Avantis All Equity Markets
AVGE • ARCA
Avantis All Equity Markets is an exchange-traded fund on ARCA. As of Q3 2025, 105 institutional investors hold shares in this ETF, with total holdings valued at $168.0M. Wealthstream Advisors, Inc. is the largest holder with a position valued at $14.1M.
Overview
Overview of institutional ownership in AVGE as of Q3 2025
All Institutions
- Institutions
- 105
- Value Held
- $168.0M
- Shares Held
- 2.0M
- Avg Position
- $1.6M
- Median Position
- $536.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $3.0M
- Shares Held
- 35.8K
- Avg Position
- $3.0M
- Median Position
- $3.0M
Biggest Investors
Institutions with the largest positions in AVGE as of Q3 2025
| Institution | Position Value |
|---|---|
 Wealthstream Advisors, Inc. RIA/Wealth | $14.1M 2.14% of portfolio |
 Meredith Wealth Planning RIA/Wealth | $13.4M 4.25% of portfolio |
N Nova R Wealth, Inc. RIA/Wealth | $8.5M 3.61% of portfolio |
 BIP Wealth, LLC RIA/Wealth | $7.8M 0.39% of portfolio |
P Paragon Advisors, LLC Institution | $6.8M 1.75% of portfolio |
L LPL Financial LLC Institution | $6.3M 0.00% of portfolio |
 Compass Ion Advisors, LLC RIA/Wealth | $6.2M 0.60% of portfolio |
 Index Fund Advisors, Inc. RIA/Wealth | $5.9M 0.29% of portfolio |
 Intelligent Financial Strategies RIA/Wealth | $5.4M 2.65% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $5.3M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVGE in Q3 2025
- Traded
- +$9.4M
- Buyers
- 71
- Sellers
- 24
- Total Bought
- +$16.3M
- Total Sold
- −$6.9M
- Avg Position
- $1.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BIP Wealth, LLC RIA/Wealth | +$1.9M +22.9K shares |
 B&D White Capital Company, LLC RIA/Wealth | +$1.9M +22.6K shares |
 CWM, LLC RIA/Wealth | +$1.7M +20.4K shares |
Meredith Wealth Planning RIA/Wealth | +$1.1M +13.7K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$944.9K +11.3K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | +$827.2K +9.9K shares |
 ENTREWEALTH, LLC RIA/Wealth | +$572.8K +6.9K shares |
 Vawter Financial, Ltd. RIA/Wealth | +$554.7K +6.7K shares |
 Pacific Asset Management, LLC RIA/Wealth | +$525.4K +6.3K shares |
 ARQ WEALTH ADVISORS, LLC RIA/Wealth | +$481.6K +5.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S Strategic Financial Concepts, LLC RIA/Wealth | −$2.0M −25.4K shares |
J JANE STREET GROUP, LLC Institution | −$1.3M −15.4K shares |
T TCG Advisory Services, LLC RIA/Wealth | −$810.4K −10.5K shares |
P Paragon Advisors, LLC Institution | −$788.7K −9.5K shares |
S SYM FINANCIAL CORPORATION RIA/Wealth | −$482.9K −6.2K shares |
 CURIO WEALTH, LLC RIA/Wealth | −$390.9K −4.7K shares |
 Buckingham Strategic Partners RIA/Wealth | −$173.0K −2.1K shares |
L LPL Financial LLC Institution | −$163.3K −2.0K shares |
W WMG Financial Advisors, LLC RIA/Wealth | −$154.4K −1.9K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$128.7K −1.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVGE in Q3 2025
- New Positions
- 8
- New Value
- $3.4M
- Exited Positions
- 4
- Exited Value
- $3.3M
New Positions
| Institution | Position Value |
|---|---|
Beacon Pointe Advisors, LLC RIA/Wealth | $944.9K 11.3K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $827.2K 9.9K shares |
ARQ WEALTH ADVISORS, LLC RIA/Wealth | $481.6K 5.8K shares |
 PACIFIC FINANCIAL GROUP INC RIA/Wealth | $448.7K 5.4K shares |
 AE Wealth Management LLC RIA/Wealth | $239.1K 2.9K shares |
 Meritas Wealth Management, LLC RIA/Wealth | $220.7K 2.6K shares |
B BAYSHORE ASSET MANAGEMENT, LLC Institution | $203.4K 2.4K shares |
P PRIVATE TRUST CO NA Institution | $47.5K 570.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
S Strategic Financial Concepts, LLC RIA/Wealth | $2.0M 25.4K shares |
T TCG Advisory Services, LLC RIA/Wealth | $810.4K 10.5K shares |
S SYM FINANCIAL CORPORATION RIA/Wealth | $482.9K 6.2K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $61.4K 792.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in AVGE as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AVGE as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Meredith Wealth Planning RIA/Wealth | 4.25% $13.4M |
N Nova R Wealth, Inc. RIA/Wealth | 3.61% $8.5M |
Pacific Asset Management, LLC RIA/Wealth | 2.97% $4.4M |
Intelligent Financial Strategies RIA/Wealth | 2.65% $5.4M |
S Sprinkle Financial Consultants LLC RIA/Wealth | 2.59% $4.6M |
 FMB WEALTH MANAGEMENT RIA/Wealth | 2.56% $5.2M |
 Magnolia Private Wealth, LLC RIA/Wealth | 2.28% $3.1M |
Wealthstream Advisors, Inc. RIA/Wealth | 2.14% $14.1M |
P Paragon Advisors, LLC Institution | 1.75% $6.8M |
R Ridgeline Wealth, LLC Institution | 1.44% $1.9M |
Hedge Fund Spotlight
Discover hedge funds investing in AVGE
Fermata Advisors, LLC
Hedge Fund • Sector
Portfolio ManagerNelson Moonhun Seo
- Portfolio Value
- $371.6M
- Positions
- 207
- Last Reported
- Q3 2025
Sector Allocation
Position in Avantis All Equity Markets
- Market Value
- $3.0M
- Shares Held
- 35.8K
- Portfolio Weight
- 0.80%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $13.6M | 3.67% | |
ETF ETF | $13.1M | 3.53% | |
ETF ETF | $12.7M | 3.43% |
