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Avantis Core Fixed Income ETF (AVIG) Institutional Ownership

Avantis Core Fixed Income ETF logo
$41.84 +0.05 (+0.12%)
Closing price 04:10 PM Eastern
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$41.84 -0.01 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Avantis Core Fixed Income ETF (NYSEARCA:AVIG)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$9.44M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$5.68M
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AVIG Institutional Buying and Selling by Quarter

Avantis Core Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 JPMorgan Chase & Co.1,352$56K0.0%N/A0.005%
8/6/2025 Golden State Wealth Management LLC15,852$660K0.1%+4.9%0.059%
7/31/2025 Curio Wealth LLC1,349$56K0.0%+67,350.0%0.005%
7/9/2025 Bank of New Hampshire12,450$518K0.1%N/A0.047%
5/15/2025 Betterment LLC18,120$750K0.0%+21.1%0.069%
5/14/2025 Flow Traders U.S. LLC82,690$3.42M0.1%+587.4%0.311%
4/24/2025 Golden State Wealth Management LLC15,105$625K0.1%+11.3%0.057%
4/23/2025 Golden State Wealth Management LLC30,201$1.25M0.1%+122.5%0.114%
2/17/2025 Baird Financial Group Inc.6,185$251K0.0%+10.8%0.035%
2/14/2025 Betterment LLC14,967$607K0.0%+52.6%0.086%
2/10/2025 Curio Wealth LLC1,398$57K0.0%N/A0.008%
2/10/2025 Farther Finance Advisors LLC1,501$61K0.0%-98.9%0.009%
1/28/2025 Golden State Wealth Management LLC13,571$551K0.1%N/A0.078%
11/14/2024 Flow Traders U.S. LLC21,853$929K0.0%+155.6%0.125%
10/29/2024 Farther Finance Advisors LLC141,187$6.00M0.2%+146.7%0.807%
10/25/2024 Strategic Blueprint LLC86,727$3.69M0.2%-0.5%0.496%
8/16/2024 Magnolia Capital Advisors LLC44,797$1.83M0.1%N/A0.256%
7/31/2024 Farther Finance Advisors LLC57,220$2.31M0.1%+16.2%0.327%
7/27/2024 Strategic Blueprint LLC87,122$3.55M0.2%+1.8%0.498%
4/23/2024 Strategic Blueprint LLC85,620$3.53M0.3%+0.7%0.496%
2/9/2024 EverSource Wealth Advisors LLC55,231$2.31M0.2%+0.7%0.474%
2/2/2024 Magnolia Capital Advisors LLC45,609$1.89M1.4%N/A0.391%
1/25/2024 Strategic Blueprint LLC84,984$3.56M0.3%+2.5%0.729%
11/4/2023 EverSource Wealth Advisors LLC54,826$2.17M0.2%+3.7%0.471%
10/18/2023 Strategic Blueprint LLC82,940$3.29M0.3%-0.6%0.712%
9/12/2023 Farther Finance Advisors LLC35,221$1.46M0.3%+135.1%0.302%
8/4/2023 EverSource Wealth Advisors LLC52,862$2.19M0.2%-1.7%0.554%
5/11/2023 EverSource Wealth Advisors LLC53,775$2.27M0.3%-2.5%0.563%
4/28/2023 Strategic Blueprint LLC79,905$3.37M0.3%-1.9%0.935%
4/18/2023 WMG Financial Advisors LLC47,398$3.89M3.2%-13.1%0.554%
2/13/2023 Wealthcare Advisory Partners LLC11,363$466K0.0%+17.0%0.133%
2/10/2023 WMG Financial Advisors LLC54,530$2.23M1.9%-0.7%0.638%
2/9/2023 EverSource Wealth Advisors LLC55,133$2.26M0.3%+0.8%0.645%
1/26/2023 Strategic Blueprint LLC81,434$3.34M0.4%+7.4%0.975%
11/15/2022 Magnolia Capital Advisors LLC49,690$2.01M1.7%+0.7%0.887%
11/8/2022 Strategic Blueprint LLC75,845$3.07M0.4%-1.1%1.354%
11/7/2022 EverSource Wealth Advisors LLC54,707$2.21M0.5%+7.0%0.977%
10/26/2022 B&D White Capital Company LLC42,077$1.70M0.6%-2.6%0.772%
7/14/2022 B&D White Capital Company LLC43,187$1.85M0.8%+0.6%0.771%
5/10/2022 B&D White Capital Company LLC42,924$1.95M0.6%+10.2%0.850%
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2/8/2022 B&D White Capital Company LLC38,941$1.90M0.6%+39.1%1.693%
1/26/2022 Magnolia Capital Advisors LLC49,607$2.42M0.7%+2.1%2.157%
11/10/2021 Magnolia Capital Advisors LLC48,586$2.39M0.8%+5.5%2.699%
10/27/2021 B&D White Capital Company LLC27,991$1.38M0.5%N/A1.647%
(Data available from 1/1/2016 forward)

AVIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVIG shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Avantis Core Fixed Income ETF. The most heavily invested institutionals were Strategic Blueprint LLC ($3.69M), Flow Traders U.S. LLC ($3.42M), EverSource Wealth Advisors LLC ($2.31M), Magnolia Capital Advisors LLC ($1.83M), Betterment LLC ($750K), Golden State Wealth Management LLC ($660K), and Bank of New Hampshire ($518K).Learn more on Avantis Core Fixed Income ETF's institutional investors.

Which institutional investors have been buying Avantis Core Fixed Income ETF's stock?

Of the 11 institutional investors that purchased Avantis Core Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farther Finance Advisors LLC ($112.20K), Magnolia Capital Advisors LLC ($90.41K), Flow Traders U.S. LLC ($83.96K), Golden State Wealth Management LLC ($32.48K), Bank of New Hampshire ($12.45K), Betterment LLC ($8.31K), and Strategic Blueprint LLC ($4.18K).

How much institutional buying is happening at Avantis Core Fixed Income ETF?

Institutional investors have bought a total of 225,872 shares in the last 24 months. This purchase volume represents approximately $9.44M in transactions.

Which of Avantis Core Fixed Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Avantis Core Fixed Income ETF stock in the last 24 months: Farther Finance Advisors LLC ($139.69K), and Strategic Blueprint LLC ($395.00).

How much institutional selling is happening at Avantis Core Fixed Income ETF?

Institutional investors have sold a total of 140,081 shares in the last 24 months. This volume of shares sold represents approximately $5.68M in transactions.



This page (NYSEARCA:AVIG) was last updated on 8/28/2025 by MarketBeat.com Staff
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