AVANTIS ALL EQ MKTS VAL ETF (AVGV) Institutional Ownership and Insiders Activity
AVANTIS ALL EQ MKTS VAL ETF (AVGV) is widely held by institutional investors, with 34 firms reporting positions valued at approximately $98.28M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Meredith Wealth Planning is the largest disclosed holder, reporting approximately $57.32M in AVGV holdings in its latest filing.
Institutional ownership remains highly concentrated, with Meredith Wealth Planning representing the majority of disclosed value.
Institutional Holders
34
Total Reported Value
$98.28M
Largest Holder
Meredith Wealth Planning
Largest Position
$57.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance