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Disclosery

AVIG AMERICAN CENTY ETF TR

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AVANTIS CORE FI (fund)

120 managers (121 13F filers) reported a position in AVIG shares at 2024-12-31, 18,024,734 shares in all. 12 filers opened a position and 14 filers sold out during the quarter.

Managers
120
13F filers
121
New
12
Added
54
Reduced
25
Sold out
14
Shares held by filers
18,024,734

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC3,318,442$135M1.14%+207,94113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,656,596$67.2M0.11%+223,49213F-HRTimelineGroup
Hill Investment Group Partners, LLC1,268,859$51.5M6.9%-30,79913F-HRTimeline
Verus Financial Partners, Inc.1,274,559$51.2M5.75%+23,78513F-HRTimeline
Pacific Life Fund Advisors LLC1,089,870$44.2M4.58%-100,91013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC868,514$35.2M0.01%+41,30013F-HRTimelineGroup
BCR Wealth Strategies, LLC584,469$23.7M11.09%+37,69113F-HRTimeline
Highland Financial Advisors, LLC492,112$20M6.92%+17,34913F-HRTimeline
REGATTA CAPITAL GROUP, LLC460,743$18.7M3.62%+42,45213F-HRTimeline
Creative Planningin group Creative Planning415,367$16.9M0.02%+28,42813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC380,867$15.5M0.16%+58,52813F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…364,720$14.8M4.79%+40,64113F-HRTimeline
Centennial Wealth Advisory LLC352,728$14.3M5.61%-80,06313F-HRTimeline
LPL Financial LLC323,606$13.1M0.01%-28,02613F-HRTimeline
LexAurum Advisors, LLC319,566$13M2.57%+37,27613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC311,750$12.6M<0.01%13F-HR/ATimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC212,684$8.63M0.21%+9,30013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA171,143$6.94M<0.01%-44,84013F-HRTimelineGroup
Strategic Financial Concepts, LLC154,234$6.26M1.2%+29,68313F-HR/ATimeline
Herold Advisors, Inc.145,295$5.89M1.28%+8,77713F-HRTimeline
Visionary Wealth Advisors144,962$5.88M0.34%+14,08013F-HRTimeline
Dogwood Wealth Management LLC142,726$5.79M3.06%-18,48413F-HRTimeline
Plancorp, LLC141,532$5.74M0.24%+1,09013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC136,496$5.54M<0.01%+25,77613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC132,587$5.38M0.01%+28,38813F-HRTimeline
Mariner, LLCin group Mariner, LLC132,479$5.37M0.01%+4,82513F-HRTimelineGroup
Cresset Asset Management, LLC125,564$5.09M0.02%-1,93813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…119,531$4.85M0.11%+10,68613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC118,808$4.82M0.02%+7,35513F-HRTimeline
Mattern Wealth Management LLC114,581$4.65M1.03%+2,52313F-HRTimeline
Aveo Capital Partners, LLC114,347$4.64M0.51%-138,88313F-HRTimeline
Quantum Financial Advisors, LLC112,096$4.55M0.69%-13,30913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC109,846$4.46M0.01%+75,86113F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC109,002$4.42M0.58%+16,70413F-HRTimeline
B&D White Capital Company, LLC107,863$4.38M0.74%+52,41513F-HRTimeline
Trajan Wealth LLC106,988$4.34M0.24%+1,19113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97,977$3.97M<0.01%+97,37113F-HRTimelineGroup
Good Life Advisors, LLC96,419$3.91M0.28%+3,78113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.90,214$3.66M3.48%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…81,448$3.3M1.31%-35613F-HRTimeline
Orion Capital Management LLC78,626$3.19M1.4%-25,65813F-HRTimeline
Cambridge Investment Research Advisors,…71,516$2.9M0.01%+5,81013F-HRTimeline
SC&H Financial Advisors, Inc.64,308$2.61M0.54%+1,92713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED63,393$2.58M0.24%+6,56713F-HRTimeline
Index Fund Advisors, Inc.57,636$2.34M0.13%+3,77813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC55,572$2.25M0.29%-12213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,364$2.21M<0.01%new13F-HRTimelineGroup
Arcadia Wealth Management, Inc.51,585$2.09M1.78%13F-HRTimeline
IHT Wealth Management, LLC51,402$2.09M0.07%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC50,446$2.05M1.14%+2,79613F-HRTimeline
Eaton-Cambridge Inc.47,049$1.91M0.85%-1,16813F-HRTimeline
WCG Wealth Advisors LLC45,983$1.87M0.12%+42613F-HRTimeline
