AVIG Institutional Ownership
Avantis Core Fixed Income ETF
1W: -0.6%
1M: -2.6%
3M: -4.6%
YTD: -5.7%
1Y: -5.3%
3Y: +10.6%
5Y: -6.5%
$39.38
-0.10 (-0.25%)
Weekly Expected Move ±0.8%
$39
$39
$39
$40
$40
Overview
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Holdings
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Institutional Ownership — AVIG
202
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
25
New Positions
105
Increased
52
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (209 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 6,527,797 | $257M | -7,204 | -0.1% | 22Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,802,723 | $110M | +505,918 | +22.0% | 7Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 2,065,939 | $81M | +186,420 | +9.9% | 22Q | SEC ↗ |
| 4 | AMERICAN CENTURY COMPANIES INC | 1,570,423 | $62M | +789,074 | +101.0% | 12Q | SEC ↗ |
| 5 | Verus Financial Partners, Inc. | 1,555,647 | $61M | +24,116 | +1.6% | 16Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 1,453,103 | $57M | +90,910 | +6.7% | 4Q | SEC ↗ |
| 7 | Simplicity Wealth,LLC | 1,283,956 | $51M | +71,486 | +5.9% | 6Q | SEC ↗ |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 1,151,126 | $45M | +178,141 | +18.3% | 10Q | SEC ↗ |
| 9 | REGATTA CAPITAL GROUP, LLC | 865,475 | $34M | +65,860 | +8.2% | 11Q | SEC ↗ |
| 10 | BCR Wealth Strategies, LLC | 853,777 | $34M | +80,469 | +10.4% | 19Q | SEC ↗ |
| 11 | Echo Wealth Management, LLC | 828,460 | $33M | +53,401 | +6.9% | 6Q | SEC ↗ |
| 12 | LPL Financial LLC | 811,747 | $32M | -184,893 | -18.6% | 16Q | SEC ↗ |
| 13 | Pacific Life Fund Advisors LLC | 754,164 | $30M | +48,622 | +6.9% | 15Q | SEC ↗ |
| 14 | PARK AVENUE SECURITIES LLC | 708,154 | $28M | +74,020 | +11.7% | 20Q | SEC ↗ |
| 15 | Allegiance Financial Group Advisory Se | 683,919 | $27M | +90,017 | +15.2% | 15Q | SEC ↗ |
| 16 | Hill Investment Group Partners, LLC | 667,155 | $26M | -74,498 | -10.0% | 19Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 651,414 | $26M | +142,094 | +27.9% | 7Q | SEC ↗ |
| 18 | Highland Financial Advisors, LLC | 594,740 | $23M | +29,908 | +5.3% | 17Q | SEC ↗ |
| 19 | Centennial Wealth Advisory LLC | 553,222 | $22M | +657 | +0.1% | 22Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 526,744 | $21M | +18,003 | +3.5% | 15Q | SEC ↗ |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 526,067 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Creative Planning | 521,414 | $21M | +31,097 | +6.3% | 11Q | SEC ↗ |
| 23 | LexAurum Advisors, LLC | 514,015 | $20M | +16,248 | +3.3% | 2Q | SEC ↗ |
| 24 | Garrett Wealth Advisory Group, LLC NEW | 497,752 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 25 | TRUIST FINANCIAL CORP | 417,865 | $16M | +11,898 | +2.9% | 4Q | SEC ↗ |
| 26 | CONTINUUM WEALTH ADVISORS, LLC NEW | 413,351 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Allodium Investment Consultants, LLC | 383,166 | $15M | +30,129 | +8.5% | 7Q | SEC ↗ |
| 28 | Align Financial, LLC | 363,191 | $14M | +32,100 | +9.7% | 3Q | SEC ↗ |
| 29 | Cresset Asset Management, LLC | 347,406 | $14M | +86,739 | +33.3% | 9Q | SEC ↗ |
| 30 | Networth Advisors, LLC | 303,799 | $12M | +38,110 | +14.3% | 3Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 300,686 | $12M | +114,664 | +61.6% | 8Q | SEC ↗ |
| 32 | Allworth Financial LP | 289,797 | $11M | +61,113 | +26.7% | 15Q | SEC ↗ |
| 33 | Ferguson Johnson Wealth Management Inc | 288,554 | $11M | +16,772 | +6.2% | 3Q | SEC ↗ |
| 34 | Kestra Investment Management, LLC | 284,724 | $11M | +59,600 | +26.5% | 7Q | SEC ↗ |
| 35 | Cogent Private Wealth, Inc. | 273,103 | $11M | +42,259 | +18.3% | 3Q | SEC ↗ |
| 36 | EJMK Ventures LLC | 257,533 | $10M | +92,823 | +56.4% | 3Q | SEC ↗ |
| 37 | Corient Private Wealth LP | 242,321 | $10M | +10,807 | +4.7% | 15Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 235,829 | $9M | +18,711 | +8.6% | 18Q | SEC ↗ |
| 39 | Wealth Alliance Advisory Group, LLC | 222,640 | $9M | +40,499 | +22.2% | 2Q | SEC ↗ |
