Who Owns AVGE?
Avantis All Equity Markets ETF 9 — Institutional Ownership & 13F Holdings
$94.88
+0.04 (+0.04%)
Market Cap
$820.9M
Shares Outstanding
8,405,599
Institutional Holders
96
Total Inst. Value
$110.5M
% of Float Held
—
QoQ Holder Change
+61
Institutional data as of Q1 2025
New Positions
35
Closed Positions
8
Increased
36
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Wealthstream Advisors, Inc. | $11.1M | 156,413 |
| 2 | Paragon Advisors, LLCNew | $10.2M | 143,676 |
| 3 | Nova R Wealth, Inc.New | $7.5M | 105,142 |
| 4 | Meredith Wealth PlanningNew | $7.2M | 101,221 |
| 5 | Compass Ion Advisors, LLC | $5.0M | 69,841 |
| 6 | Intelligent Financial StrategiesNew | $4.9M | 68,843 |
| 7 | Index Fund Advisors, Inc. | $4.5M | 63,686 |
| 8 | FMB WEALTH MANAGEMENTNew | $4.3M | 60,784 |
| 9 | Sprinkle Financial Consultants LLCNew | $4.1M | 57,085 |
| 10 | Pacific Asset Management, LLC | $2.6M | 36,039 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Wealthstream Advisors, Inc. | +11K | $11.1M |
| Paragon Advisors, LLCNew | +144K | $10.2M |
| Nova R Wealth, Inc.New | +105K | $7.5M |
| Meredith Wealth PlanningNew | +101K | $7.2M |
| Intelligent Financial StrategiesNew | +69K | $4.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -915K | $1.1M |
| Advisory Services Network, LLC | -13K | $775K |
| CURIO WEALTH, LLC | -10K | $1.0M |
| Physician Wealth Advisors, Inc. | -5K | $269 |
| Compass Ion Advisors, LLC | -5K | $5.0M |
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Frequently Asked Questions
How many institutional investors hold AVGE?
As of Q1 2025, 96 institutional investors report holding AVGE (Avantis All Equity Markets ETF 9) in their 13F filings.
Which hedge fund owns the most AVGE?
The largest institutional holder of AVGE is Wealthstream Advisors, Inc. with $11.1M in shares.
Are institutions buying or selling AVGE?
This quarter, 35 institutions opened new positions in AVGE and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.