AVANTIS SHORT-TERM FIXED INC (AVSF) Institutional Ownership Changes & 13F Activity
AVANTIS SHORT-TERM FIXED INC (AVSF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Savant Capital, Llc, Lpl Financial Llc, Goldman Sachs Group Inc, Raymond James Financial Inc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +77,641 | — | 77,641 | $3.62M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +9,376 | +11.2% | 92,805 | $4.32M | Q2 2026 | Aug 27, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +29,953 | — | 29,953 | $1.39M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +3,880 | — | 3,880 | $180.70K | Q2 2026 | Aug 18, 2026 |
| Mcmill Wealth Management | Buy | +7,289 | +14.4% | 57,867 | $2.69M | Q2 2026 | Aug 17, 2026 |
| Goldman Sachs Group Inc | Buy | +140,249 | +311.7% | 185,248 | $8.63M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +129,397 | +197.1% | 195,046 | $9.08M | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +75,458 | +8.9% | 926,710 | $43.16M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +28,931 | +492.3% | 34,808 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +24,289 | — | 24,289 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +12,850 | +17.5% | 86,175 | $4.01M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +6,742 | — | 6,742 | $313.96K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,100 | — | 2,100 | $97.79K | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Sell | -1,267 | -6.4% | 18,398 | $856.78K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -651 | -8.4% | 7,143 | $333.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -644 | -18.8% | 2,776 | $129.44K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +4,932 | +7828.6% | 4,995 | $232.61K | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth Llc | Sell | -2,779 | -3.4% | 79,569 | $3.71M | Q2 2026 | Aug 13, 2026 |
| Index Fund Advisors, Inc. | Buy | +1,090 | +24.8% | 5,478 | $255.08K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +294 | +10.9% | 2,988 | $139.15K | Q2 2026 | Aug 13, 2026 |
| American Century Companies Inc | Buy | +16,008 | +12.3% | 146,090 | $6.80M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +5,519 | — | 5,519 | $257.01K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Buy | +50,652 | +28.0% | 231,574 | $10.78M | Q2 2026 | Aug 11, 2026 |
| Arcadia Wealth Management, Inc. | Buy | +4,526 | +7.4% | 65,336 | $3.04M | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network Llc | Sell | -410 | -0.7% | 61,543 | $2.87M | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Sell | -889,750 | -50.4% | 874,275 | $40.71M | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, Llc | Buy | +11,793 | — | 11,793 | $546.15K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -721,298 | -81.7% | 161,983 | $7.54M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +12,370 | +25.0% | 61,935 | $2.88M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +122 | +108.9% | 234 | $10.90K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about AVSF activity
Which institutional owners are buying AVSF?
Institutional owners buying AVSF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in AVSF activity?
"Buy" means an investor increased their reported position in AVSF compared to the prior reporting period. This reflects growing exposure to AVANTIS SHORT-TERM FIXED INC (AVSF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AVSF increasing?
Institutional interest in AVSF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.