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Disclosery

AVIG AMERICAN CENTY ETF TR

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AVANTIS CORE FI (fund)

155 managers (156 13F filers) reported a position in AVIG shares at 2025-12-31, 45,630,798 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
155
13F filers
156
New
22
Added
75
Reduced
27
Sold out
9
Shares held by filers
45,630,798

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC6,089,059$255M1.47%+978,88613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,366,751$99.2M0.01%+1,031,31213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,775,337$74.4M0.02%+169,05913F-HRTimelineGroup
Verus Financial Partners, Inc.1,474,290$62M5.7%+73,33513F-HRTimeline
Hill Investment Group Partners, LLC1,385,146$58.1M6.91%+102,04813F-HRTimeline
Simplicity Wealth,LLC1,160,373$48.6M2.9%+66,49613F-HRTimeline
Pacific Life Fund Advisors LLC1,122,939$47.1M4.85%-13,14313F-HRTimeline
LPL Financial LLC978,173$41M0.01%+151,61213F-HRTimeline
Janney Montgomery Scott LLC934,908$39.2M0.09%+486,27813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…906,426$38M0.73%+784,30113F-HRTimelineGroup
Arax Advisory Partners774,265$32.5M0.95%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC771,101$32.3M4.88%+241,24413F-HRTimeline
BCR Wealth Strategies, LLC703,931$29.5M9.79%+26,92813F-HRTimeline
Echo Wealth Management, LLC622,214$26.1M15.23%+54,76613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC552,061$23.1M0.2%+46,63513F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…540,374$22.7M4.76%+36,29413F-HRTimeline
Centennial Wealth Advisory LLC532,233$22.3M5.9%+36,59113F-HRTimeline
Highland Financial Advisors, LLC529,715$22.2M6.16%+7,24913F-HRTimeline
Creative Planningin group Creative Planning524,440$22M0.02%+36,36113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500,600$21M<0.01%+113,64913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC417,017$17.5M0.01%+53,78313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP407,799$17.1M0.02%+29,04713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC389,351$16.3M0.29%+163,20013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding353,411$14.8M+122,250Timeline
Align Financial, LLC12,970,475$13M9.29%13F-HRTimeline
Allodium Investment Consultants, LLC278,373$11.7M5.91%+57,99113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC273,637$11.5M0.01%+60,55713F-HRTimelineGroup
Ferguson Johnson Wealth Management Inc259,748$10.9M9.06%13F-HRTimeline
Networth Advisors, LLC254,194$10.7M7.86%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP227,970$9.56M0.01%-20,82413F-HR/ATimelineGroup
&PARTNERS221,126$9.27M0.05%+123,15013F-HRTimeline
Cogent Private Wealth, Inc.203,871$8.55M6.51%13F-HRTimeline
Cresset Asset Management, LLC202,883$8.51M0.04%+11,37113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC197,719$8.29M0.01%+24,58113F-HRTimeline
Mariner, LLCin group Mariner, LLC175,300$7.35M0.01%+6,16113F-HRTimelineGroup
Trajan Wealth LLC171,930$7.21M0.3%-2,17913F-HRTimeline
Herold Advisors, Inc.163,371$6.85M1.53%+3,40713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN157,053$6.58M<0.01%+18,61713F-HRTimelineGroup
Plancorp, LLC148,512$6.23M0.19%013F-HRTimeline
Pacific Asset Management, LLC148,489$6.23M3.74%+74,62613F-HRTimeline
Allworth Financial LP146,311$6.13M0.03%+92,12613F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC145,870$6.12M0.72%+3,82913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.137,706$5.77M1.65%+15,37513F-HRTimeline
Buck Wealth Strategies, LLC137,487$5.76M0.73%-23,09913F-HRTimeline
