Avantis Core Fixed IncomeAVIGETF
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.9M |
| Exits | 14 | $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.