AVANTIS ALL EQTY MRKTS ETF (AVGE) Institutional Ownership Changes & 13F Activity
AVANTIS ALL EQTY MRKTS ETF (AVGE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Compass Ion Advisors, Llc, Cresset Asset Management, Llc, Modern Wealth Management, Llc, Steffes Financial, Ltd., and Cibc World Market Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +2,554 | +6.7% | 40,717 | $4.04M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -192 | -1.2% | 16,013 | $1.59M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,040 | +7.6% | 14,699 | $1.46M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Buy | +103 | +8.7% | 1,293 | $128.14K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +940 | +9.6% | 10,776 | $1.07M | Q2 2026 | Aug 17, 2026 |
| Cresset Asset Management, Llc | Buy | +30,780 | +147.7% | 51,619 | $5.12M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -15,975 | -82.6% | 3,357 | $332.68K | Q2 2026 | Aug 14, 2026 |
| Steffes Financial, Ltd. | Buy | +5,615 | — | 5,615 | $556.45K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +4,575 | — | 4,575 | $453.38K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +3,404 | — | 3,404 | $337.34K | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +2,806 | +7.8% | 38,882 | $3.92M | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +2,596 | +22.1% | 14,323 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Magnolia Capital Advisors Llc | Buy | +2,185 | — | 2,185 | $216.53K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,227 | +62.6% | 3,187 | $316.69K | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group Llc | Buy | +693 | +7.8% | 9,626 | $953.94K | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Sell | -556 | -2.3% | 24,015 | $2.38M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +555 | +55500.0% | 556 | $55.05K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +396 | — | 396 | $39.00K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +178 | — | 178 | $17.62K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +54 | +0.2% | 29,116 | $2.88M | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +38 | — | 38 | $3.77K | Q2 2026 | Aug 14, 2026 |
| Elevate Wealth Advisory, Inc | Buy | +4 | +3.6% | 114 | $11.30K | Q2 2026 | Aug 14, 2026 |
| Cibc World Market Inc. | Buy | +5,217 | — | 5,217 | $517.00K | Q2 2026 | Aug 13, 2026 |
| Index Fund Advisors, Inc. | Buy | +4,000 | +4.6% | 90,746 | $8.99M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +1,125 | +3.2% | 35,784 | $3.55M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +164 | — | 164 | $16.25K | Q2 2026 | Aug 13, 2026 |
| Burk Holdings Llc | Buy | +11 | +23.4% | 58 | $5.75K | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, Llc | Sell | -4 | -0.1% | 2,695 | $267.00K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +25.0% | 5 | $527.00 | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, Llc | Buy | +32,649 | +37.9% | 118,846 | $11.78M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about AVGE activity
Which institutional owners are buying AVGE?
Institutional owners buying AVGE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVGE activity?
"Buy" means an investor increased their reported position in AVGE compared to the prior reporting period. This reflects growing exposure to AVANTIS ALL EQTY MRKTS ETF (AVGE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVGE increasing?
Institutional interest in AVGE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.