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Avantis Core Fixed Income (AVIG)

CUSIP: 025072562 | NYSE | 282 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Verus Financial Partners, Inc.1,541,584
5.2% of portfolio›$60.7M
Simplicity Wealth,LLC1,079,660
1.2% of portfolio›$42.5M
Regatta Capital Group, LLC906,619
4.5% of portfolio›$35.7M
Echo Wealth Management, LLC900,669
17.4% of portfolio›$35.5M
Allegiance Financial Group Advisory Services LLC715,970
4.6% of portfolio›$28.2M
Park Avenue Securities LLC653,295
0.4% of portfolio›$25.7M
Highland Financial Advisors, LLC616,150
5.2% of portfolio›$24.3M
Centennial Wealth Advisory LLC565,930
4.6% of portfolio›$22.3M
LexAurum Advisors, LLC549,151
2.4% of portfolio›$21.6M
Creative Planning549,064
0.0% of portfolio›$21.6M
Garrett Wealth Advisory Group, LLC496,642
3.0% of portfolio›$19.6M
Truist Financial Corp469,530
0.0% of portfolio›$18.5M
Allodium Investment Consultants, LLC421,802
6.8% of portfolio›$16.6M
Axxcess Wealth Management, LLC379,471
0.6% of portfolio›$14.9M
Align Financial, LLC366,727
6.9% of portfolio›$14.4M
Continuum Wealth Advisors, LLC332,115
4.3% of portfolio›$13.1M
Networth Advisors, LLC316,547
7.2% of portfolio›$12.5M
Wealth Enhancement Advisory Services, LLC315,677
0.0% of portfolio›$12.5M
Ferguson Johnson Wealth Management Inc299,946
8.6% of portfolio›$11.8M
Ejmk Ventures LLC299,677
5.0% of portfolio›$11.8M
Kestra Investment Management, LLC297,900
0.2% of portfolio›$11.7M
Commonwealth Equity Services, LLC247,757
0.0% of portfolio›$9.8M
Wealth Alliance Advisory Group, LLC224,866
1.2% of portfolio›$8.9M
Pacific Asset Management, LLC191,551
3.7% of portfolio›$7.5M
Herold Advisors, Inc.185,470
1.4% of portfolio›$7.3M
Kestra Advisory Services, LLC153,974
0.0% of portfolio›$6.1M
B&D White Capital Company, LLC149,627
0.6% of portfolio›$5.9M
Plancorp, LLC148,508
0.1% of portfolio›$6.0M
CoreCap Advisors, LLC146,341
0.2% of portfolio›$5.8M
Mattern Capital Management, LLC144,379
0.7% of portfolio›$5.7M
Mattern Wealth Management LLC111,622
0.7% of portfolio›$4.4M
Cambridge Investment Research Advisors, Inc.111,499
0.0% of portfolio›$4.4M
Quantum Financial Advisors, LLC99,256
0.4% of portfolio›$3.9M
Visionary Wealth Advisors93,650
0.1% of portfolio›$3.7M
SC&H Financial Advisors, Inc.87,840
0.5% of portfolio›$3.5M
Buck Wealth Strategies, LLC86,392
0.3% of portfolio›$3.4M
Wheels Up Wealth, Inc.85,244
2.8% of portfolio›$3.4M
Diversify Advisory Services, LLC78,321
0.0% of portfolio›$3.1M
Diversify Wealth Management, LLC78,321
0.0% of portfolio›$3.1M
marrick wealth, LLC74,439
2.1% of portfolio›$2.9M
Freedom Financial Partners LLC73,923
1.0% of portfolio›$2.9M
RED Lighthouse Investment Management, LLC70,492
0.8% of portfolio›$2.8M
Approach Retirement Advisors, LLC68,034
2.0% of portfolio›$2.7M
Spectrum Advisors, Inc.67,059
1.9% of portfolio›$2.6M
Dynamic Advisor Solutions LLC58,523
0.1% of portfolio›$2.3M
Cap Partners, LLC54,535
1.0% of portfolio›$2.1M
