How many institutions own AVGE stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own AVGE shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Avantis All Equity Markets ETF stock?

FARTHER FINANCE ADVISORS, LLC, in the last quarter, reduced its stake in AVGE by -0.55% restricting it's holding to 10.61 thousand shares of worth nearly $1.05M. WILKERSON ADVISORY GROUP LLC also lessened -0.6% of the AVGE shares from its portfolio, reducing its holding to 32.01 thousand shares of worth $3.17M. MERCER GLOBAL ADVISORS INC /ADV also shunned AVGE shares holding by -1.18% last quarter which brought its holding to 16.01 thousand shares worth $1.59M.

Investors who are buying AVGE stock?

As per its latest 13F filing, APELLA CAPITAL, LLC increased its stake in AVGE by 20.94% in the last quarter. The institutional holder raised its holding to 17.5 thousand shares having worth more than $1.72M. WERBA RUBIN PAPIER WEALTH MANAGEMENT also added 21.04% more shares of AVGE to its portfolio, raising its holding to 45.42 thousand shares of worth $4.50M. FERMATA ADVISORS, LLC also increased its AVGE shares holding by 1.44% which brought its holding to 43.72 thousand shares worth $4.33M.

AVGE's major insiders: who are they?

The insider with the most stakes in AVGE is N/A , N/A at the company. Additionally, AVGE stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell AVGE stock?

Company executives, directors, and other insiders own N/A percent of Avantis All Equity Markets ETF's stock. Within the last six months, there have been 0 transaction(s) in which AVGE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased AVGE stock?

There have been 0 transaction(s) during the past 6-months in which Avantis All Equity Markets ETF insiders have bought stock, totalling 0 shares

How much of AVGE does insiders own?

Around 0 Avantis All Equity Markets ETF shares are held by insiders, which represents about N/A of AVGE stock.

Who is the insider with the largest stake?

AVGE N/A, N/A holds the largest portfolio of the company's shares. AVGE shares owned by N/A total nearly -.

Which institution holds the most shares in AVGE?

APELLA CAPITAL, LLC is the largest institutional owner in AVGE which holds 17.5 thousand shares worth $1.72M or 0.17% of the total AVGE shares outstanding followed by WERBA RUBIN PAPIER WEALTH MANAGEMENT with ownership of 45.42 thousand shares representing 0.43% of the AVGE ownership. FERMATA ADVISORS, LLC is the third largest stakeholder with 43.72 thousand shares or 0.42% of the ownership worth more than $4.33M.

Is Avantis All Equity Markets ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the AVGE is concerned, it is a stock which is optionable.

Is there a short position on AVGE's shares?

Number of AVGE shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding AVGE shares are there?

As of today, null shares of AVGE are outstanding.

Is there many float in AVGE stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, AVGE has null shares in float.

AVGE short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for AVGE is null.

