AVANTIS CORE FIXED INCOME AVIG
$41.42
+0.2% 52w: $39.41 – $41.92
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data39.4140.6641.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
179
+23 QoQ
13F value
$1.46B
-89.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVIG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | Wealth advisor | 6.5M | $271.5M | 1.5% | +7.3% |
| MORGAN STANLEY | Bank broker | 2.3M | $95.4M | 0.0% | -3.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $78.1M | 0.0% | +5.9% |
| Verus Financial Partners, Inc. | Wealth advisor | 1.5M | $63.8M | 5.7% | +3.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.4M | $56.6M | 0.1% | +45.7% |
| Simplicity Wealth,LLC | Wealth advisor | 1.2M | $50.4M | 2.9% | +4.5% |
| LPL Financial LLC | Bank broker | 996.6K | $41.4M | 0.0% | +1.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 973.0K | $40.4M | 0.7% | +7.3% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 799.6K | $33.2M | 5.0% | +3.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 781.3K | $32.5M | 0.0% | +185.5% |
| Echo Wealth Management, LLC | Wealth advisor | 775.1K | $32.2M | 18.5% | +24.6% |
| BCR Wealth Strategies, LLC | Wealth advisor | 773.3K | $32.1M | 10.1% | +9.9% |
| Hill Investment Group Partners, LLC | Wealth advisor | 741.7K | $30.8M | 3.4% | -46.5% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 705.5K | $29.3M | 3.4% | -37.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 634.1K | $26.3M | 0.2% | +14.9% |
| Allegiance Financial Group Advisory Services LLC | Wealth advisor | 593.9K | $24.7M | 4.9% | +9.9% |
| Highland Financial Advisors, LLC | Wealth advisor | 564.8K | $23.5M | 6.2% | +6.6% |
| Centennial Wealth Advisory LLC | Wealth advisor | 552.6K | $23.0M | 5.6% | +3.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 509.3K | $21.2M | 0.0% | +22.1% |
| ROYAL BANK OF CANADA | Bank broker | 508.7K | $21.1M | 0.0% | +1.6% |
| LexAurum Advisors, LLC | Wealth advisor | 497.8K | $20.7M | 2.7% | — |
| Creative Planning | Wealth advisor | 490.3K | $20.4M | 0.0% | -6.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 406.0K | $16.9M | 0.0% | -0.4% |
| Allodium Investment Consultants, LLC | Wealth advisor | 353.0K | $14.7M | 7.0% | +26.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 333.0K | $13.8M | 0.0% | New |
| Align Financial, LLC | Wealth advisor | 331.1K | $13.8M | 7.8% | -97.4% |
| Ferguson Johnson Wealth Management Inc | Wealth advisor | 271.8K | $11.3M | 9.2% | +4.6% |
| Networth Advisors, LLC | Wealth advisor | 265.7K | $11.0M | 7.8% | +4.5% |
| Cresset Asset Management, LLC | Wealth advisor | 260.7K | $10.8M | 0.0% | +28.5% |
| Corient Private Wealth LLC | Diversified mechanical | 231.5K | $9.6M | 0.0% | -49.2% |
| Cogent Private Wealth, Inc. | Wealth advisor | 230.8K | $9.6M | 6.9% | +13.2% |
| Allworth Financial LP | Wealth advisor | 228.7K | $9.5M | 0.0% | +56.3% |
| Kestra Investment Management, LLC | Wealth advisor | 225.1K | $9.4M | 0.2% | -12.2% |
| &PARTNERS | Diversified mechanical | 221.1K | $9.2M | 0.0% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 217.1K | $9.0M | 0.0% | +9.8% |
| Pacific Asset Management, LLC | Wealth advisor | 187.2K | $7.8M | 4.3% | +26.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 186.0K | $7.7M | 0.0% | +18.4% |
| Trajan Wealth LLC | Other | 185.8K | $7.7M | 0.3% | +8.0% |
| Mariner, LLC | Diversified mechanical | 182.2K | $7.6M | 0.0% | +4.0% |
| Wealth Alliance Advisory Group, LLC | Wealth advisor | 182.1K | $7.6M | 1.2% | New |
| Herold Advisors, Inc. | Other | 174.4K | $7.2M | 1.6% | +6.8% |
| EJMK Ventures LLC | Wealth advisor | 164.7K | $6.8M | 3.8% | +123.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 153.9K | $6.4M | 0.0% | +15.6% |
| Financial Plan, Inc. | Wealth advisor | 151.5K | $6.3M | 0.7% | +34.1% |
| Plancorp, LLC | Wealth advisor | 148.5K | $6.2M | 0.2% | Held |
| MATTERN CAPITAL MANAGEMENT, LLC | Other | 146.1K | $6.1M | 0.7% | +0.1% |
| B&D White Capital Company, LLC | Wealth advisor | 140.7K | $5.8M | 0.7% | +3.4% |
| CoreCap Advisors, LLC | Wealth advisor | 132.8K | $5.5M | 0.2% | +11.2% |
| Buck Wealth Strategies, LLC | Wealth advisor | 130.7K | $5.4M | 0.7% | -5.0% |
| ENDEAVOR PRIVATE WEALTH, INC. | Wealth advisor | 129.4K | $5.4M | 1.5% | -6.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.