Avantis Core Fixed IncomeAVIGETF
13F holders, Q1 2025 (March 31)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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $88.8M |
| Exits | 14 | $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.