Avantis All Equity Markets ETF (AVGE) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. APELLA CAPITAL, LLC is the top corporate investor, holding 17.5K shares valued at $1.72M. A 0.17% stake in Avantis All Equity Markets ETF is owned by the company. WERBA RUBIN PAPIER WEALTH MANAGEMENT owns 45.42K shares valued at $4.50M, which translates its holding of 0.43% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	APELLA CAPITAL, LLC	0.17%	17.5K	1.72M	3.03K	+20.94%
Jun 30, 2026	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.43%	45.42K	4.5M	7.9K	+21.04%
Jun 30, 2026	FERMATA ADVISORS, LLC	0.42%	43.72K	4.33M	622	+1.44%
Jun 30, 2026	MODERA WEALTH MANAGEMENT, LLC	0.14%	14.57K	1.44M	4.65K	+46.88%
Jun 30, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	12.01K	1.19M	607	+5.32%
Jun 30, 2026	TCG ADVISORY SERVICES, LLC	0.11%	11.14K	1.1M	616	+5.86%
Jun 30, 2026	ARISTA WEALTH MANAGEMENT, LLC	0.11%	11K	1.09M	11K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.11%	10.61K	1.05M	-59	-0.55%
Jun 30, 2026	DIVERSIFY ADVISORY SERVICES, LLC	0.1%	10.3K	1.01M	10.3K	+100.00%
Jun 30, 2026	DIVERSIFY WEALTH MANAGEMENT, LLC	0.1%	10.3K	1.01M	7.39K	+254.07%
Jun 30, 2026	FRANKLY FINANCES, LLC	0.56%	58.96K	5.84M	5.9K	+11.12%
Jun 30, 2026	WILKERSON ADVISORY GROUP LLC	0.3%	32.01K	3.17M	-194	-0.60%
Jun 30, 2026	PLANCORP, LLC	0.13%	13.26K	1.31M	2.15K	+19.35%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.15%	16.01K	1.59M	-192	-1.18%
Jun 30, 2026	EVANSON FINANCIAL, LLC	0.3%	32.12K	3.18M	32.12K	+100.00%
Jun 30, 2026	MAGNOLIA PRIVATE WEALTH, LLC	0.24%	25.23K	2.5M	-10.16K	-28.71%
Jun 30, 2026	ARQ WEALTH ADVISORS, LLC	0.27%	28.78K	2.85M	12.91K	+81.34%
Jun 30, 2026	BETTERMENT LLC	0.28%	29.12K	2.89M	54	+0.19%
Jun 30, 2026	CREATIVEONE WEALTH, LLC	0.34%	35.78K	3.55M	1.13K	+3.25%
Jun 30, 2026	ENTREWEALTH, LLC	0.37%	38.88K	3.92M	2.81K	+7.78%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.39%	40.72K	4.04M	2.55K	+6.69%
Jun 30, 2026	FINANCIAL PLAN, INC.	0.14%	14.32K	1.42M	2.6K	+22.14%
Jun 30, 2026	COMPASS ION ADVISORS, LLC	1.13%	118.85K	11.78M	32.65K	+37.88%
Jun 30, 2026	NOVA R WEALTH, INC.	0.91%	95.76K	9.49M	-1.92K	-1.96%
Jun 30, 2026	SAVANT CAPITAL, LLC	0.37%	38.73K	3.84M	38.73K	+100.00%
Jun 30, 2026	WCG WEALTH ADVISORS LLC	0.23%	24.02K	2.38M	-556	-2.26%
Jun 30, 2026	INTEGRITY WEALTH SOLUTIONS LLC	0.2%	20.69K	2.05M	3.35K	+19.30%
Jun 30, 2026	CURIO WEALTH, LLC	0.19%	19.67K	1.95M	1.17K	+6.35%
Jun 30, 2026	OCEANSIDE ADVISORS LLC	0.18%	18.92K	1.87M	847	+4.69%
Jun 30, 2026	WMG FINANCIAL ADVISORS, LLC	0.17%	18.27K	1.81M	-1.08K	-5.59%
Jun 30, 2026	YARDLEY WEALTH MANAGEMENT LLC	0.32%	33.83K	3.35M	309	+0.92%
Jun 30, 2026	SC&H FINANCIAL ADVISORS, INC.	0.31%	32.25K	3.2M	2.06K	+6.82%
Jun 30, 2026	RIDGELINE WEALTH, LLC	0.26%	27.62K	2.74M	-319	-1.14%
Jun 30, 2026	BEACON POINTE ADVISORS, LLC	0.14%	14.7K	1.46M	1.04K	+7.61%
Jun 30, 2026	LAM GROUP, INC.	0.14%	14.23K	1.41M	1.24K	+9.51%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.42%	254.39K	25.21M	24.73K	+10.77%
Jun 30, 2026	PARAGON ADVISORS, LLC	0.7%	73.59K	7.29M	-78	-0.11%
Jun 30, 2026	FMB WEALTH MANAGEMENT	0.59%	62.07K	6.15M	73	+0.12%
Jun 30, 2026	GREENSPRING ADVISORS, LLC	1.57%	165.42K	16.39M	-8.76K	-5.03%
Jun 30, 2026	GFG CAPITAL, LLC	1.55%	163.6K	16.21M	163.6K	+100.00%
Jun 30, 2026	AQR CAPITAL MANAGEMENT LLC	1.03%	108.28K	10.73M	0	0
Jun 30, 2026	IEQ CAPITAL, LLC	0.95%	100.13K	9.92M	0	0
Jun 30, 2026		0.14%	14.32K	1.42M	2.6K	+22.14%
