0%
+60.6 pts
Top 10
100.0%
+40.3 pts
HHI
10,000
Highly concentrated+9,517
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
74
Unchanged
0
Holder count:
-74
Institutional value:
-96.8%
Shares held:
-97.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +2,554 | 40,717 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Greenspring Advisors, LLC | 174,176 | $15,330,971 | |
| Mega AQR CAPITAL MANAGEMENT LLC | 108,276 | $9,530,453 | |
| Large IEQ CAPITAL, LLC | 100,131 | $8,813,530 | |
| Mega LPL Financial LLC | 89,653 | $7,891,257 | |
| Small Index Fund Advisors, Inc. | 86,746 | $7,635,382 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC AVGE | $4,035,054 | 100.00% | 40,717 | — |
+2,554
+6.7%
|
Shares | 2026-08-27 | |||||||||||
| Small Greenspring Advisors, LLC AVGE | $15,330,971 | 379.94% | 174,176 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Mega AQR CAPITAL MANAGEMENT LLC AVGE | $9,530,453 | 236.19% | 108,276 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Large IEQ CAPITAL, LLC AVGE | $8,813,530 | 218.42% | 100,131 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mega LPL Financial LLC AVGE | $7,891,257 | 195.57% | 89,653 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Small Index Fund Advisors, Inc. Mutual Fund AVGE | $7,635,382 | 189.23% | 86,746 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Small Paragon Advisors, LLC AVGE | $6,484,609 | 160.71% | 73,672 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Micro Pacific Asset Management, LLC AVGE | $6,475,015 | 160.47% | 73,563 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Micro Frankly Finances, LLC AVGE | $4,670,253 | 115.74% | 53,059 | — | Sold Out | Shares | 2026-04-29 | |||||||||||
| Micro Align Financial, LLC AVGE | $3,916,273 | 97.06% | 44,493 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Small B&D White Capital Company, LLC AVGE | $3,853,691 | 95.51% | 43,782 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Small Werba Rubin Papier Wealth Management AVGE | $3,303,214 | 81.86% | 37,528 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Micro ENTREWEALTH, LLC AVGE | $3,175,409 | 78.70% | 36,076 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mid CreativeOne Wealth, LLC AVGE | $3,050,685 | 75.60% | 34,659 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small Wilkerson Advisory Group LLC AVGE | $2,834,860 | 70.26% | 32,207 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Large Betterment LLC AVGE | $2,558,037 | 63.40% | 29,062 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Mid WCG Wealth Advisors LLC AVGE | $2,162,739 | 53.60% | 24,571 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Large CWM, LLC AVGE | $1,871,305 | 46.38% | 21,260 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Large Cresset Asset Management, LLC AVGE | $1,834,248 | 45.46% | 20,839 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mid Modern Wealth Management, LLC AVGE | $1,701,602 | 42.17% | 19,332 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Micro CURIO WEALTH, LLC AVGE | $1,628,370 | 40.36% | 18,500 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Micro Integrity Wealth Solutions LLC AVGE | $1,526,706 | 37.84% | 17,345 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Mid Focus Partners Advisor Solutions, LLC AVGE | $1,490,002 | 36.93% | 16,928 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV AVGE | $1,426,364 | 35.35% | 16,205 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small ARQ WEALTH ADVISORS, LLC AVGE | $1,397,053 | 34.62% | 15,872 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Mid Beacon Pointe Advisors, LLC AVGE | $1,202,265 | 29.80% | 13,659 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small Avantax Planning Partners, Inc. AVGE | $1,122,783 | 27.83% | 12,756 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Large Cambridge Investment Research Advisors, Inc. AVGE | $1,004,044 | 24.88% | 11,407 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Mid HUB Investment Partners, LLC AVGE | $925,970 | 22.95% | 10,520 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mid Modera Wealth Management, LLC AVGE | $873,070 | 21.64% | 9,919 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Mid Equitable Holdings, Inc. AVGE | $865,764 | 21.46% | 9,836 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
|
This filing is a combination report: the position is filed across the managers below.
