AVANTIS CREDIT ETF (AVGB) Institutional Ownership and Insiders Activity
AVANTIS CREDIT ETF (AVGB) is widely held by institutional investors, with 10 firms reporting positions valued at approximately $43.38M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Simplicity Wealth,Llc is the largest disclosed holder, reporting approximately $25.13M in AVGB holdings in its latest filing.
Institutional ownership remains highly concentrated, with Simplicity Wealth,Llc representing the majority of disclosed value.
Institutional Holders
10
Total Reported Value
$43.38M
Largest Holder
Simplicity Wealth,Llc
Largest Position
$25.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
3
Funds Exiting Positions
6
Top Institutional Owners
View allInvestorReported Balance