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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +28,969 | +18.4% | 186,022 | $7.73M | Q1 2026 | Jul 08, 2026 |
| American Century Companies Inc | Buy | +507,712 | +185.5% | 781,349 | $32.46M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +332,974 | — | 332,974 | $13.83M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +82,373 | +56.3% | 228,684 | $9.50M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +76,997 | — | 76,997 | $3.20M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -69,946 | -3.0% | 2,296,805 | $95.41M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +66,295 | — | 66,295 | $2.75M | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +57,784 | +28.5% | 260,667 | $10.83M | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Buy | +40,341 | — | 40,341 | $1.68M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +29,245 | — | 29,245 | $1.22M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +21,937 | +46.2% | 69,408 | $2.88M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +11,754 | — | 11,754 | $488.26K | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | Buy | +11,069 | +6.8% | 174,440 | $7.25M | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Buy | +10,260 | +17.9% | 67,629 | $2.81M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +8,141 | +1.6% | 508,741 | $21.13M | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Sell | -7,763 | -37.2% | 13,130 | $545.40K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +7,506 | +64.6% | 19,117 | $787.07K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +3,544 | +1.6% | 231,514 | $9.62M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +852 | +12.5% | 7,675 | $318.83K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +411 | +6.7% | 6,506 | $270.26K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +317 | +1.4% | 22,627 | $939.94K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +292 | +3.3% | 9,011 | $375.48K | Q1 2026 | May 15, 2026 |
| Wealth Management Nebraska | Sell | -127 | -0.8% | 15,470 | $642.62K | Q1 2026 | May 15, 2026 |
| Larson Financial Group Llc | Buy | +1 | +2.0% | 51 | $2.10K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +92,303 | +22.1% | 509,320 | $21.16M | Q1 2026 | May 14, 2026 |
| 3 Factor Indexing, Llc | Buy | +18,476 | — | 18,476 | $767.49K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +16,258 | +17.7% | 108,363 | $4.50M | Q1 2026 | May 14, 2026 |
| Trajan Wealth Llc | Buy | +13,836 | +8.0% | 185,766 | $7.72M | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, Inc. | Buy | +11,882 | +14.5% | 93,930 | $3.90M | Q1 2026 | May 14, 2026 |
| Orion Capital Management Llc | Buy | +8,579 | +40.0% | 30,007 | $1.25M | Q1 2026 | May 14, 2026 |
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.