Who owns AVIG?
Avantis Core Fixed Income ETF · Avantis
180 institutions reported holding AVIG, worth $1.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVIG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $270.3M | 6,527,797 | −7,204 shares |
| Morgan Stanley | New York, NY | $116.1M | 2,802,723 | +505,918 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $85.6M | 2,065,939 | +186,420 shares |
| American Century Companies Inc. | Kansas City, MO | $65.0M | 1,570,423 | +789,074 shares |
| Verus Financial Partners, Inc. | Richmond, VA | $64.4M | 1,555,647 | +24,116 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $60.2M | 1,453,103 | +90,910 shares |
| Simplicity Wealth,LLC | Summit, NJ | $53.2M | 1,283,956 | +71,486 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $47.7M | 1,151,126 | +178,141 shares |
| Regatta Capital Group, LLC | El Segundo, CA | $35.8M | 865,475 | +65,860 shares |
| BCR Wealth Strategies, LLC | Vestavia, AL | $35.4M | 853,777 | +80,469 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVIG?
180 institutional managers reported holding AVIG in Form 13F filings for June 30, 2026, worth $1.6B in total. The largest reported position was held by AE Wealth Management LLC, at $270.3M.
Did institutions buy or sell AVIG last quarter?
Reported 13F value rose 13.1% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVIG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.