Avantis Core Fixed IncomeAVIGETF

13F holders, Q3 2025 (September 30)
128holders
12new positions
11sold out
2famous investors
$42.08avg. 13F price*

At the end of Q3 2025, 128 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, unchanged from Q2 2025. 12 opened new positions and 11 sold out. The largest holders were AE Wealth Management LLC ($215.0M), Envestnet Asset Management Inc. ($67.6M) and Verus Financial Partners, Inc. ($59.0M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$47.0M
Exits11$47.2M

All 13F filers, Q2 2025 → Q3 2025: 5,536,417 shares bought and 2,581,399 shares sold, net +2,955,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 128 holders

AE Wealth Management LLC 1.37% Add +22.0% 5,110,173 $215.0M
Envestnet Asset Management Inc. 0.02% Add +47.3% 1,606,278 $67.6M
Verus Financial Partners, Inc. 5.67% Add +3.4% 1,400,955 $59.0M
Morgan Stanley 0.00% Add +36587.9% 1,335,439 $56.2M
Hill Investment Group Partners, LLC 6.58% Add +6.0% 1,283,098 $54.0M
Pacific Life Fund Advisors LLC 4.90% Add +0.6% 1,136,082 $47.8M
Simplicity Wealth,LLC 2.67% Reduce -50.1% 1,093,877 $46.0M
Focus Partners Advisor Solutions, LLC 0.46% Add +118.0% 975,121 $40.9M
LPL Financial LLC 0.01% Add +7.7% 826,561 $34.8M
BCR Wealth Strategies, LLC 10.02% Add +8.7% 677,003 $28.5M
Echo Wealth Management, LLC 13.94% Add +9.8% 567,448 $23.9M
Regatta Capital Group, LLC 3.52% Add +5.3% 529,857 $22.3M
Highland Financial Advisors, LLC 6.30% Add +2.9% 522,466 $22.0M
Park Avenue Securities LLC 0.17% Add +8.9% 505,426 $21.3M
Allegiance Financial Group Advisory Services LLC 4.88% Add +15.5% 504,080 $21.2M
Centennial Wealth Advisory LLC 5.80% Add +3.9% 495,642 $20.9M
Creative Planning 0.02% Add +6.1% 488,079 $20.5M
Janney Montgomery Scott LLC 0.04% New 448,630 $18.9M
LexAurum Advisors, LLC 2.63% Add +8.2% 438,633 $18.5M
Royal Bank of Canada 0.00% Reduce -8.9% 386,951 $16.3M
Truist Financial Corp. 0.02% New 378,752 $15.9M
Raymond James Financial Inc. 0.00% Add +4.1% 363,234 $15.3M
Corient Private Wealth LP 0.02% Reduce -39.2% 248,794 $10.5M
Axxcess Wealth Management, LLC 0.20% Add +6.2% 226,151 $9.5M
Allodium Investment Consultants, LLC 5.24% Add +7.5% 220,382 $9.3M
American Century Companies Inc. 0.00% Add +19.6% 213,080 $9.0M
Cresset Asset Management, LLC 0.04% Add +13.7% 191,512 $8.1M
Kestra Investment Management, LLC 0.21% Add +85.2% 185,584 $7.8M
Trajan Wealth LLC 0.32% Reduce -2.9% 174,109 $7.3M
Commonwealth Equity Services, LLC 0.01% Reduce -15.1% 173,138 $7.3M
Mariner, LLC 0.01% Add +5.9% 169,139 $7.1M
Buck Wealth Strategies, LLC 0.93% New 160,586 $6.8M
Herold Advisors, Inc. 1.56% Add +16.6% 159,964 $6.7M
Plancorp, LLC 0.20% Add +4.3% 148,512 $6.2M
Mattern Capital Management, LLC 0.70% Add +0.2% 142,041 $6.0M
Wells Fargo & Company 0.00% Add +23.7% 138,436 $5.8M
B&D White Capital Company, LLC 0.72% Add +3.4% 133,243 $5.6M
Dogwood Wealth Management LLC 2.44% Add +0.4% 127,663 $5.4M
Endeavor Private Wealth, Inc. 1.59% Add +0.3% 122,331 $5.1M
Great Valley Advisor Group, Inc. 0.10% Add +10.8% 122,125 $5.1M
MML Investors Services, LLC 0.01% Add +4.2% 120,664 $5.1M
Mattern Wealth Management LLC 0.92% Reduce -7.0% 109,084 $4.6M
Quantum Financial Advisors, LLC 0.54% Reduce -0.3% 105,326 $4.4M
&partners 0.03% No change 97,976 $4.1M
