Avantis Core Fixed IncomeAVIGETF

13F holders, Q4 2025 (December 31)
155holders +27
22new positions
9sold out
1famous investor
$30.30avg. 13F price*

At the end of Q4 2025, 155 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, up 27 from Q3 2025. 22 opened new positions and 9 sold out. The largest holders were AE Wealth Management LLC ($255.3M), Morgan Stanley ($99.2M) and Envestnet Asset Management Inc. ($74.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Avantis Core Fixed Income
Filed as
AMERICAN CENTY ETF TR (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions22$40.9M
Exits9$45.2M

All 13F filers, Q3 2025 → Q4 2025: 6,489,491 shares bought and 1,228,865 shares sold, net +5,260,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

AE Wealth Management LLC 1.47% Add +19.2% 6,089,059 $255.3M
Morgan Stanley 0.01% Add +77.2% 2,366,751 $99.2M
Envestnet Asset Management Inc. 0.02% Add +10.5% 1,775,337 $74.4M
Verus Financial Partners, Inc. 5.70% Add +5.2% 1,474,290 $62.0M
Hill Investment Group Partners, LLC 6.91% Add +8.0% 1,385,146 $58.1M
Simplicity Wealth,LLC 2.90% Add +6.1% 1,160,373 $48.6M
Pacific Life Fund Advisors LLC 4.85% Reduce -1.2% 1,122,939 $47.1M
LPL Financial LLC 0.01% Add +18.3% 978,173 $41.0M
Janney Montgomery Scott LLC 0.09% Add +108.4% 934,908 $39.2M
Great Valley Advisor Group, Inc. 0.73% Add +642.2% 906,426 $38.0M
Arax Advisory Partners 0.94% New 774,265 $32.5M
Regatta Capital Group, LLC 4.88% Add +45.5% 771,101 $32.3M
BCR Wealth Strategies, LLC 9.79% Add +4.0% 703,931 $29.5M
Echo Wealth Management, LLC 15.23% Add +9.7% 622,214 $26.1M
Park Avenue Securities LLC 0.20% Add +9.2% 552,061 $23.1M
Allegiance Financial Group Advisory Services LLC 4.76% Add +7.2% 540,374 $22.7M
Centennial Wealth Advisory LLC 5.90% Add +7.4% 532,233 $22.3M
Highland Financial Advisors, LLC 6.16% Add +1.4% 529,715 $22.2M
Creative Planning 0.02% Add +7.5% 524,440 $22.0M
Royal Bank of Canada 0.00% Add +29.4% 500,600 $21.0M
Raymond James Financial Inc. 0.01% Add +14.8% 417,017 $17.5M
Truist Financial Corp. 0.02% Add +7.7% 407,799 $17.1M
Axxcess Wealth Management, LLC 0.29% Add +72.2% 389,351 $16.3M
Align Financial, LLC 7.52% — 12,970,475 $13.0M
Allodium Investment Consultants, LLC 5.91% Add +26.3% 278,373 $11.7M
American Century Companies Inc. 0.01% Add +28.4% 273,637 $11.5M
Ferguson Johnson Wealth Management Inc 9.06% — 259,748 $10.9M
Kestra Investment Management, LLC 0.26% Add +38.2% 256,523 $10.8M
Networth Advisors, LLC 7.87% — 254,194 $10.7M
Corient Private Wealth LP 0.01% Reduce -8.4% 227,970 $9.6M
&partners 0.05% Add +125.7% 221,126 $9.3M
Cogent Private Wealth, Inc. 6.51% — 203,871 $8.5M
Cresset Asset Management, LLC 0.04% Add +5.9% 202,883 $8.5M
Commonwealth Equity Services, LLC 0.01% Add +14.2% 197,719 $8.3M
Mariner, LLC 0.01% Add +3.6% 175,300 $7.3M
Trajan Wealth LLC 0.30% Reduce -1.3% 171,930 $7.2M
Herold Advisors, Inc. 1.53% Add +2.1% 163,371 $6.8M
Wells Fargo & Company 0.00% Add +13.4% 157,053 $6.6M
Plancorp, LLC 0.19% No change 148,512 $6.2M
Pacific Asset Management, LLC 3.74% Add +101.0% 148,489 $6.2M
Allworth Financial LP 0.03% Add +170.0% 146,311 $6.1M
Mattern Capital Management, LLC 0.72% Add +2.7% 145,870 $6.1M
Endeavor Private Wealth, Inc. 1.65% Add +12.6% 137,706 $5.8M
