Skip to content
Disclosery

AVIG AMERICAN CENTY ETF TR

Follow

AVANTIS CORE FI (fund)

178 managers (180 13F filers) reported a position in AVIG shares at 2026-03-31, 35,235,882 shares in all. 28 filers opened a position and 7 filers sold out during the quarter.

Managers
178
13F filers
180
New
28
Added
85
Reduced
40
Sold out
7
Shares held by filers
35,235,882

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC6,535,001$271M1.47%+445,94213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,296,805$95.4M0.01%-69,94613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,879,519$78.1M0.02%+104,18213F-HRTimelineGroup
Verus Financial Partners, Inc.1,531,531$63.8M5.73%+57,24113F-HRTimeline
Janney Montgomery Scott LLC1,362,193$56.6M0.14%+427,28513F-HRTimeline
Simplicity Wealth,LLC1,212,470$50.4M2.85%+52,09713F-HRTimeline
LPL Financial LLC996,640$41.4M0.01%+18,46713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…972,985$40.4M0.73%+66,55913F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC799,615$33.2M5.03%+28,51413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC781,349$32.5M0.02%+507,71213F-HRTimelineGroup
Echo Wealth Management, LLC775,059$32.2M18.54%+152,84513F-HRTimeline
BCR Wealth Strategies, LLC773,308$32.1M10.07%+69,37713F-HRTimeline
Hill Investment Group Partners, LLC741,653$30.8M3.4%-643,49313F-HRTimeline
Pacific Life Fund Advisors LLC705,542$29.3M3.37%-417,39713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC634,134$26.3M0.21%+82,07313F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…593,902$24.7M4.91%+53,52813F-HRTimeline
Highland Financial Advisors, LLC564,832$23.5M6.2%+35,11713F-HRTimeline
Centennial Wealth Advisory LLC552,565$23M5.56%+20,33213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC509,320$21.2M0.01%+92,30313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA508,741$21.1M<0.01%+8,14113F-HRTimelineGroup
LexAurum Advisors, LLC497,767$20.7M2.68%13F-HRTimeline
Creative Planningin group Creative Planning490,317$20.4M0.01%-34,12313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP405,967$16.9M0.02%-1,83213F-HRTimelineGroup
Allodium Investment Consultants, LLC353,037$14.7M7.02%+74,66413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC332,974$13.8M<0.01%new13F-HRTimelineGroup
Align Financial, LLC331,091$13.8M7.82%-12,639,38413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding325,975$13.5M-27,436Timeline
Ferguson Johnson Wealth Management Inc271,782$11.3M9.16%+12,03413F-HRTimeline
Networth Advisors, LLC265,689$11M7.8%+11,49513F-HRTimeline
Cresset Asset Management, LLC260,667$10.8M0.05%+57,78413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP231,514$9.62M0.01%+3,54413F-HRTimelineGroup
Cogent Private Wealth, Inc.230,844$9.59M6.92%+26,97313F-HRTimeline
Allworth Financial LP228,684$9.5M0.04%+82,37313F-HRTimeline
&PARTNERS221,126$9.19M0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC217,118$9.02M0.01%+19,39913F-HRTimeline
Pacific Asset Management, LLC187,221$7.78M4.34%+38,73213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN186,022$7.73M<0.01%+28,96913F-HR/ATimelineGroup
Trajan Wealth LLC185,766$7.72M0.31%+13,83613F-HRTimeline
Mariner, LLCin group Mariner, LLC182,226$7.57M0.01%+6,92613F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC182,141$7.57M1.2%new13F-HRTimeline
Herold Advisors, Inc.174,440$7.25M1.59%+11,06913F-HRTimeline
EJMK Ventures LLC164,710$6.84M3.82%+90,99513F-HRTimeline
MML INVESTORS SERVICES, LLC153,945$6.39M0.02%+20,72013F-HRTimeline
Financial Plan, Inc.151,511$6.29M0.67%+38,53113F-HRTimeline
Plancorp, LLC148,512$6.18M0.18%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC146,079$6.07M0.73%+20913F-HRTimeline
B&D White Capital Company, LLC140,692$5.84M0.72%+4,59213F-HRTimeline
CoreCap Advisors, LLC132,785$5.52M0.19%+13,39813F-HRTimeline
Buck Wealth Strategies, LLC130,675$5.43M0.67%-6,81213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.129,417$5.38M1.54%-8,28913F-HRTimeline
Dogwood Wealth Management LLC124,700$5.18M2.25%-83613F-HRTimeline
Mattern Wealth Management LLC113,392$4.71M0.92%-1,38213F-HRTimeline
