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Avantis All Eqty Mrkts ETF (AVGE)

CUSIP: 025072232 | NYSE | 215 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Meredith Wealth Planning307,689
7.6% of portfolio›$30.3M
Commonwealth Equity Services, LLC257,557
0.0% of portfolio›$25.3M
GFG Capital, LLC169,317
4.4% of portfolio›$16.7M
Compass Ion Advisors, LLC132,245
1.1% of portfolio›$13.0M
BIP Wealth, LLC117,131
0.3% of portfolio›$11.5M
Nova R Wealth, Inc.95,755
2.8% of portfolio›$9.4M
Pacific Asset Management, LLC75,131
3.6% of portfolio›$7.4M
ARQ Wealth Advisors, LLC72,440
0.9% of portfolio›$7.1M
WJ Wealth Management, LLC68,988
2.8% of portfolio›$6.8M
Paragon Advisors, LLC67,597
1.2% of portfolio›$6.6M
Indivisible Partners64,792
0.3% of portfolio›$6.4M
Intelligent Financial Strategies64,356
3.1% of portfolio›$6.3M
Sprinkle Financial Consultants LLC61,215
2.4% of portfolio›$6.0M
Frankly Finances, LLC59,976
4.6% of portfolio›$5.9M
Align Financial, LLC52,449
2.5% of portfolio›$5.2M
Hutchens & Kramer Investment Management Group, LLC51,980
1.5% of portfolio›$5.1M
B&D White Capital Company, LLC43,693
0.4% of portfolio›$4.3M
Fermata Advisors, LLC43,592
0.8% of portfolio›$4.3M
Evanson Financial, LLC35,926
0.2% of portfolio›$3.5M
Entrewealth, LLC35,740
1.3% of portfolio›$3.5M
Yardley Wealth Management LLC34,661
1.5% of portfolio›$3.4M
Wilkerson Advisory Group LLC33,818
1.0% of portfolio›$3.3M
SC&H Financial Advisors, Inc.32,228
0.4% of portfolio›$3.2M
Ridgeline Wealth, LLC28,087
1.6% of portfolio›$2.8M
Oceanside Advisors LLC18,855
1.1% of portfolio›$1.9M
Apella Capital, LLC18,313
0.0% of portfolio›$1.8M
WMG Financial Advisors, LLC18,268
0.7% of portfolio›$1.8M
United Advisor Group, LLC17,568
0.2% of portfolio›$1.7M
Avantax Planning Partners, Inc.15,621
0.0% of portfolio›$1.5M
LAM Group, Inc.14,162
0.7% of portfolio›$1.4M
Plancorp, LLC13,391
0.0% of portfolio›$1.3M
Modera Wealth Management, LLC12,950
0.0% of portfolio›$1.3M
Arista Wealth Management, LLC12,393
0.1% of portfolio›$1.2M
Farther Finance Advisors, LLC12,225
0.0% of portfolio›$1.2M
HUB Investment Partners, LLC11,810
0.0% of portfolio›$1.2M
Wedmont Private Capital11,404
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC11,263
0.0% of portfolio›$1.1M
Diversify Wealth Management, LLC11,263
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.10,921
0.0% of portfolio›$1.1M
Austin Asset Management Co Inc10,574
0.1% of portfolio›$1.0M
Nemes Rush Group LLC9,887
0.1% of portfolio›$972.3K
Creative Planning9,524
0.0% of portfolio›$936.6K
Versant Capital Management, Inc9,471
0.1% of portfolio›$931.4K
marrick wealth, LLC7,722
0.5% of portfolio›$759.4K
Kestra Advisory Services, LLC6,971
0.0% of portfolio›$685.5K
GEM Asset Management, LLC6,932
0.3% of portfolio›$681.7K
Creative Capital Management Investments LLC6,716
0.1% of portfolio›$660.5K
Sage Rhino Capital LLC6,575
0.1% of portfolio›$646.6K
Meritas Wealth Management, LLC6,007
0.2% of portfolio›$590.8K
TCI Wealth Advisors, Inc.5,822
0.0% of portfolio›$572.6K
Shira Ridge Wealth Management5,813
0.2% of portfolio›$571.6K
Holcombe Financial, Inc.5,551
0.3% of portfolio›$545.9K
Canvas Wealth Advisors, LLC5,012
0.1% of portfolio›$498.7K
OceanIQ Capital, LLC4,900
0.3% of portfolio›$488.6K
Accurate Wealth Management, LLC4,653
0.0% of portfolio›$464.0K
Barlow Wealth Partners, LLC4,472
0.0% of portfolio›$447.5K
SAX Wealth Advisors, LLC4,402
0.0% of portfolio›$432.9K
Aprio Wealth Management, LLC4,322
0.0% of portfolio›$425.0K
XY Planning Network, Inc.4,305
0.0% of portfolio›$423.4K
Strategic Blueprint, LLC4,278
0.0% of portfolio›$420.7K
Arlington Financial Advisors, LLC4,274
0.1% of portfolio›$420.3K
RED Lighthouse Investment Management, LLC4,268
0.1% of portfolio›$419.7K
Great Point Wealth Advisors, LLC4,084
0.1% of portfolio›$401.6K
Bayshore Asset Management, LLC3,710
0.1% of portfolio›$369.5K
Prudent Investor Advisors, LLC3,524
0.3% of portfolio›$346.5K
Fonville Wealth Management LLC3,476
0.1% of portfolio›$341.9K
EverSource Wealth Advisors, LLC3,289
0.0% of portfolio›$323.4K
Lido Advisors, LLC3,248
0.0% of portfolio›$319.4K
Private Wealth Management Group, LLC2,956
0.1% of portfolio›$290.7K
Private Trust Co NA2,851
0.0% of portfolio›$280.4K
Wespac Advisors SoCal, LLC2,719
0.0% of portfolio›$267.3K
Northwest Wealth Management, LLC2,428
0.0% of portfolio›$238.8K
Physician Wealth Advisors, Inc.2,309
0.0% of portfolio›$227.0K
Financial Partners Group, Inc2,202
0.0% of portfolio›$216.6K
Commonwealth Financial Services, LLC2,074
0.0% of portfolio›$204.0K
Mosley Wealth Management1,391
0.0% of portfolio›$138.1K
Team Financial Group, LLC1,135
0.0% of portfolio›$111.6K
Fiduciary Advisors, Inc.1,036
0.1% of portfolio›$101.9K
Elevation Wealth Partners, LLC884
0.0% of portfolio›$87.0K
Moisand Fitzgerald Tamayo, LLC757
0.0% of portfolio›$74.4K
Torren Management, LLC436
0.0% of portfolio›$42.9K
Signaturefd, LLC225
0.0% of portfolio›$22.1K
Prudent Man Investment Management, Inc.169
0.0% of portfolio›$16.6K
Navigoe, LLC155
0.0% of portfolio›$15
SJS Investment Consulting Inc.119
0.0% of portfolio›$11.7K
Elevate Wealth Advisory, Inc117
0.0% of portfolio›$11.5K
Essential Partners LLC111
0.0% of portfolio›$10.9K
Kings Path Partners LLC90
0.0% of portfolio›$8.9K
Global Trust Asset Management, LLC38
0.0% of portfolio›$3.7K
Signature Resources Capital Management, LLC1
0.0% of portfolio›$98
StyleTurnoverLocationFiled
Meredith Wealth Planning
307,689$30.3M7.6%ETFLowMaryville, IL2026-10-14
Commonwealth Equity Services, LLC
257,557$25.3M0.0%ETFLowWaltham, MA2026-11-02
GFG Capital, LLC
169,317$16.7M4.4%GrowthMediumMiami, FL2026-10-16
Compass Ion Advisors, LLC
132,245$13.0M1.1%ETFVery LowConshohocken, PA2026-10-23
BIP Wealth, LLC
117,131$11.5M0.3%ETFMediumAtlanta, GA2026-10-22
Nova R Wealth, Inc.
95,755$9.4M2.8%ETFLowOverland Park, KS2026-10-26
Pacific Asset Management, LLC
75,131$7.4M3.6%ETFVery LowGig Harbor, WA2026-10-15
ARQ Wealth Advisors, LLC
72,440$7.1M0.9%ETFLowScottsdale, AZ2026-10-29
WJ Wealth Management, LLC
68,988$6.8M2.8%ETFMediumGlendale, AZ2026-11-03
Paragon Advisors, LLC
67,597$6.6M1.2%ETFHighCollege Station, TX2026-11-03
Indivisible Partners
64,792$6.4M0.3%GrowthMediumClearwater, FL2026-10-26
Intelligent Financial Strategies
64,356$6.3M3.1%ETFVery LowExcelsior, MN2026-10-16
Sprinkle Financial Consultants LLC
61,215$6.0M2.4%ETFLowLittleton, CO2026-10-09
Frankly Finances, LLC
59,976$5.9M4.6%ETFVery LowWinter Park, FL2026-10-28
Align Financial, LLC
52,449$5.2M2.5%ETFVery LowHermantown, MN2026-10-16
Hutchens & Kramer Investment Management Group, LLC
51,980$5.1M1.5%ETFLowIndianapolis, IN2026-10-16
B&D White Capital Company, LLC
43,693$4.3M0.4%ETFHighLakeway, TX2026-11-02
Fermata Advisors, LLC
43,592$4.3M0.8%ETFLowSonoma, CA2026-10-13
Evanson Financial, LLC
35,926$3.5M0.2%ETFN/AMclean, VA2026-10-23
Entrewealth, LLC
35,740$3.5M1.3%ETFLowAustin, TX2026-10-14
Yardley Wealth Management LLC
34,661$3.4M1.5%ETFVery LowYardley, PA2026-10-23
Wilkerson Advisory Group LLC
33,818$3.3M1.0%ETFMediumColumbia, MO2026-10-20
SC&H Financial Advisors, Inc.
32,228$3.2M0.4%ETFVery LowHunt Valley, MD2026-10-14
Ridgeline Wealth, LLC
28,087$2.8M1.6%ETFVery LowMesa, AZ2026-10-14
Oceanside Advisors LLC
18,855$1.9M1.1%ETFVery LowMount Pleasant, SC2026-11-03
Apella Capital, LLC
18,313$1.8M0.0%ETFVery LowWest Hartford, CT2026-10-08
WMG Financial Advisors, LLC
18,268$1.8M0.7%ETFLowKnoxville, TN2026-10-28
United Advisor Group, LLC
17,568$1.7M0.2%ETFLowCincinnati, OH2026-11-03
Avantax Planning Partners, Inc.
15,621$1.5M0.0%ETFLowDubuque, IA2026-11-03
LAM Group, Inc.
14,162$1.4M0.7%ETFVery LowLake Oswego, OR2026-10-26
Plancorp, LLC
13,391$1.3M0.0%ETFLowSaint Louis, MO2026-11-03
Modera Wealth Management, LLC
12,950$1.3M0.0%ETFVery LowWestwood, NJ2026-10-28
Arista Wealth Management, LLC
12,393$1.2M0.1%ETFMediumLas Vegas, NV2026-10-29
Farther Finance Advisors, LLC
12,225$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
HUB Investment Partners, LLC
11,810$1.2M0.0%GrowthLowAustin, TX2026-11-03
Wedmont Private Capital
11,404$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
Diversify Advisory Services, LLC
11,263$1.1M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
11,263$1.1M0.0%GrowthMediumSandy, UT2026-10-20
Cambridge Investment Research Advisors, Inc.
10,921$1.1M0.0%ETFLowFairfield, IA2026-11-02
Austin Asset Management Co Inc
10,574$1.0M0.1%ETFVery LowAustin, TX2026-10-29
Nemes Rush Group LLC
9,887$972.3K0.1%CoreVery LowNovi, MI2026-11-04
Creative Planning
9,524$936.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Versant Capital Management, Inc
9,471$931.4K0.1%GARPLowPhoenix, AZ2026-10-02
marrick wealth, LLC
7,722$759.4K0.5%ETFVery LowIrvine, CA2026-10-20
Kestra Advisory Services, LLC
6,971$685.5K0.0%CoreLowAustin, TX2026-11-02
GEM Asset Management, LLC
6,932$681.7K0.3%ETFLowPlymouth, MI2026-10-13
Creative Capital Management Investments LLC
6,716$660.5K0.1%ETFLowSan Diego, CA2026-10-28
Sage Rhino Capital LLC
6,575$646.6K0.1%ETFLowMenlo Park, CA2026-10-28
Meritas Wealth Management, LLC
6,007$590.8K0.2%ETFVery LowSan Rafael, CA2026-10-14
TCI Wealth Advisors, Inc.
5,822$572.6K0.0%ETFLowTucson, AZ2026-10-30
Shira Ridge Wealth Management
5,813$571.6K0.2%ETFLowLarkspur, CA2026-10-09
Holcombe Financial, Inc.
