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Disclosery

AVIG AMERICAN CENTY ETF TR

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AVANTIS CORE FI (fund)

177 managers (180 13F filers) reported a position in AVIG shares at 2026-06-30, 39,680,518 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
177
13F filers
180
New
20
Added
105
Reduced
33
Sold out
20
Shares held by filers
39,680,518

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
AE Wealth Management LLC6,527,797$270M1.26%-7,20413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,802,723$116M0.01%+505,91813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,065,939$85.6M0.02%+186,42013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,570,423$65M0.03%+789,07413F-HRTimelineGroup
Verus Financial Partners, Inc.1,555,647$64.4M5.51%+24,11613F-HRTimeline
Janney Montgomery Scott LLC1,453,103$60.2M0.12%+90,91013F-HRTimeline
Simplicity Wealth,LLC1,283,956$53.2M1.79%+71,48613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,151,126$47.7M0.75%+178,14113F-HRTimeline
REGATTA CAPITAL GROUP, LLC865,475$35.8M4.82%+65,86013F-HRTimeline
BCR Wealth Strategies, LLC853,777$35.4M9.93%+80,46913F-HRTimeline
Echo Wealth Management, LLC828,460$34.3M17.51%+53,40113F-HRTimeline
LPL Financial LLC811,747$33.6M0.01%-184,89313F-HRTimeline
Pacific Life Fund Advisors LLC754,164$31.2M3.43%+48,62213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC708,154$29.3M0.18%+74,02013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…683,919$28.3M4.9%+90,01713F-HRTimeline
Hill Investment Group Partners, LLC667,155$27.6M2.82%-74,49813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC651,414$27M0.01%+142,09413F-HRTimelineGroup
Highland Financial Advisors, LLC594,740$24.6M5.42%+29,90813F-HRTimeline
Centennial Wealth Advisory LLC553,222$22.9M4.95%+65713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA526,744$21.8M<0.01%+18,00313F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC526,067$21.8M0.35%new13F-HRTimeline
Creative Planningin group Creative Planning521,414$21.6M0.01%+31,09713F-HRTimelineGroup
LexAurum Advisors, LLC514,015$21.3M2.46%+16,24813F-HRTimeline
Garrett Wealth Advisory Group, LLC497,752$20.6M3.17%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP417,865$17.3M0.02%+11,89813F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC413,351$17.1M5.78%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding399,893$16.6M+73,918Timeline
Allodium Investment Consultants, LLC383,166$15.9M6.74%+30,12913F-HRTimeline
Align Financial, LLC363,191$15M7.46%+32,10013F-HRTimeline
Cresset Asset Management, LLC347,406$14.4M0.05%+86,73913F-HRTimeline
Networth Advisors, LLC303,799$12.6M7.31%+38,11013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN300,686$12.5M<0.01%+114,66413F-HRTimelineGroup
Allworth Financial LP289,797$12M0.05%+61,11313F-HRTimeline
Ferguson Johnson Wealth Management Inc288,554$11.9M8.71%+16,77213F-HRTimeline
Cogent Private Wealth, Inc.273,103$11.3M7.07%+42,25913F-HRTimeline
EJMK Ventures LLC257,533$10.7M4.84%+92,82313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP242,321$10M0.01%+10,80713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC235,829$9.77M0.01%+18,71113F-HRTimeline
Wealth Alliance Advisory Group, LLC222,640$9.22M1.33%+40,49913F-HRTimeline
Trajan Wealth LLC204,416$8.46M0.32%+18,65013F-HRTimeline
Pacific Asset Management, LLC195,503$8.1M3.97%+8,28213F-HRTimeline
GTS SECURITIES LLC193,793$8.02M0.17%+153,45213F-HRTimeline
Herold Advisors, Inc.188,219$7.79M1.54%+13,77913F-HRTimeline
Financial Plan, Inc.172,083$7.13M0.68%+20,57213F-HRTimeline
CoreCap Advisors, LLC164,608$6.82M0.2%+31,82313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.154,878$6.41M1.56%+25,46113F-HRTimeline
Werba Rubin Papier Wealth Management153,581$6.36M0.77%+49,21213F-HRTimeline
MML INVESTORS SERVICES, LLC148,924$6.17M0.01%-5,02113F-HRTimeline
Private Advisor Group, LLC148,583$6.15M0.03%new13F-HRTimeline
Plancorp, LLC148,512$6.07M0.15%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC145,608$6.03M0.7%-47113F-HRTimeline
B&D White Capital Company, LLC144,961$6M0.6%+4,26913F-HRTimeline