CWM, LLCin group CWM, LLC108,363$4.5M0.01%+16,25813F-HRTimelineGroup
Arax Advisory Partners106,682$4.43M0.13%-667,58313F-HRTimeline
Werba Rubin Papier Wealth Management104,369$4.34M0.6%new13F-HRTimeline
Quantum Financial Advisors, LLC101,015$4.2M0.47%-3,10713F-HRTimeline
Cambridge Investment Research Advisors,…99,901$4.15M0.01%+7,57913F-HRTimeline
McCartney Wealth Management LLC99,485$4.13M3.48%+1,61113F-HRTimeline
Arcadia Wealth Management, Inc.93,930$3.9M2.11%+11,88213F-HRTimeline
PLANWISER FINANCIAL, LLC88,927$3.71M2.69%-20,19113F-HRTimeline
Independent Advisor Alliance87,741$3.64M0.04%+5,36013F-HRTimeline
SC&H Financial Advisors, Inc.87,365$3.63M0.55%+13,13213F-HRTimeline
Wheels Up Wealth, Inc.77,887$3.24M3.04%+60313F-HRTimeline
Vestmark Advisory Solutions, Inc.76,997$3.2M0.04%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding73,357$3.05M+51,047Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…70,721$2.94M0.99%-40413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC69,408$2.88M<0.01%+21,93713F-HRTimelineGroup
IHT Wealth Management, LLC67,629$2.81M0.07%+10,26013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED67,246$2.79M0.2%+73713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,295$2.75M<0.01%new13F-HRTimelineGroup
Index Fund Advisors, Inc.64,421$2.68M0.12%+2,81913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC62,100$2.58M0.93%-2,30613F-HRTimeline
Approach Retirement Advisors, LLC60,203$2.5M2.08%+3,33613F-HRTimeline
marrick wealth, LLC58,093$2.41M2.03%-5,80213F-HRTimeline
WCG Wealth Advisors LLC55,518$2.31M0.06%+5,04013F-HRTimeline
Dynamic Advisor Solutions LLC52,767$2.19M0.07%+43813F-HRTimeline
Spectrum Advisors, Inc.51,558$2.14M1.69%13F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC46,790$1.94M1.31%-6,89313F-HRTimeline
Truepoint, Inc.41,917$1.74M0.04%-9,01013F-HRTimeline
Clarity Asset Management, Inc.40,629$1.69M0.85%new13F-HRTimeline
GTS SECURITIES LLC40,341$1.68M0.06%new13F-HRTimeline
L.K. Benson & Company, P.C.38,732$1.61M0.53%+18813F-HRTimeline
WMG Financial Advisors, LLC36,476$1.52M0.63%-44513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC35,441$1.47M0.25%+1,79113F-HRTimeline
Life Planning Partners, Inc32,091$1.33M1.02%+74213F-HRTimeline
Orion Capital Management LLC30,007$1.25M0.43%+8,57913F-HRTimeline
Leading Edge Financial Planning LLC29,726$1.23M0.26%+12,68413F-HRTimeline
FLOW TRADERS U.S. LLC29,245$1.22M0.04%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC29,211$1.21M0.18%+24,25913F-HRTimeline
Apella Capital, LLC28,466$1.19M0.02%+2,40313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,486$1.18M<0.01%-97413F-HRTimelineGroup
Visionary Wealth Advisors27,004$1.12M0.05%+14,96913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…26,666$1.11M0.23%+4,49313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC25,857$1.07M0.51%-16913F-HRTimeline
Certified Advisory Corp25,490$1.06M0.09%+14,13113F-HRTimeline
Tillman Hartley LLC24,378$1.01M0.25%+7,65113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,821$986K<0.01%+11,46313F-HR/ATimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …23,740$984K0.02%+8,00913F-HRTimelineGroup
Betterment LLC21,691$901K<0.01%+3,82513F-HRTimeline
QUARRY HILL ADVISORS, LLC21,431$897K0.37%+3,97113F-HRTimeline
Eaton-Cambridge Inc.20,962$871K0.27%-2,30513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC20,854$866K0.49%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,815$865K0.02%+11,47713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS20,571$855K0.76%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…19,958$829K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,117$787K<0.01%+7,50613F-HRTimelineGroup
3 FACTOR INDEXING, LLC18,476$767K0.72%13F-HRTimeline
Goldstone Financial Group, LLC16,550$688K0.07%-23813F-HRTimeline
Visionary Horizons, LLC15,761$655K0.32%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska15,470$643K0.07%-12713F-HRTimelineGroup
Elevated Capital Advisors, LLC14,423$599K0.15%-3,93213F-HRTimeline
ATLas Financial Planning LLC13,532$562K0.5%013F-HRTimeline
