Avantis Core Fixed IncomeAVIGETF
13F holders, Q1 2024 (March 31)84holders
1famous investor
$41.25avg. 13F price*
At the end of Q1 2024, 84 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings. The largest holders were Hill Investment Group Partners, LLC ($62.1M), Pacific Life Fund Advisors LLC ($51.5M) and Verus Financial Partners, Inc. ($46.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis Core Fixed Income
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.1M |
| Exits | 11 | $6.1M |
Ownership 84 holders
| Hill Investment Group Partners, LLC | 8.77% | Reduce -32.4% | 1,505,138 | $62.1M |
| Pacific Life Fund Advisors LLC | 5.05% | Add +2.0% | 1,247,637 | $51.5M |
| Verus Financial Partners, Inc. | 5.44% | Add +5.0% | 1,126,857 | $46.5M |
| Corient Private Wealth LP | 0.07% | Add +384.9% | 955,178 | $39.4M |
| AE Wealth Management LLC | 0.30% | Add +201.5% | 638,194 | $26.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.8% | 635,916 | $26.2M |
| BCR Wealth Strategies, LLC | 14.04% | Add +0.6% | 502,663 | $20.7M |
| Financial Partners Group, Inc | 2.61% | Add +2.0% | 397,163 | $16.4M |
| Highland Financial Advisors, LLC | 6.34% | Add +14.1% | 383,873 | $15.8M |
| Creative Planning | 0.02% | Add +5.7% | 352,358 | $14.5M |
| Regatta Capital Group, LLC | 3.21% | Add +12.8% | 345,340 | $14.2M |
| LPL Financial LLC | 0.01% | Reduce -13.9% | 286,404 | $11.8M |
| Allegiance Financial Group Advisory Services LLC | 4.27% | Add +20.5% | 253,193 | $10.4M |
| Park Avenue Securities LLC | 0.12% | Add +11.5% | 228,080 | $9.4M |
| Raymond James & Associates | 0.01% | Add +4.5% | 214,535 | $8.8M |
| Royal Bank of Canada | 0.00% | Add +113.4% | 209,292 | $8.6M |
| Aveo Capital Partners, LLC | 0.93% | Reduce -8.9% | 211,671 | $8.6M |
| Mattern Wealth Management LLC | 2.01% | Reduce -13.1% | 200,046 | $8.3M |
| LexAurum Advisors, LLC | 1.89% | Add +32.5% | 180,749 | $7.5M |
| Advisory Resource Group | 1.66% | Add +10.6% | 175,593 | $7.2M |
| Dogwood Wealth Management LLC | 4.14% | Add +1.8% | 148,303 | $6.1M |
| Quantum Financial Advisors, LLC | 1.10% | Reduce -0.8% | 144,603 | $6.0M |
| Plancorp, LLC | 0.25% | No change | 140,442 | $5.8M |
| Trajan Wealth LLC | 0.36% | — | 127,618 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +38.7% | 121,755 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +64.7% | 116,675 | $4.8M |
| Great Valley Advisor Group, Inc. | 0.13% | New | 107,051 | $4.4M |
| Red Lighthouse Investment Management, LLC | 1.50% | Reduce -27.7% | 90,161 | $3.7M |
| Strategic Blueprint, LLC | 0.25% | Add +0.8% | 85,620 | $3.5M |
| Good Life Advisors, LLC | 0.31% | Add +30.5% | 85,000 | $3.5M |
| Herold Advisors, Inc. | 0.85% | Add +883.8% | 84,891 | $3.5M |
| Strategic Financial Concepts, LLC | 0.83% | Add +1052.9% | 83,770 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.2% | 73,842 | $3.0M |
| Grand Wealth Management, LLC | 1.40% | Reduce -22.8% | 71,099 | $2.9M |
| Mariner, LLC | 0.01% | Add +15.3% | 69,469 | $2.9M |
| Citadel Advisors | 0.00% | Add +13.1% | 65,939 | $2.7M |
| Apella Capital, LLC | 0.12% | Reduce -28.6% | 59,705 | $2.4M |
| WMG Financial Advisors, LLC | 1.30% | Reduce -35.2% | 55,082 | $2.3M |
