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

$InfinityT

% 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
Meredith Wealth PlanningNew Position+233K+$20.0B
Greenspring Advisors, LLCNew Position+174K+$15.0B
Nova R Wealth, Inc.New Position+100K+$8.6B
Pacific Asset Management, LLCNew Position+70K+$6.0B
Intelligent Financial StrategiesNew Position+65K+$5.6B
Paragon Advisors, LLCNew Position+63K+$5.4B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+65K+$5.0B
Austin Wealth Management, LLCNew Position+46K+$4.0B
Align Financial, LLCNew Position+3.9M+$3.9B
B&D White Capital Company, LLCNew Position+45K+$3.9B
Magnolia Private Wealth, LLCNew Position+37K+$3.2B
Hutchens & Kramer Investment Management Group, LLCNew Position+28K+$2.4B
SC&H Financial Advisors, Inc.New Position+28K+$2.4B
WMG Financial Advisors, LLCNew Position+16K+$1.4B
Integrity Wealth Solutions LLCNew Position+15K+$1.3B

AVGE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisory Services Network, LLCDecreased-400-$815.5M
JANE STREET GROUP, LLCClosed Position-6K-$536.9M
PACIFIC FINANCIAL GROUP INCClosed Position-5K-$448.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-4K-$300.5M
Collaborative Wealth Managment Inc.Decreased-3K-$155.0M
JPMORGAN CHASE & CODecreased-175-$55.0M
Eaton-Cambridge Inc.Decreased-762-$45.8M
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-$998K
NORTHWEST WEALTH MANAGEMENT, LLCDecreased-15-$-6K
Corient Private Wealth LLCDecreased-58-$-87K
WCG Wealth Advisors LLCDecreased-3-$-60.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Meredith Wealth Planning232,703$20.0B5.95%Share
2Greenspring Advisors, LLC174,276$15.0B0.92%Share
3Nova R Wealth, Inc.99,899$8.6B3.13%Share
4Pacific Asset Management, LLC69,919$6.0B3.61%Share
5Intelligent Financial Strategies65,294$5.6B2.70%Share
6Paragon Advisors, LLC62,817$5.4B1.47%Share
7FMB WEALTH MANAGEMENT62,780$5.4B2.13%Share
8COMMONWEALTH EQUITY SERVICES, LLC64,701$5.0B6.67%Share
9Sprinkle Financial Consultants LLC55,876$4.8B2.44%Share
10Austin Wealth Management, LLC45,820$4.0B0.60%Share
11Align Financial, LLC3,880,077$3.9B2.25%Share
12B&D White Capital Company, LLC45,162$3.9B0.45%Share
13Fermata Advisors, LLC40,589$3.5B0.84%Share
14Magnolia Private Wealth, LLC37,310$3.2B2.24%Share
15Collaborative Wealth Managment Inc.32,937$2.8B1.00%Share
16Evanson Asset Management, LLC32,261$2.8B0.15%Share
17ENTREWEALTH, LLC29,151$2.7B1.21%Share
18Hutchens & Kramer Investment Management Group, LLC28,459$2.4B0.84%Share
19Ridgeline Wealth, LLC27,879$2.4B1.66%Share
20SC&H Financial Advisors, Inc.27,695$2.4B0.37%Share
21WCG Wealth Advisors LLC24,595$2.1B0.06%Share
22Modern Wealth Management, LLC20,908$1.8B32.75%Share
23CURIO WEALTH, LLC20,570$1.8B0.63%Share
24Oceanside Advisors LLC17,458$1.5B0.91%Share
25WMG Financial Advisors, LLC15,898$1.4B0.56%Share
26Integrity Wealth Solutions LLC15,275$1.3B0.52%Share
27LAM GROUP, INC.12,467$1.1B0.61%Share
28Cresset Asset Management, LLC14,001$1.0B4.21%Share
29MERCER GLOBAL ADVISORS INC /ADV16,229$1.0B1.52%Share
30Avantax Planning Partners, Inc.12,701$1.0B0.03%Share
31Farther Finance Advisors, LLC10,710$920.0M9.86%Share
32ARQ WEALTH ADVISORS, LLC10,213$877.0M0.24%Share
33Strategic Blueprint, LLC9,989$858.0M0.05%Share
34Eaton-Cambridge Inc.7,136$613.0M0.20%Share
35Vawter Financial, Ltd.6,896$592.0M0.25%Share
36Creative Capital Management Investments LLC6,463$555.0M0.17%Share
37GEM Asset Management, LLC6,114$536.0M0.24%Share
38Holcombe Financial, Inc.5,254$451.0M0.28%Share
39Henrickson Nauta Wealth Advisors, Inc.4,718$416.0M0.06%Share
40SAX WEALTH ADVISORS, LLC4,643$398.0M0.02%Share
41BARLOW WEALTH PARTNERS, LLC4,472$396.0M0.04%Share
42Savvy Advisors, Inc.3,967$340.0M0.01%Share
43Canvas Wealth Advisors, LLC3,949$339.0M0.06%Share
44Meritas Wealth Management, LLC3,437$295.0M0.14%Share
45Great Point Wealth Advisors, LLC3,369$289.0M0.05%Share
46Accurate Wealth Management, LLC3,210$284.0M0.04%Share
47RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC3,213$276.0M0.10%Share
48Fonville Wealth Management LLC2,945$253.0M0.05%Share
49WESPAC Advisors SoCal, LLC2,914$250.0M0.05%Share
50Magnus Financial Group LLC2,431$208.0M0.02%Share

AVGE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025123$133.8B+75
Q3 202548$46.0B-45
Q2 202593$114.1B-3
Q1 202596$103.3B+27
Q4 202469$5.6T+21
Q3 202448$14.8T+6
Q2 202442$7.6T+7
Q1 202435$5.8T—

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As of Q4 2025, 50 institutional investors hold AVGE (Avantis All Equity Markets ETF 9). The largest holder is Meredith Wealth Planning with $20.0B 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 Meredith Wealth Planning with $20.0B in shares.

Is institutional ownership of AVGE increasing or decreasing?

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