Jacobi Capital Management LLC13,211$549K0.03%+6,09813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,130$545K0.01%-7,76313F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC12,734$529K0.38%-32513F-HRTimeline
Bank of New Hampshire12,445$517K0.12%-513F-HRTimeline
Beaird Harris Wealth Management, LLC11,865$493K0.03%-24313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,754$488K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,901$453K<0.01%new13F-HR/ATimelineGroup
JDM Financial Group LLC10,658$443K0.17%+74413F-HRTimeline
Triad Wealth Partners, LLC10,131$421K0.03%new13F-HRTimeline
Accredited Investors Inc.9,944$413K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC9,595$399K<0.01%+1,72813F-HRTimeline
Merit Financial Group, LLC9,560$397K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC9,368$389K<0.01%+3,80313F-HRTimeline
Great Point Wealth Advisors, LLC9,265$385K0.07%-113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,011$375K<0.01%+29213F-HRTimelineGroup
Oceanside Advisors LLC8,714$362K0.21%+1,33213F-HRTimeline
WealthPlan Investment Management, LLC8,123$337K0.02%-36513F-HRTimeline
Mutual Advisors, LLC8,044$334K0.01%+59413F-HRTimeline
KEB ASSET MANAGEMENT, LLC7,722$321K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,675$319K<0.01%+85213F-HRTimelineGroup
Beverly Hills Private Wealth, LLC7,556$314K0.05%new13F-HRTimeline
Trailhead Planners LLC7,439$309K0.3%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC6,857$285K0.18%-23313F-HRTimeline
ATWOOD & PALMER INC6,635$276K0.02%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.6,565$273K0.09%+69013F-HRTimeline
Beacon Pointe Advisors, LLC6,506$270K<0.01%+41113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,329$263K<0.01%-98113F-HRTimelineGroup
Beacon Capital Management, LLC6,281$261K0.05%new13F-HRTimeline
Freedom Financial Partners LLC6,212$258K0.09%new13F-HRTimeline
Ares Financial Consulting, LLC6,206$258K0.2%-7,66813F-HRTimeline
Kingsview Wealth Management, LLC6,092$253K<0.01%013F-HRTimeline
FSA Advisors, Inc.6,016$250K0.16%new13F-HRTimeline
Quantinno Capital Management LP5,664$235K<0.01%013F-HRTimeline
55 North Private Wealth, LLC5,664$235K0.06%013F-HRTimeline
FIRST AMERICAN TRUST, FSB5,491$228K0.02%013F-HRTimeline
Keel Point, LLC4,863$202K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,595$191K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,535$147K<0.01%+1,00113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,975$124K<0.01%013F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT2,805$117K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,453$102K<0.01%+1713F-HRTimeline
CVA Family Office, LLC2,170$90.1K0.01%013F-HRTimeline
Abound Wealth Management1,929$80.1K0.02%new13F-HRTimeline
CURIO WEALTH, LLC1,349$56K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,231$51K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quest 10 Wealth Builders, Inc.1,124$46.7K0.04%+58613F-HRTimeline
SHP Wealth Management722$30K<0.01%-813F-HRTimeline
NewEdge Advisors, LLC719$29.9K<0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC647$26.9K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC607$25.2K0.01%+413F-HR/ATimeline
Lloyd Advisory Services, LLC.444$18.4K0.01%-4,24613F-HRTimeline
Kingdom Financial Group LLC.444$18.4K0.01%-3513F-HRTimeline
Destiny Wealth Partners, LLC408$16.9K<0.01%new13F-HRTimeline
Nemes Rush Group LLC341$14.2K<0.01%013F-HRTimeline
RHL GROUP, LLC329$13.7K0.01%new13F-HRTimeline
Rossby Financial, LCC302$12.6K<0.01%013F-HRTimeline
PFC CAPITAL GROUP, INC.204$8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…64$2.66K<0.01%new13F-HR/ATimelineGroup
Golden State Wealth Management, LLC63$2.65K<0.01%-17,86713F-HRTimeline
Larson Financial Group LLC51$2.1K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC42$1.75K<0.01%+913F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC18$748<0.01%13F-HRTimelineGroup
Spurstone Advisory Services, LLC15$6230.01%013F-HRTimeline
LAM GROUP, INC.10$415<0.01%new13F-HRTimeline
Key Capital Management, INC7$291<0.01%-5913F-HRTimeline
SIGNATUREFD, LLC0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.