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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+2,554+6.7%40,717$4.04MQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-192-1.2%16,013$1.59MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,040+7.6%14,699$1.46MQ2 2026Aug 18, 2026
Orion Capital Management LlcBuy+103+8.7%1,293$128.14KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+940+9.6%10,776$1.07MQ2 2026Aug 17, 2026
Cresset Asset Management, LlcBuy+30,780+147.7%51,619$5.12MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-15,975-82.6%3,357$332.68KQ2 2026Aug 14, 2026
Steffes Financial, Ltd.Buy+5,6155,615$556.45KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+4,5754,575$453.38KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+3,4043,404$337.34KQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+2,806+7.8%38,882$3.92MQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+2,596+22.1%14,323$1.42MQ2 2026Aug 14, 2026
Magnolia Capital Advisors LlcBuy+2,1852,185$216.53KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,227+62.6%3,187$316.69KQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+693+7.8%9,626$953.94KQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcSell-556-2.3%24,015$2.38MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+555+55500.0%556$55.05KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+396396$39.00KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+178178$17.62KQ2 2026Aug 14, 2026
Betterment LlcBuy+54+0.2%29,116$2.88MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+3838$3.77KQ2 2026Aug 14, 2026
Elevate Wealth Advisory, IncBuy+4+3.6%114$11.30KQ2 2026Aug 14, 2026
Cibc World Market Inc.Buy+5,2175,217$517.00KQ2 2026Aug 13, 2026
Index Fund Advisors, Inc.Buy+4,000+4.6%90,746$8.99MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+1,125+3.2%35,784$3.55MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+164164$16.25KQ2 2026Aug 13, 2026
Burk Holdings LlcBuy+11+23.4%58$5.75KQ2 2026Aug 13, 2026
Annandale Capital, LlcSell-4-0.1%2,695$267.00KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+25.0%5$527.00Q2 2026Aug 13, 2026
Compass Ion Advisors, LlcBuy+32,649+37.9%118,846$11.78MQ2 2026Aug 12, 2026
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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.