Avantis Core Fixed IncomeAVIGETF

13F holders, Q1 2026 (March 31)
179holders +24
28new positions
7sold out
2famous investors
$41.55avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions28$43.9M
Exits7$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.

Show all 179 holders