AVANTIS SHORT-TERM FIXED INC (AVSF) Institutional Ownership and Insiders Activity
AVANTIS SHORT-TERM FIXED INC (AVSF) is widely held by institutional investors, with 91 firms reporting positions valued at approximately $528.66M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Maseco Llp is the largest disclosed holder, reporting approximately $100.76M in AVSF holdings in its latest filing.
Institutional Holders
91
Total Reported Value
$528.66M
Largest Holder
Maseco Llp
Largest Position
$100.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
40
Funds Exiting Positions
7
Top Institutional Owners
View allInvestorReported Balance
- Maseco Llp$100.76M
- Verus Financial Partners, Inc.$60.67M
- Financial Plan, Inc.$43.16M
- Savant Capital, Llc$40.71M
- Simplicity Wealth,Llc$28.06M
AVSF News
All news- Ferguson Johnson Wealth Management Inc Q2 2026 Portfolio Activity
Aug 4, 2026 · valut.ai