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Disclosery

AVIG AMERICAN CENTY ETF TR

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AVANTIS CORE FI (fund)

128 managers (129 13F filers) reported a position in AVIG shares at 2025-06-30, 23,751,617 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
128
13F filers
129
New
14
Added
65
Reduced
34
Sold out
9
Shares held by filers
23,751,617

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC4,188,949$174M1.27%+445,56513F-HRTimeline
Simplicity Wealth,LLC2,191,612$91.2M3.8%+1,160,00613F-HRTimeline
Verus Financial Partners, Inc.1,354,347$55.9M5.7%+42,30213F-HRTimeline
Hill Investment Group Partners, LLC1,210,640$50.4M6.56%-25,10413F-HRTimeline
Pacific Life Fund Advisors LLC1,129,233$47M5.04%+132,41013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,090,700$45.4M0.01%+122,99213F-HRTimelineGroup
LPL Financial LLC767,656$31.9M0.01%+103,68113F-HRTimeline
Arax Advisory Partners687,001$28.6M1.31%+41,60513F-HRTimeline
BCR Wealth Strategies, LLC622,639$25.9M10.03%+27,80813F-HRTimeline
Echo Wealth Management, LLC516,788$21.5M13.18%+120,52813F-HRTimeline
Highland Financial Advisors, LLC507,944$21.1M6.79%+3,97113F-HRTimeline
REGATTA CAPITAL GROUP, LLC503,211$20.9M3.6%+9,79413F-HRTimeline
Centennial Wealth Advisory LLC476,954$19.9M6.32%+18,23013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC464,250$19.3M0.18%+35,71213F-HRTimelineGroup
Creative Planningin group Creative Planning460,006$19.1M0.02%+11,66113F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth447,245$18.6M0.25%+439,01313F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…436,308$18.2M4.81%+26,26413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA424,828$17.7M<0.01%+67,71313F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP409,241$17M0.02%-1,698,72113F-HR/ATimelineGroup
LexAurum Advisors, LLC405,379$16.9M2.66%+27,77813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC348,825$14.5M<0.01%+20,59813F-HRTimelineGroup
Strategic Financial Concepts, LLC224,932$9.36M1.32%+21,67813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC212,879$8.86M0.21%+1,54713F-HRTimeline
Allodium Investment Consultants, LLC204,927$8.53M5.4%+31,23613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC203,931$8.49M0.01%+10,42713F-HRTimeline
Trajan Wealth LLC179,275$7.46M0.36%-3,51413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC178,198$7.42M<0.01%+17,51513F-HRTimelineGroup
Cresset Asset Management, LLC168,486$7.01M0.04%+10,55313F-HR/ATimeline
Mariner, LLCin group Mariner, LLC159,685$6.65M0.01%+17,67913F-HRTimelineGroup
Plancorp, LLC142,407$5.93M0.21%+87513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC141,794$5.9M0.71%+21,55413F-HRTimeline
Herold Advisors, Inc.137,227$5.71M1.2%-23,46713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,114$5.46M0.01%+123,88013F-HRTimelineGroup
B&D White Capital Company, LLC128,882$5.36M0.82%+2,21213F-HRTimeline
Dogwood Wealth Management LLC127,151$5.23M2.55%-7,82113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.122,019$5.08M2.4%+25,37713F-HRTimeline
Mattern Wealth Management LLC117,364$4.88M1.02%-2,52513F-HRTimeline
MML INVESTORS SERVICES, LLC115,842$4.82M0.01%-6,76113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111,883$4.66M<0.01%-93,40013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…110,272$4.59M0.1%-13,56213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding108,520$4.52M+52,405Timeline
Quantum Financial Advisors, LLC105,697$4.4M0.6%-1,81613F-HRTimeline
&PARTNERS97,976$4.08M0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…94,506$3.93M0.01%+21,06813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…81,411$3.39M1.29%-8,75013F-HRTimeline
Good Life Advisors, LLC78,419$3.26M0.2%-1,07013F-HRTimeline
PLANWISER FINANCIAL, LLC74,854$3.09M2.64%-7,49013F-HRTimeline
CoreCap Advisors, LLC73,440$3.06M0.12%+19,24013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,606$3.02M<0.01%+12,73513F-HRTimelineGroup
SC&H Financial Advisors, Inc.65,881$2.74M0.47%+2,64613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED64,826$2.7M0.22%+1,12113F-HRTimeline
IHT Wealth Management, LLC64,365$2.68M0.07%+10,91613F-HRTimeline
Arcadia Wealth Management, Inc.60,929$2.54M1.73%+3,45513F-HRTimeline
Index Fund Advisors, Inc.58,252$2.42M0.14%+16213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC57,622$2.39M0.46%-27013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC55,463$2.31M1.77%+50,05713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,935$2.16M<0.01%+20,78513F-HRTimelineGroup