Savant Capital, LLC133,497$5.53M0.02%new13F-HRTimeline
Buck Wealth Strategies, LLC132,400$5.48M0.57%+1,72513F-HRTimeline
Dogwood Wealth Management LLC132,047$5.47M2.16%+7,34713F-HRTimeline
Mattern Wealth Management LLC114,663$4.75M0.78%+1,27113F-HRTimeline
Cambridge Investment Research Advisors,…108,749$4.5M0.01%+8,84813F-HR/ATimeline
McCartney Wealth Management LLC103,305$4.28M3.24%+3,82013F-HRTimeline
Arax Advisory Partners101,790$4.22M0.03%-4,89213F-HRTimeline
Quantum Financial Advisors, LLC100,536$4.16M0.41%-47913F-HRTimeline
Arcadia Wealth Management, Inc.98,946$4.1M1.96%+5,01613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,308$3.99M<0.01%+88,63313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding94,416$3.86M+70,676Timeline
Independent Advisor Alliance92,416$3.83M0.09%+4,67513F-HRTimeline
PLANWISER FINANCIAL, LLC90,260$3.74M2.6%+1,33313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding88,106$3.65M+14,749Timeline
SC&H Financial Advisors, Inc.87,837$3.64M0.48%+47213F-HRTimeline
Wheels Up Wealth, Inc.81,380$3.37M2.86%+3,49313F-HRTimeline
Copper Harbor Investment Advisors, LLC79,911$3.31M0.7%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC76,445$3.17M<0.01%+7,03713F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…70,721$2.93M0.87%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED68,659$2.84M0.17%+1,41313F-HRTimeline
Index Fund Advisors, Inc.68,259$2.83M0.11%+3,83813F-HRTimeline
Approach Retirement Advisors, LLC67,793$2.81M2.04%+7,59013F-HRTimeline
IHT Wealth Management, LLC66,435$2.75M0.06%-1,19413F-HRTimeline
marrick wealth, LLC64,421$2.67M1.89%+6,32813F-HRTimeline
WCG Wealth Advisors LLC63,159$2.62M0.06%+7,64113F-HRTimeline
OLD MISSION CAPITAL LLC57,721$2.39M0.06%new13F-HRTimeline
Visionary Wealth Advisors56,169$2.33M0.09%+29,16513F-HRTimeline
CAP Partners, LLC53,855$2.23M1.09%new13F-HRTimeline
Dynamic Advisor Solutions LLC53,055$2.2M0.06%+28813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,351$2.13M<0.01%-281,62313F-HRTimelineGroup
WMG Financial Advisors, LLC46,422$1.92M0.72%+9,94613F-HRTimeline
Freedom Financial Partners LLC43,239$1.79M0.58%+37,02713F-HRTimeline
Leading Edge Financial Planning LLC43,086$1.78M0.32%+13,36013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,927$1.78M<0.01%+31,17313F-HRTimelineGroup
Clarity Asset Management, Inc.41,947$1.74M0.85%+1,31813F-HRTimeline
Tillman Hartley LLC39,448$1.63M0.37%+15,07013F-HRTimeline
L.K. Benson & Company, P.C.39,242$1.62M0.49%+51013F-HRTimeline
ATLas Financial Planning LLC35,399$1.47M1.19%+21,86713F-HRTimeline
Orion Capital Management LLC35,372$1.46M0.45%+5,36513F-HRTimeline
Life Planning Partners, Inc31,799$1.32M0.98%-29213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,887$1.28M<0.01%+19,98613F-HRTimelineGroup
BANNERMAN WEALTH MANAGEMENT GROUP, LLC30,640$1.27M0.74%-16,15013F-HRTimeline
Truepoint, Inc.28,695$1.19M0.02%-13,22213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,499$1.18M<0.01%-37,79613F-HRTimelineGroup
Apella Capital, LLC28,466$1.17M0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,788$1.11M<0.01%-1,69813F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…25,905$1.07M0.2%-76113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC25,640$1.06M0.44%-21713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC25,449$1.05M0.54%+4,59513F-HRTimeline
Betterment LLC24,698$1.02M<0.01%+3,00713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC24,682$1.02M0.13%-4,52913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,643$941K<0.01%-1,17813F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC22,725$941K0.36%+1,29413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,757$904K<0.01%+2,64013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,031$871K<0.01%+1,07313F-HRTimelineGroup
Eaton-Cambridge Inc.20,936$867K0.24%-2613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS19,175$794K0.08%-1,39613F-HRTimeline
Certified Advisory Corp18,521$767K0.06%-6,96913F-HRTimeline
3 FACTOR INDEXING, LLC18,476$765K0.65%013F-HRTimeline
FSA Advisors, Inc.18,245$756K0.35%+12,22913F-HR/ATimeline
