AVANTIS ALL EQTY MRKTS ETF (AVGE) Institutional Shareholders
AVANTIS ALL EQTY MRKTS ETF (AVGE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $290.45M in AVGE holdings during the latest filing period.
Meredith Wealth Planning is currently the largest disclosed institutional shareholder of AVGE tracked by InsiderSet, reporting ownership valued at approximately $29.46M in its June 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 $29.37M, representing an estimated loss of -0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
137
Total Reported Value
$290.45M
Largest Holder
Meredith Wealth Planning
Largest Position
$29.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Meredith Wealth Planning | 6.95% | 297,253 | $29,457,745 | $29,365,624 | -$92,121 | -0.31% | |
| Commonwealth Equity Services, Llc | 0.03% | 254,389 | $25,209,920 | $25,131,089 | -$78,831 | -0.31% | |
| Gfg Capital, Llc | 4.46% | 163,602 | $16,213,005 | $16,162,242 | -$50,763 | -0.31% | |
| Greenspring Advisors, Llc | 0.93% | 174,176 | $15,330,968 | $17,206,847 | +$1,875,879 | +12.24% | |
| Bip Wealth, Llc | 0.39% | 108,447 | $9,545,543 | $10,713,479 | +$1,167,936 | +12.24% | |
| Aqr Capital Management Llc | 0.00% | 108,276 | $9,530,462 | $10,696,586 | +$1,166,124 | +12.24% | |
| Nova R Wealth, Inc. | 2.77% | 95,762 | $9,490,012 | $9,460,328 | -$29,684 | -0.31% | |
| Ieq Capital, Llc | 0.04% | 100,131 | $8,813,539 | $9,891,941 | +$1,078,402 | +12.24% | |
| Lpl Financial Llc | 0.00% | 89,653 | $7,891,283 | $8,856,820 | +$965,537 | +12.24% | |
| Index Fund Advisors, Inc. | 0.34% | 86,746 | $7,635,384 | $8,569,637 | +$934,253 | +12.24% | |
| Compass Ion Advisors, Llc | 0.72% | 86,197 | $7,587,043 | $8,515,402 | +$928,359 | +12.24% | |
| Paragon Advisors, Llc | 1.53% | 73,594 | $7,293,137 | $7,270,351 | -$22,786 | -0.31% | |
| Pacific Asset Management, Llc | 3.50% | 71,984 | $7,133,629 | $7,111,299 | -$22,330 | -0.31% | |
| Intelligent Financial Strategies | 3.08% | 64,521 | $6,394,012 | $6,374,030 | -$19,982 | -0.31% | |
| Fmb Wealth Management | 2.26% | 62,065 | $6,150,597 | $6,131,401 | -$19,196 | -0.31% | |
| Sprinkle Financial Consultants Llc | 2.23% | 57,470 | $5,695,432 | $5,677,461 | -$17,971 | -0.32% | |
| Align Financial, Llc | 2.38% | 48,466 | $4,802,983 | $4,787,956 | -$15,027 | -0.31% | |
| Hutchens & Kramer Investment Management Group, Llc | 1.27% | 47,965 | $4,753,284 | $4,738,462 | -$14,822 | -0.31% | |
| Werba Rubin Papier Wealth Management | 0.55% | 45,424 | $4,501,482 | $4,487,437 | -$14,045 | -0.31% | |
| B&D White Capital Company, Llc | 0.43% | 43,782 | $4,338,796 | $4,325,224 | -$13,572 | -0.31% | |
| Fermata Advisors, Llc | 0.88% | 43,716 | $4,332,227 | $4,318,704 | -$13,523 | -0.31% | |
| Corient Private Wealth Llc | 0.00% | 38,163 | $3,359,063 | $3,770,123 | +$411,060 | +12.24% | |
| Yardley Wealth Management Llc | 1.52% | 33,830 | $3,352,553 | $3,342,066 | -$10,487 | -0.31% | |
