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Avantis All EQ Mkts VAL ETF (AVGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Meredith Wealth Planning
INCREASED
Shares679,434 from 613,056
Change+66,378 (+11%)
Value$57.3M (+$5.2M)
Filed 2026-10-14
B&D White Capital Company, LLC
UNCHANGED
Shares51,228 from 51,228
Change0 (0%)
Value$4.3M (-$33.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares40,231 from 38,449
Change+1,782 (+5%)
Value$3.4M (+$142.1K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares29,864 from 28,269
Change+1,595 (+6%)
Value$2.5M (+$115.9K)
Filed 2026-10-23
M Wealth Management, LLC
DECREASED
Shares26,311 from 26,914
Change-603 (-2%)
Value$2.2M (-$68.6K)
Filed 2026-10-14
Entrewealth, LLC
DECREASED
Shares10,274 from 10,987
Change-713 (-6%)
Value$866.7K (-$94.1K)
Filed 2026-10-14
BIP Wealth, LLC
NEW
Shares9,387
Change+9,387
Value$791.9K
Filed 2026-10-22
Ridgeline Wealth, LLC
DECREASED
Shares8,155 from 8,445
Change-290 (-3%)
Value$699.0K (-$19.0K)
Filed 2026-10-14
Asset One Wealth Management LLC
INCREASED
Shares6,686 from 6,195
Change+491 (+8%)
Value$564.0K (+$34.0K)
Filed 2026-11-02
McCarthy Asset Management, Inc.
NEW
Shares5,929
Change+5,929
Value$500.2K
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares4,837 from 4,504
Change+333 (+7%)
Value$408.1K (+$25.1K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
NEW
Shares4,746
Change+4,746
Value$400.4K
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares4,706 from 3,662
Change+1,044 (+29%)
Value$397.0K (+$85.7K)
Filed 2026-11-05
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares4,490 from 4,490
Change0 (0%)
Value$378.8K (-$3.0K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
NEW
Shares4,230
Change+4,230
Value$356.8K
Filed 2026-11-02
SAX Wealth Advisors, LLC
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$304.5K (+$24.6K)
Filed 2026-10-13
United Advisor Group, LLC
NEW
Shares3,609
Change+3,609
Value$304.5K
Filed 2026-11-03
Index Fund Advisors, Inc.
NEW
Shares2,903
Change+2,903
Value$244.9K
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares1,441 from 1,345
Change+96 (+7%)
Value$123.5K (+$9.1K)
Filed 2026-10-16
Burkett Financial Services, LLC
NEW
Shares624
Change+624
Value$52.7K
Filed 2026-10-01
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$16.5K (-$128)
Filed 2026-10-15
Trellis Wealth Advisors LLC
NEW
Shares47
Change+47
Value$4.0K
Filed 2026-10-19
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 29,239
Change-29,239 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-07
Paul R. Ried Financial Group, LLC
N/A
Shares— from 117,691
Change-117,691 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 31,487
Change-31,487 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 29,256
Change-29,256 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,325
Change-23,325 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,569
Change-15,569 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,793
Change-10,793 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 5,260
Change-5,260 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,147
Change-4,147 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 605
Change-605 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Meredith Wealth Planning
INCREASED679,434613,056+66,378+11%$52.1M$57.3M+$5.2M2026-10-14
B&D White Capital Company, LLC
UNCHANGED51,22851,22800%$4.4M$4.3M-$33.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED40,23138,449+1,782+5%$3.3M$3.4M+$142.1K2026-10-13
Evanson Financial, LLC
INCREASED29,86428,269+1,595+6%$2.4M$2.5M+$115.9K2026-10-23
M Wealth Management, LLC
DECREASED26,31126,914-603-2%$2.3M$2.2M-$68.6K2026-10-14
Entrewealth, LLC
DECREASED10,27410,987-713-6%$960.8K$866.7K-$94.1K2026-10-14
BIP Wealth, LLC
NEW9,387—+9,387——$791.9K—2026-10-22
Ridgeline Wealth, LLC
DECREASED8,1558,445-290-3%$718.0K$699.0K-$19.0K2026-10-14
Asset One Wealth Management LLC
INCREASED6,6866,195+491+8%$530.0K$564.0K+$34.0K2026-11-02
McCarthy Asset Management, Inc.
NEW5,929—+5,929——$500.2K—2026-10-20
Farther Finance Advisors, LLC
INCREASED4,8374,504+333+7%$383.0K$408.1K+$25.1K2026-10-08
Commonwealth Equity Services, LLC
NEW4,746—+4,746——$400.4K—2026-11-02
Compound Planning, Inc.
INCREASED4,7063,662+1,044+29%$311.4K$397.0K+$85.7K2026-11-05
Copper Harbor Investment Advisors, LLC
UNCHANGED4,4904,49000%$381.8K$378.8K-$3.0K2026-10-16
Walkner Condon Financial Advisors LLC
NEW4,230—+4,230——$356.8K—2026-11-02
SAX Wealth Advisors, LLC
UNCHANGED3,6103,61000%$279.9K$304.5K+$24.6K2026-10-13
United Advisor Group, LLC
NEW3,609—+3,609——$304.5K—2026-11-03
Index Fund Advisors, Inc.
NEW2,903—+2,903——$244.9K—2026-11-05
Mosley Wealth Management
INCREASED1,4411,345+96+7%$114.3K$123.5K+$9.1K2026-10-16
Burkett Financial Services, LLC
NEW624—+624——$52.7K—2026-10-01
Moisand Fitzgerald Tamayo, LLC
UNCHANGED19519500%$16.6K$16.5K-$1282026-10-15
Trellis Wealth Advisors LLC
NEW47—+47——$4.0K—2026-10-19
FIG Financial Advisory Services Inc
CLOSED029,239-29,239-100%$2.5M$0-$2.5M2026-10-07
Paul R. Ried Financial Group, LLC
N/A—117,691-117,691-100%$10.0M———
LPL Financial LLC
N/A—31,487-31,487-100%$2.7M———
McCartney Wealth Management LLC
N/A—29,256-29,256-100%$2.5M———
AQR Capital Management LLC
N/A—23,325-23,325-100%$2.0M———
Maimon Wealth Management Ltd.
N/A—16,200-16,200-100%$1.4M———
Raymond James Financial Inc
N/A—15,569-15,569-100%$1.3M———
NewEdge Advisors, LLC
N/A—13,255-13,255-100%$1.1M———
Focus Partners Wealth
N/A—10,793-10,793-100%$917.7K———
JPMorgan Chase & Co
N/A—7,674-7,674-100%$651.7K———
Jane Street Group, LLC
N/A—5,565-5,565-100%$473.1K———
Empirical Finance, LLC
N/A—5,260-5,260-100%$447.2K———
Vawter Financial, Ltd.
N/A—4,147-4,147-100%$352.6K———
Rialto Wealth Management, LLC
N/A—1,062-1,062-100%$90.3K———
Allworth Financial LP
N/A—605-605-100%$51.4K———
Atomic Invest LLC
N/A—445-445-100%$37.8K———
Orion Capital Management LLC
N/A—315-315-100%$26.8K———
Wells Fargo & Company
N/A—1-1-100%$81———
Showing 40 of 40 institutions