Avantis Core Fixed IncomeAVIGETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 128 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, up 5 from Q1 2025. 14 opened new positions and 8 sold out. The largest holders were AE Wealth Management LLC ($174.3M), Simplicity Wealth,LLC ($91.2M) and Verus Financial Partners, Inc. ($55.9M). 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 (Q2 2025)
- CUSIP
- 025072562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.9M |
| Exits | 8 | $9.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,653,200 shares bought and 2,239,155 shares sold, net +1,414,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| AE Wealth Management LLC | 1.27% | Add +11.9% | 4,188,949 | $174.3M |
| Simplicity Wealth,LLC | 3.80% | Add +112.5% | 2,191,612 | $91.2M |
| Verus Financial Partners, Inc. | 5.70% | Add +3.2% | 1,354,347 | $55.9M |
| Hill Investment Group Partners, LLC | 6.56% | Reduce -2.0% | 1,210,640 | $50.4M |
| Pacific Life Fund Advisors LLC | 5.04% | Add +13.3% | 1,129,233 | $47.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.7% | 1,090,700 | $45.4M |
| LPL Financial LLC | 0.01% | Add +15.6% | 767,656 | $31.9M |
| Arax Advisory Partners | 1.31% | Add +6.5% | 687,001 | $28.6M |
| BCR Wealth Strategies, LLC | 10.03% | Add +4.7% | 622,639 | $25.9M |
| Echo Wealth Management, LLC | 13.18% | Add +30.4% | 516,788 | $21.5M |
| Highland Financial Advisors, LLC | 6.79% | Add +0.8% | 507,944 | $21.1M |
| Regatta Capital Group, LLC | 3.60% | Add +2.0% | 503,211 | $20.9M |
| Centennial Wealth Advisory LLC | 6.32% | Add +4.0% | 476,954 | $19.9M |
| Park Avenue Securities LLC | 0.18% | Add +8.3% | 464,250 | $19.3M |
| Creative Planning | 0.02% | Add +2.6% | 460,006 | $19.1M |
| Focus Partners Advisor Solutions, LLC | 0.25% | Add +5333.0% | 447,245 | $18.6M |
| Allegiance Financial Group Advisory Services LLC | 4.81% | Add +6.4% | 436,308 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +19.0% | 424,828 | $17.7M |
| Corient Private Wealth LP | 0.02% | Reduce -80.6% | 409,241 | $17.0M |
| LexAurum Advisors, LLC | 2.68% | Add +7.4% | 405,379 | $16.9M |
| Raymond James Financial Inc. | 0.01% | Add +6.3% | 348,825 | $14.5M |
| Strategic Financial Concepts, LLC | 1.32% | Add +10.7% | 224,932 | $9.4M |
| Axxcess Wealth Management, LLC | 0.21% | Add +0.7% | 212,879 | $8.9M |
| Allodium Investment Consultants, LLC | 5.40% | Add +18.0% | 204,927 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 203,931 | $8.5M |
| Trajan Wealth LLC | 0.36% | Reduce -1.9% | 179,275 | $7.5M |
| American Century Companies Inc. | 0.00% | Add +10.9% | 178,198 | $7.4M |
| Cresset Asset Management, LLC | 0.04% | Add +6.7% | 168,486 | $7.0M |
| Mariner, LLC | 0.01% | Add +12.4% | 159,685 | $6.6M |
| Plancorp, LLC | 0.21% | Add +0.6% | 142,407 | $5.9M |
| Mattern Capital Management, LLC | 0.71% | Add +17.9% | 141,794 | $5.9M |
| Herold Advisors, Inc. | 1.20% | Reduce -14.6% | 137,227 | $5.7M |
| Jane Street Group, LLC | 0.01% | Add +1712.5% | 131,114 | $5.5M |
| B&D White Capital Company, LLC | 0.82% | Add +1.8% | 128,882 | $5.4M |
| Dogwood Wealth Management LLC | 2.55% | Reduce -5.8% | 127,151 | $5.2M |
| Endeavor Private Wealth, Inc. | 2.40% | Add +26.3% | 122,019 | $5.1M |
| Mattern Wealth Management LLC | 1.02% | Reduce -2.1% | 117,364 | $4.9M |
| MML Investors Services, LLC | 0.01% | Reduce -5.5% | 115,842 | $4.8M |
| Wells Fargo & Company | 0.00% | Reduce -45.5% | 111,883 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -10.9% | 110,272 | $4.6M |
| Quantum Financial Advisors, LLC | 0.60% | Reduce -1.7% | 105,697 | $4.4M |
| Kestra Investment Management, LLC | 0.13% | Add +112.1% | 100,230 | $4.2M |
| &partners | 0.03% | New | 97,976 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.7% | 94,506 | $3.9M |
| Red Lighthouse Investment Management, LLC | 1.29% | Reduce -9.7% | 81,411 | $3.4M |
