Who owns AVGV?
Avantis ALL Equity Markets Value ETF · Avantis
31 institutions reported holding AVGV, worth $94.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVGV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Meredith Wealth Planning | Maryville, IL | $52.1M | 613,056 | +78,479 shares |
| Paul R. Ried Financial Group, LLC | Bellevue, WA | $10.0M | 117,691 | +12,257 shares |
| B&D White Capital Company, LLC | Lakeway, TX | $4.4M | 51,228 | No change |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $3.3M | 38,449 | +731 shares |
| LPL Financial LLC | Fort Mill, SC | $2.7M | 31,487 | +8,361 shares |
| McCartney Wealth Management LLC | Clayton, MO | $2.5M | 29,256 | +712 shares |
| FIG Financial Advisory Services Inc. | Oklahoma City, OK | $2.5M | 29,239 | New position |
| Evanson Financial, LLC | Mclean, VA | $2.4M | 28,269 | New position |
| M Wealth Management, LLC | San Diego, CA | $2.3M | 26,914 | +24 shares |
| AQR Capital Management LLC | Greenwich, CT | $2.0M | 23,325 | +288 shares |
From 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.
Similar ETFs
Compare what they hold: AVGV vs GDIV, AVGV vs OVLH, AVGV vs KBWD, AVGV vs QXQ.
Frequently asked questions
Who owns AVGV?
31 institutional managers reported holding AVGV in Form 13F filings for June 30, 2026, worth $94.6M in total. The largest reported position was held by Meredith Wealth Planning, at $52.1M.
Did institutions buy or sell AVGV last quarter?
Reported 13F value rose 32.3% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 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 AVGV 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.