AVANTIS ALL EQTY MRKTS ETF (AVGE) Institutional Ownership and Insiders Activity
AVANTIS ALL EQTY MRKTS ETF (AVGE) is widely held by institutional investors, with 151 firms reporting positions valued at approximately $330.12M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Meredith Wealth Planning is the largest disclosed holder, reporting approximately $29.46M in AVGE holdings in its latest filing.
Institutional Holders
151
Total Reported Value
$330.12M
Largest Holder
Meredith Wealth Planning
Largest Position
$29.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
14
Top Institutional Owners
View allInvestorReported Balance
- Meredith Wealth Planning$29.46M
- Commonwealth Equity Services, Llc$25.21M
- Greenspring Advisors, Llc$16.39M
- Gfg Capital, Llc$16.21M
- Compass Ion Advisors, Llc$11.78M