B&D White Capital Company, LLC136,100$5.71M0.66%+2,85713F-HRTimeline
MML INVESTORS SERVICES, LLC133,225$5.59M0.01%+12,56113F-HRTimeline
Dogwood Wealth Management LLC125,536$5.26M2.32%-2,12713F-HRTimeline
CoreCap Advisors, LLC119,387$5.01M0.17%+40,93513F-HRTimeline
Mattern Wealth Management LLC114,774$4.81M0.93%+5,69013F-HRTimeline
Financial Plan, Inc.112,980$4.74M0.54%13F-HRTimeline
PLANWISER FINANCIAL, LLC109,118$4.58M3.43%+26,45513F-HR/ATimeline
Quantum Financial Advisors, LLC104,122$4.37M0.49%-1,20413F-HRTimeline
McCartney Wealth Management LLC97,874$4.1M3.54%13F-HRTimeline
Cambridge Investment Research Advisors,…92,322$3.87M0.01%+1,81613F-HRTimeline
CWM, LLCin group CWM, LLC92,105$3.86M0.01%-1,34413F-HRTimelineGroup
Independent Advisor Alliance82,381$3.45M0.08%+5,49313F-HRTimeline
Arcadia Wealth Management, Inc.82,048$3.44M1.97%+13,87713F-HRTimeline
Wheels Up Wealth, Inc.77,284$3.24M3.02%13F-HRTimeline
SC&H Financial Advisors, Inc.74,233$3.11M0.48%+5,39113F-HRTimeline
EJMK Ventures LLC73,715$3.09M1.9%13F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…71,125$2.98M1.07%-20013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED66,509$2.79M0.19%-1,00113F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC64,406$2.7M0.91%-94013F-HRTimeline
marrick wealth, LLC63,895$2.68M2.19%13F-HRTimeline
Index Fund Advisors, Inc.61,602$2.58M0.12%+1,55413F-HRTimeline
IHT Wealth Management, LLC57,369$2.41M0.06%+8,25913F-HRTimeline
Approach Retirement Advisors, LLC56,867$2.38M2.05%13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC53,683$2.25M1.6%-63713F-HRTimeline
Dynamic Advisor Solutions LLC52,329$2.19M0.07%+5,51513F-HRTimeline
Truepoint, Inc.50,927$2.13M0.05%+6013F-HRTimeline
WCG Wealth Advisors LLC50,478$2.12M0.06%+7,04513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC47,471$1.99M<0.01%+13,12913F-HRTimelineGroup
L.K. Benson & Company, P.C.38,544$1.62M0.81%+44813F-HRTimeline
WMG Financial Advisors, LLC36,921$1.55M0.64%-19013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,650$1.41M0.25%new13F-HRTimeline
Life Planning Partners, Inc31,349$1.31M1.01%+92713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,460$1.24M<0.01%new13F-HRTimelineGroup
Apella Capital, LLC26,063$1.09M0.02%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC26,026$1.09M0.49%-7,67313F-HRTimeline
Eaton-Cambridge Inc.23,267$975K0.32%-8,65513F-HRTimeline
Mach-1 Financial Group, LLC22,867$959K0.2%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding22,310$935K-952,811Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…22,173$930K0.19%+65813F-HRTimeline
Orion Capital Management LLC21,428$898K0.3%+17,47613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,893$876K0.02%+90913F-HRTimelineGroup
Elevated Capital Advisors, LLC18,355$770K0.18%-7713F-HRTimeline
Golden State Wealth Management, LLC17,930$752K0.08%+1,31113F-HRTimeline
Betterment LLC17,866$749K<0.01%+13913F-HRTimeline
COMERICA BANK17,483$733K<0.01%+15,14813F-HRTimeline
QUARRY HILL ADVISORS, LLC17,460$732K0.34%-11013F-HRTimeline
Leading Edge Financial Planning LLC17,042$714K0.16%+1,59413F-HRTimeline
Goldstone Financial Group, LLC16,788$704K0.08%-2,23513F-HRTimeline
Tillman Hartley LLC16,727$701K0.18%-10713F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,731$662K0.03%+1,28913F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska15,597$654K0.07%+88213F-HRTimelineGroup
Ares Financial Consulting, LLC13,874$582K0.55%13F-HRTimeline
ATLas Financial Planning LLC13,532$567K0.56%13F-HRTimeline
Morey & Quinn Wealth Partners, LLC13,059$547K0.39%+95013F-HRTimeline