Jun 30, 2026	BIP WEALTH, LLC	1.11%	116.71K	11.57M	8.26K	+7.62%
Jun 30, 2026	LPL FINANCIAL LLC	0.9%	94.26K	9.34M	4.6K	+5.13%
Jun 30, 2026	INDEX FUND ADVISORS, INC.	0.86%	90.75K	8.99M	4K	+4.61%
Jun 30, 2026	AVANTAX PLANNING PARTNERS, INC.	0.14%	14.46K	1.43M	1.7K	+13.35%
Jun 30, 2026	PACIFIC ASSET MANAGEMENT, LLC	0.68%	71.98K	7.13M	-1.58K	-2.15%
Jun 30, 2026	INTELLIGENT FINANCIAL STRATEGIES	0.61%	64.52K	6.39M	-310	-0.48%
Jun 30, 2026	SPRINKLE FINANCIAL CONSULTANTS LLC	0.55%	57.47K	5.7M	641	+1.13%
Jun 30, 2026	CRESSET ASSET MANAGEMENT, LLC	0.49%	51.62K	5.12M	30.78K	+147.70%
Jun 30, 2026	COGENT PRIVATE WEALTH, INC.	0.49%	51.85K	5.14M	19.37K	+59.65%
Jun 30, 2026	MEREDITH WEALTH PLANNING	2.82%	297.25K	29.46M	18.65K	+6.69%
Jun 30, 2026	ALIGN FINANCIAL, LLC	0.46%	48.47K	4.8M	3.97K	+8.93%
Jun 30, 2026	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	0.46%	47.97K	4.75M	17.28K	+56.31%
Jun 30, 2026	B&D WHITE CAPITAL COMPANY, LLC	0.42%	43.78K	4.34M	0	0
Jun 30, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.17%	17.7K	1.75M	772	+4.56%
Mar 31, 2026	AVANTAX PLANNING PARTNERS, INC.	0.12%	12.76K	1.12M	55	+0.43%
Mar 31, 2026	COMPASS ION ADVISORS, LLC	0.82%	86.2K	7.59M	17.93K	+26.27%
Mar 31, 2026	PACIFIC ASSET MANAGEMENT, LLC	0.7%	73.56K	6.47M	3.64K	+5.21%
Mar 31, 2026	INTELLIGENT FINANCIAL STRATEGIES	0.62%	64.83K	5.71M	-463	-0.71%
Mar 31, 2026	FMB WEALTH MANAGEMENT	0.59%	61.99K	5.46M	-788	-1.26%
Mar 31, 2026	SPRINKLE FINANCIAL CONSULTANTS LLC	0.54%	56.83K	5M	953	+1.71%
Mar 31, 2026	BEACON POINTE ADVISORS, LLC	0.13%	13.66K	1.2M	-602	-4.22%
Mar 31, 2026	APELLA CAPITAL, LLC	0.14%	14.47K	1.37M	-1.26K	-8.02%
Mar 31, 2026	ARQ WEALTH ADVISORS, LLC	0.15%	15.87K	1.4M	5.66K	+55.41%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.15%	16.21K	1.43M	-24	-0.15%
Mar 31, 2026	BUCKINGHAM STRATEGIC PARTNERS	0.16%	16.93K	1.49M	-11.05K	-39.49%
Mar 31, 2026	INTEGRITY WEALTH SOLUTIONS LLC	0.17%	17.35K	1.53M	2.07K	+13.55%
Mar 31, 2026	OCEANSIDE ADVISORS LLC	0.17%	18.07K	1.59M	615	+3.52%
Mar 31, 2026	CURIO WEALTH, LLC	0.18%	18.5K	1.63M	-2.07K	-10.06%
Mar 31, 2026	MODERN WEALTH MANAGEMENT, LLC	0.18%	19.33K	1.71M	-1.58K	-7.54%
Mar 31, 2026	GREENSPRING ADVISORS, LLC	1.66%	174.18K	15.33M	-100	-0.06%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	2.19%	229.66K	20.21M	164.96K	+254.96%
Mar 31, 2026	MEREDITH WEALTH PLANNING	2.65%	278.6K	24.52M	45.9K	+19.72%
Mar 31, 2026	BETTERMENT LLC	0.28%	29.06K	2.56M	157	+0.54%
Mar 31, 2026	SC&H FINANCIAL ADVISORS, INC.	0.29%	30.19K	2.66M	2.49K	+8.99%
Mar 31, 2026	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	0.29%	30.69K	2.7M	2.23K	+7.83%
Mar 31, 2026	B&D WHITE CAPITAL COMPANY, LLC	0.42%	43.78K	3.85M	-1.38K	-3.06%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.41%	43.09K	3.79M	2.51K	+6.17%
Mar 31, 2026	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.36%	37.53K	3.3M	37.53K	+100.00%
Mar 31, 2026	MAGNOLIA PRIVATE WEALTH, LLC	0.34%	35.39K	3.12M	-1.92K	-5.15%
Mar 31, 2026	YARDLEY WEALTH MANAGEMENT LLC	0.32%	33.52K	2.95M	3.41K	+11.31%
Mar 31, 2026	RIDGELINE WEALTH, LLC	0.27%	27.94K	2.46M	61	+0.22%
Mar 31, 2026	EVANSON ASSET MANAGEMENT, LLC	0.3%	31.94K	2.81M	-325	-1.01%
Mar 31, 2026	PARAGON ADVISORS, LLC	0.7%	73.67K	6.48M	10.86K	+17.28%
Mar 31, 2026	LPL FINANCIAL LLC	0.85%	89.65K	7.89M	12.61K	+16.36%
Mar 31, 2026	NOVA R WEALTH, INC.	0.93%	97.68K	8.6M	-2.22K	-2.22%
