AVANTIS ALL EQTY MRKTS ETF AVGE
$98.57
+0.1% 52w: $73.78 – $99.88
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data73.7886.8399.88
Jun 20, 2025 Jul 2, 2026
Institutional holders
129
+5 QoQ
13F value
$254.4M
-93.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVGE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Meredith Wealth Planning | Wealth advisor | 278.6K | $24.5M | 6.6% | +19.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 229.7K | $20.2M | 0.0% | +255.0% |
| Greenspring Advisors, LLC | Wealth advisor | 174.2K | $15.3M | 0.9% | -0.1% |
| BIP Wealth, LLC | Wealth advisor | 108.4K | $9.5M | 0.4% | +4.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 108.3K | $9.5M | 0.0% | +1229.4% |
| IEQ CAPITAL, LLC | Diversified mechanical | 100.1K | $8.8M | 0.0% | New |
| Nova R Wealth, Inc. | Wealth advisor | 97.7K | $8.6M | 2.7% | -2.2% |
| LPL Financial LLC | Bank broker | 89.7K | $7.9M | 0.0% | +16.4% |
| Index Fund Advisors, Inc. | Wealth advisor | 86.7K | $7.6M | 0.3% | +14.0% |
| Compass Ion Advisors, LLC | Wealth advisor | 86.2K | $7.6M | 0.7% | +26.3% |
| Paragon Advisors, LLC | Wealth advisor | 73.7K | $6.5M | 1.7% | +17.3% |
| Pacific Asset Management, LLC | Wealth advisor | 73.6K | $6.5M | 3.6% | +5.2% |
| Intelligent Financial Strategies | Wealth advisor | 64.8K | $5.7M | 3.0% | -0.7% |
| FMB WEALTH MANAGEMENT | Wealth advisor | 62.0K | $5.5M | 2.3% | -1.3% |
| Sprinkle Financial Consultants LLC | Wealth advisor | 56.8K | $5.0M | 2.3% | +1.7% |
| Frankly Finances, LLC | Wealth advisor | 53.1K | $4.7M | 4.2% | +2.7% |
| Align Financial, LLC | Wealth advisor | 44.5K | $3.9M | 2.2% | -98.9% |
| B&D White Capital Company, LLC | Wealth advisor | 43.8K | $3.9M | 0.5% | -3.1% |
| Fermata Advisors, LLC | Wealth advisor | 43.1K | $3.8M | 0.9% | +6.2% |
| Corient Private Wealth LLC | Diversified mechanical | 38.2K | $3.4M | 0.0% | -48.4% |
| Werba Rubin Papier Wealth Management | Wealth advisor | 37.5K | $3.3M | 0.5% | New |
| ENTREWEALTH, LLC | Wealth advisor | 36.1K | $3.2M | 1.4% | +23.8% |
| Magnolia Private Wealth, LLC | Wealth advisor | 35.4K | $3.1M | 2.1% | -5.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 34.7K | $3.1M | 0.1% | New |
| Yardley Wealth Management LLC | Wealth advisor | 33.5K | $3.0M | 1.5% | +11.3% |
| Cogent Private Wealth, Inc. | Wealth advisor | 32.5K | $2.9M | 2.1% | +7.0% |
| Wilkerson Advisory Group LLC | Wealth advisor | 32.2K | $2.8M | 1.0% | +3.4% |
| Evanson Asset Management, LLC | Wealth advisor | 31.9K | $2.8M | 0.2% | -1.0% |
| Hutchens & Kramer Investment Management Group, LLC | Wealth advisor | 30.7K | $2.7M | 0.9% | +7.8% |
| SC&H Financial Advisors, Inc. | Wealth advisor | 30.2K | $2.7M | 0.4% | +9.0% |
| Betterment LLC | Wealth advisor | 29.1K | $2.6M | 0.0% | +0.5% |
| Ridgeline Wealth, LLC | Wealth advisor | 27.9K | $2.5M | 1.8% | +0.2% |
| WCG Wealth Advisors LLC | Wealth advisor | 24.6K | $2.2M | 0.1% | -0.1% |
| CWM, LLC | Wealth advisor | 21.3K | $1.9M | 0.0% | +1.1% |
| Cresset Asset Management, LLC | Wealth advisor | 20.8K | $1.8M | 0.0% | +48.8% |
| Modern Wealth Management, LLC | Wealth advisor | 19.3K | $1.7M | 0.0% | -7.5% |
| WMG Financial Advisors, LLC | Wealth advisor | 19.4K | $1.7M | 0.7% | +21.7% |
| CURIO WEALTH, LLC | Wealth advisor | 18.5K | $1.6M | 0.6% | -10.1% |
| Oceanside Advisors LLC | Wealth advisor | 18.1K | $1.6M | 0.9% | +3.5% |
| Integrity Wealth Solutions LLC | Wealth advisor | 17.3K | $1.5M | 0.6% | +13.6% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 16.9K | $1.5M | 0.0% | -39.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 16.2K | $1.4M | 0.0% | -0.1% |
| ARQ WEALTH ADVISORS, LLC | Wealth advisor | 15.9K | $1.4M | 0.3% | +55.4% |
| Apella Capital, LLC | Wealth advisor | 14.5K | $1.4M | 0.0% | -8.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 13.7K | $1.2M | 0.0% | -4.2% |
| LAM GROUP, INC. | Wealth advisor | 13.0K | $1.1M | 0.6% | +4.2% |
| Avantax Planning Partners, Inc. | Wealth advisor | 12.8K | $1.1M | 0.0% | +0.4% |
| Financial Plan, Inc. | Wealth advisor | 11.7K | $1.0M | 0.1% | +11.7% |
| Plancorp, LLC | Wealth advisor | 11.1K | $1.0M | 0.0% | +16.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 11.4K | $1.0M | 0.0% | -1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.