| B&D White Capital Company, LLC | 0.50% | Reduce -3.0% | 54,720 | $2.3M |
| SC&H Financial Advisors, Inc. | 0.59% | Add +0.9% | 54,716 | $2.3M |
| Eaton-Cambridge Inc. | 1.19% | Reduce -19.0% | 54,232 | $2.2M |
| Signet Financial Management, LLC | 0.30% | Add +2.8% | 52,950 | $2.2M |
| Farther Finance Advisors, LLC | 0.12% | Add +24.1% | 49,225 | $2.0M |
| Faithward Advisors, LLC | 0.36% | Reduce -2.1% | 48,149 | $2.0M |
| American Century Companies Inc. | 0.00% | Add +81.0% | 45,759 | $1.9M |
| Index Fund Advisors, Inc. | 0.10% | Add +12.9% | 43,975 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +97.3% | 42,892 | $1.8M |
| WCG Wealth Advisors LLC | 0.14% | Add +17.8% | 39,497 | $1.6M |
| Centennial Wealth Advisory LLC | 0.72% | Add +27.7% | 38,020 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +24.5% | 35,287 | $1.5M |
| Goldstone Financial Group, LLC | 0.32% | Add +24.7% | 33,565 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | New | 27,742 | $1.1M |
| Summit X, LLC | 0.26% | Add +22.8% | 24,566 | $1.0M |
| Cardiff Park Advisors, LLC | 0.09% | No change | 21,795 | $899K |
| Lion Street Advisors, LLC | 0.34% | No change | 20,076 | $840K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.4% | 16,856 | $695K |
| Lloyd Advisory Services, LLC. | 0.14% | New | 10,521 | $636K |
| Allworth Financial LP | 0.00% | Add +1.3% | 14,572 | $601K |
| Cwm, LLC | 0.00% | Reduce -28.2% | 14,128 | $583K |
| Beaird Harris Wealth Management, LLC | 0.06% | Add +25.2% | 13,944 | $575K |
| Raymond James Trust N.A. | 0.01% | Add +10.8% | 13,335 | $550K |
| Financial Advocates Investment Management | 0.03% | Add +11.9% | 13,331 | $550K |
| Ehrlich Financial Group | 0.46% | Reduce -38.5% | 13,328 | $550K |
| Nwam LLC | 0.04% | Add +2.9% | 12,096 | $491K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.8% | 10,852 | $448K |
| Bridge Advisory, LLC | 0.22% | Add +0.7% | 10,562 | $436K |
| Quarry Hill Advisors, LLC | 0.29% | Add +0.6% | 9,611 | $396K |
| Simplicity Wealth,LLC | 0.01% | New | 9,578 | $395K |
| Great Point Wealth Advisors, LLC | 0.09% | Reduce -61.0% | 9,266 | $382K |
| Mutual Advisors, LLC | 0.01% | No change | 8,400 | $347K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.9% | 7,366 | $304K |
| Keel Point, LLC | 0.03% | Reduce -7.9% | 6,670 | $275K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,350 | $256K |
| Meredith Wealth Planning | 0.14% | Reduce -0.6% | 6,196 | $256K |
| Betterment LLC | 0.00% | Add +0.2% | 5,816 | $240K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -19.9% | 5,260 | $217K |
| Trustmark Bank Trust Department | 0.02% | New | 4,869 | $201K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -10.6% | 4,148 | $171K |
| CVA Family Office, LLC | 0.02% | No change | 2,470 | $102K |
| Comerica Bank | 0.00% | No change | 2,335 | $96K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.2% | 2,043 | $84K |
| Blue Trust, Inc. | 0.00% | New | 873 | $36K |
| Larson Financial Group LLC | 0.00% | No change | 46 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.9% | 45 | $2K |
"% of holder's portfolio" is AVIG's weight in each manager's 13F, not the share of Avantis Core Fixed Income the manager owns.