Leading Edge Financial Planning LLC48,683
0.4% of portfolio›$1.9M
WMG Financial Advisors, LLC46,422
0.7% of portfolio›$1.9M
Clarity Asset Management, Inc.42,619
0.8% of portfolio›$1.7M
L.K. Benson & Company, P.C.39,563
0.5% of portfolio›$1.6M
Copper Harbor Investment Advisors, LLC38,670
0.3% of portfolio›$1.5M
Bannerman Wealth Management Group, LLC29,890
0.7% of portfolio›$1.2M
Life Planning Partners, Inc28,916
0.9% of portfolio›$1.1M
Northwest Wealth Management, LLC24,682
0.1% of portfolio›$972.2K
Quarry Hill Advisors, LLC22,787
0.3% of portfolio›$897.6K
Apella Capital, LLC21,694
0.0% of portfolio›$853.2K
XY Planning Network, Inc.20,852
0.1% of portfolio›$821.4K
Legacy Financial Group, Inc.19,641
0.2% of portfolio›$773.7K
3 Factor Indexing, LLC18,476
0.6% of portfolio›$727.8K
Visionary Horizons, LLC18,029
0.3% of portfolio›$710.2K
Wealth Management Nebraska16,712
0.1% of portfolio›$658.3K
RFG Advisory, LLC14,524
0.0% of portfolio›$572.1K
Morey & Quinn Wealth Partners, LLC14,394
0.4% of portfolio›$567.0K
Boomfish Wealth Group, LLC14,199
0.2% of portfolio›$559.3K
Stonehearth Capital Management, LLC13,694
0.2% of portfolio›$539.4K
Certified Advisory Corp12,468
0.0% of portfolio›$491.1K
Bank of New Hampshire12,445
0.1% of portfolio›$490.2K
Great Point Wealth Advisors, LLC10,563
0.1% of portfolio›$416.1K
Prudent Investor Advisors, LLC8,412
0.3% of portfolio›$331.3K
Acropolis Investment Management, LLC7,600
0.0% of portfolio›$299.4K
Oceanside Advisors LLC7,109
0.2% of portfolio›$280.0K
Winebrenner Capital Management LLC6,993
0.2% of portfolio›$275.5K
Atwood & Palmer Inc6,635
0.0% of portfolio›$261.4K
Ullmann Wealth Partners Group, LLC5,887
0.0% of portfolio›$231.9K
Freedom Day Solutions, LLC5,717
0.0% of portfolio›$225.2K
Ares Financial Consulting, LLC5,636
0.2% of portfolio›$222.0K
Lloyd Advisory Services, Llc.4,240
0.1% of portfolio›$167.0K
Albion Financial Group3,111
0.0% of portfolio›$122.5K
Golden State Wealth Management, LLC2,006
0.0% of portfolio›$79.1K
Quest 10 Wealth Builders, Inc.1,422
0.0% of portfolio›$56.0K
Balance Wealth Partners LLC1,079
0.0% of portfolio›$42.5K
Private Trust Co NA806
0.0% of portfolio›$31.7K
Lodestone Wealth Management LLC620
0.0% of portfolio›$24.4K
Kingdom Financial Group Llc.529
0.0% of portfolio›$20.8K
Root Financial Partners, LLC525
0.0% of portfolio›$20.7K
RHL Group, LLC443
0.0% of portfolio›$17.5K
Elevated Capital Advisors, LLC341
0.0% of portfolio›$13.4K
Rossby Financial, LCC302
0.0% of portfolio›$11.9K
Key Capital Management, Inc281
0.0% of portfolio›$11.1K
Tounjian Advisory Partners, LLC233
0.0% of portfolio›$9.2K
LAM Group, Inc.115
0.0% of portfolio›$4.5K
Nova Financial LLC93
0.0% of portfolio›$3.7K
Larson Financial Group LLC52
0.0% of portfolio›$2.0K
Compass Financial Management LLC19
0.0% of portfolio›$748
POM Investment Strategies, LLC17
0.0% of portfolio›$670
Spurstone Advisory Services, LLC15
0.0% of portfolio›$592
StyleTurnoverLocationFiled
Verus Financial Partners, Inc.