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| Large Creative Planning AVGE | $839,622 | 20.81% | 9,539 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Mid Advisory Services Network, LLC AVGE | $825,363 | 20.45% | 9,377 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Mid Independent Advisor Alliance AVGE | $787,426 | 19.51% | 8,946 | — | Sold Out | Shares | 2026-05-12 | |||||||||||
| Micro Vawter Financial, Ltd. AVGE | $724,140 | 17.95% | 8,227 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Micro Eaton-Cambridge Inc. AVGE | $677,313 | 16.79% | 7,695 | — | Sold Out | Shares | 2026-05-07 | |||||||||||
| Micro Ferguson Johnson Wealth Management Inc AVGE | $648,267 | 16.07% | 7,365 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Mega ENVESTNET ASSET MANAGEMENT INC AVGE | $547,660 | 13.57% | 6,222 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Large Kestra Advisory Services, LLC AVGE | $512,716 | 12.71% | 5,825 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Large HighTower Advisors, LLC AVGE | $420,207 | 10.41% | 4,774 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Micro Collaborative Wealth Managment Inc. AVGE | $408,324 | 10.12% | 4,639 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
| Small Aprio Wealth Management, LLC AVGE | $380,246 | 9.42% | 4,320 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Micro BCR Wealth Strategies, LLC AVGE | $372,676 | 9.24% | 4,234 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Mid Savvy Advisors, Inc. AVGE | $372,060 | 9.22% | 4,227 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Micro RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC AVGE | $347,943 | 8.62% | 3,953 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Micro McCartney Wealth Management LLC AVGE | $260,187 | 6.45% | 2,956 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Mid DIVERSIFY WEALTH MANAGEMENT, LLC AVGE | $256,050 | 6.35% | 2,909 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Mid EverSource Wealth Advisors, LLC AVGE | $252,705 | 6.26% | 2,871 | — | Sold Out | Shares | 2026-05-18 | |||||||||||
| Large AE Wealth Management LLC AVGE | $252,353 | 6.25% | 2,867 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Small Annandale Capital, LLC AVGE | $237,565 | 5.89% | 2,699 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Large MML INVESTORS SERVICES, LLC AVGE | $235,189 | 5.83% | 2,672 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Small VISTA CAPITAL PARTNERS, INC. AVGE | $234,309 | 5.81% | 2,662 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Micro Three Arch Wealth Management LLC AVGE | $208,959 | 5.18% | 2,374 | — | Sold Out | Shares | 2026-05-06 | |||||||||||
| Small Beaird Harris Wealth Management, LLC AVGE | $202,269 | 5.01% | 2,298 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Large OSAIC HOLDINGS, INC. AVGE | $172,519 | 4.28% | 1,960 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Allworth Financial LP AVGE | $161,252 | 4.00% | 1,832 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
| Small LRI Investments, LLC AVGE | $127,100 | 3.15% | 1,444 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Small Orion Capital Management LLC AVGE | $104,743 | 2.60% | 1,190 | — | Sold Out | Shares | 2026-05-14 | |||||||||||
| Small PRIVATE TRUST CO NA Bank AVGE | $100,782 | 2.50% | 1,145 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Micro Valued Wealth Advisors LLC AVGE | $89,252 | 2.21% | 1,014 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Micro Torren Management, LLC AVGE | $41,017 | 1.02% | 466 | — | Sold Out | Shares | 2026-04-30 | |||||||||||
| Mega JPMORGAN CHASE & CO AVGE | $40,665 | 1.01% | 462 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large VANGUARD ADVISERS INC AVGE | $19,364 | 0.48% | 220 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Micro Prudent Man Investment Management, Inc. AVGE | $14,875 | 0.37% | 169 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Micro Navigoe, LLC AVGE | $13,643 | 0.34% | 155 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Mid Arax Advisory Partners AVGE | $11,706 | 0.29% | 133 | — | Sold Out | Shares | 2026-05-13 | |||||||||||
| Micro ELEVATE WEALTH ADVISORY, INC AVGE | $9,682 | 0.24% | 110 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
| Mega UBS Group AG AVGE | $8,802 | 0.22% | 100 | — | Sold Out | Shares | 2026-05-05 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Essential Partners LLC AVGE | $8,802 | 0.22% | 100 | — | Sold Out | Shares | 2026-05-21 | |||||||||||
| Micro Team Financial Group, LLC AVGE | $7,657 | 0.19% | 87 | — | Sold Out | Shares | 2026-05-04 | |||||||||||
| Small McIlrath & Eck, LLC AVGE | $7,217 | 0.18% | 82 | — | Sold Out | Shares | 2026-05-19 | |||||||||||
| Micro Burk Holdings LLC AVGE | $4,136 | 0.10% | 47 | — | Sold Out | Shares | 2026-05-08 | |||||||||||
| Mega MORGAN STANLEY AVGE | $352 | 0.01% | 4 | — | Sold Out | Shares | 2026-05-15 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid HANTZ FINANCIAL SERVICES, INC. AVGE | $88 | 0.00% | 1 | — | Sold Out | Shares | 2026-05-01 | |||||||||||
| Mega WELLS FARGO & COMPANY/MN AVGE | $88 | 0.00% | 1 | — | Sold Out | Shares | 2026-05-11 | |||||||||||
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This filing is a combination report: the position is filed across the managers below.
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