AVANTIS CORE FIXED INCOME (AVIG) Institutional Ownership and Insiders Activity
AVANTIS CORE FIXED INCOME (AVIG) is widely held by institutional investors, with 176 firms reporting positions valued at approximately $1.33B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $116.06M in AVIG holdings in its latest filing.
Institutional Holders
176
Total Reported Value
$1.33B
Largest Holder
Morgan Stanley
Largest Position
$116.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
8
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$116.06M
- Envestnet Asset Management Inc$85.55M
- American Century Companies Inc$65.03M
- Verus Financial Partners, Inc.$64.42M
- Janney Montgomery Scott Llc$60.17M
AVIG News
All news- Ferguson Johnson Wealth Management Inc Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai
- Bcr Wealth Strategies Portfolio Analysis: Concentration Focus on ETF Holdings
Aug 4, 2026 · valut.ai
- Align Financial LLC Q2 2026 Portfolio Activity: Significant Buys & Sells Observed
Jul 30, 2026 · valut.ai
- Allegiance Financial Group Q2 2026: Significant ETF Purchases & Sales Observed
Jul 29, 2026 · valut.ai
- Allodium Investment Analysts: Q2 2026 Portfolio Activity Report
Jul 16, 2026 · valut.ai
- Centennial Wealth Advisory Llc Portfolio Changes in Q2 2026
Jul 14, 2026 · valut.ai