Avantis Core Fixed IncomeAVIGETF

13F holders, Q1 2025 (March 31)
123holders +3
15new positions
14sold out
2famous investors
$41.35avg. 13F price*

At the end of Q1 2025, 123 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, up 3 from Q4 2024. 15 opened new positions and 14 sold out. The largest holders were AE Wealth Management LLC ($154.9M), Corient Private Wealth LP ($87.2M) and Verus Financial Partners, Inc. ($53.5M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions15$88.8M
Exits14$5.4M

All 13F filers, Q4 2024 → Q1 2025: 4,896,032 shares bought and 641,717 shares sold, net +4,254,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

AE Wealth Management LLC 1.30% Add +12.8% 3,743,384 $154.9M
Corient Private Wealth LP 0.14% Add +27.3% 2,107,962 $87.2M
Verus Financial Partners, Inc. 6.11% Add +2.9% 1,312,045 $53.5M
Hill Investment Group Partners, LLC 7.02% Reduce -2.6% 1,235,744 $51.1M
Simplicity Wealth,LLC 3.32% New 1,031,606 $42.7M
Pacific Life Fund Advisors LLC 4.63% Reduce -8.5% 996,823 $41.3M
Envestnet Asset Management Inc. 0.01% Add +11.4% 967,708 $40.1M
LPL Financial LLC 0.01% Add +105.2% 663,975 $27.5M
Arax Advisory Partners 1.71% New 645,396 $26.7M
BCR Wealth Strategies, LLC 10.81% Add +1.8% 594,831 $24.6M
Highland Financial Advisors, LLC 7.46% Add +2.4% 503,973 $20.9M
Regatta Capital Group, LLC 3.96% Add +7.1% 493,417 $20.4M
Centennial Wealth Advisory LLC 6.90% Add +30.1% 458,724 $19.0M
Creative Planning 0.02% Add +7.9% 448,345 $18.6M
Park Avenue Securities LLC 0.22% Add +12.5% 428,538 $17.7M
Allegiance Financial Group Advisory Services LLC 5.16% Add +12.4% 410,044 $17.0M
Echo Wealth Management, LLC 11.08% New 396,260 $16.4M
LexAurum Advisors, LLC 3.02% Add +18.2% 377,601 $15.6M
Royal Bank of Canada 0.00% Add +108.7% 357,115 $14.8M
Raymond James Financial Inc. 0.01% Add +5.3% 328,227 $13.6M
Axxcess Wealth Management, LLC 0.24% Reduce -0.6% 211,332 $8.7M
Wells Fargo & Company 0.00% Add +109.5% 205,283 $8.5M
Strategic Financial Concepts, LLC 1.58% Add +31.8% 203,254 $8.4M
Commonwealth Equity Services, LLC 0.01% Add +45.9% 193,504 $8.0M
Trajan Wealth LLC 0.41% Add +70.8% 182,789 $7.6M
Allodium Investment Consultants, LLC 5.31% Add +313.9% 173,691 $7.2M
Herold Advisors, Inc. 1.46% Add +10.6% 160,694 $6.7M
American Century Companies Inc. 0.00% Add +17.7% 160,683 $6.7M
Cresset Asset Management, LLC 0.03% Add +25.8% 157,933 $6.5M
Mariner, LLC 0.01% Add +7.2% 142,006 $5.9M
Plancorp, LLC 0.23% No change 141,532 $5.9M
Dogwood Wealth Management LLC 2.94% Reduce -5.4% 134,972 $5.6M
B&D White Capital Company, LLC 0.77% Add +17.4% 126,670 $5.2M
Great Valley Advisor Group, Inc. 0.11% Add +3.6% 123,834 $5.1M
MML Investors Services, LLC 0.02% Add +3.2% 122,603 $5.1M
Mattern Capital Management, LLC 0.63% Add +10.3% 120,240 $5.0M
Mattern Wealth Management LLC 1.10% Add +4.6% 119,889 $5.0M
Quantum Financial Advisors, LLC 0.66% Reduce -4.1% 107,513 $4.4M
Endeavor Private Wealth, Inc. 2.17% Add +7.1% 96,642 $4.0M
Red Lighthouse Investment Management, LLC 1.52% Add +10.7% 90,161 $3.7M
Aveo Capital Partners, LLC 0.60% Reduce -23.4% 87,630 $3.6M
Flow Traders U.S. LLC 0.14% Add +587.4% 82,690 $3.4M
Planwiser Financial, LLC 3.06% — 82,344 $3.4M