Mar 31, 2026	BIP WEALTH, LLC	1.03%	108.45K	9.55M	4.65K	+4.48%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.2%	20.84K	1.83M	6.84K	+48.84%
Mar 31, 2026	CWM, LLC	0.2%	21.26K	1.87M	221	+1.05%
Mar 31, 2026	WCG WEALTH ADVISORS LLC	0.23%	24.57K	2.16M	-24	-0.10%
Mar 31, 2026	CREATIVEONE WEALTH, LLC	0.33%	34.66K	3.05M	34.66K	+100.00%
Mar 31, 2026	ENTREWEALTH, LLC	0.34%	36.08K	3.18M	6.93K	+23.76%
Mar 31, 2026	CI PRIVATE WEALTH, LLC	0.36%	38.16K	3.36M	1.21K	+3.27%
Mar 31, 2026	NEMES RUSH GROUP LLC	0.1%	8.93K	786.28K	193	+2.21%
Mar 31, 2026	INDEPENDENT ADVISOR ALLIANCE	0.1%	8.95K	787.44K	8.95K	+100.00%
Mar 31, 2026	STRATEGIC BLUEPRINT, LLC	0.11%	9.31K	819.11K	-683	-6.84%
Mar 31, 2026	CREATIVE PLANNING	0.11%	9.54K	839.58K	13	+0.14%
Mar 31, 2026	MODERA WEALTH MANAGEMENT, LLC	0.11%	9.92K	873.03K	517	+5.50%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0.12%	10.67K	945.42K	-39	-0.36%
Mar 31, 2026		0.11%	11.73K	1.03M	1.23K	+11.71%
Mar 31, 2026	WMG FINANCIAL ADVISORS, LLC	0.18%	19.35K	1.7M	3.45K	+21.71%
Mar 31, 2026	INDEX FUND ADVISORS, INC.	0.83%	86.75K	7.64M	10.67K	+14.02%
Mar 31, 2026	EVERSOURCE WEALTH ADVISORS, LLC	0.21%	18.26K	435.52K	15.45K	+550.80%
Mar 31, 2026	IEQ CAPITAL, LLC	0.95%	100.13K	8.81M	100.13K	+100.00%
Mar 31, 2026	AQR CAPITAL MANAGEMENT LLC	1.03%	108.28K	9.53M	100.13K	+1,229.36%
Mar 31, 2026	PLANCORP, LLC	0.11%	11.11K	1.02M	1.56K	+16.39%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	11.41K	1M	-201	-1.73%
Mar 31, 2026	LAM GROUP, INC.	0.12%	12.99K	1.14M	524	+4.20%
Dec 31, 2025	STRATEGIC BLUEPRINT, LLC	0.13%	9.99K	858.16K	840	+9.18%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.13%	10.71K	920.11K	10.71K	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	11.61K	997K	-361	-3.02%
Dec 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.12%	9.4K	807.73K	0	0
Dec 31, 2025	PLANCORP, LLC	0.13%	9.55K	819.98K	211	+2.26%
Dec 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.21%	15.9K	1.37M	-755	-4.53%
Dec 31, 2025	OCEANSIDE ADVISORS LLC	0.23%	17.46K	1.5M	480	+2.83%
Dec 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.17%	12.7K	1.09M	2.34K	+22.53%
Dec 31, 2025	LAM GROUP, INC.	0.16%	12.47K	1.07M	96	+0.78%
Dec 31, 2025	BEACON POINTE ADVISORS, LLC	0.18%	14.26K	1.23M	2.93K	+25.88%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.2%	16.23K	1.39M	87	+0.54%
Dec 31, 2025	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	0.38%	28.46K	2.44M	1.74K	+6.51%
Dec 31, 2025	YARDLEY WEALTH MANAGEMENT LLC	0.4%	30.12K	2.59M	3.35K	+12.52%
Dec 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.41%	32.94K	2.83M	-2.84K	-7.93%
Dec 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.43%	32.26K	2.77M	3.05K	+10.44%
Dec 31, 2025	CI PRIVATE WEALTH, LLC	0.49%	36.96K	3.17M	-58	-0.16%
Dec 31, 2025	CURIO WEALTH, LLC	0.26%	20.57K	1.79M	8.66K	+72.68%
Dec 31, 2025	MAGNOLIA PRIVATE WEALTH, LLC	0.49%	37.31K	3.21M	81	+0.22%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.54%	40.59K	3.49M	4.79K	+13.38%
Dec 31, 2025	B&D WHITE CAPITAL COMPANY, LLC	0.56%	45.16K	3.88M	1	0.00%
Dec 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.61%	45.82K	4.04M	3.17K	+7.44%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.8%	64.7K	5.56M	1.68K	+2.66%
Dec 31, 2025	FMB WEALTH MANAGEMENT	0.83%	62.78K	5.39M	205	+0.33%
Dec 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.17%	14K	1.2M	395	+2.90%
Dec 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.26%	20.91K	1.8M	166	+0.80%