Visionary Horizons, LLC18,170$752K0.31%+2,40913F-HRTimeline
Jacobi Capital Management LLC17,577$728K0.04%+4,36613F-HRTimeline
Goldstone Financial Group, LLC16,830$697K0.06%+28013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska15,266$632K0.06%-20413F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC14,154$586K0.38%+1,42013F-HRTimeline
Foundations Investment Advisors, LLC13,210$547K0.01%+3,84213F-HRTimeline
Elser Financial Planning, Inc12,965$537K0.02%new13F-HRTimeline
Bank of New Hampshire12,445$515K0.11%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,175$504K0.01%-95513F-HRTimelineGroup
Beaird Harris Wealth Management, LLC11,865$491K0.03%013F-HRTimeline
Great Point Wealth Advisors, LLC10,480$434K0.07%+1,21513F-HRTimeline
OneDigital Investment Advisors LLC10,404$431K<0.01%+80913F-HRTimeline
Merit Financial Group, LLC9,660$400K<0.01%+10013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,011$373K<0.01%013F-HRTimelineGroup
Richmond Brothers, Inc.8,600$356K0.19%new13F-HRTimeline
XY Planning Network, Inc.8,438$349K0.04%new13F-HRTimeline
Mutual Advisors, LLC8,044$333K0.01%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,722$320K0.05%013F-HRTimeline
Vestmark Advisory Solutions, Inc.7,705$319K<0.01%-69,29213F-HRTimeline
Kingsview Wealth Management, LLC7,229$299K<0.01%+1,13713F-HRTimeline
Oceanside Advisors LLC7,025$291K0.15%-1,68913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,857$284K0.17%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.6,836$283K0.09%+27113F-HRTimeline
ATWOOD & PALMER INC6,635$275K0.01%013F-HRTimeline
Beacon Capital Management, LLC6,616$274K0.04%+33513F-HRTimeline
Gotham Asset Management, LLC6,574$272K<0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC6,534$271K<0.01%+2813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,216$257K<0.01%-11313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,106$253K<0.01%+2,57113F-HRTimelineGroup
Boomfish Wealth Group, LLC6,049$250K0.11%new13F-HRTimeline
WealthPlan Investment Management, LLC5,776$239K0.01%-2,34713F-HRTimeline
Freedom Day Solutions, LLC5,717$237K0.05%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB5,713$237K0.01%+22213F-HRTimeline
Ares Financial Consulting, LLC5,636$233K0.17%-57013F-HRTimeline
JDM Financial Group LLC5,109$212K0.07%-5,54913F-HRTimeline
NWAM LLC5,100$211K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.5,026$208K0.08%+4,58213F-HRTimeline
Keel Point, LLC4,863$201K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,595$190K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC4,369$181K0.05%-10,05413F-HRTimeline
RHL GROUP, LLC3,098$127K0.11%+2,76913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,975$123K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT2,805$116K0.01%013F-HRTimeline
IFG Advisory, LLC1,793$74.2K<0.01%new13F-HRTimeline
LAM GROUP, INC.1,785$73.9K0.04%+1,77513F-HRTimeline
Quest 10 Wealth Builders, Inc.1,441$59.7K0.05%+31713F-HRTimeline
Geneos Wealth Management Inc.1,317$54.5K<0.01%-1,13613F-HRTimeline
CVA Family Office, LLC1,284$53.2K<0.01%-88613F-HRTimeline
Golden State Wealth Management, LLC910$37.7K<0.01%+84713F-HRTimeline
SHP Wealth Management725$30K<0.01%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…721$29.9K<0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC613$25.4K0.01%+613F-HRTimeline
Global Retirement Partners, LLC583$24.1K<0.01%13F-HRTimeline
Kingdom Financial Group LLC.448$18.6K<0.01%+413F-HRTimeline
Asset Dedication, LLC327$13.5K<0.01%new13F-HRTimeline
Rossby Financial, LCC302$12.5K<0.01%013F-HRTimeline
Key Capital Management, INC291$12.1K0.01%+28413F-HRTimeline
PFC CAPITAL GROUP, INC.285$11K<0.01%+8113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC175$7.24K<0.01%-61,92513F-HRTimeline
UBS Group AGin group UBS Group AG100$4.14K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC51$2.12K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC50$2.07K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC19$787<0.01%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC18$745<0.01%013F-HRTimelineGroup
Spurstone Advisory Services, LLC15$6200.01%013F-HRTimeline