Public ownership evidence

Avantis All Equity Markets ETF (AVGE) Ownership Disclosures

Read AVGE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis All Equity Markets ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
40,717
Value (USD)
$4,035,088
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVGE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVGE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2840,717$4,035,088None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2016,013$1,586,865None
Beacon Pointe Advisors, LLC2026-06-302026-08-1914,699$1,456,670None
Orion Capital Management LLC2026-06-302026-08-191,293$128,136None
Corient Private Wealth LP2026-06-302026-08-1840,718$4,035,088None
Equitable Holdings, Inc.2026-06-302026-08-1810,776$1,067,902None
Financial Plan, Inc.2026-06-302026-08-1514,323$1,419,389None
Modern Wealth Management, LLC2026-06-302026-08-153,357$332,679None
Nemes Rush Group LLC2026-06-302026-08-159,626$953,937None
ENTREWEALTH, LLC2026-06-302026-08-1538,882$3,924,749None
Ameritas Advisory Services, LLC2026-06-302026-08-153,404$337,337None
WCG Wealth Advisors LLC2026-06-302026-08-1524,015$2,379,922None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-152,185$216,534None
Qube Research & Technologies Ltd2026-06-302026-08-1538$3,766None
OSAIC HOLDINGS, INC.2026-06-302026-08-15102$10,108None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,085$306,578None
Betterment LLC2026-06-302026-08-1529,116$2,885,000None
JANE STREET GROUP, LLC2026-06-302026-08-154,575$453,382None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15178$17,624None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-15114$11,297None
Steffes Financial, Ltd.2026-06-302026-08-155,615$556,447None
Cresset Asset Management, LLC2026-06-302026-08-1551,619$5,115,488None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15108,276$10,730,161None
ROYAL BANK OF CANADA2026-06-302026-08-15396$39,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15556$55,050None
Burk Holdings LLC2026-06-302026-08-1458$5,748None
Annandale Capital, LLC2026-06-302026-08-142,695$267,000None
CreativeOne Wealth, LLC2026-06-302026-08-1435,784$3,546,201None
Index Fund Advisors, Inc.2026-06-302026-08-1490,746$8,992,920None
Creative Planning2026-06-302026-08-149,505$941,904None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14164$16,252None
CIBC WORLD MARKET INC.2026-06-302026-08-145,217$517,005None
VANGUARD ADVISERS INC2026-06-302026-08-14220$21,802None
MORGAN STANLEY2026-06-302026-08-141$131None
MORGAN STANLEY2026-06-302026-08-144$396None
OceanIQ Capital, LLC2026-06-302026-08-134,900$496,811None
Hill Investment Group Partners, LLC2026-06-302026-08-132,189$216,975None
Corient Private Wealth LP2026-06-302026-08-1340,718$4,035,088None
Compass Ion Advisors, LLC2026-06-302026-08-13118,846$11,777,593None
Advisory Services Network, LLC2026-06-302026-08-139,377$929,261None
Focus Partners Wealth2026-06-302026-08-132,297$227,633None
NewEdge Advisors, LLC2026-06-302026-08-13358$35,524None
BANK OF MONTREAL /CAN/2026-06-302026-08-1330$2,988None
BANK OF MONTREAL /CAN/2026-06-302026-08-1325$2,478None
STIFEL FINANCIAL CORP2026-06-302026-08-135,178$513,378None
JPMORGAN CHASE & CO2026-06-302026-08-13883$87,179None
JPMORGAN CHASE & CO2026-06-302026-08-132,319$228,955None
Greenspring Advisors, LLC2026-06-302026-08-12165,420$16,393,160None
IEQ CAPITAL, LLC2026-06-302026-08-12100,131$9,922,991None
Allworth Financial LP2026-06-302026-08-121,864$184,723None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Financial Plan, Inc. ↗Modern Wealth Management, LLC ↗Nemes Rush Group LLC ↗ENTREWEALTH, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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