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