AVSF Institutional Ownership & Shareholders
AVANTIS SHORT-TERM FIXED INC (AVSF) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $528.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Maseco Llp is currently the largest disclosed institutional shareholder of AVSF tracked by InsiderSet, reporting ownership valued at approximately $100.76M in its September 30, 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 $101.58M, representing an estimated gain of +0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed AVSF value among the investors covered in this analysis. Major shareholders include Maseco Llp, Verus Financial Partners, Inc., Financial Plan, 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
91
Total Reported Value
$528.66M
Largest Holder
Maseco Llp
Largest Position
$100.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 2.76% | 2,208,899 | $100,758,911 | $101,576,221 | +$817,310 | +0.81% | |
| Verus Financial Partners, Inc. | 5.16% | 1,330,056 | $60,670,391 | $61,162,625 | +$492,234 | +0.81% | |
| Financial Plan, Inc. | 4.09% | 926,710 | $43,155,124 | $42,614,759 | -$540,365 | -1.25% | |
| Savant Capital, Llc | 0.12% | 874,275 | $40,713,314 | $40,203,536 | -$509,778 | -1.25% | |
| Simplicity Wealth,Llc | 0.82% | 615,181 | $28,061,415 | $28,289,098 | +$227,683 | +0.81% | |
| Envestnet Asset Management Inc | 0.01% | 588,196 | $27,391,169 | $27,048,193 | -$342,976 | -1.25% | |
| Creative Planning | 0.01% | 434,155 | $19,803,925 | $19,964,618 | +$160,693 | +0.81% | |
| Pacific Life Fund Advisors Llc | 1.72% | 335,004 | $15,600,500 | $15,405,159 | -$195,341 | -1.25% | |
| Allworth Financial Lp | 0.05% | 231,574 | $10,783,956 | $10,648,930 | -$135,026 | -1.25% | |
| Werba Rubin Papier Wealth Management | 1.25% | 221,889 | $10,332,931 | $10,203,566 | -$129,365 | -1.25% | |
| Fort Vancouver Investment Management, Llc | 4.54% | 208,610 | $9,714,572 | $9,592,931 | -$121,641 | -1.25% | |
| Ferguson Johnson Wealth Management Inc | 6.73% | 198,305 | $9,234,000 | $9,119,055 | -$114,945 | -1.24% | |
| Raymond James Financial Inc | 0.00% | 195,046 | $9,082,922 | $8,969,190 | -$113,732 | -1.25% | |
| Mattern Wealth Management Llc | 1.47% | 191,929 | $8,937,747 | $8,825,855 | -$111,892 | -1.25% | |
| Goldman Sachs Group Inc | 0.00% | 185,248 | $8,626,647 | $8,518,629 | -$108,018 | -1.25% | |
| Strategic Blueprint, Llc | 0.39% | 173,431 | $7,911,056 | $7,975,225 | +$64,169 | +0.81% | |
| Lpl Financial Llc | 0.00% | 161,983 | $7,543,251 | $7,448,788 | -$94,463 | -1.25% | |
| American Century Companies Inc | 0.00% | 146,090 | $6,803,134 | $6,717,949 | -$85,185 | -1.25% | |
| Allodium Investment Consultants, Llc | 2.20% | 117,456 | $5,357,764 | $5,401,214 | +$43,450 | +0.81% | |
| Mccartney Wealth Management Llc | 3.43% | 97,038 | $4,518,875 | $4,462,292 | -$56,583 | -1.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 98,277 | $4,483,397 | $4,519,268 | +$35,871 | +0.80% | |
| Corient Private Wealth Llc | 0.01% | 92,805 | $4,321,733 | $4,267,638 | -$54,095 | -1.25% | |
| Maimon Wealth Management Ltd. | 3.18% | 88,580 | $4,125,002 | $4,073,351 | -$51,651 | -1.25% | |
| Endeavor Private Wealth, Inc. | 0.98% | 86,175 | $4,013,003 | $3,962,757 | -$50,246 | -1.25% | |
| Plancorp, Llc | 0.10% | 85,675 | $3,966,752 | $3,939,765 | -$26,987 | -0.68% | |
| Trajan Wealth Llc | 0.14% | 79,569 | $3,705,377 | $3,658,980 | -$46,397 | -1.25% | |
| Citadel Advisors Llc | 0.00% | 77,641 | $3,615,594 | $3,570,321 | -$45,273 | -1.25% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 73,955 | $3,443,944 | $3,400,821 | -$43,123 | -1.25% | |