| 40 | Trajan Wealth LLC | 204,416 | $8M | +18,650 | +10.0% | 10Q | SEC ↗ |
| 41 | Pacific Asset Management, LLC | 195,503 | $8M | +8,282 | +4.4% | 7Q | SEC ↗ |
| 42 | GTS SECURITIES LLC | 193,793 | $8M | +153,452 | +380.4% | 2Q | SEC ↗ |
| 43 | Herold Advisors, Inc. | 188,219 | $7M | +13,779 | +7.9% | 11Q | SEC ↗ |
| 44 | Financial Plan, Inc. | 172,083 | $7M | +20,572 | +13.6% | 3Q | SEC ↗ |
| 45 | CoreCap Advisors, LLC | 164,608 | $6M | +31,823 | +24.0% | 8Q | SEC ↗ |
| 46 | ENDEAVOR PRIVATE WEALTH, INC. | 154,878 | $6M | +25,461 | +19.7% | 7Q | SEC ↗ |
| 47 | Werba Rubin Papier Wealth Management | 153,581 | $6M | +49,212 | +47.2% | 2Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 148,924 | $6M | -5,021 | -3.3% | 13Q | SEC ↗ |
| 49 | Private Advisor Group, LLC NEW | 148,583 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Plancorp, LLC | 148,512 | $6M | — | +0.0% | 21Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 526,067 | $21M |
| Garrett Wealth Advisory Group, LLC | 497,752 | $20M |
| CONTINUUM WEALTH ADVISORS, LLC | 413,351 | $16M |
| Private Advisor Group, LLC | 148,583 | $6M |
| Savant Capital, LLC | 133,497 | $5M |
| Copper Harbor Investment Advisors, | 79,911 | $3M |
| OLD MISSION CAPITAL LLC | 57,721 | $2M |
| CAP Partners, LLC | 53,855 | $2M |
| Spectrum Advisors, Inc. | 51,558 | $2M |
| Diversify Advisory Services, LLC | 47,208 | $2M |
| Elser Financial Planning, Inc | 12,965 | $511K |
| Richmond Brothers, Inc. | 8,600 | $339K |
| XY Planning Network, Inc. | 8,438 | $332K |
| Gotham Asset Management, LLC | 6,574 | $259K |
| Boomfish Wealth Group, LLC | 6,049 | $238K |
| Freedom Day Solutions, LLC | 5,717 | $225K |
| NWAM LLC | 5,100 | $201K |
| IFG Advisory, LLC | 1,793 | $71K |
| PNC Financial Services Group, Inc. | 721 | $28K |
| Global Retirement Partners, LLC | 583 | $23K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| &PARTNERS | 221,126 | $9M |
| Mariner, LLC | 182,226 | $7M |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | 35,441 | $1M |
| FLOW TRADERS U.S. LLC | 29,245 | $1M |
| Mach-1 Financial Group, LLC | 22,867 | $901K |
| Balance Wealth, LLC | 10,368 | $408K |
| Triad Wealth Partners, LLC | 10,131 | $399K |
| Accredited Investors Inc. | 9,944 | $392K |
| Wealthcare Advisory Partners LLC | 9,491 | $374K |
| Beverly Hills Private Wealth, LLC | 7,556 | $298K |
| Trailhead Planners LLC | 7,439 | $293K |
| Meredith Wealth Planning | 5,802 | $228K |
| 55 North Private Wealth, LLC | 5,664 | $223K |
| Quantinno Capital Management LP | 5,664 | $223K |
| Abound Wealth Management | 1,929 | $76K |
| CURIO WEALTH, LLC | 1,349 | $53K |
| HANTZ FINANCIAL SERVICES, INC. | 1,231 | $48K |
| NewEdge Advisors, LLC | 719 | $28K |
| Farther Finance Advisors, LLC | 647 | $25K |
| Destiny Wealth Partners, LLC | 408 | $16K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +789,074 | +101.0% | 1,570,423 |
| MORGAN STANLEY | +505,918 | +22.0% | 2,802,723 |
| ENVESTNET ASSET MANAGEMENT INC | +186,420 | +9.9% | 2,065,939 |
| GREAT VALLEY ADVISOR GROUP, INC. | +178,141 | +18.3% | 1,151,126 |
| GTS SECURITIES LLC | +153,452 | +380.4% | 193,793 |
| RAYMOND JAMES FINANCIAL INC | +142,094 | +27.9% | 651,414 |
| WELLS FARGO & COMPANY/MN | +114,664 | +61.6% | 300,686 |
| EJMK Ventures LLC | +92,823 | +56.4% | 257,533 |
| Janney Montgomery Scott LLC | +90,910 | +6.7% | 1,453,103 |
| Allegiance Financial Group Advisory | +90,017 | +15.2% | 683,919 |
| OSAIC HOLDINGS, INC. | +88,633 | +1154.8% | 96,308 |
| Cresset Asset Management, LLC | +86,739 | +33.3% | 347,406 |
| BCR Wealth Strategies, LLC | +80,469 | +10.4% | 853,777 |
| PARK AVENUE SECURITIES LLC | +74,020 | +11.7% | 708,154 |
| Simplicity Wealth,LLC | +71,486 | +5.9% | 1,283,956 |
| REGATTA CAPITAL GROUP, LLC | +65,860 | +8.2% | 865,475 |
| Allworth Financial LP | +61,113 | +26.7% | 289,797 |
| Kestra Investment Management, LLC | +59,600 | +26.5% | 284,724 |
| Echo Wealth Management, LLC | +53,401 | +6.9% | 828,460 |
| Werba Rubin Papier Wealth Managemen | +49,212 | +47.2% | 153,581 |