| Entrewealth, Llc | 1.42% | 36,076 | $3,175,410 | $3,563,948 | +$388,538 | +12.24% | |
| Wilkerson Advisory Group Llc | 0.97% | 32,013 | $3,172,559 | $3,162,564 | -$9,995 | -0.32% | |
| Magnolia Private Wealth, Llc | 2.08% | 35,390 | $3,115,066 | $3,496,178 | +$381,112 | +12.23% | |
| Creativeone Wealth, Llc | 0.07% | 34,659 | $3,050,685 | $3,423,963 | +$373,278 | +12.24% | |
| Cogent Private Wealth, Inc. | 2.06% | 32,474 | $2,858,369 | $3,208,106 | +$349,737 | +12.24% | |
| Arq Wealth Advisors, Llc | 0.35% | 28,783 | $2,853,883 | $2,843,473 | -$10,410 | -0.36% | |
| Evanson Asset Management, Llc | 0.15% | 31,936 | $2,810,969 | $3,154,957 | +$343,988 | +12.24% | |
| Ridgeline Wealth, Llc | 1.60% | 27,621 | $2,737,276 | $2,728,679 | -$8,597 | -0.31% | |
| Sc&H Financial Advisors, Inc. | 0.40% | 30,186 | $2,656,952 | $2,982,075 | +$325,123 | +12.24% | |
| Wcg Wealth Advisors Llc | 0.06% | 24,571 | $2,162,699 | $2,427,369 | +$264,670 | +12.24% | |
| Integrity Wealth Solutions Llc | 0.76% | 20,692 | $2,050,586 | $2,044,163 | -$6,423 | -0.31% | |
| Oceanside Advisors Llc | 0.95% | 18,920 | $1,874,930 | $1,869,107 | -$5,823 | -0.31% | |
| Cwm, Llc | 0.00% | 21,260 | $1,871,289 | $2,100,275 | +$228,986 | +12.24% | |
| Cresset Asset Management, Llc | 0.01% | 20,839 | $1,834,290 | $2,058,685 | +$224,395 | +12.23% | |
| Wmg Financial Advisors, Llc | 0.68% | 18,268 | $1,810,393 | $1,804,696 | -$5,697 | -0.31% | |
| Apella Capital, Llc | 0.02% | 17,498 | $1,722,320 | $1,728,627 | +$6,307 | +0.37% | |
| Modern Wealth Management, Llc | 0.03% | 19,332 | $1,712,815 | $1,909,808 | +$196,993 | +11.50% | |
| Curio Wealth, Llc | 0.56% | 18,500 | $1,628,370 | $1,827,615 | +$199,245 | +12.24% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 16,928 | $1,490,076 | $1,672,317 | +$182,241 | +12.23% | |
| Avantax Planning Partners, Inc. | 0.04% | 14,459 | $1,432,869 | $1,428,405 | -$4,464 | -0.31% | |
| Mercer Global Advisors Inc | 0.00% | 16,205 | $1,426,322 | $1,600,892 | +$174,570 | +12.24% | |
| Lam Group, Inc. | 0.70% | 14,226 | $1,409,781 | $1,405,387 | -$4,394 | -0.31% | |
| Plancorp, Llc | 0.03% | 13,259 | $1,306,945 | $1,309,857 | +$2,912 | +0.22% | |
| Beacon Pointe Advisors, Llc | 0.01% | 13,659 | $1,202,242 | $1,349,373 | +$147,131 | +12.24% | |
| Hub Investment Partners, Llc | 0.02% | 11,136 | $1,103,588 | $1,100,125 | -$3,463 | -0.31% | |
| Arista Wealth Management, Llc | 0.12% | 10,998 | $1,089,867 | $1,086,492 | -$3,375 | -0.31% | |
| Farther Finance Advisors, Llc | 0.01% | 10,612 | $1,051,634 | $1,048,359 | -$3,275 | -0.31% |
Frequently asked questions about AVGE
Who owns the most AVGE stock?
The largest holders of AVGE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS ALL EQTY MRKTS ETF (AVGE).
Is AVGE widely held by superinvestors?
Many widely followed stocks like AVGE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVGE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.