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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $40.9M |
| Exits | 9 | $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 |
| JPMorgan Chase & Co. | 0.00% | Add +162.0% | 12,358 | $518K |
| Beaird Harris Wealth Management, LLC | 0.04% | Add +2.1% | 12,108 | $508K |
| Visionary Wealth Advisors | 0.02% | New | 12,035 | $505K |
| Jones Financial Companies LLLP | 0.00% | Add +18.9% | 11,611 | $487K |
| Certified Advisory Corp | 0.04% | New | 11,359 | $476K |
| Balance Wealth Partners LLC | 0.14% | Reduce -29.4% | 10,368 | $435K |
| Accredited Investors Inc. | 0.02% | New | 9,944 | $417K |
| JDM Financial Group LLC | 0.16% | New | 9,914 | $416K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.5% | 9,491 | $398K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,338 | $391K |
| Great Point Wealth Advisors, LLC | 0.07% | No change | 9,266 | $388K |
| National Bank of Canada | 0.00% | Add +67.5% | 8,719 | $366K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -75.1% | 8,488 | $356K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.1% | 7,867 | $330K |
| Keb Asset Management, LLC | 0.07% | No change | 7,722 | $324K |
| Mutual Advisors, LLC | 0.01% | No change | 7,450 | $312K |
| Trailhead Planners LLC | 0.31% | — | 7,439 | $312K |
| Oceanside Advisors LLC | 0.19% | Reduce -7.3% | 7,382 | $309K |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 7,310 | $306K |
| Jacobi Capital Management LLC | 0.02% | New | 7,113 | $298K |
| Winebrenner Capital Management LLC | 0.20% | Reduce -0.4% | 7,090 | $297K |
| Osaic Holdings, Inc. | 0.00% | Add +228.8% | 6,823 | $286K |
| Atwood & Palmer Inc. | 0.02% | No change | 6,635 | $278K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,095 | $256K |
| Kingsview Wealth Management, LLC | 0.00% | Add +2.4% | 6,092 | $255K |
| Morris Financial Concepts, Inc. | 0.09% | Add +0.8% | 5,875 | $246K |
| Meredith Wealth Planning | 0.07% | Add +1.5% | 5,802 | $243K |
| 55 North Private Wealth, LLC | 0.06% | — | 5,664 | $237K |
| Quantinno Capital Management LP | 0.00% | New | 5,664 | $237K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -13.4% | 5,565 | $233K |
| First American Trust, FSB | 0.02% | New | 5,491 | $230K |
| Northwest Wealth Management, LLC | 0.03% | New | 4,952 | $208K |
| Keel Point, LLC | 0.01% | No change | 4,863 | $204K |
| Nwam LLC | 0.01% | New | 4,763 | $200K |
| Lloyd Advisory Services, LLC. | 0.08% | New | 4,690 | $197K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,595 | $193K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 2,975 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 2,534 | $106K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -41.2% | 2,436 | $102K |
| CVA Family Office, LLC | 0.01% | No change | 2,170 | $91K |
| Curio Wealth, LLC | 0.02% | No change | 1,349 | $57K |
| SHP Wealth Management | 0.00% | — | 730 | $31K |
| Farther Finance Advisors, LLC | 0.00% | New | 647 | $27K |
| Lodestone Wealth Management LLC | 0.01% | New | 603 | $25K |
| Global Retirement Partners, LLC | 0.00% | Add +1.4% | 573 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -7.4% | 538 | $23K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -98.6% | 479 | $20K |
| Nemes Rush Group LLC | 0.00% | No change | 341 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 302 | $13K |
| PFC Capital Group, Inc. | 0.00% | Add +131.8% | 204 | $8K |
| POM Investment Strategies, LLC | 0.00% | New | 163 | $7K |
| Key Capital Management, INC | 0.00% | — | 66 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 50 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 33 | $1K |
| Spurstone Advisory Services, LLC | 0.01% | No change | 15 | $629 |
"% of holder's portfolio" is AVIG's weight in each manager's 13F, not the share of Avantis Core Fixed Income the manager owns.