Public ownership evidence

Avantis All Equity Markets Value ETF (AVGV) Ownership Disclosures

Read AVGV 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 Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Orion Capital Management LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
315
Value (USD)
$26,781
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 0001846758-26-000003
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 AVGV fundamentals

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

Read AVGV 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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Orion Capital Management LLC2026-06-302026-08-19315$26,781None
ENTREWEALTH, LLC2026-06-302026-08-1510,987$960,813None
JANE STREET GROUP, LLC2026-06-302026-08-155,565$473,136None
Empirical Finance, LLC2026-06-302026-08-155,260$447,205None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1523,325$1,983,092None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1515,569$1,323,676None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$81None
Asset One Wealth Management LLC2026-06-302026-08-146,195$529,982None
Focus Partners Wealth2026-06-302026-08-1310,793$917,653None
NewEdge Advisors, LLC2026-06-302026-08-1313,255$1,126,956None
JPMORGAN CHASE & CO2026-06-302026-08-137,674$651,676None
Rialto Wealth Management, LLC2026-06-302026-08-121,062$90,292None
Allworth Financial LP2026-06-302026-08-12605$51,438None
FIG FINANCIAL ADVISORY SERVICES INC /ADV2026-06-302026-08-1129,239$2,485,888None
LPL Financial LLC2026-06-302026-08-0831,487$2,677,006None
Compound Planning, Inc.2026-06-302026-08-053,662$311,359None
Vawter Financial, Ltd.2026-03-312026-08-054,338$336,364None
Vawter Financial, Ltd.2025-12-312026-08-054,904$358,848None
Vawter Financial, Ltd.2025-09-302026-08-054,879$343,185None
McCartney Wealth Management LLC2026-06-302026-08-0429,256$2,487,307None
B&D White Capital Company, LLC2026-06-302026-08-0151,228$4,355,405None
M Wealth Management, LLC2026-06-302026-07-2826,914$2,288,229None
Vawter Financial, Ltd.2026-06-302026-07-254,147$352,610None
Meredith Wealth Planning2026-06-302026-07-25613,056$52,122,029None
MAIMON WEALTH MANAGEMENT LTD.2026-06-302026-07-2516,200$1,375,056None
Mosley Wealth Management2026-06-302026-07-241,345$114,324None
Copper Harbor Investment Advisors, LLC2026-06-302026-07-244,490$381,770None
Farther Finance Advisors, LLC2026-06-302026-07-184,504$382,961None
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2026-06-302026-07-1638,449$3,283,929None
Moisand Fitzgerald Tamayo, LLC2026-06-302026-07-14195$16,579None

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

Orion Capital Management LLC ↗ENTREWEALTH, LLC ↗JANE STREET GROUP, LLC ↗Empirical Finance, LLC ↗AQR CAPITAL MANAGEMENT LLC ↗RAYMOND JAMES FINANCIAL INC ↗WELLS FARGO & COMPANY/MN ↗Asset One Wealth Management LLC ↗Focus Partners Wealth ↗NewEdge Advisors, 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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