Who owns Avantis All Equity Markets Value ETF 9?
Institutional ownership of AVGV from SEC Form 13F filings across 15 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.
15
13F holders
$67.5M
value, 2026 filers
17.4%
of shares outstanding (793,946 sh)
2
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 | B&D White Capital Company, LLC | 51,228 | $4.4M | 0.4% | 1.1% | 0.0% |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38,449 | $3.3M | 0.0% | 0.8% | +1.9% |
| 4 | LPL Financial LLC | 31,487 | $2.7M | 0.0% | 0.7% | +36.2% |
| 5 | RAYMOND JAMES FINANCIAL INC | 15,569 | $1.3M | 0.0% | 0.3% | -36.6% |
| 6 | NewEdge Advisors, LLC | 13,255 | $1.1M | 0.0% | 0.3% | +44.5% |
| 7 | Focus Partners Wealth | 10,793 | $917,653 | 0.0% | 0.2% | +102.6% |
| 8 | JPMORGAN CHASE & CO | 7,674 | $651,676 | 0.0% | 0.2% | -4.6% |
| 9 | JANE STREET GROUP, LLC | 5,565 | $473,136 | 0.0% | 0.1% | +59.2% |
| 10 | Compound Planning, Inc. | 3,662 | $311,359 | 0.0% | 0.1% | -0.2% |
| 11 | Mosley Wealth ManagementNEW | 1,345 | $114,324 | 0.0% | 0% | new |
| 12 | Rialto Wealth Management, LLC | 1,062 | $90,292 | 0.0% | 0% | +13.2% |
| 13 | Allworth Financial LPNEW | 605 | $51,438 | 0.0% | 0% | new |
| 14 | Moisand Fitzgerald Tamayo, LLC | 195 | $16,579 | 0.0% | 0% | 0.0% |
| 15 | WELLS FARGO & COMPANY/MN | 1 | $81 | 0.0% | 0% | — |
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.