AVANTIS CORE FIXED INCOME (AVIG) Institutional Shareholders
AVANTIS CORE FIXED INCOME (AVIG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.40B in AVIG holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of AVIG tracked by InsiderSet, reporting ownership valued at approximately $271.46M in its March 31, 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 $266.89M, representing an estimated loss of -1.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed AVIG value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Morgan Stanley, Envestnet Asset Management 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
176
Total Reported Value
$1.40B
Largest Holder
Ae Wealth Management Llc
Largest Position
$271.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 1.47% | 6,535,001 | $271,464,051 | $266,889,441 | -$4,574,610 | -1.69% | |
| Morgan Stanley | 0.01% | 2,296,805 | $95,409,300 | $93,801,516 | -$1,607,784 | -1.69% | |
| Envestnet Asset Management Inc | 0.02% | 1,879,519 | $78,075,210 | $76,759,556 | -$1,315,654 | -1.69% | |
| Verus Financial Partners, Inc. | 5.51% | 1,555,647 | $64,419,362 | $63,532,623 | -$886,739 | -1.38% | |
| Simplicity Wealth,Llc | 2.85% | 1,212,470 | $50,365,991 | $49,517,275 | -$848,716 | -1.69% | |
| Lpl Financial Llc | 0.01% | 996,640 | $41,400,442 | $40,702,778 | -$697,664 | -1.69% | |
| Great Valley Advisor Group, Inc. | 0.73% | 972,985 | $40,418,018 | $39,736,707 | -$681,311 | -1.69% | |
| Echo Wealth Management, Llc | 17.51% | 828,460 | $34,306,523 | $33,834,306 | -$472,217 | -1.38% | |
| Regatta Capital Group, Llc | 5.03% | 799,615 | $33,216,024 | $32,656,277 | -$559,747 | -1.69% | |
| American Century Companies Inc | 0.02% | 781,349 | $32,457,237 | $31,910,293 | -$546,944 | -1.69% | |
| Hill Investment Group Partners, Llc | 3.40% | 741,653 | $30,808,272 | $30,289,109 | -$519,163 | -1.69% | |
| Pacific Life Fund Advisors Llc | 3.37% | 705,542 | $29,308,214 | $28,814,335 | -$493,879 | -1.69% | |
| Allegiance Financial Group Advisory Services Llc | 4.90% | 683,919 | $28,321,067 | $27,931,252 | -$389,815 | -1.38% | |
| Highland Financial Advisors, Llc | 5.42% | 594,740 | $24,628,176 | $24,289,182 | -$338,994 | -1.38% | |
| Centennial Wealth Advisory Llc | 4.95% | 553,222 | $22,908,957 | $22,593,586 | -$315,371 | -1.38% | |
| Axxcess Wealth Management, Llc | 0.35% | 526,067 | $21,784,414 | $21,484,576 | -$299,838 | -1.38% | |
| Lexaurum Advisors, Llc | 2.46% | 514,015 | $21,285,379 | $20,992,373 | -$293,006 | -1.38% | |
| Raymond James Financial Inc | 0.01% | 509,320 | $21,157,153 | $20,800,629 | -$356,524 | -1.69% | |
| Royal Bank Of Canada | 0.00% | 508,741 | $21,133,000 | $20,776,982 | -$356,018 | -1.68% | |
| Creative Planning | 0.01% | 490,317 | $20,367,789 | $20,024,546 | -$343,243 | -1.69% | |
| Truist Financial Corp | 0.02% | 417,865 | $17,303,786 | $17,065,607 | -$238,179 | -1.38% | |
| Continuum Wealth Advisors, Llc | 5.78% | 413,351 | $17,116,865 | $16,881,255 | -$235,610 | -1.38% | |
| Allodium Investment Consultants, Llc | 6.74% | 383,166 | $15,866,884 | $15,648,499 | -$218,385 | -1.38% | |
| Align Financial, Llc | 7.46% | 363,191 | $15,039,744 | $14,832,720 | -$207,024 | -1.38% | |
| Goldman Sachs Group Inc | 0.00% | 332,974 | $13,831,740 | $13,598,658 | -$233,082 | -1.69% | |
| Networth Advisors, Llc | 7.31% | 303,799 | $12,580,324 | $12,407,151 | -$173,173 | -1.38% | |
| Cresset Asset Management, Llc | 0.05% | 260,667 | $10,828,113 | $10,645,640 | -$182,473 | -1.69% | |
| Commonwealth Equity Services, Llc | 0.01% | 235,829 | $9,765,670 | $9,631,256 | -$134,414 | -1.38% | |
| Corient Private Wealth Llc | 0.01% | 231,514 | $9,617,056 | $9,455,032 | -$162,024 | -1.68% | |
| Cogent Private Wealth, Inc. | 6.92% | 230,844 | $9,589,260 | $9,427,669 | -$161,591 | -1.69% | |
| Allworth Financial Lp | 0.04% | 228,684 | $9,499,523 | $9,339,455 | -$160,068 | -1.69% | |
| Kestra Investment Management, Llc | 0.16% | 225,124 | $9,351,662 | $9,194,064 | -$157,598 | -1.69% | |
| Wealth Alliance Advisory Group, Llc | 1.33% | 222,640 | $9,219,522 | $9,092,618 | -$126,904 | -1.38% | |
| &Partners | 0.05% | 221,126 | $9,185,574 | $9,030,786 | -$154,788 | -1.69% | |
| Pacific Asset Management, Llc | 3.97% | 195,503 | $8,095,770 | $7,984,343 | -$111,427 | -1.38% | |
| Herold Advisors, Inc. | 1.54% | 188,219 | $7,792,000 | $7,686,864 | -$105,136 | -1.35% | |
| Wells Fargo & Company/Mn | 0.00% | 186,022 | $7,727,347 | $7,597,138 | -$130,209 | -1.69% | |
| Trajan Wealth Llc | 0.31% | 185,766 | $7,716,720 | $7,586,683 | -$130,037 | -1.69% | |
| Mariner, Llc | 0.01% | 182,226 | $7,569,647 | $7,442,110 | -$127,537 | -1.68% | |
| Ejmk Ventures Llc | 3.82% | 164,710 | $6,842,039 | $6,726,756 | -$115,283 | -1.68% | |
| Corecap Advisors, Llc | 0.20% | 164,608 | $6,816,417 | $6,722,591 | -$93,826 | -1.38% | |
| Mml Investors Services, Llc | 0.02% | 153,945 | $6,394,858 | $6,287,114 | -$107,744 | -1.68% | |
| Werba Rubin Papier Wealth Management | 0.77% | 153,581 | $6,359,778 | $6,272,248 | -$87,530 | -1.38% | |
| Financial Plan, Inc. | 0.67% | 151,511 | $6,293,767 | $6,187,709 | -$106,058 | -1.69% | |
| Private Advisor Group, Llc | 0.03% | 148,583 | $6,152,840 | $6,068,130 | -$84,710 | -1.38% | |
| Plancorp, Llc | 0.15% | 148,512 | $6,069,685 | $6,065,230 | -$4,455 | -0.07% | |
| Mattern Capital Management, Llc | 0.70% | 145,608 | $6,029,627 | $5,946,631 | -$82,996 | -1.38% | |
| B&D White Capital Company, Llc | 0.72% | 140,692 | $5,844,346 | $5,745,861 | -$98,485 | -1.69% | |
| Buck Wealth Strategies, Llc | 0.57% | 132,400 | $5,482,685 | $5,407,216 | -$75,469 | -1.38% | |
| Dogwood Wealth Management Llc | 2.16% | 132,047 | $5,468,066 | $5,392,799 | -$75,267 | -1.38% |
Frequently asked questions about AVIG
Who owns the most AVIG stock?
The largest holders of AVIG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS CORE FIXED INCOME (AVIG).
Is AVIG widely held by superinvestors?
Many widely followed stocks like AVIG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVIG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.