AVANTIS ALL EQTY MRKTS ETF (AVGE) Institutional Ownership and Insiders Activity
AVANTIS ALL EQTY MRKTS ETF (AVGE) is widely held by institutional investors, with 159 firms reporting positions valued at approximately $349.02M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Meredith Wealth Planning is the largest disclosed holder, reporting approximately $30.26M in AVGE holdings in its latest filing.
Institutional Holders
159
Total Reported Value
$349.02M
Largest Holder
Meredith Wealth Planning
Largest Position
$30.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
37
Funds Exiting Positions
14
Top Institutional Owners
View allInvestorReported Balance
- Meredith Wealth Planning$30.26M
- Commonwealth Equity Services, Llc$25.21M
- Gfg Capital, Llc$16.65M
- Greenspring Advisors, Llc$16.39M
- Compass Ion Advisors, Llc$13.01M