Avantis Core Fixed IncomeAVIGETF

13F holders, Q2 2025 (June 30)
128holders +5
14new positions
8sold out
2famous investors
$41.60avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions14$10.9M
Exits8$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.

Show all 128 holders