AVANTIS CREDIT ETF (AVGB) Institutional Ownership Changes & 13F Activity
AVANTIS CREDIT ETF (AVGB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Simplicity Wealth,Llc, Park Avenue Securities Llc, American Century Companies Inc, Corecap Advisors, Llc, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Park Avenue Securities Llc | Buy | +194,719 | — | 194,719 | $9.66K | Q3 2026 | Oct 26, 2026 |
| Simplicity Wealth,Llc | Buy | +506,481 | — | 506,481 | $25.13M | Q3 2026 | Oct 23, 2026 |
| Herold Advisors, Inc. | Buy | +4,983 | +16.1% | 35,964 | $1.78M | Q3 2026 | Oct 19, 2026 |
| Corecap Advisors, Llc | Buy | +63,810 | — | 63,810 | $3.17M | Q3 2026 | Oct 08, 2026 |
| Citadel Advisors Llc | Sell | -16,814 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -46,487 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Jane Street Group, Llc | Sell | -19,233 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| American Century Companies Inc | Sell | -123,588 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | Sell | -43,810 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 28, 2026 |
| Plancorp, Llc | Sell | -9,709 | -100.0% | 0 | $0.00 | Q3 2026 | Jul 14, 2026 |
Frequently asked questions about AVGB activity
Which institutional owners are buying AVGB?
Institutional owners buying AVGB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVGB activity?
"Buy" means an investor increased their reported position in AVGB compared to the prior reporting period. This reflects growing exposure to AVANTIS CREDIT ETF (AVGB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVGB increasing?
Institutional interest in AVGB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.