Dec 31, 2025	NEMES RUSH GROUP LLC	0.11%	8.74K	750.85K	42	+0.48%
Dec 31, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.74%	55.88K	4.8M	518	+0.94%
Dec 31, 2025	AXXCESS WEALTH MANAGEMENT, LLC	0.35%	26.82K	2.3M	26.82K	+100.00%
Dec 31, 2025	PARAGON ADVISORS, LLC	0.83%	62.82K	5.4M	-18.58K	-22.83%
Dec 31, 2025	INTELLIGENT FINANCIAL STRATEGIES	0.86%	65.29K	5.61M	-6	-0.01%
Dec 31, 2025	PACIFIC ASSET MANAGEMENT, LLC	0.92%	69.92K	6.01M	17.54K	+33.48%
Dec 31, 2025	LPL FINANCIAL LLC	0.96%	77.05K	6.62M	1.37K	+1.81%
Dec 31, 2025	INDEX FUND ADVISORS, INC.	1.01%	76.08K	6.54M	5.38K	+7.61%
Dec 31, 2025	NOVA R WEALTH, INC.	1.32%	99.9K	8.58M	-2.17K	-2.13%
Dec 31, 2025	GEM ASSET MANAGEMENT, LLC	0.08%	6.11K	536.8K	260	+4.44%
Dec 31, 2025	TCI WEALTH ADVISORS, INC.	0.08%	6.23K	534.8K	106	+1.73%
Dec 31, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.09%	6.46K	555.24K	252	+4.06%
Dec 31, 2025		0.13%	10.5K	901.91K	10.5K	+100.00%
Dec 31, 2025	APELLA CAPITAL, LLC	0.21%	15.73K	1.35M	3.15K	+25.04%
Dec 31, 2025	CWM, LLC	0.26%	21.04K	1.81M	564	+2.75%
Dec 31, 2025	WCG WEALTH ADVISORS LLC	0.31%	24.6K	2.11M	-3	-0.01%
Dec 31, 2025	INTEGRITY WEALTH SOLUTIONS LLC	0.2%	15.28K	1.31M	5.36K	+54.03%
Dec 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.35%	27.98K	2.4M	21.46K	+329.61%
Dec 31, 2025	BETTERMENT LLC	0.36%	28.91K	2.48M	4.11K	+16.56%
Dec 31, 2025	ENTREWEALTH, LLC	0.36%	29.15K	2.69M	491	+1.71%
Dec 31, 2025	BIP WEALTH, LLC	1.37%	103.8K	8.92M	10.47K	+11.22%
Dec 31, 2025	MEREDITH WEALTH PLANNING	3.08%	232.7K	19.99M	72.14K	+44.93%
Dec 31, 2025	GREENSPRING ADVISORS, LLC	2.16%	174.28K	14.97M	174.28K	+100.00%
Dec 31, 2025	VAWTER FINANCIAL, LTD.	0.09%	6.9K	592.46K	246	+3.70%
Dec 31, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.09%	7.14K	613.78K	375	+5.54%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.1%	8.15K	699.74K	8.15K	+100.00%
Dec 31, 2025	SC&H FINANCIAL ADVISORS, INC.	0.37%	27.7K	2.38M	435	+1.60%
Dec 31, 2025	RIDGELINE WEALTH, LLC	0.37%	27.88K	2.4M	4.55K	+19.48%
Dec 31, 2025	COMPASS ION ADVISORS, LLC	0.9%	68.27K	5.86M	-6.35K	-8.52%
Dec 31, 2025	ARQ WEALTH ADVISORS, LLC	0.13%	10.21K	877.44K	4.44K	+76.88%
Sep 30, 2025	INTEGRITY WEALTH SOLUTIONS LLC	0.13%	9.92K	827.15K	326	+3.40%
Sep 30, 2025	STRATEGIC BLUEPRINT, LLC	0.12%	9.15K	763.12K	899	+10.90%
Sep 30, 2025	WEALTHSTREAM ADVISORS, INC.	2.24%	169.43K	14.13M	5.5K	+3.36%
Sep 30, 2025	INTELLIGENT FINANCIAL STRATEGIES	0.86%	65.3K	5.45M	-21	-0.03%
Sep 30, 2025	ENTREWEALTH, LLC	0.38%	28.66K	2.39M	6.87K	+31.51%
Sep 30, 2025	PFG PRIVATE WEALTH MANAGEMENT, LLC	0.13%	9.92K	827.15K	9.92K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.83%	63.03K	5.26M	1.96K	+3.20%
Sep 30, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.73%	55.36K	4.62M	-381	-0.68%
Sep 30, 2025	PACIFIC ASSET MANAGEMENT, LLC	0.69%	52.38K	4.37M	6.3K	+13.67%
Sep 30, 2025	FERMATA ADVISORS, LLC	0.47%	35.8K	2.99M	607	+1.72%
Sep 30, 2025	SC&H FINANCIAL ADVISORS, INC.	0.36%	27.26K	2.27M	-862	-3.07%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.21%	16.14K	1.35M	-6	-0.04%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.18%	13.61K	1.13M	452	+3.44%
Sep 30, 2025	LAM GROUP, INC.	0.16%	12.37K	1.03M	620	+5.28%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.13%	9.78K	815.5K	0	0
Sep 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.09%	6.51K	544.34K	-2.07K	-24.12%
Sep 30, 2025	CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC	0.08%	6.21K	518.06K	1.68K	+36.96%
