We are live on ! Find out more
AVGE icon

Avantis All Equity Markets ETF

124 hedge funds and large institutions have $4.09B invested in Avantis All Equity Markets ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more capital invested

Capital invested by funds: $170M → $4.09B (+$3.91B)

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

205% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 22

51.04% more ownership

Funds ownership: 27.25%78.3% (+51%)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more funds holding

Funds holding: 107124 (+17)

Holders
124
Holders Change
+17
Holders Change %
+15.89%
% of All Funds
1.51%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
25
Increased
67
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$3.88B +$328M +3,880,077 New
MWP
2
Meredith Wealth Planning
Illinois
$20M +$6.1M +72,141 +45%
GA
3
Greenspring Advisors
Maryland
$15M +$14.7M +174,276 New
BW
4
BIP Wealth
Georgia
$8.92M +$885K +10,474 +11%
NRW
5
Nova R Wealth
Kansas
$8.58M -$184K -2,174 -2%
LPL Financial
6
LPL Financial
California
$6.62M +$116K +1,369 +2%
IFA
7
Index Fund Advisors
California
$6.54M +$455K +5,378 +8%
Corient Private Wealth
8
Corient Private Wealth
Florida
$6.35M +$3.12M +36,898 +100%
PAM
9
Pacific Asset Management
Washington
$6.01M +$1.48M +17,537 +33%
CIA
10
Compass Ion Advisors
Pennsylvania
$5.86M -$537K -6,354 -9%
IFS
11
Intelligent Financial Strategies
Minnesota
$5.61M -$507 -6 -0%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.56M +$142K +1,675 +3%
PA
13
Paragon Advisors
Texas
$5.4M -$1.57M -18,581 -23%
FWM
14
FMB Wealth Management
California
$5.39M +$17.3K +205 +0.3%
SFC
15
Sprinkle Financial Consultants
Colorado
$4.8M +$43.8K +518 +0.9%
FF
16
Frankly Finances
Florida
$4.44M +$4.36M +51,639 New
AWM
17
Austin Wealth Management
Texas
$4.04M +$268K +3,172 +7%
BDWCC
18
B&D White Capital Company
Texas
$3.88M +$85 +1 +0%
FA
19
Fermata Advisors
California
$3.49M +$405K +4,791 +13%
MPW
20
Magnolia Private Wealth
Pennsylvania
$3.21M +$6.85K +81 +0.2%
CWM
21
Collaborative Wealth Management
Florida
$2.83M -$240K -2,838 -8%
EAM
22
Evanson Asset Management
California
$2.77M +$258K +3,050 +10%
E
23
EntreWealth
Texas
$2.69M +$41.5K +491 +2%
WAG
24
Wilkerson Advisory Group
Missouri
$2.68M +$2.63M +31,157 New
CPW
25
Cogent Private Wealth
Florida
$2.61M +$2.56M +30,338 New