1,541,584$60.7M5.2%ETFVery LowRichmond, VA2026-10-29
Simplicity Wealth,LLC
1,079,660$42.5M1.2%ETFLowSummit, NJ2026-10-23
Regatta Capital Group, LLC
906,619$35.7M4.5%ETFLowEl Segundo, CA2026-10-23
Echo Wealth Management, LLC
900,669$35.5M17.4%ETFLowPlymouth, MN2026-10-15
Allegiance Financial Group Advisory Services LLC
715,970$28.2M4.6%ETFLowVienna, VA2026-11-02
Park Avenue Securities LLC
653,295$25.7M0.4%ETFMediumNew York, NY2026-10-26
Highland Financial Advisors, LLC
616,150$24.3M5.2%ETFVery LowWayne, NJ2026-10-19
Centennial Wealth Advisory LLC
565,930$22.3M4.6%ETFLowTraverse City, MI2026-10-16
LexAurum Advisors, LLC
549,151$21.6M2.4%ETFLowOverland Park, KS2026-10-19
Creative Planning
549,064$21.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Garrett Wealth Advisory Group, LLC
496,642$19.6M3.0%ETFVery LowWeatherford, TX2026-10-22
Truist Financial Corp
469,530$18.5M0.0%CoreLowCharlotte, NC2026-10-30
Allodium Investment Consultants, LLC
421,802$16.6M6.8%ETFVery LowMinneapolis, MN2026-10-14
Axxcess Wealth Management, LLC
379,471$14.9M0.6%CoreLowCarlsbad, CA2026-10-21
Align Financial, LLC
366,727$14.4M6.9%ETFVery LowHermantown, MN2026-10-16
Continuum Wealth Advisors, LLC
332,115$13.1M4.3%ETFMediumSaratoga Springs, NY2026-10-20
Networth Advisors, LLC
316,547$12.5M7.2%ETFMediumCanonsburg, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
315,677$12.5M0.0%CoreLowPlymouth, MN2026-10-13
Ferguson Johnson Wealth Management Inc
299,946$11.8M8.6%ETFVery LowRockville, MD2026-11-05
Ejmk Ventures LLC
299,677$11.8M5.0%GrowthMediumItasca, IL2026-10-21
Kestra Investment Management, LLC
297,900$11.7M0.2%ETFMediumAustin, TX2026-11-04
Commonwealth Equity Services, LLC
247,757$9.8M0.0%ETFLowWaltham, MA2026-11-02
Wealth Alliance Advisory Group, LLC
224,866$8.9M1.2%CoreLowWichita, KS2026-10-14
Pacific Asset Management, LLC
191,551$7.5M3.7%ETFVery LowGig Harbor, WA2026-10-15
Herold Advisors, Inc.
185,470$7.3M1.4%CoreLowNew York, NY2026-10-19
Kestra Advisory Services, LLC
153,974$6.1M0.0%CoreLowAustin, TX2026-11-02
B&D White Capital Company, LLC
149,627$5.9M0.6%ETFHighLakeway, TX2026-11-02
Plancorp, LLC
148,508$6.0M0.1%ETFLowSaint Louis, MO2026-11-03
CoreCap Advisors, LLC
146,341$5.8M0.2%ETFMediumSouthfield, MI2026-10-08
Mattern Capital Management, LLC
144,379$5.7M0.7%CoreMediumLakewood, CO2026-11-02
Mattern Wealth Management LLC
111,622$4.4M0.7%ETFVery LowLawrence, KS2026-11-04
Cambridge Investment Research Advisors, Inc.
111,499$4.4M0.0%ETFLowFairfield, IA2026-11-02
Quantum Financial Advisors, LLC
99,256$3.9M0.4%ETFLowSanta Monica, CA2026-11-03
Visionary Wealth Advisors
93,650$3.7M0.1%ETFLowO'Fallon, IL2026-11-04
SC&H Financial Advisors, Inc.
87,840$3.5M0.5%ETFVery LowHunt Valley, MD2026-10-14
Buck Wealth Strategies, LLC
86,392$3.4M0.3%ValueMediumDenver, CO2026-10-28
Wheels Up Wealth, Inc.
85,244$3.4M2.8%ETFVery LowBenicia, CA2026-10-27
Diversify Advisory Services, LLC
78,321$3.1M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
78,321$3.1M0.0%GrowthMediumSandy, UT2026-10-20
marrick wealth, LLC
74,439$2.9M2.1%ETFVery LowIrvine, CA2026-10-20
Freedom Financial Partners LLC
73,923$2.9M1.0%ETFLowOakdale, MN2026-10-19
RED Lighthouse Investment Management, LLC
70,492$2.8M0.8%ETFVery LowHillsdale, NY2026-11-02
Approach Retirement Advisors, LLC
68,034$2.7M2.0%ETFLowVestavia, AL2026-10-22
Spectrum Advisors, Inc.
67,059$2.6M1.9%N/AN/APlano, TX2026-11-03
Dynamic Advisor Solutions LLC
58,523$2.3M0.1%ETFLowPhoenix, AZ2026-10-13
Cap Partners, LLC
54,535$2.1M1.0%ETFLowFranklin, TN2026-10-19
Leading Edge Financial Planning LLC
48,683$1.9M0.4%ETFLowKnoxville, TN2026-10-23
WMG Financial Advisors, LLC
46,422$1.9M0.7%ETFLowKnoxville, TN2026-10-28
Clarity Asset Management, Inc.
42,619$1.7M0.8%ETFHighAmes, IA2026-10-14
L.K. Benson & Company, P.C.
39,563$1.6M0.5%YieldVery LowTimonium, MD2026-10-23
Copper Harbor Investment Advisors, LLC
38,670$1.5M0.3%ETFN/AAppleton, WI2026-10-16
Bannerman Wealth Management Group, LLC
29,890$1.2M0.7%ETFVery LowLewisville, TX2026-10-09
Life Planning Partners, Inc
28,916$1.1M0.9%ETFVery LowJacksonville, FL2026-10-28
Northwest Wealth Management, LLC
24,682$972.2K0.1%ETFLowSpencer, IA2026-10-30
Quarry Hill Advisors, LLC
22,787$897.6K0.3%ETFVery LowSt Paul, MN2026-11-04
Apella Capital, LLC
21,694$853.2K0.0%ETFVery LowWest Hartford, CT2026-10-08
XY Planning Network, Inc.
