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 $1.20B in AVIG holdings during the latest filing period.
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 $114.79M, representing an estimated loss of -1.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
177
Total Reported Value
$1.20B
Largest Holder
Morgan Stanley
Largest Position
$116.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $114,785,520 | -$1,275,278 | -1.10% | |
| Envestnet Asset Management Inc | 0.02% | 2,065,939 | $85,550,548 | $84,610,532 | -$940,016 | -1.10% | |
| American Century Companies Inc | 0.03% | 1,570,423 | $65,031,216 | $64,316,674 | -$714,542 | -1.10% | |
| Verus Financial Partners, Inc. | 5.51% | 1,555,647 | $64,419,362 | $63,711,523 | -$707,839 | -1.10% | |
| Simplicity Wealth,Llc | 2.85% | 1,212,470 | $50,365,991 | $49,656,709 | -$709,282 | -1.41% | |
| Great Valley Advisor Group, Inc. | 0.75% | 1,151,126 | $47,668,528 | $47,144,365 | -$524,163 | -1.10% | |
| Regatta Capital Group, Llc | 4.82% | 865,475 | $35,839,327 | $35,445,529 | -$393,798 | -1.10% | |
| Echo Wealth Management, Llc | 17.51% | 828,460 | $34,306,523 | $33,929,579 | -$376,944 | -1.10% | |
| Lpl Financial Llc | 0.01% | 811,747 | $33,614,428 | $33,245,098 | -$369,330 | -1.10% | |
| Pacific Life Fund Advisors Llc | 3.43% | 754,164 | $31,229,931 | $30,886,787 | -$343,144 | -1.10% | |
| Allegiance Financial Group Advisory Services Llc | 4.90% | 683,919 | $28,321,067 | $28,009,903 | -$311,164 | -1.10% | |
| Hill Investment Group Partners, Llc | 2.82% | 667,155 | $27,626,907 | $27,323,333 | -$303,574 | -1.10% | |
| Raymond James Financial Inc | 0.01% | 651,414 | $26,975,055 | $26,678,660 | -$296,395 | -1.10% | |
| Highland Financial Advisors, Llc | 5.42% | 594,740 | $24,628,176 | $24,357,577 | -$270,599 | -1.10% | |
| Centennial Wealth Advisory Llc | 4.95% | 553,222 | $22,908,957 | $22,657,207 | -$251,750 | -1.10% | |
| Royal Bank Of Canada | 0.00% | 526,744 | $21,812,000 | $21,572,801 | -$239,199 | -1.10% | |
| Axxcess Wealth Management, Llc | 0.35% | 526,067 | $21,784,414 | $21,545,074 | -$239,340 | -1.10% | |
| Lexaurum Advisors, Llc | 2.46% | 514,015 | $21,285,379 | $21,051,484 | -$233,895 | -1.10% | |
| Garrett Wealth Advisory Group, Llc | 3.17% | 497,752 | $20,611,924 | $20,385,433 | -$226,491 | -1.10% | |
| Truist Financial Corp | 0.02% | 417,865 | $17,303,786 | $17,113,661 | -$190,125 | -1.10% | |
| Continuum Wealth Advisors, Llc | 5.78% | 413,351 | $17,116,865 | $16,928,790 | -$188,075 | -1.10% | |
| Allodium Investment Consultants, Llc | 6.74% | 383,166 | $15,866,884 | $15,692,564 | -$174,320 | -1.10% | |
| Align Financial, Llc | 7.46% | 363,191 | $15,039,744 | $14,874,487 | -$165,257 | -1.10% | |
| Cresset Asset Management, Llc | 0.05% | 347,406 | $14,386,046 | $14,228,013 | -$158,033 | -1.10% | |
| Networth Advisors, Llc | 7.31% | 303,799 | $12,580,324 | $12,442,088 | -$138,236 | -1.10% | |
| Wells Fargo & Company/Mn | 0.00% | 300,686 | $12,451,400 | $12,314,595 | -$136,805 | -1.10% | |
| Allworth Financial Lp | 0.05% | 289,797 | $12,000,505 | $11,868,636 | -$131,869 | -1.10% | |
| Cogent Private Wealth, Inc. | 7.07% | 273,103 | $11,309,195 | $11,184,933 | -$124,262 | -1.10% | |
| Ejmk Ventures Llc | 4.84% | 257,533 | $10,664,431 | $10,547,264 | -$117,167 | -1.10% | |
| Corient Private Wealth Llc | 0.01% | 242,321 | $10,034,511 | $9,924,257 | -$110,254 | -1.10% | |
| Commonwealth Equity Services, Llc | 0.01% | 235,829 | $9,765,670 | $9,658,377 | -$107,293 | -1.10% | |
| Wealth Alliance Advisory Group, Llc | 1.33% | 222,640 | $9,219,522 | $9,118,221 | -$101,301 | -1.10% | |
| Trajan Wealth Llc | 0.32% | 204,416 | $8,464,867 | $8,371,857 | -$93,010 | -1.10% | |
| Pacific Asset Management, Llc | 3.97% | 195,503 | $8,095,770 | $8,006,825 | -$88,945 | -1.10% | |
| Gts Securities Llc | 0.17% | 193,793 | $8,024,968 | $7,936,792 | -$88,176 | -1.10% | |
| Herold Advisors, Inc. | 1.54% | 188,219 | $7,792,000 | $7,708,509 | -$83,491 | -1.07% | |
| Financial Plan, Inc. | 0.68% | 172,083 | $7,125,949 | $7,047,659 | -$78,290 | -1.10% | |
| Corecap Advisors, Llc | 0.20% | 164,608 | $6,816,417 | $6,741,521 | -$74,896 | -1.10% | |
| Endeavor Private Wealth, Inc. | 1.56% | 154,878 | $6,413,493 | $6,343,028 | -$70,465 | -1.10% | |
| Werba Rubin Papier Wealth Management | 0.77% | 153,581 | $6,359,778 | $6,289,910 | -$69,868 | -1.10% | |
| Mml Investors Services, Llc | 0.01% | 148,924 | $6,166,940 | $6,099,182 | -$67,758 | -1.10% | |
| Private Advisor Group, Llc | 0.03% | 148,583 | $6,152,840 | $6,085,217 | -$67,623 | -1.10% | |
| Plancorp, Llc | 0.15% | 148,512 | $6,069,685 | $6,082,309 | +$12,624 | +0.21% | |
| Mattern Capital Management, Llc | 0.70% | 145,608 | $6,029,627 | $5,963,376 | -$66,251 | -1.10% | |
| B&D White Capital Company, Llc | 0.60% | 144,961 | $6,002,835 | $5,936,878 | -$65,957 | -1.10% | |
| Savant Capital, Llc | 0.02% | 133,497 | $5,528,128 | $5,467,370 | -$60,758 | -1.10% | |
| Buck Wealth Strategies, Llc | 0.57% | 132,400 | $5,482,685 | $5,422,442 | -$60,243 | -1.10% | |
| Dogwood Wealth Management Llc | 2.16% | 132,047 | $5,468,066 | $5,407,985 | -$60,081 | -1.10% | |
| Kestra Advisory Services, Llc | 0.02% | 115,169 | $4,769,152 | $4,716,746 | -$52,406 | -1.10% | |
| Mattern Wealth Management Llc | 0.78% | 114,663 | $4,748,200 | $4,696,023 | -$52,177 | -1.10% |
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.