| Navigoe, Llc | 1.75% | 71,760 | $3,341,000 | $3,299,884 | -$41,116 | -1.23% | |
| Cogent Private Wealth, Inc. | 1.95% | 66,881 | $3,114,521 | $3,075,523 | -$38,998 | -1.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 67,515 | $3,079,680 | $3,104,677 | +$24,997 | +0.81% | |
| Arcadia Wealth Management, Inc. | 1.45% | 65,336 | $3,042,569 | $3,004,476 | -$38,093 | -1.25% | |
| B&D White Capital Company, Llc | 0.29% | 66,114 | $3,015,796 | $3,040,252 | +$24,456 | +0.81% | |
| Mml Investors Services, Llc | 0.01% | 61,935 | $2,884,195 | $2,848,081 | -$36,114 | -1.25% | |
| Integrated Advisors Network Llc | 0.13% | 63,076 | $2,877,212 | $2,900,550 | +$23,338 | +0.81% | |
| Mcmill Wealth Management | 0.65% | 57,867 | $2,694,734 | $2,661,014 | -$33,720 | -1.25% | |
| Tillman Hartley Llc | 0.59% | 56,430 | $2,627,838 | $2,594,934 | -$32,904 | -1.25% | |
| Corecap Advisors, Llc | 0.07% | 57,128 | $2,605,888 | $2,627,031 | +$21,143 | +0.81% | |
| Pacific Asset Management, Llc | 1.25% | 56,116 | $2,559,727 | $2,580,494 | +$20,767 | +0.81% | |
| Approach Retirement Advisors, Llc | 1.65% | 49,049 | $2,237,362 | $2,255,518 | +$18,156 | +0.81% | |
| Valued Wealth Advisors Llc | 0.65% | 38,403 | $1,788,363 | $1,765,962 | -$22,401 | -1.25% | |
| Private Advisor Group, Llc | 0.01% | 37,849 | $1,762,566 | $1,740,486 | -$22,080 | -1.25% | |
| Kestra Advisory Services, Llc | 0.00% | 35,896 | $1,637,370 | $1,650,678 | +$13,308 | +0.81% | |
| Susquehanna International Group, Llp | 0.00% | 34,808 | $1,620,942 | $1,600,646 | -$20,296 | -1.25% | |
| Eaton-Cambridge Inc. | 0.44% | 33,742 | $1,571,301 | $1,551,626 | -$19,675 | -1.25% | |
| Beacon Pointe Advisors, Llc | 0.01% | 29,953 | $1,394,874 | $1,377,389 | -$17,485 | -1.25% | |
| Sc&H Financial Advisors, Inc. | 0.19% | 29,676 | $1,353,654 | $1,364,651 | +$10,997 | +0.81% | |
| Smartleaf Asset Management Llc | 0.04% | 25,405 | $1,184,635 | $1,168,249 | -$16,386 | -1.38% | |
| Jane Street Group, Llc | 0.00% | 24,289 | $1,131,093 | $1,116,930 | -$14,163 | -1.25% | |
| Factor Wealth Management Ltd | 0.17% | 24,778 | $1,130,261 | $1,139,416 | +$9,155 | +0.81% |
Frequently asked questions about AVSF
Who are the largest institutional holders of AVSF?
The largest institutional holders of AVSF reported in the latest SEC Form 13F filings include Maseco Llp, Verus Financial Partners, Inc., Financial Plan, Inc., Savant Capital, Llc, and Simplicity Wealth,Llc. InsiderSet ranks institutional holders by their latest reported AVSF position.
What is AVSF institutional ownership?
This page tracks AVSF positions reported by institutional investment managers through SEC Form 13F. AVANTIS SHORT-TERM FIXED INC (AVSF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVSF?
InsiderSet currently tracks 91 institutional managers reporting AVSF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVSF shareholders.
How much AVSF stock do institutions own?
Institutional investment managers disclosed approximately $528.66M in AVSF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVSF institutional ownership last updated?
The latest AVSF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVSF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVSF position after the reporting date.
Are institutions buying or selling AVSF?
Institutional buying and selling can be analyzed by comparing AVSF positions across consecutive 13F reporting periods. InsiderSet's AVSF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVSF ownership changes.
How has AVSF institutional ownership changed over time?
InsiderSet tracks AVSF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.