Who owns AVGE?
Avantis All Equity Markets ETF · Avantis
159 institutions reported holding AVGE, worth $334.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVGE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Meredith Wealth Planning | Maryville, IL | $29.5M | 297,253 | +18,652 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $25.2M | 254,389 | +24,726 shares |
| Greenspring Advisors, LLC | Towson, MD | $16.4M | 165,420 | −8,756 shares |
| GFG Capital, LLC | Miami, FL | $16.2M | 163,602 | New position |
| Compass Ion Advisors, LLC | Conshohocken, PA | $11.8M | 118,846 | +32,649 shares |
| BIP Wealth, LLC | Atlanta, GA | $11.6M | 116,708 | +8,261 shares |
| AQR Capital Management LLC | Greenwich, CT | $10.7M | 108,276 | No change |
| IEQ Capital, LLC | Foster City, CA | $9.9M | 100,131 | No change |
| Nova R Wealth, Inc. | Overland Park, KS | $9.5M | 95,762 | −1,915 shares |
| LPL Financial LLC | Fort Mill, SC | $9.3M | 94,256 | +4,603 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVGE?
159 institutional managers reported holding AVGE in Form 13F filings for June 30, 2026, worth $334.3M in total. The largest reported position was held by Meredith Wealth Planning, at $29.5M.
Did institutions buy or sell AVGE last quarter?
Reported 13F value rose 33.9% from March 31, 2026, which includes price moves as well as buying and selling. 40 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVGE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.