Avantis Core Fixed IncomeAVIGETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 179 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, unchanged from Q1 2026. 19 opened new positions and 20 sold out. The largest holders were AE Wealth Management LLC ($270.3M), Morgan Stanley ($116.1M) and Envestnet Asset Management Inc. ($85.6M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Avantis Core Fixed Income
- Filed as
- AMERICAN CENTY ETF TR (Q2 2026)
- CUSIP
- 025072562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $80.1M |
| Exits | 20 | $21.6M |
All 13F filers, Q1 2026 → Q2 2026: 5,865,204 shares bought and 1,320,395 shares sold, net +4,544,809 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| AE Wealth Management LLC | 1.26% | Reduce -0.1% | 6,527,797 | $270.3M |
| Morgan Stanley | 0.01% | Add +22.0% | 2,802,723 | $116.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +9.9% | 2,065,939 | $85.6M |
| American Century Companies Inc. | 0.03% | Add +101.0% | 1,570,423 | $65.0M |
| Verus Financial Partners, Inc. | 5.51% | Add +1.6% | 1,555,647 | $64.4M |
| Janney Montgomery Scott LLC | 0.12% | Add +6.7% | 1,453,103 | $60.2M |
| Simplicity Wealth,LLC | 1.79% | Add +5.9% | 1,283,956 | $53.2M |
| Great Valley Advisor Group, Inc. | 0.75% | Add +18.3% | 1,151,126 | $47.7M |
| Regatta Capital Group, LLC | 4.82% | Add +8.2% | 865,475 | $35.8M |
| BCR Wealth Strategies, LLC | 9.93% | Add +10.4% | 853,777 | $35.4M |
| Echo Wealth Management, LLC | 17.51% | Add +6.9% | 828,460 | $34.3M |
| LPL Financial LLC | 0.01% | Reduce -18.6% | 811,747 | $33.6M |
| Pacific Life Fund Advisors LLC | 3.43% | Add +6.9% | 754,164 | $31.2M |
| Park Avenue Securities LLC | 0.18% | Add +11.7% | 708,154 | $29.3M |
| Allegiance Financial Group Advisory Services LLC | 4.90% | Add +15.2% | 683,919 | $28.3M |
| Hill Investment Group Partners, LLC | 2.82% | Reduce -10.0% | 667,155 | $27.6M |
| Raymond James Financial Inc. | 0.01% | Add +27.9% | 651,414 | $27.0M |
| Highland Financial Advisors, LLC | 5.42% | Add +5.3% | 594,740 | $24.6M |
| Centennial Wealth Advisory LLC | 4.95% | Add +0.1% | 553,222 | $22.9M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 526,744 | $21.8M |
| Axxcess Wealth Management, LLC | 0.35% | New | 526,067 | $21.8M |
| Creative Planning | 0.01% | Add +6.3% | 521,414 | $21.6M |
| LexAurum Advisors, LLC | 2.47% | Add +3.3% | 514,015 | $21.3M |
| Garrett Wealth Advisory Group, LLC | 3.17% | New | 497,752 | $20.6M |
| Truist Financial Corp. | 0.02% | Add +2.9% | 417,865 | $17.3M |
| Continuum Wealth Advisors, LLC | 5.78% | New | 413,351 | $17.1M |
| Allodium Investment Consultants, LLC | 6.74% | Add +8.5% | 383,166 | $15.9M |
| Align Financial, LLC | 7.46% | Add +9.7% | 363,191 | $15.0M |
| Cresset Asset Management, LLC | 0.05% | Add +33.3% | 347,406 | $14.4M |
| Networth Advisors, LLC | 7.31% | Add +14.3% | 303,799 | $12.6M |
| Wells Fargo & Company | 0.00% | Add +61.6% | 300,686 | $12.5M |
| Allworth Financial LP | 0.05% | Add +26.7% | 289,797 | $12.0M |
| Ferguson Johnson Wealth Management Inc | 8.71% | Add +6.2% | 288,554 | $11.9M |
| Kestra Investment Management, LLC | 0.23% | Add +26.5% | 284,724 | $11.8M |
| Cogent Private Wealth, Inc. | 7.07% | Add +18.3% | 273,103 | $11.3M |
| EJMK Ventures LLC | 4.84% | Add +56.4% | 257,533 | $10.7M |
| Corient Private Wealth LP | 0.01% | Add +4.7% | 242,321 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +8.6% | 235,829 | $9.8M |
| Wealth Alliance Advisory Group, LLC | 1.33% | Add +22.2% | 222,640 | $9.2M |
| Trajan Wealth LLC | 0.32% | Add +10.0% | 204,416 | $8.5M |
| Pacific Asset Management, LLC | 3.97% | Add +4.4% | 195,503 | $8.1M |
| GTS Securities LLC | 0.17% | Add +380.4% | 193,793 | $8.0M |
| Herold Advisors, Inc. | 1.54% | Add +7.9% | 188,219 | $7.8M |
| Financial Plan, Inc. | 0.68% | Add +13.6% | 172,083 | $7.1M |
| CoreCap Advisors, LLC | 0.20% | Add +24.0% | 164,608 | $6.8M |
