AVANTIS SHORT-TERM FIXED INC (AVSF) Institutional Ownership and Insiders Activity
AVANTIS SHORT-TERM FIXED INC (AVSF) is widely held by institutional investors, with 90 firms reporting positions valued at approximately $524.42M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Maseco Llp is the largest disclosed holder, reporting approximately $94.99M in AVSF holdings in its latest filing.
Institutional Holders
90
Total Reported Value
$524.42M
Largest Holder
Maseco Llp
Largest Position
$94.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
34
Top Institutional Owners
View allInvestorReported Balance
- Maseco Llp$94.99M
- Verus Financial Partners, Inc.$63.26M
- Financial Plan, Inc.$43.16M
- Savant Capital, Llc$40.71M
- Simplicity Wealth,Llc$34.24M
AVSF News
All news- Ferguson Johnson Wealth Management Inc Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai