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