AVIG Institutional Ownership & Shareholders
AVANTIS CORE FIXED INCOME (AVIG) is currently held by 181 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.32B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of AVIG tracked by InsiderSet, reporting ownership valued at approximately $116.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $112.66M, representing an estimated loss of -2.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed AVIG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Envestnet Asset Management Inc, American Century Companies Inc, and several other long-term asset managers with concentrated positions in AVANTIS CORE FIXED INCOME (AVIG).
This page ranks the largest institutional AVIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
181
Total Reported Value
$1.32B
Largest Holder
Morgan Stanley
Largest Position
$116.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,802,723 | $116,060,798 | $112,655,451 | -$3,405,347 | -2.93% | |
| Envestnet Asset Management Inc | 0.02% | 2,065,939 | $85,550,548 | $83,040,418 | -$2,510,130 | -2.93% | |
| American Century Companies Inc | 0.03% | 1,570,423 | $65,031,216 | $63,123,152 | -$1,908,064 | -2.93% | |
| Verus Financial Partners, Inc. | 5.16% | 1,541,584 | $60,723,004 | $61,963,969 | +$1,240,965 | +2.04% | |
| Janney Montgomery Scott Llc | 0.12% | 1,453,103 | $60,173,000 | $58,407,475 | -$1,765,525 | -2.93% | |
| Great Valley Advisor Group, Inc. | 0.75% | 1,151,126 | $47,668,528 | $46,269,510 | -$1,399,018 | -2.93% | |
| Simplicity Wealth,Llc | 1.24% | 1,079,660 | $42,527,794 | $43,396,934 | +$869,140 | +2.04% | |
| Regatta Capital Group, Llc | 4.52% | 906,619 | $35,711,736 | $36,441,551 | +$729,815 | +2.04% | |
| Echo Wealth Management, Llc | 17.40% | 900,669 | $35,477,350 | $36,202,390 | +$725,040 | +2.04% | |
| Bcr Wealth Strategies, Llc | 9.93% | 853,777 | $35,354,000 | $34,317,567 | -$1,036,433 | -2.93% | |
| Lpl Financial Llc | 0.01% | 811,747 | $33,614,428 | $32,628,171 | -$986,257 | -2.93% | |
| Pacific Life Fund Advisors Llc | 3.43% | 754,164 | $31,229,931 | $30,313,622 | -$916,309 | -2.93% | |
| Allegiance Financial Group Advisory Services Llc | 4.57% | 715,970 | $28,202,043 | $28,778,414 | +$576,371 | +2.04% | |
| Hill Investment Group Partners, Llc | 2.82% | 667,155 | $27,626,907 | $26,816,295 | -$810,612 | -2.93% | |
| Raymond James Financial Inc | 0.01% | 651,414 | $26,975,055 | $26,183,586 | -$791,469 | -2.93% | |
| Highland Financial Advisors, Llc | 5.17% | 616,150 | $24,270,159 | $24,766,149 | +$495,990 | +2.04% | |
| Centennial Wealth Advisory Llc | 4.59% | 565,930 | $22,291,608 | $22,747,556 | +$455,948 | +2.05% | |
| Royal Bank Of Canada | 0.00% | 526,744 | $21,812,000 | $21,172,475 | -$639,525 | -2.93% | |
| Lexaurum Advisors, Llc | 2.42% | 549,151 | $21,631,049 | $22,073,124 | +$442,075 | +2.04% | |
| Creative Planning | 0.01% | 549,064 | $21,627,618 | $22,069,627 | +$442,009 | +2.04% | |
| Garrett Wealth Advisory Group, Llc | 2.97% | 496,642 | $19,562,741 | $19,962,525 | +$399,784 | +2.04% | |
| Truist Financial Corp | 0.02% | 469,530 | $18,494,790 | $18,872,758 | +$377,968 | +2.04% | |
| Allodium Investment Consultants, Llc | 6.82% | 421,802 | $16,614,782 | $16,954,331 | +$339,549 | +2.04% | |
| Axxcess Wealth Management, Llc | 0.62% | 379,471 | $14,947,382 | $15,252,837 | +$305,455 | +2.04% | |
| Align Financial, Llc | 6.88% | 366,727 | $14,445,381 | $14,740,592 | +$295,211 | +2.04% | |
| Cresset Asset Management, Llc | 0.05% | 347,406 | $14,386,046 | $13,963,984 | -$422,062 | -2.93% | |
| Continuum Wealth Advisors, Llc | 4.26% | 332,115 | $13,082,010 | $13,349,362 | +$267,352 | +2.04% | |
| Networth Advisors, Llc | 7.31% | 303,799 | $12,580,324 | $12,211,201 | -$369,123 | -2.93% | |
| Wells Fargo & Company/Mn | 0.00% | 300,686 | $12,451,400 | $12,086,074 | -$365,326 | -2.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 315,677 | $12,450,282 | $12,688,637 | +$238,355 | +1.91% | |
| Allworth Financial Lp | 0.05% | 289,797 | $12,000,505 | $11,648,390 | -$352,115 | -2.93% | |
| Ferguson Johnson Wealth Management Inc | 8.71% | 288,554 | $11,949,000 | $11,598,428 | -$350,572 | -2.93% | |
| Ejmk Ventures Llc | 4.98% | 299,677 | $11,804,280 | $12,045,517 | +$241,237 | +2.04% | |
| Cogent Private Wealth, Inc. | 7.07% | 273,103 | $11,309,195 | $10,977,375 | -$331,820 | -2.93% | |
| Corient Private Wealth Llc | 0.01% | 242,321 | $10,034,511 | $9,740,093 | -$294,418 | -2.93% | |
| Commonwealth Equity Services, Llc | 0.01% | 247,757 | $9,759,150 | $9,958,593 | +$199,443 | +2.04% | |
| Wealth Alliance Advisory Group, Llc | 1.24% | 224,866 | $8,857,457 | $9,038,489 | +$181,032 | +2.04% | |
| Trajan Wealth Llc | 0.32% | 204,416 | $8,464,867 | $8,216,501 | -$248,366 | -2.93% | |
| Gts Securities Llc | 0.17% | 193,793 | $8,024,968 | $7,789,510 | -$235,458 | -2.93% | |
| Pacific Asset Management, Llc | 3.70% | 191,551 | $7,545,185 | $7,699,392 | +$154,207 | +2.04% | |
| Herold Advisors, Inc. | 1.43% | 185,470 | $7,305,648 | $7,454,967 | +$149,319 | +2.04% | |
| Financial Plan, Inc. | 0.68% | 172,083 | $7,125,949 | $6,916,876 | -$209,073 | -2.93% | |
| Endeavor Private Wealth, Inc. | 1.56% | 154,878 | $6,413,493 | $6,225,321 | -$188,172 | -2.93% | |
| Werba Rubin Papier Wealth Management | 0.77% | 153,581 | $6,359,778 | $6,173,188 | -$186,590 | -2.93% | |
| Mml Investors Services, Llc | 0.01% | 148,924 | $6,166,940 | $5,986,000 | -$180,940 | -2.93% | |
| Private Advisor Group, Llc | 0.03% | 148,583 | $6,152,840 | $5,972,294 | -$180,546 | -2.93% | |
| Plancorp, Llc | 0.15% | 148,512 | $6,069,685 | $5,969,440 | -$100,245 | -1.65% | |
| Kestra Advisory Services, Llc | 0.02% | 153,974 | $6,065,024 | $6,188,985 | +$123,961 | +2.04% | |
| B&D White Capital Company, Llc | 0.57% | 149,627 | $5,893,814 | $6,014,257 | +$120,443 | +2.04% | |
| Corecap Advisors, Llc | 0.17% | 146,341 | $5,764,372 | $5,882,176 | +$117,804 | +2.04% |
Frequently asked questions about AVIG
Who are the largest institutional holders of AVIG?
The largest institutional holders of AVIG reported in the latest SEC Form 13F filings include Morgan Stanley, Envestnet Asset Management Inc, American Century Companies Inc, Verus Financial Partners, Inc., and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported AVIG position.
What is AVIG institutional ownership?
This page tracks AVIG positions reported by institutional investment managers through SEC Form 13F. AVANTIS CORE FIXED INCOME (AVIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVIG?
InsiderSet currently tracks 181 institutional managers reporting AVIG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVIG shareholders.
How much AVIG stock do institutions own?
Institutional investment managers disclosed approximately $1.32B in AVIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVIG institutional ownership last updated?
The latest AVIG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVIG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVIG position after the reporting date.
Are institutions buying or selling AVIG?
Institutional buying and selling can be analyzed by comparing AVIG positions across consecutive 13F reporting periods. InsiderSet's AVIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVIG ownership changes.
How has AVIG institutional ownership changed over time?
InsiderSet tracks AVIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.