| Endeavor Private Wealth, Inc. | 1.56% | Add +19.7% | 154,878 | $6.4M |
| Werba Rubin Papier Wealth Management | 0.77% | Add +47.1% | 153,581 | $6.4M |
| MML Investors Services, LLC | 0.01% | Reduce -3.3% | 148,924 | $6.2M |
| Private Advisor Group, LLC | 0.03% | New | 148,583 | $6.2M |
| Plancorp, LLC | 0.15% | No change | 148,512 | $6.1M |
| Mattern Capital Management, LLC | 0.70% | Reduce -0.3% | 145,608 | $6.0M |
| B&D White Capital Company, LLC | 0.60% | Add +3.0% | 144,961 | $6.0M |
| Savant Capital, LLC | 0.02% | New | 133,497 | $5.5M |
| Buck Wealth Strategies, LLC | 0.57% | Add +1.3% | 132,400 | $5.5M |
| Dogwood Wealth Management LLC | 2.16% | Add +5.9% | 132,047 | $5.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.2% | 115,169 | $4.8M |
| Mattern Wealth Management LLC | 0.78% | Add +1.1% | 114,663 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.9% | 108,749 | $4.5M |
| McCartney Wealth Management LLC | 3.24% | Add +3.8% | 103,305 | $4.3M |
| Arax Advisory Partners | 0.03% | Reduce -4.6% | 101,790 | $4.2M |
| Quantum Financial Advisors, LLC | 0.41% | Reduce -0.5% | 100,536 | $4.2M |
| Arcadia Wealth Management, Inc. | 1.96% | Add +5.3% | 98,946 | $4.1M |
| Osaic Holdings, Inc. | 0.00% | Add +1154.8% | 96,308 | $4.0M |
| Independent Advisor Alliance | 0.09% | Add +5.3% | 92,416 | $3.8M |
| Planwiser Financial, LLC | 2.60% | Add +1.5% | 90,260 | $3.7M |
| SC&H Financial Advisors, Inc. | 0.48% | Add +0.5% | 87,837 | $3.6M |
| Wheels Up Wealth, Inc. | 2.86% | Add +4.5% | 81,380 | $3.4M |
| Copper Harbor Investment Advisors, LLC | 0.70% | — | 79,911 | $3.3M |
| AQR Capital Management | 0.00% | Add +10.1% | 76,445 | $3.2M |
| Red Lighthouse Investment Management, LLC | 0.87% | No change | 70,721 | $2.9M |
| Silver Oak Securities, Incorporated | 0.17% | Add +2.1% | 68,659 | $2.8M |
| Index Fund Advisors, Inc. | 0.11% | Add +6.0% | 68,259 | $2.8M |
| Approach Retirement Advisors, LLC | 2.04% | Add +12.6% | 67,793 | $2.8M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.8% | 66,435 | $2.8M |
| marrick wealth, LLC | 1.89% | Add +10.9% | 64,421 | $2.7M |
| WCG Wealth Advisors LLC | 0.06% | Add +13.8% | 63,159 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +14.1% | 57,893 | $2.4M |
| Old Mission Capital LLC | 0.06% | New | 57,721 | $2.4M |
| Visionary Wealth Advisors | 0.09% | Add +108.0% | 56,169 | $2.3M |
| CAP Partners, LLC | 1.09% | New | 53,855 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.6% | 53,055 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.6% | 51,351 | $2.1M |
| Diversify Advisory Services, LLC | 0.03% | New | 47,208 | $1.9M |
| Diversify Wealth Management, LLC | 0.03% | Add +98.8% | 47,208 | $1.9M |
| WMG Financial Advisors, LLC | 0.72% | Add +27.3% | 46,422 | $1.9M |
| Freedom Financial Partners LLC | 0.58% | Add +596.1% | 43,239 | $1.8M |
| Leading Edge Financial Planning LLC | 0.32% | Add +44.9% | 43,086 | $1.8M |
| Citadel Advisors | 0.00% | Add +265.2% | 42,927 | $1.8M |
| Clarity Asset Management, Inc. | 0.85% | Add +3.2% | 41,947 | $1.7M |
| Tillman Hartley LLC | 0.37% | Add +61.8% | 39,448 | $1.6M |
| L.K. Benson & Company, P.C. | 0.49% | Add +1.3% | 39,242 | $1.6M |
| ATLas Financial Planning LLC | 1.19% | Add +161.6% | 35,399 | $1.5M |
| Orion Capital Management LLC | 0.46% | Add +17.9% | 35,372 | $1.5M |
| Life Planning Partners, Inc | 0.98% | Reduce -0.9% | 31,799 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +183.3% | 30,887 | $1.3M |
| Bannerman Wealth Management Group, LLC | 0.74% | Reduce -34.5% | 30,640 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +33.5% | 30,213 | $1.3M |
| Truepoint, Inc. | 0.02% | Reduce -31.5% | 28,695 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.0% | 28,499 | $1.2M |
| Apella Capital, LLC | 0.02% | No change | 28,466 | $1.2M |
"% of holder's portfolio" is AVIG's weight in each manager's 13F, not the share of Avantis Core Fixed Income the manager owns.