AVANTIS SHORT-TERM FIXED INC (AVSF) Institutional Shareholders
AVANTIS SHORT-TERM FIXED INC (AVSF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $573.39M in AVSF holdings during the latest filing period.
Maseco Llp is currently the largest disclosed institutional shareholder of AVSF tracked by InsiderSet, reporting ownership valued at approximately $91.56M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $90.52M, representing an estimated loss of -1.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed AVSF value among the investors covered in this analysis. Major shareholders include Maseco Llp, Savant Capital, Llc, Verus Financial Partners, Inc., and several other long-term asset managers with concentrated positions in AVANTIS SHORT-TERM FIXED INC (AVSF).
This page ranks the largest institutional AVSF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
101
Total Reported Value
$573.39M
Largest Holder
Maseco Llp
Largest Position
$91.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 2.87% | 1,955,930 | $91,557,076 | $90,520,440 | -$1,036,636 | -1.13% | |
| Savant Capital, Llc | 0.40% | 1,764,025 | $82,556,357 | $81,639,077 | -$917,280 | -1.11% | |
| Verus Financial Partners, Inc. | 5.41% | 1,358,338 | $63,255,239 | $62,863,883 | -$391,356 | -0.62% | |
| Lpl Financial Llc | 0.01% | 883,281 | $41,337,549 | $40,878,245 | -$459,304 | -1.11% | |
| Financial Plan, Inc. | 4.27% | 851,252 | $39,838,594 | $39,395,943 | -$442,651 | -1.11% | |
| Simplicity Wealth,Llc | 1.94% | 731,683 | $34,242,780 | $33,862,289 | -$380,491 | -1.11% | |
| Envestnet Asset Management Inc | 0.01% | 658,767 | $30,830,294 | $30,487,737 | -$342,557 | -1.11% | |
| Creative Planning | 0.01% | 399,433 | $18,693,454 | $18,485,759 | -$207,695 | -1.11% | |
| Pacific Life Fund Advisors Llc | 1.68% | 312,408 | $14,620,694 | $14,458,242 | -$162,452 | -1.11% | |
| Werba Rubin Papier Wealth Management | 1.32% | 202,236 | $9,464,636 | $9,359,482 | -$105,154 | -1.11% | |
| Mattern Wealth Management Llc | 1.47% | 191,929 | $8,937,747 | $8,882,474 | -$55,273 | -0.62% | |
| Allworth Financial Lp | 0.03% | 180,922 | $8,467,143 | $8,373,070 | -$94,073 | -1.11% | |
| Fort Vancouver Investment Management, Llc | 4.22% | 177,514 | $8,307,656 | $8,215,348 | -$92,308 | -1.11% | |
| Strategic Blueprint, Llc | 0.39% | 168,913 | $7,865,957 | $7,817,294 | -$48,663 | -0.62% | |
| Atria Investments, Inc | 0.07% | 138,863 | $6,498,802 | $6,426,580 | -$72,222 | -1.11% | |
| American Century Companies Inc | 0.00% | 130,082 | $6,087,838 | $6,020,195 | -$67,643 | -1.11% | |
| Allodium Investment Consultants, Llc | 1.97% | 99,663 | $4,641,096 | $4,612,404 | -$28,692 | -0.62% | |
| Mccartney Wealth Management Llc | 3.67% | 93,028 | $4,353,733 | $4,305,336 | -$48,397 | -1.11% | |
| Maimon Wealth Management Ltd. | 3.18% | 88,580 | $4,125,002 | $4,099,482 | -$25,520 | -0.62% | |
| Plancorp, Llc | 0.10% | 85,675 | $3,966,752 | $3,965,039 | -$1,713 | -0.04% | |
| Corient Private Wealth Llc | 0.01% | 83,429 | $3,904,460 | $3,861,094 | -$43,366 | -1.11% | |
