Avantis All Equity Markets ETF (AVGE)

ETF ยท NYSE Arca

Avantis All Equity Markets ETF (AVGE) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 27, 2022.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
September 27, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 158 institutions reported holding AVGE, with 3.4 million shares worth $332.6 million in aggregate. The largest reported holder was Meredith Wealth Planning, with 297,253 shares worth $29.5 million. Of the 5 largest holders listed below, 1 opened a new position in AVGE, 3 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Meredith Wealth Planning297,253$29MAdded 6.69%
Commonwealth Equity Services254,389$25MAdded 10.77%
Greenspring Advisors165,420$16MReduced 5.03%
Gfg Capital163,602$16MNew position
Compass Ion Advisors118,846$12MAdded 37.88%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AVGE?

Avantis All Equity Markets ETF (AVGE) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 27, 2022.

Who are the largest institutional holders of AVGE?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AVGE were Meredith Wealth Planning, Commonwealth Equity Services and Greenspring Advisors.

How many institutions own AVGE?

158 institutions reported a position in AVGE for the quarter ended June 30, 2026, worth $332.6 million in total.

Did institutions buy or sell AVGE last quarter?

Of the 5 largest reported holders, 1 opened a new position in AVGE, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for AVGE.

Every reported institutional holder, plus insider and congressional trades in AVGE, on SentiSense.