Buck Wealth Strategies, LLC 0.73% Reduce -14.4% 137,487 $5.8M
B&D White Capital Company, LLC 0.66% Add +2.1% 136,100 $5.7M
MML Investors Services, LLC 0.01% Add +10.4% 133,225 $5.6M
Dogwood Wealth Management LLC 2.32% Reduce -1.7% 125,536 $5.3M
CoreCap Advisors, LLC 0.17% Add +52.2% 119,387 $5.0M
Mattern Wealth Management LLC 0.93% Add +5.2% 114,774 $4.8M
Financial Plan, Inc. 0.54% — 112,980 $4.7M
Planwiser Financial, LLC 3.43% Add +32.0% 109,118 $4.6M
Quantum Financial Advisors, LLC 0.49% Reduce -1.1% 104,122 $4.4M
McCartney Wealth Management LLC 3.54% — 97,874 $4.1M
Kestra Advisory Services, LLC 0.02% Add +112.6% 96,888 $4.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.0% 92,322 $3.9M
Cwm, LLC 0.01% Reduce -1.4% 92,105 $3.9M
Independent Advisor Alliance 0.08% Add +7.1% 82,381 $3.5M
Arcadia Wealth Management, Inc. 1.97% Add +20.4% 82,048 $3.4M
Wheels Up Wealth, Inc. 3.02% — 77,284 $3.2M
SC&H Financial Advisors, Inc. 0.48% Add +7.8% 74,233 $3.1M
EJMK Ventures LLC 1.90% — 73,715 $3.1M
Red Lighthouse Investment Management, LLC 1.07% Reduce -0.3% 71,125 $3.0M
Silver Oak Securities, Incorporated 0.19% Reduce -1.5% 66,509 $2.8M
Tounjian Advisory Partners, LLC 0.91% Reduce -1.4% 64,406 $2.7M
marrick wealth, LLC 2.19% — 63,895 $2.7M
Index Fund Advisors, Inc. 0.12% Add +2.6% 61,602 $2.6M
IHT Wealth Management, LLC 0.06% Add +16.8% 57,369 $2.4M
Approach Retirement Advisors, LLC 2.05% — 56,867 $2.4M
Bannerman Wealth Management Group, LLC 1.60% Reduce -1.2% 53,683 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +11.8% 52,329 $2.2M
Truepoint, Inc. 0.05% Add +0.1% 50,927 $2.1M
WCG Wealth Advisors LLC 0.06% Add +16.2% 50,478 $2.1M
AQR Capital Management 0.00% Add +38.2% 47,471 $2.0M
L.K. Benson & Company, P.C. 0.81% Add +1.2% 38,544 $1.6M
WMG Financial Advisors, LLC 0.64% Reduce -0.5% 36,921 $1.5M
Prevail Innovative Wealth Advisors, LLC 0.25% New 33,650 $1.4M
Life Planning Partners, Inc 1.01% Add +3.0% 31,349 $1.3M
Jane Street Group, LLC 0.00% New 29,460 $1.2M
Apella Capital, LLC 0.02% No change 26,063 $1.1M
Grand Wealth Management, LLC 0.49% Reduce -22.8% 26,026 $1.1M
Eaton-Cambridge Inc. 0.32% Reduce -27.1% 23,267 $975K
Mach-1 Financial Group, LLC 0.20% New 22,867 $959K
Focus Partners Wealth 0.00% New 22,310 $935K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +3.1% 22,173 $930K
Orion Capital Management LLC 0.30% Add +442.2% 21,428 $898K
CreativeOne Wealth, LLC 0.02% Add +4.5% 20,893 $876K
Elevated Capital Advisors, LLC 0.18% Reduce -0.4% 18,355 $770K
Golden State Wealth Management, LLC 0.08% Add +7.9% 17,930 $752K
Betterment LLC 0.00% Add +0.8% 17,866 $749K
Comerica Bank 0.00% Add +648.7% 17,483 $733K
Quarry Hill Advisors, LLC 0.34% Reduce -0.6% 17,460 $732K
Leading Edge Financial Planning LLC 0.16% Add +10.3% 17,042 $714K
Goldstone Financial Group, LLC 0.08% Reduce -11.8% 16,788 $704K
Tillman Hartley LLC 0.18% Reduce -0.6% 16,727 $701K
Diversify Wealth Management, LLC 0.03% Add +8.9% 15,731 $662K
Wealth Management Nebraska 0.07% Add +6.0% 15,597 $654K
Ares Financial Consulting, LLC 0.55% — 13,874 $582K
ATLas Financial Planning LLC 0.56% — 13,532 $567K
Morey & Quinn Wealth Partners, LLC 0.39% Add +7.8% 13,059 $547K
Bank of New Hampshire 0.12% No change 12,450 $522K

"% 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 155 holders