Allodium Investment Consultants, LLC41,966$1.7M1.42%13F-HRTimeline
Apella Capital, LLC40,822$1.66M0.06%-313F-HRTimeline
Summit X, LLC39,725$1.61M0.36%+5,84013F-HRTimeline
L.K. Benson & Company, P.C.38,499$1.56M1.1%13F-HRTimeline
EHRLICH FINANCIAL GROUP35,759$1.45M1.03%-57,93713F-HRTimeline
Lion Street Advisors, LLC33,146$1.34M0.43%+2,05813F-HRTimeline
BWM Planning, LLC32,707$1.33M0.58%013F-HRTimeline
WMG Financial Advisors, LLC29,928$1.21M0.52%+94413F-HRTimeline
Pacific Asset Management, LLC28,972$1.18M1.1%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,327$1.03M0.03%+2,83013F-HRTimelineGroup
Elevated Capital Advisors, LLC24,225$983K0.27%+2,61513F-HRTimeline
Truepoint, Inc.23,962$972K0.03%new13F-HRTimeline
Tillman Hartley LLC23,511$954K0.27%new13F-HRTimeline
Goldstone Financial Group, LLC21,239$862K0.14%-19,91813F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …21,235$853K0.07%+12,46313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,655$757K<0.01%+13,50813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding18,382$746K+13,137Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,368$745K0.18%+1,05913F-HRTimeline
QUARRY HILL ADVISORS, LLC18,303$743K0.5%+6,87913F-HRTimeline
CARDIFF PARK ADVISORS, LLC18,295$742K0.07%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska16,966$688K0.11%13F-HRTimelineGroup
Leading Edge Financial Planning LLC16,301$661K0.22%new13F-HRTimeline
CoreCap Advisors, LLC16,228$658K0.03%+10,95313F-HRTimeline
Betterment LLC14,967$607K<0.01%+5,15613F-HRTimeline
Golden State Wealth Management, LLC13,571$551K0.08%13F-HRTimeline
Allworth Financial LP13,288$540K<0.01%-53813F-HRTimeline
NWAM LLC12,650$513K0.03%+30613F-HRTimeline
Beaird Harris Wealth Management, LLC12,356$501K0.04%013F-HRTimeline
FLOW TRADERS U.S. LLC12,029$488K0.02%-9,82413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,056$449K<0.01%+3,88213F-HR/ATimeline
CWM, LLCin group CWM, LLC10,227$415K<0.01%-13713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,671$392K0.01%+13813F-HRTimelineGroup
Great Point Wealth Advisors, LLC9,266$376K0.08%013F-HRTimeline
OneDigital Investment Advisors LLC8,096$328K<0.01%-3,81113F-HRTimeline
Kingsview Wealth Management, LLC7,902$321K0.01%-41213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,435$302K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC7,224$293K0.01%013F-HRTimeline
ATWOOD & PALMER INC6,635$269K0.02%013F-HRTimeline
Oceanside Advisors LLC6,405$260K0.19%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,185$251K<0.01%+60413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC6,134$249K0.05%new13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC6,113$248K0.2%13F-HRTimeline
KWB Wealth5,811$247K0.03%-24113F-HRTimeline
Meredith Wealth Planning5,579$226K0.1%+8513F-HRTimeline
Financial Partners Group, Inc5,487$223K0.03%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,084$206K0.09%+64313F-HRTimeline
Factor Wealth Management LTD5,036$204K0.07%13F-HRTimeline
Creative Capital Management Investments…3,680$149K0.06%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,529$143K<0.01%+1,05013F-HRTimelineGroup
COMERICA BANK2,335$94.7K<0.01%013F-HR/ATimeline
CVA Family Office, LLC2,170$88K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,501$60.9K<0.01%-139,68613F-HRTimeline
CURIO WEALTH, LLC1,398$56.7K0.03%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,336$54.3K<0.01%-63913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,256$51K<0.01%new13F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,153$46.8K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.669$27.1K0.03%13F-HRTimeline
Global Retirement Partners, LLC548$22.2K<0.01%new13F-HRTimeline
Nemes Rush Group LLC315$12.8K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC165$6.69K<0.01%013F-HR/ATimeline
Coppell Advisory Solutions LLC102$4.14K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC99$4.02K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…97$3.94K<0.01%-3213F-HRTimeline
FLP Wealth Management, LLC55$2.23K0.01%13F-HRTimeline
Larson Financial Group LLC48$1.95K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46$1.87K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC34$1.38K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.