| Trajan Wealth Llc | 0.16% | 82,348 | $3,853,886 | $3,811,065 | -$42,821 | -1.11% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 74,212 | $3,473,122 | $3,434,531 | -$38,591 | -1.11% | |
| Endeavor Private Wealth, Inc. | 0.98% | 73,325 | $3,431,588 | $3,393,481 | -$38,107 | -1.11% | |
| Corecap Advisors, Llc | 0.10% | 71,217 | $3,316,440 | $3,295,923 | -$20,517 | -0.62% | |
| Raymond James Financial Inc | 0.00% | 65,649 | $3,072,374 | $3,038,236 | -$34,138 | -1.11% | |
| B&D White Capital Company, Llc | 0.36% | 63,003 | $2,948,540 | $2,915,779 | -$32,761 | -1.11% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,229 | $2,912,330 | $2,879,958 | -$32,372 | -1.11% | |
| Integrated Advisors Network Llc | 0.15% | 61,953 | $2,899,416 | $2,867,185 | -$32,231 | -1.11% | |
| Arcadia Wealth Management, Inc. | 1.54% | 60,810 | $2,845,891 | $2,814,287 | -$31,604 | -1.11% | |
| Cogent Private Wealth, Inc. | 2.01% | 59,559 | $2,787,361 | $2,756,391 | -$30,970 | -1.11% | |
| Pacific Asset Management, Llc | 1.37% | 52,440 | $2,454,193 | $2,426,923 | -$27,270 | -1.11% | |
| Mcmill Wealth Management | 0.63% | 50,578 | $2,367,050 | $2,340,750 | -$26,300 | -1.11% | |
| Mml Investors Services, Llc | 0.01% | 49,565 | $2,319,664 | $2,293,868 | -$25,796 | -1.11% | |
| Mariner, Llc | 0.00% | 46,634 | $2,182,466 | $2,158,222 | -$24,244 | -1.11% | |
| Approach Retirement Advisors, Llc | 1.57% | 46,438 | $2,162,536 | $2,149,151 | -$13,385 | -0.62% | |
| Goldman Sachs Group Inc | 0.00% | 44,999 | $2,105,953 | $2,082,554 | -$23,399 | -1.11% | |
| Concurrent Investment Advisors, Llc | 0.02% | 43,587 | $2,039,856 | $2,017,206 | -$22,650 | -1.11% | |
| Tillman Hartley Llc | 0.48% | 40,850 | $1,911,780 | $1,890,538 | -$21,242 | -1.11% | |
| Valued Wealth Advisors Llc | 0.65% | 38,403 | $1,788,363 | $1,777,291 | -$11,072 | -0.62% | |
| Ae Wealth Management Llc | 0.01% | 33,939 | $1,588,329 | $1,570,697 | -$17,632 | -1.11% | |
| United Advisor Group, Llc | 0.19% | 33,632 | $1,573,978 | $1,556,489 | -$17,489 | -1.11% | |
| Eaton-Cambridge Inc. | 0.44% | 33,742 | $1,571,301 | $1,561,580 | -$9,721 | -0.62% | |
| Pcg Wealth Advisors, Llc | 0.36% | 30,040 | $1,405,870 | $1,390,251 | -$15,619 | -1.11% | |
| Factor Wealth Management Ltd | 0.21% | 29,879 | $1,391,411 | $1,382,800 | -$8,611 | -0.62% | |
| Sc&H Financial Advisors, Inc. | 0.20% | 28,823 | $1,348,931 | $1,333,928 | -$15,003 | -1.11% | |
| Kestra Advisory Services, Llc | 0.00% | 28,094 | $1,314,795 | $1,300,190 | -$14,605 | -1.11% | |
| Virtue Capital Management, Llc | 0.19% | 27,157 | $1,268,370 | $1,256,826 | -$11,544 | -0.91% | |
| Bank Of New York Mellon Corp | 0.00% | 25,495 | $1,193,184 | $1,179,909 | -$13,275 | -1.11% | |
| Ifp Advisors, Inc | 0.02% | 25,609 | $1,192,562 | $1,185,185 | -$7,377 | -0.62% |
Frequently asked questions about AVSF
Who owns the most AVSF stock?
The largest holders of AVSF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS SHORT-TERM FIXED INC (AVSF).
Is AVSF widely held by superinvestors?
Many widely followed stocks like AVSF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVSF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.