AVANTIS CORE FIXED INCOME (AVIG) Institutional Ownership Changes & 13F Activity

AVANTIS CORE FIXED INCOME (AVIG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include American Century Companies Inc, Goldman Sachs Group Inc, Raymond James Financial Inc, Allworth Financial Lp, and Vestmark Advisory Solutions, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+28,969+18.4%186,022$7.73MQ1 2026Jul 08, 2026
American Century Companies IncBuy+507,712+185.5%781,349$32.46MQ1 2026May 15, 2026
Goldman Sachs Group IncBuy+332,974—332,974$13.83MQ1 2026May 15, 2026
Allworth Financial LpBuy+82,373+56.3%228,684$9.50MQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Buy+76,997—76,997$3.20MQ1 2026May 15, 2026
Morgan StanleySell-69,946-3.0%2,296,805$95.41MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+66,295—66,295$2.75MQ1 2026May 15, 2026
Cresset Asset Management, LlcBuy+57,784+28.5%260,667$10.83MQ1 2026May 15, 2026
Gts Securities LlcBuy+40,341—40,341$1.68MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+29,245—29,245$1.22MQ1 2026May 15, 2026
Aqr Capital Management LlcBuy+21,937+46.2%69,408$2.88MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+11,754—11,754$488.26KQ1 2026May 15, 2026
Herold Advisors, Inc.Buy+11,069+6.8%174,440$7.25MQ1 2026May 15, 2026
Iht Wealth Management, LlcBuy+10,260+17.9%67,629$2.81MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+8,141+1.6%508,741$21.13MQ1 2026May 15, 2026
Creativeone Wealth, LlcSell-7,763-37.2%13,130$545.40KQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+7,506+64.6%19,117$787.07KQ1 2026May 15, 2026
Corient Private Wealth LlcBuy+3,544+1.6%231,514$9.62MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+852+12.5%7,675$318.83KQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+411+6.7%6,506$270.26KQ1 2026May 15, 2026
Focus Partners WealthBuy+317+1.4%22,627$939.94KQ1 2026May 15, 2026
National Bank Of CanadaBuy+292+3.3%9,011$375.48KQ1 2026May 15, 2026
Wealth Management NebraskaSell-127-0.8%15,470$642.62KQ1 2026May 15, 2026
Larson Financial Group LlcBuy+1+2.0%51$2.10KQ1 2026May 15, 2026
Raymond James Financial IncBuy+92,303+22.1%509,320$21.16MQ1 2026May 14, 2026
3 Factor Indexing, LlcBuy+18,476—18,476$767.49KQ1 2026May 14, 2026
Cwm, LlcBuy+16,258+17.7%108,363$4.50MQ1 2026May 14, 2026
Trajan Wealth LlcBuy+13,836+8.0%185,766$7.72MQ1 2026May 14, 2026
Arcadia Wealth Management, Inc.Buy+11,882+14.5%93,930$3.90MQ1 2026May 14, 2026
Orion Capital Management LlcBuy+8,579+40.0%30,007$1.25MQ1 2026May 14, 2026
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Frequently asked questions about AVIG activity

  • Which institutional owners are buying AVIG?

    Institutional owners buying AVIG 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 AVIG activity?

    "Buy" means an investor increased their reported position in AVIG compared to the prior reporting period. This reflects growing exposure to AVANTIS CORE FIXED INCOME (AVIG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVIG increasing?

    Institutional interest in AVIG 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.

AVIG Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet