AVGE Institutional Ownership & Shareholders
AVANTIS ALL EQTY MRKTS ETF (AVGE) is currently held by 159 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $349.02M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Meredith Wealth Planning is currently the largest disclosed institutional shareholder of AVGE tracked by InsiderSet, reporting ownership valued at approximately $30.26M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.26M, representing an estimated gain of +0.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed AVGE value among the investors covered in this analysis. Major shareholders include Meredith Wealth Planning, Commonwealth Equity Services, Llc, Gfg Capital, Llc, and several other long-term asset managers with concentrated positions in AVANTIS ALL EQTY MRKTS ETF (AVGE).
This page ranks the largest institutional AVGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Meredith Wealth Planning | 7.55% | 307,689 | $30,258,146 | $30,264,290 | +$6,144 | +0.02% | |
| Commonwealth Equity Services, Llc | 0.03% | 257,557 | $25,328,110 | $25,333,307 | +$5,197 | +0.02% | |
| Gfg Capital, Llc | 4.37% | 169,317 | $16,650,638 | $16,654,020 | +$3,382 | +0.02% | |
| Greenspring Advisors, Llc | 0.91% | 165,420 | $16,393,160 | $16,270,711 | -$122,449 | -0.75% | |
| Compass Ion Advisors, Llc | 1.09% | 132,245 | $13,005,014 | $13,007,618 | +$2,604 | +0.02% | |
| Bip Wealth, Llc | 0.31% | 117,131 | $11,518,623 | $11,521,005 | +$2,382 | +0.02% | |
| Aqr Capital Management Llc | 0.00% | 108,276 | $10,730,161 | $10,650,027 | -$80,134 | -0.75% | |
| Ieq Capital, Llc | 0.05% | 100,131 | $9,922,991 | $9,848,885 | -$74,106 | -0.75% | |
| Nova R Wealth, Inc. | 2.76% | 95,755 | $9,416,555 | $9,418,462 | +$1,907 | +0.02% | |
| Lpl Financial Llc | 0.00% | 94,256 | $9,340,798 | $9,271,020 | -$69,778 | -0.75% | |
| Index Fund Advisors, Inc. | 0.36% | 90,746 | $8,992,920 | $8,925,777 | -$67,143 | -0.75% | |
| Pacific Asset Management, Llc | 3.62% | 75,131 | $7,388,364 | $7,389,885 | +$1,521 | +0.02% | |
| Paragon Advisors, Llc | 1.53% | 73,594 | $7,293,137 | $7,238,706 | -$54,431 | -0.75% | |
| Arq Wealth Advisors, Llc | 0.85% | 72,440 | $7,123,742 | $7,125,198 | +$1,456 | +0.02% | |
| Indivisible Partners | 0.29% | 64,792 | $6,371,615 | $6,372,941 | +$1,326 | +0.02% | |
| Intelligent Financial Strategies | 3.07% | 64,356 | $6,328,750 | $6,330,056 | +$1,306 | +0.02% | |
| Fmb Wealth Management | 2.26% | 62,065 | $6,150,597 | $6,104,713 | -$45,884 | -0.75% | |
| Sprinkle Financial Consultants Llc | 2.35% | 61,215 | $6,019,375 | $6,021,107 | +$1,732 | +0.03% | |
| Frankly Finances, Llc | 4.62% | 59,976 | $5,898,024 | $5,899,239 | +$1,215 | +0.02% | |
| Align Financial, Llc | 2.46% | 52,449 | $5,157,858 | $5,158,884 | +$1,026 | +0.02% | |
| Cogent Private Wealth, Inc. | 3.21% | 51,846 | $5,137,954 | $5,099,573 | -$38,381 | -0.75% | |
| Cresset Asset Management, Llc | 0.02% | 51,619 | $5,115,488 | $5,077,245 | -$38,243 | -0.75% | |
| Hutchens & Kramer Investment Management Group, Llc | 1.53% | 51,980 | $5,111,716 | $5,112,753 | +$1,037 | +0.02% | |
| Werba Rubin Papier Wealth Management | 0.55% | 45,424 | $4,501,482 | $4,467,905 | -$33,577 | -0.75% | |
| B&D White Capital Company, Llc | 0.42% | 43,693 | $4,296,770 | $4,297,643 | +$873 | +0.02% | |
| Fermata Advisors, Llc | 0.83% | 43,592 | $4,286,870 | $4,287,709 | +$839 | +0.02% | |
| Corient Private Wealth Llc | 0.01% | 40,717 | $4,035,088 | $4,004,924 | -$30,164 | -0.75% | |
| Savant Capital, Llc | 0.01% | 38,733 | $3,838,430 | $3,809,778 | -$28,652 | -0.75% | |
| Creativeone Wealth, Llc | 0.08% | 35,784 | $3,546,201 | $3,519,714 | -$26,487 | -0.75% | |
| Entrewealth, Llc | 1.25% | 35,740 | $3,514,672 | $3,515,386 | +$714 | +0.02% | |
| Yardley Wealth Management Llc | 1.49% | 34,661 | $3,408,563 | $3,409,256 | +$693 | +0.02% | |
| Wilkerson Advisory Group Llc | 0.99% | 33,818 | $3,325,707 | $3,326,338 | +$631 | +0.02% | |
| Sc&H Financial Advisors, Inc. | 0.44% | 32,228 | $3,169,292 | $3,169,946 | +$654 | +0.02% | |
| Betterment Llc | 0.00% | 29,116 | $2,885,000 | $2,863,850 | -$21,150 | -0.73% | |
| Evanson Asset Management, Llc | 0.15% | 31,936 | $2,810,969 | $3,141,225 | +$330,256 | +11.75% | |
| Ridgeline Wealth, Llc | 1.59% | 28,087 | $2,800,835 | $2,762,637 | -$38,198 | -1.36% | |
| Magnolia Private Wealth, Llc | 1.37% | 25,230 | $2,500,262 | $2,481,623 | -$18,639 | -0.75% | |
| Wcg Wealth Advisors Llc | 0.06% | 24,015 | $2,379,922 | $2,362,115 | -$17,807 | -0.75% | |
| Integrity Wealth Solutions Llc | 0.76% | 20,692 | $2,050,586 | $2,035,265 | -$15,321 | -0.75% | |
| Curio Wealth, Llc | 0.60% | 19,674 | $1,949,693 | $1,935,135 | -$14,558 | -0.75% | |
| Oceanside Advisors Llc | 0.95% | 18,920 | $1,874,930 | $1,860,971 | -$13,959 | -0.74% | |
| Cwm, Llc | 0.00% | 21,260 | $1,871,289 | $2,091,134 | +$219,845 | +11.75% | |
| Apella Capital, Llc | 0.02% | 18,313 | $1,818,694 | $1,801,267 | -$17,427 | -0.96% | |
| Wmg Financial Advisors, Llc | 0.68% | 18,268 | $1,810,393 | $1,796,840 | -$13,553 | -0.75% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 17,700 | $1,754,088 | $1,740,972 | -$13,116 | -0.75% | |
| Mercer Global Advisors Inc | 0.00% | 16,013 | $1,586,865 | $1,575,039 | -$11,826 | -0.75% | |
| Beacon Pointe Advisors, Llc | 0.01% | 14,699 | $1,456,670 | $1,445,794 | -$10,876 | -0.75% | |
| Avantax Planning Partners, Inc. | 0.04% | 14,459 | $1,432,869 | $1,422,187 | -$10,682 | -0.75% | |
| Financial Plan, Inc. | 0.13% | 14,323 | $1,419,389 | $1,408,810 | -$10,579 | -0.75% | |
| Lam Group, Inc. | 0.70% | 14,162 | $1,392,736 | $1,392,974 | +$238 | +0.02% |
Frequently asked questions about AVGE
Who are the largest institutional holders of AVGE?
The largest institutional holders of AVGE reported in the latest SEC Form 13F filings include Meredith Wealth Planning, Commonwealth Equity Services, Llc, Gfg Capital, Llc, Greenspring Advisors, Llc, and Compass Ion Advisors, Llc. InsiderSet ranks institutional holders by their latest reported AVGE position.
What is AVGE institutional ownership?
This page tracks AVGE positions reported by institutional investment managers through SEC Form 13F. AVANTIS ALL EQTY MRKTS ETF (AVGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVGE?
InsiderSet currently tracks 159 institutional managers reporting AVGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVGE shareholders.
How much AVGE stock do institutions own?
Institutional investment managers disclosed approximately $349.02M in AVGE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVGE institutional ownership last updated?
The latest AVGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVGE position after the reporting date.
Are institutions buying or selling AVGE?
Institutional buying and selling can be analyzed by comparing AVGE positions across consecutive 13F reporting periods. InsiderSet's AVGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVGE ownership changes.
How has AVGE institutional ownership changed over time?
InsiderSet tracks AVGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.