Sep 30, 2025	TCI WEALTH ADVISORS, INC.	0.08%	6.12K	510.42K	124	+2.07%
Sep 30, 2025	GEM ASSET MANAGEMENT, LLC	0.08%	5.85K	489.19K	61	+1.05%
Sep 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.56%	42.65K	3.56M	3.5K	+8.95%
Sep 30, 2025	MAGNOLIA PRIVATE WEALTH, LLC	0.49%	37.23K	3.11M	1.54K	+4.30%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.49%	37.01K	3.09M	2.24K	+6.43%
Sep 30, 2025	MEREDITH WEALTH PLANNING	2.13%	160.56K	13.39M	13.68K	+9.32%
Sep 30, 2025	NOVA R WEALTH, INC.	1.35%	102.07K	8.51M	-1.52K	-1.47%
Sep 30, 2025	BIP WEALTH, LLC	1.24%	93.32K	7.78M	22.86K	+32.44%
Sep 30, 2025	APELLA CAPITAL, LLC	0.17%	12.58K	1.04M	1.44K	+12.95%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	11.97K	998K	978	+8.90%
Sep 30, 2025	LPL FINANCIAL LLC	1%	75.68K	6.31M	-1.96K	-2.52%
Sep 30, 2025	COMPASS ION ADVISORS, LLC	0.99%	74.62K	6.22M	3.08K	+4.31%
Sep 30, 2025	INDEX FUND ADVISORS, INC.	0.94%	70.7K	5.9M	2.54K	+3.72%
Sep 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.47%	35.78K	2.98M	2.7K	+8.17%
Sep 30, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.44%	33.4K	2.79M	3.01K	+9.89%
Sep 30, 2025	YARDLEY WEALTH MANAGEMENT LLC	0.35%	26.77K	2.23M	1.28K	+5.03%
Sep 30, 2025	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	0.35%	26.72K	2.23M	4.1K	+18.12%
Sep 30, 2025	BETTERMENT LLC	0.33%	24.8K	2.07M	27	+0.11%
Sep 30, 2025	WCG WEALTH ADVISORS LLC	0.33%	24.6K	2.05M	595	+2.48%
Sep 30, 2025	RIDGELINE WEALTH, LLC	0.31%	23.33K	1.95M	-1.33K	-5.37%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.27%	20.74K	1.73M	609	+3.02%
Sep 30, 2025	CWM, LLC	0.27%	20.48K	1.71M	20.42K	+34,603.39%
Sep 30, 2025	OCEANSIDE ADVISORS LLC	0.22%	16.98K	1.42M	1.06K	+6.65%
Sep 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.22%	16.65K	1.39M	-1.85K	-10.00%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.12%	9.4K	784.22K	116	+1.25%
Sep 30, 2025	PLANCORP, LLC	0.12%	9.33K	778.55K	142	+1.54%
Sep 30, 2025	NEMES RUSH GROUP LLC	0.12%	8.7K	725.5K	505	+6.16%
Sep 30, 2025	EATON-CAMBRIDGE INC.	0.1%	7.9K	658.77K	-733	-8.49%
Sep 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.09%	6.77K	564.59K	109	+1.64%
Sep 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.39%	29.21K	2.44M	3.49K	+13.56%
Sep 30, 2025	CURIO WEALTH, LLC	0.16%	11.91K	993.58K	-4.69K	-28.23%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.15%	11.33K	944.93K	11.33K	+100.00%
Sep 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.14%	10.37K	864.63K	1.91K	+22.63%
Sep 30, 2025	VAWTER FINANCIAL, LTD.	0.09%	6.65K	554.69K	6.65K	+100.00%
Sep 30, 2025	CREATIVE PLANNING	0.12%	9.23K	770.01K	993	+12.05%
Sep 30, 2025	PARAGON ADVISORS, LLC	1.08%	81.4K	6.79M	-9.46K	-10.41%
Sep 30, 2025	FMB WEALTH MANAGEMENT	0.83%	62.58K	5.22M	-6	-0.01%
Sep 30, 2025	B&D WHITE CAPITAL COMPANY, LLC	0.6%	45.16K	3.77M	22.62K	+100.31%
Jun 30, 2025	EATON-CAMBRIDGE INC.	0.12%	8.63K	668.73K	-400	-4.43%
Jun 30, 2025	OCEANSIDE ADVISORS LLC	0.23%	15.92K	1.23M	514	+3.34%
Jun 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.23%	16.15K	1.25M	-15.98K	-49.74%
Jun 30, 2025	WMG FINANCIAL ADVISORS, LLC	0.26%	18.5K	1.43M	563	+3.14%
Jun 30, 2025		0.24%	16.6K	1.29M	16.53K	+23,955.07%
Jun 30, 2025	JANE STREET GROUP, LLC	0.31%	21.86K	1.69M	21.86K	+100.00%
Jun 30, 2025	B&D WHITE CAPITAL COMPANY, LLC	0.32%	22.55K	1.75M	22.55K	+100.00%
Jun 30, 2025	HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC	0.32%	22.62K	1.76M	22.62K	+100.00%
