AVANTIS SHORT-TERM FIXED INC AVSF
$46.64
+0.1% 52w: $44.80 – $46.71
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data44.8045.7646.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
112
+35 QoQ
13F value
$626.0M
+41.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns AVSF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MASECO LLP | Wealth advisor | 2.0M | $91.6M | 2.9% | New |
| Savant Capital, LLC | Wealth advisor | 1.8M | $82.6M | 0.4% | -19.2% |
| Verus Financial Partners, Inc. | Wealth advisor | 1.4M | $63.4M | 5.7% | +1.0% |
| LPL Financial LLC | Bank broker | 883.3K | $41.3M | 0.0% | +534.2% |
| Financial Plan, Inc. | Wealth advisor | 851.3K | $39.8M | 4.3% | +15.0% |
| Simplicity Wealth,LLC | Wealth advisor | 731.7K | $34.2M | 1.9% | +9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 658.8K | $30.8M | 0.0% | +34.8% |
| Creative Planning | Wealth advisor | 399.4K | $18.7M | 0.0% | -4.1% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 312.4K | $14.6M | 1.7% | -13.6% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 270.9K | $12.7M | 0.1% | New |
| CoreCap Advisors, LLC | Wealth advisor | 233.4K | $10.9M | 0.4% | +376.1% |
| Mattern Wealth Management LLC | Wealth advisor | 205.3K | $9.6M | 1.9% | +5.8% |
| Werba Rubin Papier Wealth Management | Wealth advisor | 202.2K | $9.5M | 1.3% | New |
| Ferguson Johnson Wealth Management Inc | Wealth advisor | 191.7K | $9.0M | 7.3% | +7.0% |
| Allworth Financial LP | Wealth advisor | 180.9K | $8.5M | 0.0% | New |
| Fort Vancouver Investment Management, LLC | Wealth advisor | 177.5K | $8.3M | 4.2% | +17.7% |
| Strategic Blueprint, LLC | Wealth advisor | 163.6K | $7.7M | 0.4% | +2.4% |
| HERITAGE OAK WEALTH ADVISORS LLC | Wealth advisor | 154.9K | $7.2M | 2.3% | New |
| Atria Investments, Inc | Wealth advisor | 138.9K | $6.5M | 0.1% | New |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 130.1K | $6.1M | 0.0% | +9.2% |
| McCartney Wealth Management LLC | Wealth advisor | 93.0K | $4.4M | 3.7% | +1.6% |
| Allodium Investment Consultants, LLC | Wealth advisor | 89.4K | $4.2M | 2.0% | +77.1% |
| Plancorp, LLC | Wealth advisor | 85.7K | $4.0M | 0.1% | Held |
| Corient Private Wealth LLC | Diversified mechanical | 83.4K | $3.9M | 0.0% | -48.9% |
| Trajan Wealth LLC | Other | 82.3K | $3.9M | 0.2% | -5.9% |
| MAIMON WEALTH MANAGEMENT LTD. | Wealth advisor | 79.4K | $3.7M | 3.3% | +7.0% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 74.2K | $3.5M | 0.0% | +6.5% |
| ENDEAVOR PRIVATE WEALTH, INC. | Wealth advisor | 73.3K | $3.4M | 1.0% | -8.6% |
| Networth Advisors, LLC | Wealth advisor | 68.3K | $3.2M | 2.3% | +4.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 65.6K | $3.1M | 0.0% | New |
| B&D White Capital Company, LLC | Wealth advisor | 63.0K | $2.9M | 0.4% | +4.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 62.2K | $2.9M | 0.0% | +2.4% |
| Integrated Advisors Network LLC | Wealth advisor | 62.0K | $2.9M | 0.2% | -1.4% |
| Arcadia Wealth Management, Inc. | Wealth advisor | 60.8K | $2.8M | 1.5% | +22.5% |
| Navigoe, LLC | Wealth advisor | 59.7K | $2.8M | 1.6% | +21.9% |
| Cogent Private Wealth, Inc. | Wealth advisor | 59.6K | $2.8M | 2.0% | +57.3% |
| Global View Capital Management LLC | Wealth advisor | 55.4K | $2.6M | 0.7% | New |
| Valued Wealth Advisors LLC | Wealth advisor | 53.4K | $2.5M | 1.0% | +432.2% |
| Pacific Asset Management, LLC | Wealth advisor | 52.4K | $2.5M | 1.4% | +18.8% |
| McMill Wealth Management | Other | 50.6K | $2.4M | 0.6% | +6.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 49.6K | $2.3M | 0.0% | -6.5% |
| Mariner, LLC | Diversified mechanical | 46.6K | $2.2M | 0.0% | -4.3% |
| Approach Retirement Advisors, LLC | Wealth advisor | 45.4K | $2.1M | 1.8% | +0.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 45.0K | $2.1M | 0.0% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 43.6K | $2.0M | 0.0% | New |
| Tillman Hartley LLC | Wealth advisor | 40.9K | $1.9M | 0.5% | Held |
| Factor Wealth Management LTD | Wealth advisor | 35.9K | $1.7M | 0.3% | -9.0% |
| AE Wealth Management LLC | Wealth advisor | 33.9K | $1.6M | 0.0% | -14.5% |
| Eaton-Cambridge Inc. | Wealth advisor | 33.7K | $1.6M | 0.5% | Held |
| United Advisor Group, LLC | Wealth advisor | 33.6K | $1.6M | 0.2% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.