§ EQUITY
USDAVGV
AVANTIS ALL EQ MKTS VAL ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
22 increased/new, 6 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Meredith Wealth Planning | 535K | 11.2% | +16% |
| Paul R. Ried Financial Group, LLC | 105K | 3.8% | +24% |
| B&D White Capital Company, LLC | 51K | 0.5% | ±0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38K | 0.0% | −45% |
| McCartney Wealth Management LLC | 29K | 1.9% | +9% |
| Evanson Asset Management, LLC | 27K | 0.1% | +1% |
◇ AC INTELLIGENCE
Top institutional owners for AVGV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.2% · 25 holders
DEALER / BANK0.8% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVGV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVGV yet.