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Avantis Credit ETF (AVGB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Simplicity Wealth,LLC
NEW
Shares506,481
Change+506,481
Value$25.1M
Filed 2026-10-23
Park Avenue Securities LLC
NEW
Shares194,719
Change+194,719
Value$9.7M
Filed 2026-10-26
CoreCap Advisors, LLC
NEW
Shares63,810
Change+63,810
Value$3.2M
Filed 2026-10-08
Werba Rubin Papier Wealth Management
INCREASED
Shares47,461 from 43,810
Change+3,651 (+8%)
Value$2.4M (+$112.8K)
Filed 2026-11-06
Herold Advisors, Inc.
INCREASED
Shares35,964 from 30,981
Change+4,983 (+16%)
Value$1.8M (+$197.5K)
Filed 2026-10-19
Plancorp, LLC
INCREASED
Shares24,635 from 9,709
Change+14,926 (+154%)
Value$1.2M (+$744.4K)
Filed 2026-11-03
Cogent Private Wealth, Inc.
NEW
Shares21,962
Change+21,962
Value$1.1M
Filed 2026-11-06
American Century Companies Inc
N/A
Shares— from 123,588
Change-123,588 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,487
Change-46,487 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 19,233
Change-19,233 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,814
Change-16,814 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Status
Simplicity Wealth,LLC
NEW506,481—+506,481——$25.1M—2026-10-23
Park Avenue Securities LLC
NEW194,719—+194,719——$9.7M—2026-10-26
CoreCap Advisors, LLC
NEW63,810—+63,810——$3.2M—2026-10-08
Werba Rubin Papier Wealth Management
INCREASED47,46143,810+3,651+8%$2.2M$2.4M+$112.8K2026-11-06
Herold Advisors, Inc.
INCREASED35,96430,981+4,983+16%$1.6M$1.8M+$197.5K2026-10-19
Plancorp, LLC
INCREASED24,6359,709+14,926+154%$493.9K$1.2M+$744.4K2026-11-03
Cogent Private Wealth, Inc.
NEW21,962—+21,962——$1.1M—2026-11-06
American Century Companies Inc
N/A—123,588-123,588-100%$6.3M———
Beacon Pointe Advisors, LLC
N/A—46,487-46,487-100%$2.4M———
Jane Street Group, LLC
N/A—19,233-19,233-100%$984.4K———
Citadel Advisors LLC
N/A—16,814-16,814-100%$860.5K———
Atomic Invest LLC
N/A—346-346-100%$17.8K———
Showing 12 of 12 institutions