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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+77,64177,641$3.62MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+9,376+11.2%92,805$4.32MQ2 2026Aug 27, 2026
Beacon Pointe Advisors, LlcBuy+29,95329,953$1.39MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+3,8803,880$180.70KQ2 2026Aug 18, 2026
Mcmill Wealth ManagementBuy+7,289+14.4%57,867$2.69MQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+140,249+311.7%185,248$8.63MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+129,397+197.1%195,046$9.08MQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+75,458+8.9%926,710$43.16MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+28,931+492.3%34,808$1.62MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+24,28924,289$1.13MQ2 2026Aug 14, 2026
Endeavor Private Wealth, Inc.Buy+12,850+17.5%86,175$4.01MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+6,7426,742$313.96KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,1002,100$97.79KQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcSell-1,267-6.4%18,398$856.78KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-651-8.4%7,143$333.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpSell-644-18.8%2,776$129.44KQ2 2026Aug 14, 2026
Ubs Group AgBuy+4,932+7828.6%4,995$232.61KQ2 2026Aug 13, 2026
Trajan Wealth LlcSell-2,779-3.4%79,569$3.71MQ2 2026Aug 13, 2026
Index Fund Advisors, Inc.Buy+1,090+24.8%5,478$255.08KQ2 2026Aug 13, 2026
Morgan StanleyBuy+294+10.9%2,988$139.15KQ2 2026Aug 13, 2026
American Century Companies IncBuy+16,008+12.3%146,090$6.80MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+5,5195,519$257.01KQ2 2026Aug 12, 2026
Allworth Financial LpBuy+50,652+28.0%231,574$10.78MQ2 2026Aug 11, 2026
Arcadia Wealth Management, Inc.Buy+4,526+7.4%65,336$3.04MQ2 2026Aug 11, 2026
Integrated Advisors Network LlcSell-410-0.7%61,543$2.87MQ2 2026Aug 11, 2026
Savant Capital, LlcSell-889,750-50.4%874,275$40.71MQ2 2026Aug 10, 2026
Diversify Advisory Services, LlcBuy+11,79311,793$546.15KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-721,298-81.7%161,983$7.54MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+12,370+25.0%61,935$2.88MQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+122+108.9%234$10.90KQ2 2026Aug 07, 2026
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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.