Jun 30, 2025	WCG WEALTH ADVISORS LLC	0.34%	24K	1.86M	-1.44K	-5.66%
Jun 30, 2025	RIDGELINE WEALTH, LLC	0.35%	24.66K	1.91M	1.02K	+4.30%
Jun 30, 2025	BETTERMENT LLC	0.35%	24.77K	1.92M	-3.28K	-11.68%
Jun 30, 2025	YARDLEY WEALTH MANAGEMENT LLC	0.36%	25.48K	1.97M	2.32K	+10.03%
Jun 30, 2025	MAGNOLIA PRIVATE WEALTH, LLC	0.51%	35.69K	2.77M	13.27K	+59.19%
Jun 30, 2025	PACIFIC ASSET MANAGEMENT, LLC	0.66%	46.08K	3.57M	10.04K	+27.87%
Jun 30, 2025	FMB WEALTH MANAGEMENT	0.89%	62.58K	4.85M	1.8K	+2.96%
Jun 30, 2025	LAM GROUP, INC.	0.17%	11.75K	910.48K	696	+6.30%
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.19%	13.15K	1.02M	3.13K	+31.28%
Jun 30, 2025	CURIO WEALTH, LLC	0.24%	16.6K	1.29M	16.53K	+23,955.07%
Jun 30, 2025	NEMES RUSH GROUP LLC	0.12%	8.19K	634.79K	1.39K	+20.49%
Jun 30, 2025	STRATEGIC BLUEPRINT, LLC	0.12%	8.25K	639.21K	9	+0.11%
Jun 30, 2025	AVANTAX PLANNING PARTNERS, INC.	0.12%	8.45K	654.94K	55	+0.65%
Jun 30, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.12%	8.58K	664.97K	974	+12.80%
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.29%	20.13K	1.56M	-478	-2.32%
Jun 30, 2025	LPL FINANCIAL LLC	1.1%	77.63K	6.02M	5.32K	+7.36%
Jun 30, 2025	ENTREWEALTH, LLC	0.31%	21.79K	1.69M	7.97K	+57.70%
Jun 30, 2025	CREATIVE PLANNING	0.12%	8.24K	638.34K	60	+0.73%
Jun 30, 2025	WAYPOINT WEALTH PARTNERS INC.	0.13%	8.9K	689.63K	72	+0.82%
Jun 30, 2025	PLANCORP, LLC	0.13%	9.19K	712.19K	1.16K	+14.44%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.13%	9.29K	719.48K	-4.12K	-30.71%
Jun 30, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.36%	25.42K	1.97M	9.42K	+58.87%
Jun 30, 2025	EVANSON ASSET MANAGEMENT, LLC	0.37%	25.72K	1.99M	1.83K	+7.64%
Jun 30, 2025	SC&H FINANCIAL ADVISORS, INC.	0.4%	28.12K	2.18M	3.82K	+15.74%
Jun 30, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.43%	30.39K	2.35M	2.4K	+8.57%
Jun 30, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.47%	33.07K	2.56M	1.57K	+4.99%
Jun 30, 2025	INTELLIGENT FINANCIAL STRATEGIES	0.93%	65.32K	5.06M	-3.52K	-5.12%
Jun 30, 2025	INDEX FUND ADVISORS, INC.	0.97%	68.17K	5.28M	4.48K	+7.03%
Jun 30, 2025	BIP WEALTH, LLC	1%	70.46K	5.46M	23.33K	+49.51%
Jun 30, 2025	COMPASS ION ADVISORS, LLC	1.02%	71.54K	5.54M	1.7K	+2.43%
Jun 30, 2025	PARAGON ADVISORS, LLC	1.29%	90.85K	7.04M	-52.82K	-36.76%
Jun 30, 2025	NOVA R WEALTH, INC.	1.47%	103.59K	8.03M	-1.55K	-1.47%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.49%	34.78K	2.69M	-5.14K	-12.87%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.09%	6.23K	482.92K	6.23K	+100.00%
Jun 30, 2025	SYM FINANCIAL CORP	0.09%	6.23K	482.93K	6.23K	+100.00%
Jun 30, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.09%	6.66K	516.01K	-276	-3.98%
Jun 30, 2025	FERMATA ADVISORS, LLC	0.5%	35.19K	2.73M	4.18K	+13.49%
Jun 30, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.56%	39.14K	3.07M	8.83K	+29.13%
Jun 30, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.79%	55.74K	4.32M	-1.35K	-2.36%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.87%	61.07K	4.73M	-1.61K	-2.57%
Jun 30, 2025	MEREDITH WEALTH PLANNING	2.09%	146.88K	11.38M	45.66K	+45.11%
Jun 30, 2025	WEALTHSTREAM ADVISORS, INC.	2.33%	163.93K	12.7M	7.52K	+4.80%
Jun 30, 2025	INTEGRITY WEALTH SOLUTIONS LLC	0.14%	9.59K	743.11K	-137	-1.41%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.14%	9.78K	767.69K	-1.11K	-10.15%
Jun 30, 2025	TCG ADVISORY SERVICES, LLC	0.15%	10.46K	810.37K	126	+1.22%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.16%	10.99K	852K	-619	-5.33%