Truepoint, Inc.51,540$2.15M0.05%+2,74013F-HRTimeline
Dynamic Advisor Solutions LLC46,436$1.93M0.06%new13F-HRTimeline
Summit X, LLC40,885$1.7M0.32%-29413F-HRTimeline
Lion Street Advisors, LLC38,552$1.6M0.49%+4,04013F-HRTimeline
WMG Financial Advisors, LLC37,046$1.54M0.57%+2,19213F-HRTimeline
Pacific Asset Management, LLC34,305$1.43M1.15%+1,54913F-HRTimeline
WCG Wealth Advisors LLC34,000$1.42M0.09%+3,20613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC33,597$1.4M0.72%-10,58013F-HRTimeline
Eaton-Cambridge Inc.32,981$1.37M0.52%-6,46313F-HRTimeline
WealthPlan Investment Management, LLC32,201$1.34M0.1%new13F-HRTimeline
L.K. Benson & Company, P.C.30,537$1.27M0.78%-8,08713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,100$1.25M<0.01%013F-HRTimelineGroup
Apella Capital, LLC26,433$1.09M0.03%-14,34013F-HRTimeline
Elevated Capital Advisors, LLC21,965$909K0.25%013F-HRTimeline
Goldstone Financial Group, LLC19,560$809K0.11%-1,03613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…19,173$798K0.18%+69113F-HRTimeline
Betterment LLC18,305$762K<0.01%+18513F-HRTimeline
QUARRY HILL ADVISORS, LLC17,379$723K0.42%+83213F-HRTimeline
Tillman Hartley LLC16,779$698K0.2%+5,46813F-HRTimeline
Golden State Wealth Management, LLC15,852$660K0.08%+74713F-HRTimeline
Leading Edge Financial Planning LLC15,466$644K0.18%+4,50213F-HRTimeline
HRT FINANCIAL LP15,375$639K<0.01%new13F-HRTimeline
Balance Wealth Partners LLC14,960$623K0.36%-21313F-HRTimeline
Park Square Financial Group, LLC14,798$616K0.45%+12,56413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska14,618$606K0.08%-2,44313F-HRTimelineGroup
Werba Rubin Papier Wealth Management14,509$604K0.11%new13F-HRTimeline
Kingdom Financial Group LLC.14,464$602K0.53%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …14,211$591K0.04%+1,30213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,466$519K0.01%-27,66713F-HRTimelineGroup
Bank of New Hampshire12,450$518K0.13%new13F-HRTimeline
Beaird Harris Wealth Management, LLC11,870$494K0.04%-15013F-HRTimeline
Morey & Quinn Wealth Partners, LLC11,399$474K0.38%+6,07413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,252$385K0.01%+10513F-HRTimelineGroup
CWM, LLCin group CWM, LLC8,725$363K<0.01%-1,50213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,023$334K<0.01%013F-HRTimelineGroup
Visionary Wealth Advisors7,967$332K0.02%-38,79913F-HRTimeline
Oceanside Advisors LLC7,962$331K0.22%-6813F-HRTimeline
OneDigital Investment Advisors LLC7,959$331K<0.01%-8013F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,722$321K0.08%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,119$296K0.24%new13F-HRTimeline
Mutual Advisors, LLC6,969$288K0.01%-38513F-HRTimeline
Allworth Financial LP6,901$287K<0.01%-49313F-HRTimeline
ATWOOD & PALMER INC6,635$276K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,376$264K<0.01%+1,50513F-HRTimelineGroup
Traction Financial Partners, LLC6,265$261K0.18%new13F-HRTimeline
Meredith Wealth Planning5,657$235K0.09%+6413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,673$235K<0.01%new13F-HRTimeline
KWB Wealth5,492$227K0.03%-61713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,259$219K0.09%+513F-HRTimeline
Kingsview Wealth Management, LLC5,218$217K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,204$216K<0.01%+2,45813F-HR/ATimelineGroup
Keel Point, LLC4,863$202K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,595$191K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,640$151K<0.01%+1,93413F-HRTimelineGroup
COMERICA BANK2,335$97.2K<0.01%013F-HRTimeline
CVA Family Office, LLC2,170$90.3K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,954$81.3K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC1,864$77.6K0.01%new13F-HRTimeline
Orion Capital Management LLC1,463$60.9K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,352$56.3K<0.01%new13F-HRTimelineGroup
CURIO WEALTH, LLC1,349$56.1K0.02%+1,34713F-HRTimeline
Quest 10 Wealth Builders, Inc.581$24.2K0.02%-10713F-HRTimeline
Global Retirement Partners, LLC558$23.2K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.547$22.8K<0.01%+713F-HR/ATimelineGroup
Nemes Rush Group LLC315$13.1K<0.01%013F-HRTimeline
Rossby Financial, LCC302$12.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG299$12.4K<0.01%-15313F-HRTimelineGroup
Tortoise Investment Management, LLC50$2.08K<0.01%013F-HRTimeline
Larson Financial Group LLC49$2.04K<0.01%+113F-HRTimeline
Spurstone Advisory Services, LLC15$6240.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.