20,852$821.4K0.1%ETFLowBozeman, MT2026-10-14
Legacy Financial Group, Inc.
19,641$773.7K0.2%ETFLowTulsa, OK2026-10-21
3 Factor Indexing, LLC
18,476$727.8K0.6%ETFLowSacramento, CA2026-10-15
Visionary Horizons, LLC
18,029$710.2K0.3%ETFLowKnoxville, TN2026-10-22
Wealth Management Nebraska
16,712$658.3K0.1%ETFLowNorfolk, NE2026-10-26
RFG Advisory, LLC
14,524$572.1K0.0%ETFMediumBirmingham, AL2026-11-03
Morey & Quinn Wealth Partners, LLC
14,394$567.0K0.4%CoreVery LowOmaha, NE2026-10-28
Boomfish Wealth Group, LLC
14,199$559.3K0.2%GrowthMediumAlpharetta, GA2026-10-22
Stonehearth Capital Management, LLC
13,694$539.4K0.2%ETFMediumDanvers, MA2026-10-13
Certified Advisory Corp
12,468$491.1K0.0%ETFLowAltamonte Springs, FL2026-10-29
Bank of New Hampshire
12,445$490.2K0.1%CoreLowLaconia, NH2026-10-06
Great Point Wealth Advisors, LLC
10,563$416.1K0.1%ETFVery LowBoston, MA2026-10-15
Prudent Investor Advisors, LLC
8,412$331.3K0.3%ETFN/AFolsom, CA2026-10-22
Acropolis Investment Management, LLC
7,600$299.4K0.0%ETFLowSt. Louis, MO2026-10-08
Oceanside Advisors LLC
7,109$280.0K0.2%ETFVery LowMount Pleasant, SC2026-11-03
Winebrenner Capital Management LLC
6,993$275.5K0.2%ETFLowLouisville, KY2026-10-07
Atwood & Palmer Inc
6,635$261.4K0.0%CoreVery LowKansas City, MO2026-10-08
Ullmann Wealth Partners Group, LLC
5,887$231.9K0.0%ETFLowJacksonville Beach, FL2026-11-02
Freedom Day Solutions, LLC
5,717$225.2K0.0%CoreLowHouston, TX2026-10-20
Ares Financial Consulting, LLC
5,636$222.0K0.2%CoreLowCalabasas, CA2026-10-19
Lloyd Advisory Services, Llc.
4,240$167.0K0.1%ETFVery HighSuwanee, GA2026-11-02
Albion Financial Group
3,111$122.5K0.0%GrowthLowSalt Lake City, UT2026-10-21
Golden State Wealth Management, LLC
2,006$79.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Quest 10 Wealth Builders, Inc.
1,422$56.0K0.0%ETFLowFuquay-Varina, VA2026-11-02
Balance Wealth Partners LLC
1,079$42.5K0.0%ETFMediumWorthington, OH2026-10-27
Private Trust Co NA
806$31.7K0.0%CoreLowCleveland, OH2026-10-20
Lodestone Wealth Management LLC
620$24.4K0.0%CoreLowSpokane, WA2026-10-14
Kingdom Financial Group Llc.
529$20.8K0.0%ETFMediumPeoria, AZ2026-11-04
Root Financial Partners, LLC
525$20.7K0.0%ETFMediumEncinitas, CA2026-10-21
RHL Group, LLC
443$17.5K0.0%ETFVery HighHolly, MI2026-11-04
Elevated Capital Advisors, LLC
341$13.4K0.0%ETFMediumSandy, UT2026-11-04
Rossby Financial, LCC
302$11.9K0.0%ETFMediumMelbourne, FL2026-11-05
Key Capital Management, Inc
281$11.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Tounjian Advisory Partners, LLC
233$9.2K0.0%GrowthHighFort Myers, FL2026-11-04
LAM Group, Inc.
115$4.5K0.0%ETFVery LowLake Oswego, OR2026-10-26
Nova Financial LLC
93$3.7K0.0%N/AN/ATucson, AZ2026-11-04
Larson Financial Group LLC
52$2.0K0.0%GrowthLowSt Louis, MO2026-11-05
Compass Financial Management LLC
19$7480.0%CoreN/ATampa, FL2026-10-30
POM Investment Strategies, LLC
17$6700.0%ETFVery HighRaleigh, NC2026-10-20
Spurstone Advisory Services, LLC
15$5920.0%CoreLowHigganum, CT2026-11-02