Avantis Core Fixed IncomeAVIGETF
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 179 institutions reported holding Avantis Core Fixed Income (AVIG) in their 13F filings, up 24 from Q4 2025. 28 opened new positions and 7 sold out. The largest holders were AE Wealth Management LLC ($271.5M), Morgan Stanley ($95.4M) and Envestnet Asset Management Inc. ($78.1M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis Core Fixed Income
- Filed as
- AMERICAN CENTY ETF TR (Q1 2026)
- CUSIP
- 025072562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $43.9M |
| Exits | 7 | $18.6M |
All 13F filers, Q4 2025 → Q1 2026: 4,095,733 shares bought and 15,060,983 shares sold, net −10,965,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 179 holders
| AE Wealth Management LLC | 1.47% | Add +7.3% | 6,535,001 | $271.5M |
| Morgan Stanley | 0.01% | Reduce -3.0% | 2,296,805 | $95.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.9% | 1,879,519 | $78.1M |
| Verus Financial Partners, Inc. | 5.73% | Add +3.9% | 1,531,531 | $63.8M |
| Janney Montgomery Scott LLC | 0.14% | Add +45.7% | 1,362,193 | $56.6M |
| Simplicity Wealth,LLC | 2.85% | Add +4.5% | 1,212,470 | $50.4M |
| LPL Financial LLC | 0.01% | Add +1.9% | 996,640 | $41.4M |
| Great Valley Advisor Group, Inc. | 0.73% | Add +7.3% | 972,985 | $40.4M |
| Regatta Capital Group, LLC | 5.03% | Add +3.7% | 799,615 | $33.2M |
| American Century Companies Inc. | 0.02% | Add +185.5% | 781,349 | $32.5M |
| Echo Wealth Management, LLC | 18.54% | Add +24.6% | 775,059 | $32.2M |
| BCR Wealth Strategies, LLC | 10.07% | Add +9.9% | 773,308 | $32.1M |
| Hill Investment Group Partners, LLC | 3.40% | Reduce -46.5% | 741,653 | $30.8M |
| Pacific Life Fund Advisors LLC | 3.37% | Reduce -37.2% | 705,542 | $29.3M |
| Park Avenue Securities LLC | 0.21% | Add +14.9% | 634,134 | $26.3M |
| Allegiance Financial Group Advisory Services LLC | 4.91% | Add +9.9% | 593,902 | $24.7M |
| Highland Financial Advisors, LLC | 6.20% | Add +6.6% | 564,832 | $23.5M |
| Centennial Wealth Advisory LLC | 5.56% | Add +3.8% | 552,565 | $23.0M |
| Raymond James Financial Inc. | 0.01% | Add +22.1% | 509,320 | $21.2M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 508,741 | $21.1M |
| LexAurum Advisors, LLC | 2.69% | — | 497,767 | $20.7M |
| Creative Planning | 0.01% | Reduce -6.5% | 490,317 | $20.4M |
| Truist Financial Corp. | 0.02% | Reduce -0.5% | 405,967 | $16.9M |
| Allodium Investment Consultants, LLC | 7.02% | Add +26.8% | 353,037 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 332,974 | $13.8M |
| Align Financial, LLC | 7.82% | Reduce -97.5% | 331,091 | $13.8M |
| Ferguson Johnson Wealth Management Inc | 9.16% | Add +4.6% | 271,782 | $11.3M |
| Networth Advisors, LLC | 7.80% | Add +4.5% | 265,689 | $11.0M |
| Cresset Asset Management, LLC | 0.05% | Add +28.5% | 260,667 | $10.8M |
| Corient Private Wealth LP | 0.01% | Add +1.6% | 231,514 | $9.6M |
| Cogent Private Wealth, Inc. | 6.92% | Add +13.2% | 230,844 | $9.6M |
| Allworth Financial LP | 0.04% | Add +56.3% | 228,684 | $9.5M |
| Kestra Investment Management, LLC | 0.16% | Reduce -12.2% | 225,124 | $9.4M |
| &partners | 0.05% | No change | 221,126 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.8% | 217,118 | $9.0M |
| Pacific Asset Management, LLC | 4.34% | Add +26.1% | 187,221 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +18.4% | 186,022 | $7.7M |
| Trajan Wealth LLC | 0.31% | Add +8.1% | 185,766 | $7.7M |
| Mariner, LLC | 0.01% | Add +4.0% | 182,226 | $7.6M |
| Wealth Alliance Advisory Group, LLC | 1.20% | New | 182,141 | $7.6M |
| Herold Advisors, Inc. | 1.59% | Add +6.8% | 174,440 | $7.2M |
| EJMK Ventures LLC | 3.82% | Add +123.4% | 164,710 | $6.8M |
| MML Investors Services, LLC | 0.02% | Add +15.6% | 153,945 | $6.4M |
| Financial Plan, Inc. | 0.67% | Add +34.1% | 151,511 | $6.3M |
| Plancorp, LLC | 0.18% | No change | 148,512 | $6.2M |
