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Avantis Credit ETF (AVGB)

CUSIP: 02507A200 | NYSE | 13 institutional holders

Quarters

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

Simplicity Wealth,LLC506,481
0.7% of portfolio›$25.1M
Park Avenue Securities LLC194,719
0.2% of portfolio›$9.7M
CoreCap Advisors, LLC63,810
0.1% of portfolio›$3.2M
Werba Rubin Papier Wealth Management47,461
0.3% of portfolio›$2.4M
Herold Advisors, Inc.35,964
0.3% of portfolio›$1.8M
Plancorp, LLC24,635
0.0% of portfolio›$1.2M
Cogent Private Wealth, Inc.21,962
0.7% of portfolio›$1.1M
StyleTurnoverLocationFiled
Simplicity Wealth,LLC
506,481$25.1M0.7%ETFLowSummit, NJ2026-10-23
Park Avenue Securities LLC
194,719$9.7M0.2%ETFMediumNew York, NY2026-10-26
CoreCap Advisors, LLC
63,810$3.2M0.1%ETFMediumSouthfield, MI2026-10-08
Werba Rubin Papier Wealth Management
47,461$2.4M0.3%ETFLowSan Jose, CA2026-11-06
Herold Advisors, Inc.
35,964$1.8M0.3%CoreLowNew York, NY2026-10-19
Plancorp, LLC
24,635$1.2M0.0%ETFLowSaint Louis, MO2026-11-03
Cogent Private Wealth, Inc.
21,962$1.1M0.7%ETFMediumOrlando, FL2026-11-06