AVIG

Avantis Core Fixed Income

Latest period2026 - Q1Total superinvestors179

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 179 superinvestors own shares of Avantis Core Fixed Income (AVIG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Avantis Core Fixed Income (AVIG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Avantis Core Fixed Income (AVIG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Avantis Core Fixed Income (AVIG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Increased 7.33%
1.47%
$271.464M
6.535M shares@ 41.55 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -2.95%
0.01%
$95.409M
2.297M shares@ 41.55 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 5.87%
0.03%
$78.075M
1.88M shares@ 41.54 avg price
Julie Waitman@Verus Financial Partners, Inc.
Recent Activity
Increased 3.89%
5.73%
$63.85M
1.532M shares@ 41.7 avg price
Erin E. Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 45.71%
0.15%
$56.586M
1.362M shares@ 41.55 avg price
ERIN MCCANN@Simplicity Wealth,llc
Recent Activity
Increased 4.49%
2.86%
$50.366M
1.212M shares@ 41.54 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 1.89%
0.02%
$41.4M
996,640 shares@ 41.55 avg price
James Spinelli@Great Valley Advisor Group, Inc.
Recent Activity
Increased 7.35%
0.74%
$40.418M
972,985 shares@ 41.55 avg price
Russell Mohberg@Regatta Capital Group, Llc
Recent Activity
Increased 3.7%
5.03%
$33.216M
799,615 shares@ 41.55 avg price
Otis H. Cowan@American Century Companies Inc
Recent Activity
Increased 185.55%
0.02%
$32.457M
781,349 shares@ 41.54 avg price

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