MML Investors Services
AVGE icon

MML Investors Services’s Avantis All Equity Markets ETF AVGE Stock Holding History

MML Investors Services’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Buy
2,672
+166
+7% +$14.9K ﹤0.01% 2727
2025
Q4 		$215K Buy
+2,506
New +$212K ﹤0.01% 2846
2024
Q4 		– Sell
-4,835
Closed -$357K – 2665
2024
Q3 		$357K Buy
4,835
+118
+3% +$8.36K ﹤0.01% 2054
2024
Q2 		$327K Buy
+4,717
New +$326K ﹤0.01% 2029

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

MML Investors Services's AVGE Position: Q1 2026 in Review

MML Investors Services increased its Avantis All Equity Markets ETF (AVGE) stake by 6.6% in Q1 2026, buying an estimated $14.9K and bringing the position to 2,672 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

MML Investors Services first reported a position in AVGE in Q2 2024 and has held it in 4 quarters since. The position peaked at $357K in Q3 2024. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • MML Investors Services held 2,672 shares of Avantis All Equity Markets ETF worth $235K as of Q1 2026.
  • MML Investors Services bought 166 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $14.9K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2727 holding.
  • MML Investors Services first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 4 quarters since.
  • MML Investors Services's Avantis All Equity Markets ETF position peaked at $357K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.