Public ownership evidence

Avantis Core Fixed Income ETF (AVIG) Ownership Disclosures

Read AVIG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis Core Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
242,321
Value (USD)
$10,034,511
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVIG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVIG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28242,321$10,034,511None
Kingsview Wealth Management, LLC2026-06-302026-08-207,229$299,353None
Beacon Pointe Advisors, LLC2026-06-302026-08-196,534$270,554None
JDM Financial Group LLC2026-06-302026-08-195,109$211,554None
Orion Capital Management LLC2026-06-302026-08-1935,372$1,464,746None
Corient Private Wealth LP2026-06-302026-08-18242,322$10,034,511None
FSA Advisors, Inc.2026-06-302026-08-1818,245$755,506None
Financial Plan, Inc.2026-06-302026-08-15172,083$7,125,949None
Mutual Advisors, LLC2026-06-302026-08-158,044$333,102None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-15154,878$6,413,493None
WCG Wealth Advisors LLC2026-06-302026-08-1563,159$2,615,405None
Foundations Investment Advisors, LLC2026-06-302026-08-1513,210$547,035None
IFG Advisory, LLC2026-06-302026-08-151,793$74,248None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,067$209,824None
OSAIC HOLDINGS, INC.2026-06-302026-08-1591,241$3,778,184None
Betterment LLC2026-06-302026-08-1524,698$1,023,000None
JANE STREET GROUP, LLC2026-06-302026-08-1526,788$1,109,291None
OLD MISSION CAPITAL LLC2026-06-302026-08-1557,721$2,390,226None
GTS SECURITIES LLC2026-06-302026-08-15193,793$8,024,968None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1528,499$1,180,144None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-157,991$330,907None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,120$46,379None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,154$130,607None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-156,098$252,481None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15812$33,625None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-154,595$190,279None
Gotham Asset Management, LLC2026-06-302026-08-156,574$272,229None
Keel Point, LLC2026-06-302026-08-154,863$201,377None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1521,757$904,007None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,200$49,692None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1529,687$1,228,979None
Cresset Asset Management, LLC2026-06-302026-08-15347,406$14,386,046None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-157,705$319,066None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1576,445$3,165,587None
ROYAL BANK OF CANADA2026-06-302026-08-15526,744$21,812,000None
CITADEL ADVISORS LLC2026-06-302026-08-1542,927$1,777,607None
Larson Financial Group LLC2026-06-302026-08-1551$2,121None
IHT Wealth Management, LLC2026-06-302026-08-1566,435$2,751,081None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1551,351$2,126,445None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1528,851$1,194,721None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,992$330,949None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15614,571$25,449,385None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15287,012$11,885,160None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,674$566,240None
Trajan Wealth LLC2026-06-302026-08-14204,416$8,464,867None
FSA Advisors, Inc.2026-06-302026-08-1418,245$755,506None
Visionary Wealth Advisors2026-06-302026-08-1456,169$2,325,963None
CreativeOne Wealth, LLC2026-06-302026-08-1411,959$495,234None
CreativeOne Wealth, LLC2026-06-302026-08-14216$8,945None
Rockefeller Capital Management L.P.2026-06-302026-08-142,975$123,195None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗Orion Capital Management LLC ↗Corient Private Wealth LP ↗FSA Advisors, Inc. ↗Financial Plan, Inc. ↗Mutual Advisors, LLC ↗ENDEAVOR PRIVATE WEALTH, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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