Avantis Core Fixed IncomeAVIGETF

13F holders, Q2 2026 (June 30)
179holders
19new positions
20sold out
3famous investors
$41.41avg. 13F price*

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

050100150200 Q1 2024: 84Q1 2024Q2 2024: 94Q2 2024Q3 2024: 112Q3 2024Q4 2024: 120Q4 2024Q1 2025: 123Q1 2025Q2 2025: 128Q2 2025Q3 2025: 128Q3 2025Q4 2025: 155Q4 2025Q1 2026: 179Q1 2026Q2 2026: 179Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions19$80.1M
Exits20$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.

Show all 179 holders