Bank of New Hampshire12,450$522K0.12%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,358$518K<0.01%+7,64113F-HRTimelineGroup
Beaird Harris Wealth Management, LLC12,108$508K0.03%+25013F-HRTimeline
Visionary Wealth Advisors12,035$505K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,611$487K<0.01%+1,84213F-HRTimelineGroup
Certified Advisory Corp11,359$476K0.04%new13F-HRTimeline
Balance Wealth Partners LLC10,368$435K0.14%-4,31313F-HRTimeline
Accredited Investors Inc.9,944$417K0.02%new13F-HRTimeline
JDM Financial Group LLC9,914$416K0.16%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,491$398K0.01%+13713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,338$391K0.01%new13F-HRTimeline
Great Point Wealth Advisors, LLC9,266$388K0.07%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,719$366K<0.01%+3,51513F-HRTimelineGroup
WealthPlan Investment Management, LLC8,488$356K0.02%-25,64213F-HRTimeline
OneDigital Investment Advisors LLC7,867$330K<0.01%-9113F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,722$324K0.07%013F-HRTimeline
Mutual Advisors, LLC7,450$312K0.01%013F-HRTimeline
Trailhead Planners LLC7,439$312K0.31%13F-HRTimeline
Oceanside Advisors LLC7,382$309K0.19%-58013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,310$306K<0.01%+10413F-HRTimelineGroup
Jacobi Capital Management LLC7,113$298K0.02%new13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC7,090$297K0.2%-2913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,823$286K<0.01%+4,74813F-HRTimelineGroup
ATWOOD & PALMER INC6,635$278K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC6,095$256K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC6,092$255K<0.01%+14213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,875$246K0.09%+4913F-HRTimeline
Meredith Wealth Planning5,802$243K0.07%+8413F-HRTimeline
Quantinno Capital Management LP5,664$237K<0.01%new13F-HRTimeline
55 North Private Wealth, LLC5,664$237K0.06%13F-HRTimeline
Foundations Investment Advisors, LLC5,565$233K<0.01%-86413F-HRTimeline
FIRST AMERICAN TRUST, FSB5,491$230K0.02%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,952$208K0.03%new13F-HRTimeline
Keel Point, LLC4,863$204K0.01%013F-HRTimeline
NWAM LLC4,763$200K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.4,690$197K0.08%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,595$193K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,975$125K<0.01%013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,534$106K<0.01%+1613F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,436$102K<0.01%-1,70413F-HRTimeline
CVA Family Office, LLC2,170$91K0.01%013F-HRTimeline
CURIO WEALTH, LLC1,349$56.6K0.02%013F-HRTimeline
SHP Wealth Management730$30.6K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC647$27.1K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC603$25.3K0.01%new13F-HRTimeline
Global Retirement Partners, LLC573$24K<0.01%+813F-HRTimeline
Quest 10 Wealth Builders, Inc.538$22.6K0.02%-4313F-HRTimeline
Kingdom Financial Group LLC.479$20.1K0.01%-33,61413F-HRTimeline
Nemes Rush Group LLC341$14.3K<0.01%013F-HRTimeline
Rossby Financial, LCC302$12.7K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.204$8K<0.01%+11613F-HRTimeline
POM Investment Strategies, LLC163$6.83K<0.01%new13F-HRTimeline
Key Capital Management, INC66$2.77K<0.01%13F-HRTimeline
Larson Financial Group LLC50$2.11K<0.01%013F-HRTimeline
Sound Income Strategies, LLC33$1.39K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC15$6290.01%013F-HRTimeline
SIGNATUREFD, LLC0$4<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.