Who Owns AVGV?
Avantis All Equity Markets Value ETF 9 — Institutional Ownership & 13F Holdings
$83.03
+1.43 (+1.75%)
Market Cap
$235.7M
Shares Outstanding
3,458,089
Institutional Holders
14
Total Inst. Value
$54.8M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
4
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Meredith Wealth PlanningNew | $24.0M | 395,336 |
| 2 | Ridgeline Wealth, LLCNew | $11.1M | 182,168 |
| 3 | JPMORGAN CHASE & CO | $11.0M | 180,457 |
| 4 | Paul R. Ried Financial Group, LLCNew | $3.4M | 55,505 |
| 5 | M Wealth Management, LLCNew | $2.3M | 38,094 |
| 6 | Evanson Asset Management, LLC | $1.3M | 21,643 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $481K | 7,914 |
| 8 | Austin Wealth Management, LLC | $430K | 7,196 |
| 9 | Focus Partners WealthNew | $320K | 5,264 |
| 10 | Vawter Financial, Ltd.New | $279K | 4,583 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Meredith Wealth PlanningNew | +395K | $24.0M |
| Ridgeline Wealth, LLCNew | +182K | $11.1M |
| JPMORGAN CHASE & CO | +24K | $11.0M |
| Paul R. Ried Financial Group, LLCNew | +56K | $3.4M |
| M Wealth Management, LLCNew | +38K | $2.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold AVGV?
As of Q1 2025, 14 institutional investors report holding AVGV (Avantis All Equity Markets Value ETF 9) in their 13F filings.
Which hedge fund owns the most AVGV?
The largest institutional holder of AVGV is Meredith Wealth Planning with $24.0M in shares.
Are institutions buying or selling AVGV?
This quarter, 8 institutions opened new positions in AVGV and 3 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.