Who Owns Avantis All Equity Markets ETF 9 (AVGE)?Hedge Fund & Institutional Holders

$87.47-0.60 (-0.68%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.880077199911497e+190T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$62.97$70.67$78.38$86.09$93.79Sep 24Jun 25Mar 26

AVGE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+3.9M+$3.9B
Meredith Wealth PlanningNew Position+233K+$20.0M
Greenspring Advisors, LLCNew Position+174K+$15.0M
BIP Wealth, LLCNew Position+104K+$8.9M
Nova R Wealth, Inc.New Position+100K+$8.6M
Index Fund Advisors, Inc.New Position+76K+$6.5M
Pacific Asset Management, LLCNew Position+70K+$6.0M
Compass Ion Advisors, LLCNew Position+68K+$5.9M
Intelligent Financial StrategiesNew Position+65K+$5.6M
Paragon Advisors, LLCNew Position+63K+$5.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+65K+$5.0M
Frankly Finances, LLCNew Position+52K+$4.4M
Austin Wealth Management, LLCNew Position+46K+$4.0M
B&D White Capital Company, LLCNew Position+45K+$3.9M
Magnolia Private Wealth, LLCNew Position+37K+$3.2M

AVGE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Corient Private Wealth LLCDecreased-58-$3.1B
Collaborative Wealth Managment Inc.Decreased-3K-$3.0B
WCG Wealth Advisors LLCDecreased-3-$2.0B
Advisory Services Network, LLCDecreased-400-$815.5M
Eaton-Cambridge Inc.Decreased-762-$658.2M
JANE STREET GROUP, LLCClosed Position-6K-$536.9M
PACIFIC FINANCIAL GROUP INCClosed Position-5K-$448.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-4K-$300.5M
NORTHWEST WEALTH MANAGEMENT, LLCDecreased-15-$226.6M
JPMORGAN CHASE & CODecreased-175-$55.3M
WELLS FARGO & COMPANY/MNDecreased-44-$32.1M
Rialto Wealth Management, LLCClosed Position-143-$11.9M
Annandale Capital, LLCDecreased-1-$2.3M
Cambridge Investment Research Advisors, Inc.Decreased-361-$998K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC3,880,077$3.9B2.25%Share
2Meredith Wealth Planning232,703$20.0M5.95%Share
3Greenspring Advisors, LLC174,276$15.0M0.92%Share
4BIP Wealth, LLC103,796$8.9M0.31%Share
5Nova R Wealth, Inc.99,899$8.6M3.13%Share
6Index Fund Advisors, Inc.76,081$6.5M0.31%Share
7Pacific Asset Management, LLC69,919$6.0M3.61%Share
8LPL Financial LLC77,045$6.0M0.00%Share
9Compass Ion Advisors, LLC68,266$5.9M0.56%Share
10Intelligent Financial Strategies65,294$5.6M2.70%Share
11Paragon Advisors, LLC62,817$5.4M1.47%Share
12FMB WEALTH MANAGEMENT62,780$5.4M2.13%Share
13COMMONWEALTH EQUITY SERVICES, LLC64,701$5.0M0.01%Share
14Sprinkle Financial Consultants LLC55,876$4.8M2.44%Share
15Frankly Finances, LLC51,639$4.4M3.85%Share
16Austin Wealth Management, LLC45,820$4.0M0.60%Share
17B&D White Capital Company, LLC45,162$3.9M0.45%Share
18Fermata Advisors, LLC40,589$3.5M0.84%Share
19Magnolia Private Wealth, LLC37,310$3.2M2.24%Share
20Corient Private Wealth LLC36,760$3.2M0.00%Share
21Collaborative Wealth Managment Inc.32,937$2.8M1.00%Share
22Evanson Asset Management, LLC32,261$2.8M0.15%Share
23ENTREWEALTH, LLC29,151$2.7M1.21%Share
24Wilkerson Advisory Group LLC31,157$2.7M0.94%Share
25Cogent Private Wealth, Inc.30,338$2.6M1.98%Share
26Yardley Wealth Management LLC30,115$2.6M1.38%Share
27Betterment LLC28,905$2.5M0.00%Share
28Hutchens & Kramer Investment Management Group, LLC28,459$2.4M0.84%Share
29Ridgeline Wealth, LLC27,879$2.4M1.66%Share
30SC&H Financial Advisors, Inc.27,695$2.4M0.37%Share
31AXXCESS WEALTH MANAGEMENT, LLC26,819$2.3M0.01%Share
32WCG Wealth Advisors LLC24,595$2.1M0.06%Share
33Focus Partners Advisor Solutions, LLC27,976$2.0M0.02%Share
34CWM, LLC21,039$1.8M0.00%Share
35Modern Wealth Management, LLC20,908$1.8M0.03%Share
36CURIO WEALTH, LLC20,570$1.8M0.63%Share
37Oceanside Advisors LLC17,458$1.5M0.91%Share
38WMG Financial Advisors, LLC15,898$1.4M0.56%Share
39Apella Capital, LLC15,729$1.4M0.03%Share
40Integrity Wealth Solutions LLC15,275$1.3M0.52%Share
41LAM GROUP, INC.12,467$1.1M0.61%Share
42Avantax Planning Partners, Inc.12,701$1.0M0.03%Share
43Beacon Pointe Advisors, LLC14,261$1.0M0.01%Share
44Cresset Asset Management, LLC14,001$1.0M0.00%Share
45MERCER GLOBAL ADVISORS INC /ADV16,229$1.0M0.00%Share
46Farther Finance Advisors, LLC10,710$920K0.01%Share
47Financial Plan, Inc.10,498$901K0.10%Share
48ARQ WEALTH ADVISORS, LLC10,213$877K0.24%Share
49Strategic Blueprint, LLC9,989$858K0.05%Share
50Modera Wealth Management, LLC9,402$807K0.01%Share

AVGE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025124$4.1B+76
Q3 202548$50.8B-46
Q2 202594$132.7B-2
Q1 202596$117.1B+27
Q4 202469$9.5T+21
Q3 202448$21.9T+6
Q2 202442$19.0T+7
Q1 202435$14.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold AVGE (Avantis All Equity Markets ETF 9). The largest holder is Align Financial, LLC with $3.9B in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AVGE?

As of Q4 2025, 50 institutional investors report holding AVGE (Avantis All Equity Markets ETF 9) in their 13F filings.

Who is the largest institutional holder of AVGE?

The largest institutional holder of AVGE is Align Financial, LLC with $3.9B in shares.

Is institutional ownership of AVGE increasing or decreasing?

This quarter, 15 institutions opened new positions in AVGE and 4 closed their positions.