Avantis Core Fixed IncomeAVIGETF

13F holders, Q4 2024 (December 31)
120holders +8
12new positions
14sold out
2famous investors
$40.54avg. 13F price*

At the end of Q4 2024, 120 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, up 8 from Q3 2024. 12 opened new positions and 14 sold out. The largest holders were AE Wealth Management LLC ($134.6M), Corient Private Wealth LP ($67.2M) and Hill Investment Group Partners, LLC ($51.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis Core Fixed Income
Filed as
AMERICAN CENTY ETF TR (Q4 2024)
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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$7.9M
Exits14$60.1M

All 13F filers, Q3 2024 → Q4 2024: 1,440,525 shares bought and 2,132,355 shares sold, net −691,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

AE Wealth Management LLC 1.14% Add +6.7% 3,318,442 $134.6M
Corient Private Wealth LP 0.11% Add +15.6% 1,656,596 $67.2M
Hill Investment Group Partners, LLC 6.90% Reduce -2.4% 1,268,859 $51.5M
Verus Financial Partners, Inc. 5.75% Add +1.9% 1,274,559 $51.2M
Pacific Life Fund Advisors LLC 4.58% Reduce -8.5% 1,089,870 $44.2M
Envestnet Asset Management Inc. 0.01% Add +5.0% 868,514 $35.2M
BCR Wealth Strategies, LLC 11.09% Add +6.9% 584,469 $23.7M
Highland Financial Advisors, LLC 6.92% Add +3.6% 492,112 $20.0M
Regatta Capital Group, LLC 3.62% Add +10.2% 460,743 $18.7M
Creative Planning 0.02% Add +7.3% 415,367 $16.9M
Park Avenue Securities LLC 0.16% Add +18.2% 380,867 $15.5M
Allegiance Financial Group Advisory Services LLC 4.79% Add +12.5% 364,720 $14.8M
Centennial Wealth Advisory LLC 5.61% Reduce -18.5% 352,728 $14.3M
LPL Financial LLC 0.01% Reduce -8.0% 323,606 $13.1M
LexAurum Advisors, LLC 2.59% Add +13.2% 319,566 $13.0M
Raymond James Financial Inc. 0.00% — 311,750 $12.6M
Axxcess Wealth Management, LLC 0.21% Add +4.6% 212,684 $8.6M
Royal Bank of Canada 0.00% Reduce -20.8% 171,143 $6.9M
Strategic Financial Concepts, LLC 1.20% Add +23.8% 154,234 $6.3M
Herold Advisors, Inc. 1.28% Add +6.4% 145,295 $5.9M
Visionary Wealth Advisors 0.34% Add +10.8% 144,962 $5.9M
Dogwood Wealth Management LLC 3.06% Reduce -11.5% 142,726 $5.8M
Plancorp, LLC 0.24% Add +0.8% 141,532 $5.7M
American Century Companies Inc. 0.00% Add +23.3% 136,496 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +27.2% 132,587 $5.4M
Mariner, LLC 0.01% Add +3.8% 132,479 $5.4M
Cresset Asset Management, LLC 0.02% Reduce -1.5% 125,564 $5.1M
Great Valley Advisor Group, Inc. 0.11% Add +9.8% 119,531 $4.8M
MML Investors Services, LLC 0.02% Add +6.6% 118,808 $4.8M
Mattern Wealth Management LLC 1.03% Add +2.3% 114,581 $4.6M
Aveo Capital Partners, LLC 0.51% Reduce -54.8% 114,347 $4.6M
Quantum Financial Advisors, LLC 0.69% Reduce -10.6% 112,096 $4.5M
Jane Street Group, LLC 0.01% Add +223.2% 109,846 $4.5M
Mattern Capital Management, LLC 0.58% Add +18.1% 109,002 $4.4M
B&D White Capital Company, LLC 0.74% Add +94.5% 107,863 $4.4M
Trajan Wealth LLC 0.24% Add +1.1% 106,988 $4.3M
Wells Fargo & Company 0.00% Add +16067.8% 97,977 $4.0M
Good Life Advisors, LLC 0.28% Add +4.1% 96,419 $3.9M
Endeavor Private Wealth, Inc. 3.48% — 90,214 $3.7M
Red Lighthouse Investment Management, LLC 1.31% Reduce -0.4% 81,448 $3.3M
Orion Capital Management LLC 1.40% Reduce -24.6% 78,626 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.8% 71,516 $2.9M
SC&H Financial Advisors, Inc. 0.54% Add +3.1% 64,308 $2.6M
Silver Oak Securities, Incorporated 0.24% Add +11.6% 63,393 $2.6M
Index Fund Advisors, Inc. 0.13% Add +7.0% 57,636 $2.3M
Signet Financial Management, LLC 0.29% Reduce -0.2% 55,572 $2.3M
Citadel Advisors 0.00% New 54,364 $2.2M
Arcadia Wealth Management, Inc. 1.78% — 51,585 $2.1M
IHT Wealth Management, LLC 0.07% New 51,402 $2.1M
Grand Wealth Management, LLC 1.14% Add +5.9% 50,446 $2.0M
Eaton-Cambridge Inc. 0.85% Reduce -2.4% 47,049 $1.9M
