Who owns Avantis All Equity Markets Value ETF 9?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVGV from SEC Form 13F filings across 32 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, 32 institutions disclosed 1.1M shares of Avantis All Equity Markets Value ETF 9 worth $94.7M — about 24.4% of shares outstanding; the largest disclosed holder is Meredith Wealth Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
32
13F holders
$94.7M
value, 2026 filers
24.4%
of shares outstanding (1.1M sh)
6
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 AVGV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 613,056 | $52.1M | 12.3% | 13.4% | +14.7% |
| 2 | Paul R. Ried Financial Group, LLC | 117,691 | $10.0M | 4.4% | 2.6% | +11.6% |
| 3 | B&D White Capital Company, LLC | 51,228 | $4.4M | 0.4% | 1.1% | 0.0% |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,449 | $3.3M | 0.0% | 0.8% | +1.9% |
| 5 | LPL Financial LLC | 31,487 | $2.7M | 0.0% | 0.7% | +36.2% |
| 6 | McCartney Wealth Management LLC | 29,256 | $2.5M | 1.9% | 0.6% | +2.5% |
| 7 | FIG FINANCIAL ADVISORY SERVICES INC /ADVNEW | 29,239 | $2.5M | 1.5% | 0.6% | new |
| 8 | Evanson Financial, LLCNEW | 28,269 | $2.4M | 0.1% | 0.6% | new |
| 9 | M Wealth Management, LLC | 26,914 | $2.3M | 1.8% | 0.6% | +0.1% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 23,325 | $2.0M | 0.0% | 0.5% | +1.3% |
| 11 | MAIMON WEALTH MANAGEMENT LTD. | 16,200 | $1.4M | 1.1% | 0.4% | +431.1% |
| 12 | RAYMOND JAMES FINANCIAL INC | 15,569 | $1.3M | 0.0% | 0.3% | -36.6% |
| 13 | NewEdge Advisors, LLC | 13,255 | $1.1M | 0.0% | 0.3% | +44.5% |
| 14 | ENTREWEALTH, LLC | 10,987 | $960,813 | 0.4% | 0.2% | +14.9% |
| 15 | Focus Partners Wealth | 10,793 | $917,653 | 0.0% | 0.2% | +102.6% |
| 16 | Ridgeline Wealth, LLC | 8,445 | $717,994 | 0.4% | 0.2% | +1.3% |
| 17 | JPMORGAN CHASE & CO | 7,674 | $651,676 | 0.0% | 0.2% | -4.6% |
| 18 | Asset One Wealth Management LLC | 6,195 | $529,982 | 0.1% | 0.1% | +2.9% |
| 19 | JANE STREET GROUP, LLC | 5,565 | $473,136 | 0.0% | 0.1% | +59.2% |
| 20 | Empirical Finance, LLC | 5,260 | $447,205 | 0.0% | 0.1% | 0.0% |
| 21 | Farther Finance Advisors, LLC | 4,504 | $382,961 | 0.0% | 0.1% | +1.0% |
| 22 | Copper Harbor Investment Advisors, LLCNEW | 4,490 | $381,770 | 0.1% | 0.1% | new |
| 23 | Vawter Financial, Ltd. | 4,147 | $352,610 | 0.1% | 0.1% | -4.4% |
| 24 | Compound Planning, Inc. | 3,662 | $311,359 | 0.0% | 0.1% | -0.2% |
| 25 | SAX WEALTH ADVISORS, LLC | 3,610 | $279,919 | 0.0% | 0.1% | -6.1% |
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.