Cwm, LLC 0.01% Add +971.0% 93,449 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -4.2% 90,506 $3.8M
Planwiser Financial, LLC 2.75% Add +10.4% 82,663 $3.5M
CoreCap Advisors, LLC 0.12% Add +6.8% 78,452 $3.3M
Independent Advisor Alliance 0.08% New 76,888 $3.2M
Pacific Asset Management, LLC 2.11% Add +115.3% 73,863 $3.1M
Red Lighthouse Investment Management, LLC 1.05% Reduce -12.4% 71,325 $3.0M
SC&H Financial Advisors, Inc. 0.47% Add +4.5% 68,842 $2.9M
Arcadia Wealth Management, Inc. 1.74% Add +11.9% 68,171 $2.9M
Silver Oak Securities, Incorporated 0.21% Add +4.1% 67,510 $2.8M
Tounjian Advisory Partners, LLC 0.92% Add +13.4% 65,346 $2.7M
Index Fund Advisors, Inc. 0.12% Add +3.1% 60,048 $2.5M
Bannerman Wealth Management Group, LLC 1.68% Reduce -2.1% 54,320 $2.3M
Allworth Financial LP 0.01% Add +685.2% 54,185 $2.3M
Truepoint, Inc. 0.05% Reduce -1.3% 50,867 $2.1M
IHT Wealth Management, LLC 0.05% Reduce -23.7% 49,110 $2.1M
Dynamic Advisor Solutions LLC 0.06% Add +0.8% 46,814 $2.0M
Kestra Advisory Services, LLC 0.01% Add +449.8% 45,577 $1.9M
WCG Wealth Advisors LLC 0.11% Add +27.7% 43,433 $1.8M
L.K. Benson & Company, P.C. 0.86% Add +24.8% 38,096 $1.6M
WMG Financial Advisors, LLC 0.52% Add +0.2% 37,111 $1.6M
AQR Capital Management 0.00% Add +14.1% 34,342 $1.4M
WealthPlan Investment Management, LLC 0.10% Add +6.0% 34,130 $1.4M
Kingdom Financial Group LLC. 0.88% Add +135.7% 34,093 $1.4M
Grand Wealth Management, LLC 0.68% Add +0.3% 33,699 $1.4M
Citadel Advisors 0.00% Reduce -37.9% 32,269 $1.4M
Eaton-Cambridge Inc. 0.47% Reduce -3.2% 31,922 $1.3M
Werba Rubin Papier Wealth Management 0.21% Add +111.3% 30,652 $1.3M
Life Planning Partners, Inc 0.93% New 30,422 $1.3M
Apella Capital, LLC 0.02% Reduce -1.4% 26,063 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -67.5% 23,576 $992K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +12.2% 21,515 $905K
CreativeOne Wealth, LLC 0.02% Add +60.3% 19,984 $841K
Goldstone Financial Group, LLC 0.09% Reduce -2.8% 19,023 $800K
Elevated Capital Advisors, LLC 0.19% Reduce -16.1% 18,432 $776K
Betterment LLC 0.00% Reduce -3.2% 17,727 $746K
Quarry Hill Advisors, LLC 0.38% Add +1.1% 17,570 $739K
Tillman Hartley LLC 0.18% Add +0.3% 16,834 $708K
Golden State Wealth Management, LLC 0.08% Add +4.8% 16,619 $699K
Leading Edge Financial Planning LLC 0.16% Reduce -0.1% 15,448 $650K
Wealth Management Nebraska 0.07% Add +0.7% 14,715 $619K
Balance Wealth Partners LLC 0.15% Reduce -1.9% 14,681 $618K
Diversify Wealth Management, LLC 0.03% Add +1.6% 14,442 $605K
Bank of New Hampshire 0.12% No change 12,450 $524K
Morey & Quinn Wealth Partners, LLC 0.38% Add +6.2% 12,109 $510K
Beaird Harris Wealth Management, LLC 0.04% Reduce -0.1% 11,858 $499K
Jones Financial Companies LLLP 0.00% Add +53.2% 9,769 $410K
Wealthcare Advisory Partners LLC 0.01% Add +1.1% 9,354 $394K
Great Point Wealth Advisors, LLC 0.07% — 9,266 $390K
Oceanside Advisors LLC 0.21% No change 7,962 $335K
OneDigital Investment Advisors LLC 0.00% Reduce -0.0% 7,958 $335K
Keb Asset Management, LLC 0.07% No change 7,722 $325K
Mutual Advisors, LLC 0.01% Add +6.9% 7,450 $316K
Baird Financial Group, Inc. 0.00% Reduce -10.2% 7,206 $303K
Winebrenner Capital Management LLC 0.22% No change 7,119 $300K
Atwood & Palmer Inc. 0.02% No change 6,635 $279K

"% 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