WCG Wealth Advisors LLC 0.12% Add +0.9% 45,983 $1.9M
Allodium Investment Consultants, LLC 1.42% — 41,966 $1.7M
Apella Capital, LLC 0.06% Reduce -0.0% 40,822 $1.7M
Summit X, LLC 0.36% Add +17.2% 39,725 $1.6M
L.K. Benson & Company, P.C. 1.10% — 38,499 $1.6M
Ehrlich Financial Group 1.03% Reduce -61.8% 35,759 $1.5M
Lion Street Advisors, LLC 0.43% Add +6.6% 33,146 $1.3M
BWM Planning, LLC 0.58% No change 32,707 $1.3M
WMG Financial Advisors, LLC 0.52% Add +3.3% 29,928 $1.2M
Pacific Asset Management, LLC 1.10% — 28,972 $1.2M
CreativeOne Wealth, LLC 0.03% Add +12.6% 25,327 $1.0M
Elevated Capital Advisors, LLC 0.27% Add +12.1% 24,225 $983K
Truepoint, Inc. 0.03% New 23,962 $972K
Tillman Hartley LLC 0.27% New 23,511 $954K
Goldstone Financial Group, LLC 0.14% Reduce -48.4% 21,239 $862K
Diversify Wealth Management, LLC 0.07% Add +142.1% 21,235 $853K
AQR Capital Management 0.00% Add +262.4% 18,655 $757K
Schwarz Dygos Wheeler Investment Advisors LLC 0.18% Add +6.1% 18,368 $745K
Quarry Hill Advisors, LLC 0.50% Add +60.2% 18,303 $743K
Cardiff Park Advisors, LLC 0.07% No change 18,295 $742K
Wealth Management Nebraska 0.11% — 16,966 $688K
Leading Edge Financial Planning LLC 0.22% New 16,301 $661K
CoreCap Advisors, LLC 0.03% Add +207.6% 16,228 $658K
Betterment LLC 0.00% Add +52.5% 14,967 $607K
Golden State Wealth Management, LLC 0.08% — 13,571 $551K
Allworth Financial LP 0.00% Reduce -3.9% 13,288 $540K
Nwam LLC 0.03% Add +2.5% 12,650 $513K
Beaird Harris Wealth Management, LLC 0.04% No change 12,356 $501K
Flow Traders U.S. LLC 0.02% Reduce -45.0% 12,029 $488K
Wealth Enhancement Advisory Services, LLC 0.00% Add +54.1% 11,056 $449K
Cwm, LLC 0.00% Reduce -1.3% 10,227 $415K
Wealthcare Advisory Partners LLC 0.01% Add +1.4% 9,671 $392K
Kestra Investment Management, LLC 0.01% New 9,306 $378K
Great Point Wealth Advisors, LLC 0.08% No change 9,266 $376K
Kestra Advisory Services, LLC 0.00% Add +73.0% 9,076 $368K
OneDigital Investment Advisors LLC 0.00% Reduce -32.0% 8,096 $328K
Kingsview Wealth Management, LLC 0.01% Reduce -5.0% 7,902 $321K
Susquehanna International Group, LLP 0.00% New 7,435 $302K
Mutual Advisors, LLC 0.01% No change 7,224 $293K
Atwood & Palmer Inc. 0.02% No change 6,635 $269K
Oceanside Advisors LLC 0.19% No change 6,405 $260K
Baird Financial Group, Inc. 0.00% Add +10.8% 6,185 $251K
Two Sigma Securities, LLC 0.05% New 6,134 $249K
Bannerman Wealth Management Group, LLC 0.20% — 6,113 $248K
KWB Wealth 0.03% Reduce -4.0% 5,811 $247K
Meredith Wealth Planning 0.10% Add +1.6% 5,579 $226K
Financial Partners Group, Inc 0.03% No change 5,487 $223K
Morris Financial Concepts, Inc. 0.09% Add +14.5% 5,084 $206K
Factor Wealth Management LTD 0.07% — 5,036 $204K
Creative Capital Management Investments LLC 0.06% No change 3,680 $149K
Jones Financial Companies LLLP 0.00% Add +42.4% 3,529 $143K
Comerica Bank 0.00% No change 2,335 $95K
CVA Family Office, LLC 0.01% No change 2,170 $88K
Farther Finance Advisors, LLC 0.00% Reduce -98.9% 1,501 $61K
Curio Wealth, LLC 0.03% — 1,398 $57K
Osaic Holdings, Inc. 0.00% Reduce -32.4% 1,336 $54K
Morgan Stanley 0.00% New 1,256 $51K
National Bank of Canada 0.00% New 1,153 $47K
Quest 10 Wealth Builders, Inc. 0.03% — 669 $27K
Global Retirement Partners, LLC 0.00% New 548 $22K
Nemes Rush Group LLC 0.00% New 315 $13K
Tortoise Investment Management, LLC 0.00% No change 165 $7K
Coppell Advisory Solutions LLC 0.00% No change 102 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 99 $4K
Steward Partners Investment Advisory, LLC 0.00% Reduce -24.8% 97 $4K
FLP Wealth Management, LLC 0.01% — 55 $2K
Larson Financial Group LLC 0.00% Add +2.1% 48 $2K
EverSource Wealth Advisors, LLC 0.00% No change 46 $2K
Capital A Wealth Management, LLC 0.00% — 34 $1K

"% of holder's portfolio" is AVIG's weight in each manager's 13F, not the share of Avantis Core Fixed Income the manager owns.