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Avantis Core Fixed Income ETF (AVIG) Institutional Ownership

Avantis Core Fixed Income ETF logo
$40.78 -0.10 (-0.24%)
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)
13
Total
Institutional Inflows
(last 12 months)
$587.16M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$47.93K
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AVIG Institutional Buying and Selling by Quarter

Avantis Core Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 C M Bidwell & Associates Ltd.6,117$258K0.1%N/A0.013%
7/10/2026 Lam Group Inc.1,785$74K0.0%+17,750.0%0.004%
7/9/2026 Ares Financial Consulting LLC5,636$233K0.2%-9.2%0.012%
7/7/2026 CoreCap Advisors LLC164,608$6.82M0.2%+24.0%0.353%
6/3/2026 NewEdge Advisors LLC719$30K0.0%N/A0.002%
5/21/2026JDM Financial Group LLC10,658$443K0.1%+7.5%0.025%
5/6/2026FSA Advisors Inc.6,016$250K0.2%N/A0.014%
4/22/2026 Janney Montgomery Scott LLC1,362,193$56.59M0.1%+45.7%3.220%
2/18/2026 Align Financial LLC12,970,475$543.76M2.4%N/A34.496%
2/13/2026 Golden State Wealth Management LLC17,930$752K0.1%+7.9%0.048%
2/11/2026 Janney Montgomery Scott LLC934,908$39.19M0.1%+108.4%2.486%
2/2/2026JDM Financial Group LLC9,914$416K0.1%N/A0.026%
1/30/2026 Ares Financial Consulting LLC13,874$582K0.5%N/A0.037%
1/23/2026 Farther Finance Advisors LLC647$27K0.0%N/A0.002%
1/15/2026 Lodestone Wealth Management LLC603$25K0.0%N/A0.002%
1/13/2026 CoreCap Advisors LLC119,387$5.01M0.2%+52.2%0.323%
1/1/2026 JPMorgan Chase & Co.4,717$198K0.0%+248.9%0.014%
11/13/2025Betterment LLC17,727$746K0.0%-3.2%0.053%
11/7/2025 JPMorgan Chase & Co.4,717$198K0.0%+248.9%0.014%
11/3/2025 Golden State Wealth Management LLC16,619$699K0.1%+4.8%0.050%
10/22/2025 CoreCap Advisors LLC78,452$3.30M0.1%+6.8%0.242%
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%
5/15/2025Betterment LLC18,120$750K0.0%+21.1%0.069%
5/14/2025Flow Traders U.S. LLC82,690$3.42M0.1%+587.4%0.311%
4/24/2025Golden State Wealth Management LLC15,105$625K0.1%+11.3%0.057%
4/23/2025Golden State Wealth Management LLC30,201$1.25M0.1%+122.5%0.114%
2/17/2025Baird Financial Group Inc.6,185$251K0.0%+10.8%0.035%
2/14/2025Betterment LLC14,967$607K0.0%+52.6%0.086%
2/10/2025Curio Wealth LLC1,398$57K0.0%N/A0.008%
2/10/2025Farther Finance Advisors LLC1,501$61K0.0%-98.9%0.009%
1/28/2025Golden State Wealth Management LLC13,571$551K0.1%N/A0.078%
11/14/2024Flow Traders U.S. LLC21,853$929K0.0%+155.6%0.125%
10/29/2024Farther Finance Advisors LLC141,187$6.00M0.2%+146.7%0.807%
10/25/2024Strategic Blueprint LLC86,727$3.69M0.2%-0.5%0.496%
8/16/2024Magnolia Capital Advisors LLC44,797$1.83M0.1%N/A0.256%
7/31/2024Farther Finance Advisors LLC57,220$2.31M0.1%+16.2%0.327%
7/27/2024Strategic Blueprint LLC87,122$3.55M0.2%+1.8%0.498%
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4/23/2024Strategic Blueprint LLC85,620$3.53M0.3%+0.7%0.496%
2/9/2024EverSource Wealth Advisors LLC55,231$2.31M0.2%+0.7%0.474%
2/2/2024Magnolia Capital Advisors LLC45,609$1.89M1.4%N/A0.391%
1/25/2024Strategic Blueprint LLC84,984$3.56M0.3%+2.5%0.729%
11/4/2023EverSource Wealth Advisors LLC54,826$2.17M0.2%+3.7%0.471%
10/18/2023Strategic Blueprint LLC82,940$3.29M0.3%-0.6%0.712%
9/12/2023Farther Finance Advisors LLC35,221$1.46M0.3%+135.1%0.302%
8/4/2023EverSource Wealth Advisors LLC52,862$2.19M0.2%-1.7%0.554%
5/11/2023EverSource Wealth Advisors LLC53,775$2.27M0.3%-2.5%0.563%
4/28/2023Strategic Blueprint LLC79,905$3.37M0.3%-1.9%0.935%
4/18/2023WMG Financial Advisors LLC47,398$3.89M3.2%-13.1%0.554%
2/13/2023Wealthcare Advisory Partners LLC11,363$466K0.0%+17.0%0.133%
2/10/2023WMG Financial Advisors LLC54,530$2.23M1.9%-0.7%0.638%
2/9/2023EverSource Wealth Advisors LLC55,133$2.26M0.3%+0.8%0.645%
1/26/2023Strategic Blueprint LLC81,434$3.34M0.4%+7.4%0.975%
11/15/2022Magnolia Capital Advisors LLC49,690$2.01M1.7%+0.7%0.887%
11/8/2022Strategic Blueprint LLC75,845$3.07M0.4%-1.1%1.354%
11/7/2022EverSource Wealth Advisors LLC54,707$2.21M0.5%+7.0%0.977%
10/26/2022B&D White Capital Company LLC42,077$1.70M0.6%-2.6%0.772%
7/14/2022B&D White Capital Company LLC43,187$1.85M0.8%+0.6%0.771%


AVIG Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Avantis Core Fixed Income ETF. The most heavily invested institutionals were Align Financial LLC ($543.76M), Janney Montgomery Scott LLC ($56.59M), CoreCap Advisors LLC ($6.82M), Strategic Blueprint LLC ($3.69M), Flow Traders U.S. LLC ($3.42M), Magnolia Capital Advisors LLC ($1.83M), and Golden State Wealth Management LLC ($752K).Learn more on Avantis Core Fixed Income ETF's institutional investors.

Of the 19 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: Align Financial LLC ($12.97M), Janney Montgomery Scott LLC ($913.56K), Farther Finance Advisors LLC ($84.61K), Flow Traders U.S. LLC ($83.96K), CoreCap Advisors LLC ($77.77K), Magnolia Capital Advisors LLC ($44.80K), and Golden State Wealth Management LLC ($34.56K).

Institutional investors have bought a total of 14,011,025 shares in the last 24 months. This purchase volume represents approximately $587.16M in transactions.

The following institutional investors have sold Avantis Core Fixed Income ETF stock in the last 24 months: Betterment LLC ($578.00), and Ares Financial Consulting LLC ($570.00).

Institutional investors have sold a total of 1,148 shares in the last 24 months. This volume of shares sold represents approximately $47.93K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:AVIG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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