Who owns Avantis Core Fixed Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVIG from SEC Form 13F filings across 180 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.
As of the 2026-06-30 reporting period, 180 institutions disclosed 39.7M shares of Avantis Core Fixed Income ETF worth $1.64B — about 82.9% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
180
13F holders
$1.64B
value, 2026 filers
82.9%
of shares outstanding (39.7M sh)
24
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 | Verus Financial Partners, Inc. | 1.6M | $64.4M | 5.5% | 3.3% | +1.6% |
| 6 | Janney Montgomery Scott LLC | 1.5M | $60.2M | 0.1% | 3% | +6.7% |
| 7 | Simplicity Wealth,LLC | 1.3M | $53.2M | 1.8% | 2.7% | +5.9% |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 1.2M | $47.7M | 0.8% | 2.4% | +18.3% |
| 9 | REGATTA CAPITAL GROUP, LLC | 865,475 | $35.8M | 4.8% | 1.8% | +8.2% |
| 10 | BCR Wealth Strategies, LLC | 853,777 | $35.4M | 9.9% | 1.8% | +10.4% |
| 11 | Echo Wealth Management, LLC | 828,460 | $34.3M | 17.5% | 1.7% | +6.9% |
| 12 | LPL Financial LLC | 811,747 | $33.6M | 0.0% | 1.7% | -18.6% |
| 13 | Pacific Life Fund Advisors LLC | 754,164 | $31.2M | 3.4% | 1.6% | +6.9% |
| 14 | PARK AVENUE SECURITIES LLC | 708,154 | $29.3M | 0.2% | 1.5% | +11.7% |
| 15 | Allegiance Financial Group Advisory Services LLC | 683,919 | $28.3M | 4.9% | 1.4% | +15.2% |
| 16 | Hill Investment Group Partners, LLC | 667,155 | $27.6M | 2.8% | 1.4% | -10.0% |
| 17 | RAYMOND JAMES FINANCIAL INC | 651,414 | $27.0M | 0.0% | 1.4% | +27.9% |
| 18 | Highland Financial Advisors, LLC | 594,740 | $24.6M | 5.4% | 1.2% | +5.3% |
| 19 | Centennial Wealth Advisory LLC | 553,222 | $22.9M | 4.9% | 1.2% | +0.1% |
| 20 | ROYAL BANK OF CANADA | 526,744 | $21.8M | 0.0% | 1.1% | +3.5% |
| 21 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 526,067 | $21.8M | 0.3% | 1.1% | new |
| 22 | Creative Planning | 521,414 | $21.6M | 0.0% | 1.1% | +6.3% |
| 23 | LexAurum Advisors, LLC | 514,015 | $21.3M | 2.5% | 1.1% | +3.3% |
| 24 | Garrett Wealth Advisory Group, LLCNEW | 497,752 | $20.6M | 3.2% | 1% | new |
| 25 | TRUIST FINANCIAL CORP | 417,865 | $17.3M | 0.0% | 0.9% | +2.9% |
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.