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Disclosery

AVIG AMERICAN CENTY ETF TR

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AVANTIS CORE FI (fund)

123 managers (124 13F filers) reported a position in AVIG shares at 2025-03-31, 22,433,910 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
123
13F filers
124
New
15
Added
62
Reduced
33
Sold out
14
Shares held by filers
22,433,910

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC3,743,384$155M1.3%+424,94213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,107,962$87.2M0.14%+451,36613F-HRTimelineGroup
Verus Financial Partners, Inc.1,312,045$53.5M6.11%+37,48613F-HRTimeline
Hill Investment Group Partners, LLC1,235,744$51.1M7.02%-33,11513F-HRTimeline
Simplicity Wealth,LLC1,031,606$42.7M3.32%new13F-HRTimeline
Pacific Life Fund Advisors LLC996,823$41.3M4.63%-93,04713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC967,708$40.1M0.01%+99,19413F-HRTimelineGroup
LPL Financial LLC663,975$27.5M0.01%+340,36913F-HRTimeline
Arax Advisory Partners645,396$26.7M1.71%new13F-HRTimeline
BCR Wealth Strategies, LLC594,831$24.6M10.81%+10,36213F-HRTimeline
Highland Financial Advisors, LLC503,973$20.9M7.46%+11,86113F-HRTimeline
REGATTA CAPITAL GROUP, LLC493,417$20.4M3.96%+32,67413F-HRTimeline
Centennial Wealth Advisory LLC458,724$19M6.9%+105,99613F-HRTimeline
Creative Planningin group Creative Planning448,345$18.6M0.02%+32,97813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC428,538$17.7M0.22%+47,67113F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…410,044$17M5.16%+45,32413F-HRTimeline
Echo Wealth Management, LLC396,260$16.4M11.08%new13F-HRTimeline
LexAurum Advisors, LLC377,601$15.6M2.99%+58,03513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA357,115$14.8M<0.01%+185,97213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,227$13.6M0.01%+16,47713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC211,332$8.75M0.24%-1,35213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN205,283$8.5M<0.01%+107,30613F-HRTimelineGroup
Strategic Financial Concepts, LLC203,254$8.41M1.58%+49,02013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC193,504$8.01M0.01%+60,91713F-HRTimeline
Trajan Wealth LLC182,789$7.57M0.41%+75,80113F-HRTimeline
Allodium Investment Consultants, LLC173,691$7.19M5.31%+131,72513F-HRTimeline
Herold Advisors, Inc.160,694$6.65M1.46%+15,39913F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC160,683$6.65M<0.01%+24,18713F-HRTimelineGroup
Cresset Asset Management, LLC157,933$6.54M0.03%+32,36913F-HRTimeline
Mariner, LLCin group Mariner, LLC142,006$5.88M0.01%+9,52713F-HRTimelineGroup
Plancorp, LLC141,532$5.86M0.23%013F-HRTimeline
Dogwood Wealth Management LLC134,972$5.59M2.94%-7,75413F-HRTimeline
B&D White Capital Company, LLC126,670$5.24M0.77%+18,80713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…123,834$5.13M0.11%+4,30313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC122,603$5.08M0.02%+3,79513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC120,240$4.98M0.63%+11,23813F-HRTimeline
Mattern Wealth Management LLC119,889$4.96M1.1%+5,30813F-HRTimeline
Quantum Financial Advisors, LLC107,513$4.45M0.66%-4,58313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.96,642$4M2.17%+6,42813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…90,161$3.72M1.52%+8,71313F-HRTimeline
Aveo Capital Partners, LLC87,630$3.6M0.6%-26,71713F-HRTimeline
FLOW TRADERS U.S. LLC82,690$3.42M0.14%+70,66113F-HRTimeline
PLANWISER FINANCIAL, LLC82,344$3.38M3.06%13F-HRTimeline
Good Life Advisors, LLC79,489$3.29M0.23%-16,93013F-HRTimeline
Cambridge Investment Research Advisors,…73,438$3.04M0.01%+1,92213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED63,705$2.63M0.25%+31213F-HR/ATimeline
SC&H Financial Advisors, Inc.63,235$2.62M0.51%-1,07313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,871$2.48M<0.01%+52,43613F-HRTimelineGroup
Index Fund Advisors, Inc.58,090$2.4M0.15%+45413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC57,892$2.4M0.45%13F-HRTimeline
Arcadia Wealth Management, Inc.57,474$2.38M1.85%+5,88913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding56,115$2.32M+37,733Timeline
CoreCap Advisors, LLC54,200$2.24M0.1%+37,97213F-HRTimeline
IHT Wealth Management, LLC53,449$2.21M0.07%+2,04713F-HRTimeline
Truepoint, Inc.48,800$2.02M0.05%+24,83813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC47,326$1.96M0.26%-8,24613F-HRTimeline
Visionary Wealth Advisors46,766$1.94M0.12%-98,19613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC44,177$1.83M1%-6,26913F-HRTimeline
Summit X, LLC41,179$1.7M0.36%+1,45413F-HRTimeline
Apella Capital, LLC40,773$1.67M0.06%-4913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,133$1.66M0.05%+14,80613F-HRTimelineGroup
Eaton-Cambridge Inc.39,444$1.63M0.7%-7,60513F-HRTimeline
L.K. Benson & Company, P.C.38,624$1.6M1.11%+12513F-HRTimeline
WMG Financial Advisors, LLC34,854$1.44M0.61%+4,92613F-HRTimeline
Lion Street Advisors, LLC34,512$1.43M0.45%+1,36613F-HRTimeline
Pacific Asset Management, LLC32,756$1.36M1.21%+3,78413F-HRTimeline
BWM Planning, LLC32,707$1.35M0.57%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,150$1.29M<0.01%-23,21413F-HRTimelineGroup
WCG Wealth Advisors LLC30,794$1.27M0.1%-15,18913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,100$1.25M<0.01%+11,44513F-HRTimelineGroup
EHRLICH FINANCIAL GROUP26,734$1.11M0.81%-9,02513F-HRTimeline
Elevated Capital Advisors, LLC21,965$909K0.25%-2,26013F-HRTimeline
Goldstone Financial Group, LLC20,596$852K0.13%-64313F-HRTimeline
Mach-1 Financial Group, LLC19,402$803K0.24%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…18,482$765K0.18%+11413F-HRTimeline
Betterment LLC18,120$750K<0.01%+3,15313F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska17,061$706K0.11%+9513F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC16,547$685K0.44%-1,75613F-HRTimeline
Balance Wealth Partners LLC15,173$628K0.41%13F-HRTimeline
Golden State Wealth Management, LLC15,105$625K0.09%+1,53413F-HR/ATimeline
PDS Planning, Inc14,229$589K0.05%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …12,909$534K0.04%-8,32613F-HRTimelineGroup
Beaird Harris Wealth Management, LLC12,020$498K0.04%-33613F-HRTimeline
Tillman Hartley LLC11,311$468K0.14%-12,20013F-HRTimeline
Leading Edge Financial Planning LLC10,964$454K0.14%-5,33713F-HRTimeline
CWM, LLCin group CWM, LLC10,227$423K<0.01%013F-HRTimelineGroup
Great Point Wealth Advisors, LLC9,266$384K0.08%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,147$379K0.01%-52413F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth8,232$341K0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC8,039$333K<0.01%-5713F-HRTimeline
Oceanside Advisors LLC8,030$332K0.24%+1,62513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,023$332K<0.01%+1,83813F-HRTimelineGroup
GTS SECURITIES LLC7,722$320K0.01%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,722$320K0.09%new13F-HRTimeline
Allworth Financial LP7,394$303K<0.01%-5,89413F-HRTimeline
Mutual Advisors, LLC7,354$303K0.01%+13013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,234$299K<0.01%-102,61213F-HR/ATimelineGroup
ATWOOD & PALMER INC6,635$275K0.02%013F-HRTimeline
KWB Wealth6,109$248K0.03%+29813F-HRTimeline
Meredith Wealth Planning5,593$232K0.1%+1413F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC5,406$224K0.18%-70713F-HRTimeline
Morey & Quinn Wealth Partners, LLC5,325$220K0.18%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,254$217K0.09%+17013F-HRTimeline
Keel Point, LLC4,863$201K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,871$201K<0.01%+1,34213F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC4,595$190K0.02%-13,70013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,746$113K<0.01%+1,59313F-HRTimelineGroup
COMERICA BANK2,335$96.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC2,234$92.5K0.07%new13F-HRTimeline
CVA Family Office, LLC2,170$89.8K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,954$80.9K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,706$70.6K<0.01%+45013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.688$28.5K0.03%+1913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.540$22.4K<0.01%-79613F-HRTimelineGroup
UBS Group AGin group UBS Group AG452$18.7K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC315$13K<0.01%013F-HRTimeline
Rossby Financial, LCC302$12.4K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC50$2.07K<0.01%-11513F-HR/ATimeline
Larson Financial Group LLC48$2.01K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC34$1.41K<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC15$6200.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC2$56.7K-1,39613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.