Avantis All Equity Markets Value

AVGV • ARCA

Avantis All Equity Markets Value is an exchange-traded fund on ARCA. As of Q3 2025, 19 institutional investors hold shares in this ETF, with total holdings valued at $48.5M. Meredith Wealth Planning is the largest holder with a position valued at $32.0M.

Overview

Overview of institutional ownership in AVGV as of Q3 2025

All Institutions

Institutions: 19
Value Held: $48.5M
Shares Held: 689.3K
Avg Position: $2.6M
Median Position: $370.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in AVGV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Meredith Wealth Planning RIA/Wealth	Mark Thomas Meredith Managing Partner	$32.0M 10.16% of portfolio	455.2K shares	Q3 2023 Held for 2y 2m	$315.0M
P Paul R. Ried Financial Group, LLC RIA/Wealth	Paul Richard Ried CEO	$5.4M 2.84% of portfolio	76.9K shares	Q4 2024 Held for 11 months	$190.6M
B&D White Capital Company, LLC RIA/Wealth	Brandon Edward White President	$3.6M 0.46% of portfolio	51.2K shares	Q2 2025 Held for 5 months	$780.7M
M Wealth Management, LLC RIA/Wealth	Wesley W Melbrod Managing Partner	$2.0M 1.79% of portfolio	28.7K shares	Q4 2024 Held for 11 months	$113.0M
Evanson Asset Management, LLC RIA/Wealth	Steven Edward Evanson Managing Partner	$1.8M 0.11% of portfolio	25.8K shares	Q4 2023 Held for 1y 11m	$1.6B
A Austin Wealth Management, LLC RIA/Wealth	Derek David Ripp Managing Partner	$752.6K 0.12% of portfolio	10.7K shares	Q3 2024 Held for 1y 2m	$633.6M
R Ridgeline Wealth, LLC Institution	-	$614.6K 0.45% of portfolio	8.7K shares	Q4 2024 Held for 11 months	$135.5M
L LPL Financial LLC Institution	-	$407.4K 0.00% of portfolio	5.8K shares	Q3 2025 Held for 2 months	$340.07B
ENTREWEALTH, LLC RIA/Wealth	Jeffrey Edward Socha President	$404.6K 0.21% of portfolio	5.8K shares	Q2 2025 Held for 5 months	$191.8M
C Colony Group, LLC Institution	-	$370.5K 0.00% of portfolio	5.3K shares	Q1 2025 Held for 8 months	$61.0B

Net Capital Flow

Institutional buying and selling activity for AVGV in Q3 2025

Traded: +$6.0M
Buyers: 14
Sellers: 5
Total Bought: +$6.6M
Total Sold: −$586.9K
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
Meredith Wealth Planning RIA/Wealth	+$2.3M +32.9K shares	$32.0M 455.2K shares
B&D White Capital Company, LLC RIA/Wealth	+$1.8M +25.5K shares	$3.6M 51.2K shares
P Paul R. Ried Financial Group, LLC RIA/Wealth	+$872.5K +12.4K shares	$5.4M 76.9K shares
L LPL Financial LLC Institution	+$407.4K +5.8K shares	$407.4K 5.8K shares
Vawter Financial, Ltd. RIA/Wealth	+$343.2K +4.9K shares	$343.2K 4.9K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	+$289.7K +4.1K shares	$289.7K 4.1K shares
Atomi Financial Group, Inc. RIA/Wealth	+$218.6K +3.1K shares	$218.6K 3.1K shares
ENTREWEALTH, LLC RIA/Wealth	+$110.0K +1.6K shares	$404.6K 5.8K shares
A Austin Wealth Management, LLC RIA/Wealth	+$83.8K +1.2K shares	$752.6K 10.7K shares
Cloud Capital Management, LLC RIA/Wealth	+$72.6K +1.0K shares	$72.6K 1.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$244.5K −3.7K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$209.5K −3.2K shares	Sold Off 0 shares
M Wealth Management, LLC RIA/Wealth	−$127.7K −1.8K shares	$2.0M 28.7K shares
R Ridgeline Wealth, LLC Institution	−$4.9K −69.0 shares	$614.6K 8.7K shares
MAI Wealth Advisors RIA/Wealth	−$290.0 −4.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited AVGV in Q3 2025

New Positions: 6
New Value: $1.0M
Exited Positions: 3
Exited Value: $454.3K

New Positions

Institution	Position Value
L LPL Financial LLC Institution	$407.4K 5.8K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	$289.7K 4.1K shares
Atomi Financial Group, Inc. RIA/Wealth	$218.6K 3.1K shares
Cloud Capital Management, LLC RIA/Wealth	$72.6K 1.0K shares
R Rialto Wealth Management, LLC RIA/Wealth	$26.1K 371.0 shares
UBS Group AG Institution	$21.5K 305.0 shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$244.5K 3.7K shares
J JANE STREET GROUP, LLC Institution	$209.5K 3.2K shares
MAI Wealth Advisors RIA/Wealth	$290.0 4.0 shares

Options Activity

Institutions with the largest Call and Put options positions in AVGV 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 AVGV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Meredith Wealth Planning RIA/Wealth	Mark Thomas Meredith Managing Partner	10.16% $32.0M	455.2K shares	Q3 2023 Held for 2y 2m	$315.0M
P Paul R. Ried Financial Group, LLC RIA/Wealth	Paul Richard Ried CEO	2.84% $5.4M	76.9K shares	Q4 2024 Held for 11 months	$190.6M
M Wealth Management, LLC RIA/Wealth	Wesley W Melbrod Managing Partner	1.79% $2.0M	28.7K shares	Q4 2024 Held for 11 months	$113.0M
B&D White Capital Company, LLC RIA/Wealth	Brandon Edward White President	0.46% $3.6M	51.2K shares	Q2 2025 Held for 5 months	$780.7M
R Ridgeline Wealth, LLC Institution	-	0.45% $614.6K	8.7K shares	Q4 2024 Held for 11 months	$135.5M
ENTREWEALTH, LLC RIA/Wealth	Jeffrey Edward Socha President	0.21% $404.6K	5.8K shares	Q2 2025 Held for 5 months	$191.8M
Vawter Financial, Ltd. RIA/Wealth	Gary Lynn Vawter President	0.16% $343.2K	4.9K shares	Q1 2024 Held for 1y 8m	$220.3M
A Austin Wealth Management, LLC RIA/Wealth	Derek David Ripp Managing Partner	0.12% $752.6K	10.7K shares	Q3 2024 Held for 1y 2m	$633.6M
Evanson Asset Management, LLC RIA/Wealth	Steven Edward Evanson Managing Partner	0.11% $1.8M	25.8K shares	Q4 2023 Held for 1y 11m	$1.6B
Cloud Capital Management, LLC RIA/Wealth	John Joseph Comerford CCO	0.04% $72.6K	1.0K shares	Q3 2025 Held for 2 months	$183.7M