| Good Life Advisors, LLC | 0.20% | Reduce -1.4% | 78,419 | $3.3M |
| Planwiser Financial, LLC | 2.64% | Reduce -9.1% | 74,854 | $3.1M |
| CoreCap Advisors, LLC | 0.12% | Add +35.5% | 73,440 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +21.3% | 72,606 | $3.0M |
| SC&H Financial Advisors, Inc. | 0.47% | Add +4.2% | 65,881 | $2.7M |
| Silver Oak Securities, Incorporated | 0.22% | Add +1.8% | 64,826 | $2.7M |
| IHT Wealth Management, LLC | 0.07% | Add +20.4% | 64,365 | $2.7M |
| Arcadia Wealth Management, Inc. | 1.73% | Add +6.0% | 60,929 | $2.5M |
| Index Fund Advisors, Inc. | 0.14% | Add +0.3% | 58,252 | $2.4M |
| Tounjian Advisory Partners, LLC | 0.46% | Reduce -0.5% | 57,622 | $2.4M |
| Bannerman Wealth Management Group, LLC | 1.77% | Add +926.0% | 55,463 | $2.3M |
| Citadel Advisors | 0.00% | Add +66.7% | 51,935 | $2.2M |
| Truepoint, Inc. | 0.05% | Add +5.6% | 51,540 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | New | 46,436 | $1.9M |
| Summit X, LLC | 0.32% | Reduce -0.7% | 40,885 | $1.7M |
| Lion Street Advisors, LLC | 0.49% | Add +11.7% | 38,552 | $1.6M |
| WMG Financial Advisors, LLC | 0.57% | Add +6.3% | 37,046 | $1.5M |
| Pacific Asset Management, LLC | 1.15% | Add +4.7% | 34,305 | $1.4M |
| WCG Wealth Advisors LLC | 0.09% | Add +10.4% | 34,000 | $1.4M |
| Grand Wealth Management, LLC | 0.72% | Reduce -23.9% | 33,597 | $1.4M |
| Eaton-Cambridge Inc. | 0.52% | Reduce -16.4% | 32,981 | $1.4M |
| WealthPlan Investment Management, LLC | 0.10% | New | 32,201 | $1.3M |
| L.K. Benson & Company, P.C. | 0.78% | Reduce -20.9% | 30,537 | $1.3M |
| AQR Capital Management | 0.00% | No change | 30,100 | $1.3M |
| Apella Capital, LLC | 0.03% | Reduce -35.2% | 26,433 | $1.1M |
| Elevated Capital Advisors, LLC | 0.25% | No change | 21,965 | $909K |
| Goldstone Financial Group, LLC | 0.11% | Reduce -5.0% | 19,560 | $809K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.18% | Add +3.7% | 19,173 | $798K |
| Betterment LLC | 0.00% | Add +1.0% | 18,305 | $762K |
| Quarry Hill Advisors, LLC | 0.42% | Add +5.0% | 17,379 | $723K |
| Tillman Hartley LLC | 0.20% | Add +48.3% | 16,779 | $698K |
| Golden State Wealth Management, LLC | 0.08% | Add +5.0% | 15,852 | $660K |
| Leading Edge Financial Planning LLC | 0.18% | Add +41.1% | 15,466 | $644K |
| HRT Financial LP | 0.00% | New | 15,375 | $639K |
| Balance Wealth Partners LLC | 0.36% | Reduce -1.4% | 14,960 | $623K |
| Park Square Financial Group, LLC | 0.45% | Add +562.4% | 14,798 | $616K |
| Wealth Management Nebraska | 0.08% | Reduce -14.3% | 14,618 | $606K |
| Werba Rubin Papier Wealth Management | 0.11% | New | 14,509 | $604K |
| Kingdom Financial Group LLC. | 0.53% | New | 14,464 | $602K |
| Diversify Wealth Management, LLC | 0.04% | Add +10.1% | 14,211 | $591K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -68.9% | 12,466 | $519K |
| Bank of New Hampshire | 0.13% | New | 12,450 | $518K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -1.3% | 11,870 | $494K |
| Morey & Quinn Wealth Partners, LLC | 0.38% | Add +114.1% | 11,399 | $474K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.1% | 9,252 | $385K |
| Cwm, LLC | 0.00% | Reduce -14.7% | 8,725 | $363K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.4% | 8,290 | $345K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,023 | $334K |
| Visionary Wealth Advisors | 0.02% | Reduce -83.0% | 7,967 | $332K |
| Oceanside Advisors LLC | 0.22% | Reduce -0.8% | 7,962 | $331K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.0% | 7,959 | $331K |
| Keb Asset Management, LLC | 0.08% | No change | 7,722 | $321K |
| Winebrenner Capital Management LLC | 0.24% | New | 7,119 | $296K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.2% | 6,969 | $288K |
| Allworth Financial LP | 0.00% | Reduce -6.7% | 6,901 | $287K |
"% of holder's portfolio" is AVIG's weight in each manager's 13F, not the share of Avantis Core Fixed Income the manager owns.