Jun 30, 2025	APELLA CAPITAL, LLC	0.16%	11.14K	868.23K	-1.45K	-11.48%
Mar 31, 2025	CRESSET ASSET MANAGEMENT, LLC	0.16%	10.02K	713.27K	1.37K	+15.77%
Mar 31, 2025	APELLA CAPITAL, LLC	0.2%	12.58K	854.85K	-793	-5.93%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.21%	13.4K	954.02K	1.77K	+15.26%
Mar 31, 2025		0.21%	13.82K	983.78K	7.93K	+134.50%
Mar 31, 2025	OCEANSIDE ADVISORS LLC	0.24%	15.41K	1.1M	843	+5.79%
Mar 31, 2025	INTELLIGENT FINANCIAL STRATEGIES	1.07%	68.84K	4.9M	0	0
Mar 31, 2025	COMPASS ION ADVISORS, LLC	1.08%	69.84K	4.97M	-5.09K	-6.79%
Mar 31, 2025	LPL FINANCIAL LLC	1.12%	72.31K	5.15M	3.83K	+5.59%
Mar 31, 2025	EVANSON ASSET MANAGEMENT, LLC	0.37%	23.9K	1.7M	277	+1.17%
Mar 31, 2025	WCG WEALTH ADVISORS LLC	0.39%	25.44K	1.81M	-3.32K	-11.55%
Mar 31, 2025	AVEO CAPITAL PARTNERS, LLC	0.4%	25.69K	1.84M	4.59K	+21.73%
Mar 31, 2025	WMG FINANCIAL ADVISORS, LLC	0.28%	17.94K	1.28M	165	+0.93%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.32%	20.61K	1.47M	-722	-3.38%
Mar 31, 2025	EATON-CAMBRIDGE INC.	0.14%	9.03K	642.92K	-39	-0.43%
Mar 31, 2025	SAX WEALTH ADVISORS, LLC	0.14%	9.32K	663.56K	-40	-0.43%
Mar 31, 2025	WERBA RUBIN PAPIER WEALTH MANAGEMENT	0.43%	27.99K	1.99M	3.36K	+13.64%
Mar 31, 2025	BETTERMENT LLC	0.44%	28.05K	2M	2.31K	+8.98%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.97%	62.68K	4.46M	2.06K	+3.39%
Mar 31, 2025	INDEX FUND ADVISORS, INC.	0.99%	63.69K	4.53M	-3.18K	-4.75%
Mar 31, 2025	AUSTIN WEALTH MANAGEMENT, LLC	0.47%	30.31K	2.13M	7.58K	+33.36%
Mar 31, 2025	CREATIVE PLANNING	0.13%	8.18K	582.3K	0	0
Mar 31, 2025	STRATEGIC BLUEPRINT, LLC	0.13%	8.24K	586.68K	744	+9.92%
Mar 31, 2025	AVANTAX PLANNING PARTNERS, INC.	0.13%	8.4K	597.85K	8.4K	+100.00%
Mar 31, 2025	WAYPOINT WEALTH PARTNERS INC.	0.14%	8.83K	628.56K	472	+5.65%
Mar 31, 2025	TCG ADVISORY SERVICES, LLC	0.16%	10.33K	735.61K	364	+3.65%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.17%	10.88K	774.69K	-13.48K	-55.32%
Mar 31, 2025	SC&H FINANCIAL ADVISORS, INC.	0.38%	24.3K	1.73M	1.19K	+5.16%
Mar 31, 2025	FERMATA ADVISORS, LLC	0.48%	31.01K	2.21M	-444	-1.41%
Mar 31, 2025	COLLABORATIVE WEALTH MANAGMENT INC.	0.49%	31.5K	2.24M	-919	-2.83%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.5%	32.13K	2.29M	13.59K	+73.25%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.62%	39.91K	2.84M	629	+1.60%
Mar 31, 2025	MEREDITH WEALTH PLANNING	1.57%	101.22K	7.21M	18.3K	+22.07%
Mar 31, 2025	VERSANT CAPITAL MANAGEMENT, INC	0.11%	6.94K	493.76K	3.19K	+85.01%
Mar 31, 2025	BUCKINGHAM STRATEGIC PARTNERS	0.12%	7.61K	541.66K	848	+12.54%
Mar 31, 2025	PLANCORP, LLC	0.12%	8.03K	571.78K	17	+0.21%
Mar 31, 2025	LAM GROUP, INC.	0.17%	11.06K	786.97K	205	+1.89%
Mar 31, 2025	BIP WEALTH, LLC	0.73%	47.13K	3.36M	18.94K	+67.16%
Mar 31, 2025	SPRINKLE FINANCIAL CONSULTANTS LLC	0.89%	57.09K	4.06M	77	+0.14%
Mar 31, 2025	NOVA R WEALTH, INC.	1.63%	105.14K	7.49M	-3.08K	-2.85%
Mar 31, 2025	PARAGON ADVISORS, LLC	2.23%	143.68K	10.23M	-1.21K	-0.84%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.13%	8.25K	587.6K	8.25K	+100.00%
Mar 31, 2025	INTEGRITY WEALTH SOLUTIONS LLC	0.15%	9.73K	692.55K	2.81K	+40.54%
Mar 31, 2025	STRATEGIC FINANCIAL CONCEPTS, LLC	0.25%	16K	1.14M	2.42K	+17.83%
Mar 31, 2025	WEALTHSTREAM ADVISORS, INC.	2.43%	156.41K	11.14M	11.19K	+7.70%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	11.61K	827K	647	+5.90%

Frequently Asked Questions