| Mattern Capital Management, LLC | 0.73% | Add +0.1% | 146,079 | $6.1M |
| B&D White Capital Company, LLC | 0.72% | Add +3.4% | 140,692 | $5.8M |
| CoreCap Advisors, LLC | 0.19% | Add +11.2% | 132,785 | $5.5M |
| Buck Wealth Strategies, LLC | 0.67% | Reduce -5.0% | 130,675 | $5.4M |
| Endeavor Private Wealth, Inc. | 1.54% | Reduce -6.0% | 129,417 | $5.4M |
| Dogwood Wealth Management LLC | 2.25% | Reduce -0.7% | 124,700 | $5.2M |
| Mattern Wealth Management LLC | 0.92% | Reduce -1.2% | 113,392 | $4.7M |
| Cwm, LLC | 0.01% | Add +17.6% | 108,363 | $4.5M |
| Arax Advisory Partners | 0.13% | Reduce -86.2% | 106,682 | $4.4M |
| Werba Rubin Papier Wealth Management | 0.60% | New | 104,369 | $4.3M |
| Quantum Financial Advisors, LLC | 0.47% | Reduce -3.0% | 101,015 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.1% | 100,851 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.2% | 99,901 | $4.2M |
| McCartney Wealth Management LLC | 3.48% | Add +1.6% | 99,485 | $4.1M |
| Arcadia Wealth Management, Inc. | 2.11% | Add +14.5% | 93,930 | $3.9M |
| Planwiser Financial, LLC | 2.69% | Reduce -18.5% | 88,927 | $3.7M |
| Independent Advisor Alliance | 0.04% | Add +6.5% | 87,741 | $3.6M |
| SC&H Financial Advisors, Inc. | 0.55% | Add +17.7% | 87,365 | $3.6M |
| Wheels Up Wealth, Inc. | 3.04% | Add +0.8% | 77,887 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 76,997 | $3.2M |
| Red Lighthouse Investment Management, LLC | 0.99% | Reduce -0.6% | 70,721 | $2.9M |
| AQR Capital Management | 0.00% | Add +46.2% | 69,408 | $2.9M |
| IHT Wealth Management, LLC | 0.07% | Add +17.9% | 67,629 | $2.8M |
| Silver Oak Securities, Incorporated | 0.20% | Add +1.1% | 67,246 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | New | 66,295 | $2.8M |
| Index Fund Advisors, Inc. | 0.12% | Add +4.6% | 64,421 | $2.7M |
| Tounjian Advisory Partners, LLC | 0.93% | Reduce -3.6% | 62,100 | $2.6M |
| Approach Retirement Advisors, LLC | 2.08% | Add +5.9% | 60,203 | $2.5M |
| marrick wealth, LLC | 2.03% | Reduce -9.1% | 58,093 | $2.4M |
| WCG Wealth Advisors LLC | 0.06% | Add +10.0% | 55,518 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.8% | 52,767 | $2.2M |
| Spectrum Advisors, Inc. | 1.69% | — | 51,558 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 50,730 | $2.1M |
| Bannerman Wealth Management Group, LLC | 1.31% | Reduce -12.8% | 46,790 | $1.9M |
| Truepoint, Inc. | 0.04% | Reduce -17.7% | 41,917 | $1.7M |
| Clarity Asset Management, Inc. | 0.85% | New | 40,629 | $1.7M |
| GTS Securities LLC | 0.06% | New | 40,341 | $1.7M |
| L.K. Benson & Company, P.C. | 0.53% | Add +0.5% | 38,732 | $1.6M |
| WMG Financial Advisors, LLC | 0.63% | Reduce -1.2% | 36,476 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.25% | Add +5.3% | 35,441 | $1.5M |
| Life Planning Partners, Inc | 1.02% | Add +2.4% | 32,091 | $1.3M |
| Orion Capital Management LLC | 0.43% | Add +40.0% | 30,007 | $1.2M |
| Leading Edge Financial Planning LLC | 0.26% | Add +74.4% | 29,726 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 29,245 | $1.2M |
| Northwest Wealth Management, LLC | 0.18% | Add +489.9% | 29,211 | $1.2M |
| Apella Capital, LLC | 0.02% | Add +9.2% | 28,466 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -3.3% | 28,486 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Add +124.4% | 27,004 | $1.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Add +20.3% | 26,666 | $1.1M |
| Grand Wealth Management, LLC | 0.51% | Reduce -0.7% | 25,857 | $1.1M |
| Certified Advisory Corp | 0.10% | Add +124.4% | 25,490 | $1.1M |
| Tillman Hartley LLC | 0.25% | Add +45.7% | 24,378 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +92.8% | 23,821 | $986K |
| Diversify Wealth Management, LLC | 0.02% | Add +50.9% | 23,740 | $984K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 22,627 | $940K |
"% of holder's portfolio" is AVIG's weight in each manager's 13F, not the share of Avantis Core Fixed Income the manager owns.