Who owns Avantis All Equity Markets ETF?
Institutional ownership of AVGE from SEC Form 13F filings across 80 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.
80
13F holders
$150.8M
value, 2026 filers
15%
of shares outstanding (1.6M sh)
24
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 | BIP Wealth, LLC | 116,708 | $11.6M | 0.3% | 1.1% | +7.6% |
| 4 | IEQ CAPITAL, LLC | 100,131 | $9.9M | 0.0% | 1% | 0.0% |
| 5 | LPL Financial LLC | 94,256 | $9.3M | 0.0% | 0.9% | +5.1% |
| 6 | Pacific Asset Management, LLC | 71,984 | $7.1M | 3.5% | 0.7% | -2.1% |
| 7 | Cresset Asset Management, LLC | 51,619 | $5.1M | 0.0% | 0.5% | +147.7% |
| 8 | Werba Rubin Papier Wealth Management | 45,424 | $4.5M | 0.5% | 0.4% | +21.0% |
| 9 | B&D White Capital Company, LLC | 43,782 | $4.3M | 0.4% | 0.4% | 0.0% |
| 10 | Corient Private Wealth LP | 40,718 | $4.0M | 0.0% | 0.4% | +6.7% |
| 11 | Savant Capital, LLCNEW | 38,733 | $3.8M | 0.0% | 0.4% | new |
| 12 | Wilkerson Advisory Group LLC | 32,013 | $3.2M | 1.0% | 0.3% | -0.6% |
| 13 | Betterment LLC | 29,116 | $2,885 | 0.0% | 0.3% | +0.2% |
| 14 | Magnolia Private Wealth, LLC | 25,230 | $2.5M | 1.4% | 0.2% | -28.7% |
| 15 | Cambridge Investment Research Advisors, Inc. | 24,028 | $2,382 | 0.0% | 0.2% | +110.6% |
| 16 | WCG Wealth Advisors LLC | 24,015 | $2.4M | 0.1% | 0.2% | -2.3% |
| 17 | WMG Financial Advisors, LLC | 18,268 | $1.8M | 0.7% | 0.2% | -5.6% |
| 18 | Focus Partners Advisor Solutions, LLC | 17,700 | $1.8M | 0.0% | 0.2% | +4.6% |
| 19 | Apella Capital, LLC | 17,498 | $1.7M | 0.0% | 0.2% | +20.9% |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 16,013 | $1.6M | 0.0% | 0.2% | -1.2% |
| 21 | Avantax Planning Partners, Inc. | 14,459 | $1.4M | 0.0% | 0.1% | +13.4% |
| 22 | Plancorp, LLC | 13,259 | $1.3M | 0.0% | 0.1% | +19.4% |
| 23 | HUB Investment Partners, LLC | 11,136 | $1.1M | 0.0% | 0.1% | +5.9% |
| 24 | Diversify Advisory Services, LLCNEW | 10,300 | $1.0M | 0.0% | 0.1% | new |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 10,300 | $1.0M | 0.0% | 0.1% | +254.1% |
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.