Who owns Avantis Core Fixed Income ETF?
Institutional ownership of AVIG from SEC Form 13F filings across 105 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
105
13F holders
$1.07B
value, 2026 filers
58.9%
of shares outstanding (28.2M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AVIG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 6.5M | $270.3M | 1.3% | 13.6% | -0.1% |
| 2 | MORGAN STANLEY | 2.8M | $116.1M | 0.0% | 5.9% | +22.0% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2.1M | $85.6M | 0.0% | 4.3% | +9.9% |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.6M | $65.0M | 0.0% | 3.3% | +101.0% |
| 5 | Janney Montgomery Scott LLC | 1.5M | $60,173 | 0.1% | 3% | +6.7% |
| 6 | Simplicity Wealth,LLC | 1.3M | $53.2M | 1.8% | 2.7% | +5.9% |
| 7 | GREAT VALLEY ADVISOR GROUP, INC. | 1.2M | $47.7M | 0.8% | 2.4% | +18.3% |
| 8 | REGATTA CAPITAL GROUP, LLC | 865,475 | $35.8M | 4.8% | 1.8% | +8.2% |
| 9 | LPL Financial LLC | 811,747 | $33.6M | 0.0% | 1.7% | -18.6% |
| 10 | PARK AVENUE SECURITIES LLC | 708,154 | $29,325 | 0.2% | 1.5% | +11.7% |
| 11 | RAYMOND JAMES FINANCIAL INC | 651,414 | $27.0M | 0.0% | 1.4% | +27.9% |
| 12 | Centennial Wealth Advisory LLC | 553,222 | $22.9M | 4.9% | 1.2% | +0.1% |
| 13 | ROYAL BANK OF CANADA | 526,744 | $21.8M | 0.0% | 1.1% | +3.5% |
| 14 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 526,067 | $21.8M | 0.3% | 1.1% | new |
| 15 | Creative Planning | 521,414 | $21.6M | 0.0% | 1.1% | +6.3% |
| 16 | LexAurum Advisors, LLC | 514,015 | $21.3M | 2.5% | 1.1% | +3.3% |
| 17 | TRUIST FINANCIAL CORP | 417,865 | $17.3M | 0.0% | 0.9% | +2.9% |
| 18 | Cresset Asset Management, LLC | 347,406 | $14.4M | 0.1% | 0.7% | +33.3% |
| 19 | Networth Advisors, LLC | 303,799 | $12.6M | 7.3% | 0.6% | +14.3% |
| 20 | WELLS FARGO & COMPANY/MN | 300,686 | $12.5M | 0.0% | 0.6% | +61.6% |
| 21 | Allworth Financial LP | 289,797 | $12.0M | 0.1% | 0.6% | +26.7% |
| 22 | Corient Private Wealth LP | 242,321 | $10.0M | 0.0% | 0.5% | +4.7% |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 235,829 | $9.8M | 0.0% | 0.5% | +8.6% |
| 24 | Wealth Alliance Advisory Group, LLC | 222,640 | $9.2M | 1.3% | 0.5% | +22.2% |
| 25 | Cambridge Investment Research Advisors, Inc. | 217,498 | $9,006 | 0.0% | 0.5% | +117.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.