Good Life Advisors, LLC 0.23% Reduce -17.6% 79,489 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.7% 73,438 $3.0M
Silver Oak Securities, Incorporated 0.25% Add +0.5% 63,705 $2.6M
SC&H Financial Advisors, Inc. 0.51% Reduce -1.7% 63,235 $2.6M
Susquehanna International Group, LLP 0.00% Add +705.3% 59,871 $2.5M
Index Fund Advisors, Inc. 0.15% Add +0.8% 58,090 $2.4M
Tounjian Advisory Partners, LLC 0.45% — 57,892 $2.4M
Arcadia Wealth Management, Inc. 1.85% Add +11.4% 57,474 $2.4M
CoreCap Advisors, LLC 0.10% Add +234.0% 54,200 $2.2M
IHT Wealth Management, LLC 0.07% Add +4.0% 53,449 $2.2M
Truepoint, Inc. 0.05% Add +103.7% 48,800 $2.0M
Signet Financial Management, LLC 0.26% Reduce -14.8% 47,326 $2.0M
Kestra Investment Management, LLC 0.04% Add +407.9% 47,262 $2.0M
Visionary Wealth Advisors 0.12% Reduce -67.7% 46,766 $1.9M
Grand Wealth Management, LLC 1.00% Reduce -12.4% 44,177 $1.8M
Summit X, LLC 0.36% Add +3.7% 41,179 $1.7M
Apella Capital, LLC 0.06% Reduce -0.1% 40,773 $1.7M
CreativeOne Wealth, LLC 0.05% Add +58.5% 40,133 $1.7M
Eaton-Cambridge Inc. 0.70% Reduce -16.2% 39,444 $1.6M
L.K. Benson & Company, P.C. 1.11% Add +0.3% 38,624 $1.6M
WMG Financial Advisors, LLC 0.61% Add +16.5% 34,854 $1.4M
Lion Street Advisors, LLC 0.45% Add +4.1% 34,512 $1.4M
Pacific Asset Management, LLC 1.21% Add +13.1% 32,756 $1.4M
BWM Planning, LLC 0.57% No change 32,707 $1.4M
Citadel Advisors 0.00% Reduce -42.7% 31,150 $1.3M
WCG Wealth Advisors LLC 0.10% Reduce -33.0% 30,794 $1.3M
AQR Capital Management 0.00% Add +61.4% 30,100 $1.2M
Ehrlich Financial Group 0.81% Reduce -25.2% 26,734 $1.1M
Elevated Capital Advisors, LLC 0.25% Reduce -9.3% 21,965 $909K
Goldstone Financial Group, LLC 0.13% Reduce -3.0% 20,596 $852K
Mach-1 Financial Group, LLC 0.24% New 19,402 $803K
Schwarz Dygos Wheeler Investment Advisors LLC 0.18% Add +0.6% 18,482 $765K
Betterment LLC 0.00% Add +21.1% 18,120 $750K
Wealth Management Nebraska 0.11% Add +0.6% 17,061 $706K
Quarry Hill Advisors, LLC 0.44% Reduce -9.6% 16,547 $685K
Balance Wealth Partners LLC 0.41% — 15,173 $628K
Golden State Wealth Management, LLC 0.09% Add +11.3% 15,105 $625K
PDS Planning, Inc 0.05% New 14,229 $589K
Diversify Wealth Management, LLC 0.04% Reduce -39.2% 12,909 $534K
Beaird Harris Wealth Management, LLC 0.04% Reduce -2.7% 12,020 $498K
Tillman Hartley LLC 0.14% Reduce -51.9% 11,311 $468K
Leading Edge Financial Planning LLC 0.14% Reduce -32.7% 10,964 $454K
Cwm, LLC 0.00% No change 10,227 $423K
Great Point Wealth Advisors, LLC 0.08% No change 9,266 $384K
Wealthcare Advisory Partners LLC 0.01% Reduce -5.4% 9,147 $379K
Kestra Advisory Services, LLC 0.00% Reduce -2.5% 8,853 $366K
Focus Partners Advisor Solutions, LLC 0.01% New 8,232 $341K
OneDigital Investment Advisors LLC 0.00% Reduce -0.7% 8,039 $333K
Oceanside Advisors LLC 0.24% Add +25.4% 8,030 $332K
Baird Financial Group, Inc. 0.00% Add +29.7% 8,023 $332K
Keb Asset Management, LLC 0.09% New 7,722 $320K
GTS Securities LLC 0.01% New 7,722 $320K
Allworth Financial LP 0.00% Reduce -44.4% 7,394 $303K
Mutual Advisors, LLC 0.01% Add +1.8% 7,354 $303K
Jane Street Group, LLC 0.00% Reduce -93.4% 7,234 $299K
Atwood & Palmer Inc. 0.02% No change 6,635 $275K
KWB Wealth 0.03% Add +5.1% 6,109 $248K

"% 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 123 holders