Who owns Avantis All Equity Markets ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVGE from SEC Form 13F filings across 160 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 160 institutions disclosed 3.4M shares of Avantis All Equity Markets ETF worth $333.1M — about 31.9% of shares outstanding; the largest disclosed holder is Meredith Wealth Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
160
13F holders
$333.1M
value, 2026 filers
31.9%
of shares outstanding (3.4M sh)
41
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVGE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 297,253 | $29.5M | 7.0% | 2.8% | +6.7% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 254,389 | $25.2M | 0.0% | 2.4% | +10.8% |
| 3 | Greenspring Advisors, LLC | 165,420 | $16.4M | 0.9% | 1.6% | -5.0% |
| 4 | GFG Capital, LLCNEW | 163,602 | $16.2M | 4.5% | 1.6% | new |
| 5 | Compass Ion Advisors, LLC | 118,846 | $11.8M | 1.0% | 1.1% | +37.9% |
| 6 | BIP Wealth, LLC | 116,708 | $11.6M | 0.3% | 1.1% | +7.6% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 108,276 | $10.7M | 0.0% | 1% | 0.0% |
| 8 | IEQ CAPITAL, LLC | 100,131 | $9.9M | 0.0% | 1% | 0.0% |
| 9 | Nova R Wealth, Inc. | 95,762 | $9.5M | 2.8% | 0.9% | -2.0% |
| 10 | LPL Financial LLC | 94,256 | $9.3M | 0.0% | 0.9% | +5.1% |
| 11 | Index Fund Advisors, Inc. | 90,746 | $9.0M | 0.4% | 0.9% | +4.6% |
| 12 | Paragon Advisors, LLC | 73,594 | $7.3M | 1.5% | 0.7% | -0.1% |
| 13 | Pacific Asset Management, LLC | 71,984 | $7.1M | 3.5% | 0.7% | -2.1% |
| 14 | Intelligent Financial Strategies | 64,521 | $6.4M | 3.1% | 0.6% | -0.5% |
| 15 | FMB WEALTH MANAGEMENT | 62,065 | $6.2M | 2.3% | 0.6% | +0.1% |
| 16 | Frankly Finances, LLC | 58,958 | $5.8M | 4.6% | 0.6% | +11.1% |
| 17 | Sprinkle Financial Consultants LLC | 57,470 | $5.7M | 2.2% | 0.5% | +1.1% |
| 18 | Cogent Private Wealth, Inc. | 51,846 | $5.1M | 3.2% | 0.5% | +59.7% |
| 19 | Cresset Asset Management, LLC | 51,619 | $5.1M | 0.0% | 0.5% | +147.7% |
| 20 | Align Financial, LLC | 48,466 | $4.8M | 2.4% | 0.5% | +8.9% |
| 21 | Hutchens & Kramer Investment Management Group, LLC | 47,965 | $4.8M | 1.3% | 0.5% | +56.3% |
| 22 | Werba Rubin Papier Wealth Management | 45,424 | $4.5M | 0.5% | 0.4% | +21.0% |
| 23 | B&D White Capital Company, LLC | 43,782 | $4.3M | 0.4% | 0.4% | 0.0% |
| 24 | Fermata Advisors, LLC | 43,716 | $4.3M | 0.9% | 0.4% | +1.4% |
| 25 | Corient Private Wealth LP | 40,717 | $4.0M | 0.0% | 0.4% | +6.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.