§ EQUITY
USDAVIG
AVANTIS CORE FIXED INCOME
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
129 increased/new, 34 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| AE Wealth Management LLC | 6.5M | 1.5% | +7% |
| Morgan Stanley | 2.3M | 0.0% | −51% |
| ENVESTNET ASSET MANAGEMENT INC | 1.9M | 0.0% | +6% |
| Verus Financial Partners, Inc. | 1.5M | 5.7% | +4% |
| Simplicity Wealth,LLC | 1.2M | 2.9% | +4% |
| LPL Financial LLC | 997K | 0.0% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for AVIG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER84.3% · 157 holders
DEALER / BANK12.7% · 11 holders
QUALITY / COMPOUNDER2.3% · 2 holders
SYSTEMATIC / QUANT0.3% · 2 holders
INCOME / DEFENSIVE0.2% · 3 holders
PASSIVE / INDEX0.2% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVIG in the last 180 days.