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Disclosery

AVIG AMERICAN CENTY ETF TR

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AVANTIS CORE FI (fund)

127 managers (128 13F filers) reported a position in AVIG shares at 2025-09-30, 26,596,597 shares in all. 12 filers opened a position and 12 filers sold out during the quarter.

Managers
127
13F filers
128
New
12
Added
74
Reduced
25
Sold out
12
Shares held by filers
26,596,597

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC5,110,173$215M1.37%+921,22413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,606,278$67.6M0.02%+515,57813F-HRTimelineGroup
Verus Financial Partners, Inc.1,400,955$59M5.67%+46,60813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,335,439$56.2M<0.01%+1,331,79913F-HR/ATimelineGroup
Hill Investment Group Partners, LLC1,283,098$54M6.58%+72,45813F-HRTimeline
Pacific Life Fund Advisors LLC1,136,082$47.8M4.9%+6,84913F-HRTimeline
Simplicity Wealth,LLC1,093,877$46M2.67%-1,097,73513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth975,121$40.9M0.46%+527,87613F-HRTimelineGroup
LPL Financial LLC826,561$34.8M0.01%+58,90513F-HRTimeline
BCR Wealth Strategies, LLC677,003$28.5M10.02%+54,36413F-HRTimeline
Echo Wealth Management, LLC567,448$23.9M13.94%+50,66013F-HRTimeline
REGATTA CAPITAL GROUP, LLC529,857$22.3M3.52%+26,64613F-HRTimeline
Highland Financial Advisors, LLC522,466$22M6.3%+14,52213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC505,426$21.3M0.17%+41,17613F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…504,080$21.2M4.88%+67,77213F-HRTimeline
Centennial Wealth Advisory LLC495,642$20.9M5.8%+18,68813F-HRTimeline
Creative Planningin group Creative Planning488,079$20.5M0.02%+28,07313F-HRTimelineGroup
Janney Montgomery Scott LLC448,630$18.9M0.04%new13F-HRTimeline
LexAurum Advisors, LLC438,633$18.5M2.62%+33,25413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA386,951$16.3M<0.01%-37,87713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP378,752$15.9M0.02%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC363,234$15.3M<0.01%+14,40913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP248,794$10.5M0.02%-160,44713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding231,161$9.73M+122,641Timeline
AXXCESS WEALTH MANAGEMENT, LLC226,151$9.52M0.2%+13,27213F-HRTimeline
Allodium Investment Consultants, LLC220,382$9.27M5.24%+15,45513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC213,080$8.97M<0.01%+34,88213F-HRTimelineGroup
Cresset Asset Management, LLC191,512$8.06M0.04%+23,02613F-HR/ATimeline
Trajan Wealth LLC174,109$7.33M0.32%-5,16613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC173,138$7.29M0.01%-30,79313F-HRTimeline
Mariner, LLCin group Mariner, LLC169,139$7.12M0.01%+9,45413F-HRTimelineGroup
Buck Wealth Strategies, LLC160,586$6.76M0.93%new13F-HRTimeline
Herold Advisors, Inc.159,964$6.73M1.56%+22,73713F-HRTimeline
Plancorp, LLC148,512$6.25M0.2%+6,10513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC142,041$5.98M0.7%+24713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN138,436$5.83M<0.01%+26,55313F-HRTimelineGroup
B&D White Capital Company, LLC133,243$5.61M0.72%+4,36113F-HRTimeline
Dogwood Wealth Management LLC127,663$5.37M2.44%+51213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.122,331$5.15M1.59%+31213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…122,125$5.14M0.1%+11,85313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC120,664$5.08M0.01%+4,82213F-HRTimeline
Mattern Wealth Management LLC109,084$4.59M0.92%-8,28013F-HRTimeline
Quantum Financial Advisors, LLC105,326$4.43M0.54%-37113F-HRTimeline
&PARTNERS97,976$4.12M0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC93,449$3.93M0.01%+84,72413F-HRTimelineGroup
Cambridge Investment Research Advisors,…90,506$3.81M0.01%-4,00013F-HRTimeline
PLANWISER FINANCIAL, LLC82,663$3.46M2.75%+7,80913F-HRTimeline
CoreCap Advisors, LLC78,452$3.3M0.12%+5,01213F-HRTimeline
Independent Advisor Alliance76,888$3.24M0.08%new13F-HRTimeline
Pacific Asset Management, LLC73,863$3.11M2.11%+39,55813F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…71,325$3M1.05%-10,08613F-HRTimeline
SC&H Financial Advisors, Inc.68,842$2.9M0.47%+2,96113F-HRTimeline
Arcadia Wealth Management, Inc.68,171$2.87M1.74%+7,24213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED67,510$2.84M0.21%+2,68413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC65,346$2.75M0.92%+7,72413F-HRTimeline
Index Fund Advisors, Inc.60,048$2.53M0.12%+1,79613F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC54,320$2.29M1.68%-1,14313F-HRTimeline