5,551$545.9K0.3%ETFLowAtlanta, GA2026-10-16
Canvas Wealth Advisors, LLC
5,012$498.7K0.1%GrowthLowShawnee, KS2026-11-02
OceanIQ Capital, LLC
4,900$488.6K0.3%GrowthN/APalo Alto, CA2026-10-19
Accurate Wealth Management, LLC
4,653$464.0K0.0%CoreMediumWesley Chapel, FL2026-10-20
Barlow Wealth Partners, LLC
4,472$447.5K0.0%CoreMediumLouisville, KY2026-10-15
SAX Wealth Advisors, LLC
4,402$432.9K0.0%ETFVery LowParsippany, NJ2026-10-13
Aprio Wealth Management, LLC
4,322$425.0K0.0%ETFMediumAtlanta, GA2026-10-28
XY Planning Network, Inc.
4,305$423.4K0.0%ETFLowBozeman, MT2026-10-14
Strategic Blueprint, LLC
4,278$420.7K0.0%ETFLowAtlanta, GA2026-10-22
Arlington Financial Advisors, LLC
4,274$420.3K0.1%ETFMediumSanta Barbara, CA2026-10-19
RED Lighthouse Investment Management, LLC
4,268$419.7K0.1%ETFVery LowHillsdale, NY2026-11-02
Great Point Wealth Advisors, LLC
4,084$401.6K0.1%ETFVery LowBoston, MA2026-10-15
Bayshore Asset Management, LLC
3,710$369.5K0.1%ETFVery LowCoral Gables, FL2026-11-03
Prudent Investor Advisors, LLC
3,524$346.5K0.3%ETFN/AFolsom, CA2026-10-22
Fonville Wealth Management LLC
3,476$341.9K0.1%ETFVery LowRichmond, VA2026-10-28
EverSource Wealth Advisors, LLC
3,289$323.4K0.0%CoreMediumBirmingham, AL2026-11-04
Lido Advisors, LLC
3,248$319.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Private Wealth Management Group, LLC
2,956$290.7K0.1%ETFLowPrinceton, NJ2026-10-19
Private Trust Co NA
2,851$280.4K0.0%CoreLowCleveland, OH2026-10-20
Wespac Advisors SoCal, LLC
2,719$267.3K0.0%GrowthMediumPasadena, CA2026-10-13
Northwest Wealth Management, LLC
2,428$238.8K0.0%ETFLowSpencer, IA2026-10-30
Physician Wealth Advisors, Inc.
2,309$227.0K0.0%ETFMediumMidvale, UT2026-10-20
Financial Partners Group, Inc
2,202$216.6K0.0%ETFLowOverland Park, KS2026-10-19
Commonwealth Financial Services, LLC
2,074$204.0K0.0%ETFMediumVienna, WV2026-10-20
Mosley Wealth Management
1,391$138.1K0.0%ETFHighAnaheim, CA2026-10-16
Team Financial Group, LLC
1,135$111.6K0.0%ETFLowTemecula, CA2026-10-30
Fiduciary Advisors, Inc.
1,036$101.9K0.1%ETFLowSt. Louis, MO2026-10-16
Elevation Wealth Partners, LLC
884$87.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Moisand Fitzgerald Tamayo, LLC
757$74.4K0.0%ETFVery LowOrlando, FL2026-10-15
Torren Management, LLC
436$42.9K0.0%ETFMediumSan Diego, CA2026-10-29
Signaturefd, LLC
225$22.1K0.0%IndexLowAtlanta, GA2026-10-23
Prudent Man Investment Management, Inc.
169$16.6K0.0%ETFVery LowLouisville, CO2026-11-03
Navigoe, LLC
155$150.0%ETFVery LowRedondo Beach, CA2026-11-04
SJS Investment Consulting Inc.
119$11.7K0.0%ETFVery LowSylvania, OH2026-10-26
Elevate Wealth Advisory, Inc
117$11.5K0.0%ETFVery LowAthens, GA2026-10-29
Essential Partners LLC
111$10.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Kings Path Partners LLC
90$8.9K0.0%ETFVery LowSugar Land, TX2026-10-21
Global Trust Asset Management, LLC
38$3.7K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Signature Resources Capital Management, LLC
1$980.0%ETFLowNewport Beach, CA2026-10-16