Allworth Financial LP54,185$2.28M0.01%+47,28413F-HRTimeline
Truepoint, Inc.50,867$2.14M0.05%-67313F-HRTimeline
IHT Wealth Management, LLC49,110$2.07M0.05%-15,25513F-HRTimeline
Dynamic Advisor Solutions LLC46,814$1.97M0.06%+37813F-HRTimeline
WCG Wealth Advisors LLC43,433$1.83M0.11%+9,43313F-HRTimeline
L.K. Benson & Company, P.C.38,096$1.6M0.86%+7,55913F-HRTimeline
WMG Financial Advisors, LLC37,111$1.56M0.52%+6513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC34,342$1.45M<0.01%+4,24213F-HRTimelineGroup
WealthPlan Investment Management, LLC34,130$1.44M0.1%+1,92913F-HRTimeline
Kingdom Financial Group LLC.34,093$1.43M0.88%+19,62913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC33,699$1.42M0.68%+10213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,269$1.36M<0.01%-19,66613F-HRTimelineGroup
Eaton-Cambridge Inc.31,922$1.34M0.47%-1,05913F-HRTimeline
Werba Rubin Papier Wealth Management30,652$1.29M0.21%+16,14313F-HRTimeline
Life Planning Partners, Inc30,422$1.28M0.93%new13F-HRTimeline
Apella Capital, LLC26,063$1.1M0.02%-37013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,576$992K<0.01%-49,03013F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…21,515$905K0.19%+2,34213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,984$841K0.02%+7,51813F-HRTimelineGroup
Goldstone Financial Group, LLC19,023$800K0.09%-53713F-HRTimeline
Elevated Capital Advisors, LLC18,432$776K0.19%-3,53313F-HRTimeline
Betterment LLC17,727$746K<0.01%-57813F-HRTimeline
QUARRY HILL ADVISORS, LLC17,570$739K0.38%+19113F-HRTimeline
Tillman Hartley LLC16,834$708K0.18%+5513F-HRTimeline
Golden State Wealth Management, LLC16,619$699K0.08%+76713F-HRTimeline
Leading Edge Financial Planning LLC15,448$650K0.16%-1813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska14,715$619K0.07%+9713F-HRTimelineGroup
Balance Wealth Partners LLC14,681$618K0.15%-27913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …14,442$605K0.03%+23113F-HRTimelineGroup
Bank of New Hampshire12,450$524K0.12%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC12,109$510K0.38%+71013F-HRTimeline
Beaird Harris Wealth Management, LLC11,858$499K0.04%-1213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,769$410K<0.01%+3,39313F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,354$394K0.01%+10213F-HRTimelineGroup
Great Point Wealth Advisors, LLC9,266$390K0.07%13F-HRTimeline
Oceanside Advisors LLC7,962$335K0.21%013F-HRTimeline
OneDigital Investment Advisors LLC7,958$335K<0.01%-113F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,722$325K0.07%013F-HRTimeline
Mutual Advisors, LLC7,450$316K0.01%+48113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,206$303K<0.01%-81713F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC7,119$300K0.22%013F-HRTimeline
ATWOOD & PALMER INC6,635$279K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC6,429$271K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC5,950$250K<0.01%+73213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,826$245K0.09%+56713F-HRTimeline
Meredith Wealth Planning5,718$241K0.08%+6113F-HRTimeline
HighTower Advisors, LLC5,576$235K<0.01%new13F-HRTimeline
KWB Wealth5,410$225K0.02%-8213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,204$219K<0.01%013F-HRTimelineGroup
Keel Point, LLC4,863$205K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,717$198K<0.01%+3,36513F-HR/ATimelineGroup
CARDIFF PARK ADVISORS, LLC4,595$193K0.01%013F-HRTimeline
Geneos Wealth Management Inc.4,140$174K<0.01%new13F-HRTimeline
Orion Capital Management LLC3,952$166K0.06%+2,48913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,975$125K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,518$106K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,335$98.3K<0.01%013F-HRTimeline
CVA Family Office, LLC2,170$91.3K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,075$87.2K<0.01%+1,52813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,954$82.2K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,501$63.2K<0.01%+1,20213F-HRTimelineGroup
CURIO WEALTH, LLC1,349$56.8K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.581$24.4K0.02%013F-HRTimeline
Global Retirement Partners, LLC565$23.8K<0.01%+713F-HRTimeline
Nemes Rush Group LLC341$14.3K<0.01%+2613F-HRTimeline
Rossby Financial, LCC302$12.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…181$7.62K<0.01%new13F-HRTimeline
PFC CAPITAL GROUP, INC.88$3K<0.01%new13F-HRTimeline
Larson Financial Group LLC50$2.09K<0.01%+113F-HRTimeline
Spurstone Advisory Services, LLC15$6310.01%013F-HRTimeline