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 $524.42M 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 $94.99M in its June 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 $93.37M, representing an estimated loss of -1.71% 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
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
126
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Maseco Llp | 2.67% | 2,039,533 | $94,991,237 | $93,366,354 | -$1,624,883 | -1.71% | |
| Verus Financial Partners, Inc. | 5.41% | 1,358,338 | $63,255,239 | $62,182,404 | -$1,072,835 | -1.70% | |
| Financial Plan, Inc. | 4.09% | 926,710 | $43,155,124 | $42,423,208 | -$731,916 | -1.70% | |
| Savant Capital, Llc | 0.12% | 874,275 | $40,713,314 | $40,022,823 | -$690,491 | -1.70% | |
| Simplicity Wealth,Llc | 1.94% | 731,683 | $34,242,780 | $33,495,204 | -$747,576 | -2.18% | |
| Envestnet Asset Management Inc | 0.01% | 588,196 | $27,391,169 | $26,926,613 | -$464,556 | -1.70% | |
| Pacific Life Fund Advisors Llc | 1.72% | 335,004 | $15,600,500 | $15,335,914 | -$264,586 | -1.70% | |
| Park Avenue Securities Llc | 0.09% | 302,623 | $14,093,000 | $13,853,566 | -$239,434 | -1.70% | |
| Allworth Financial Lp | 0.05% | 231,574 | $10,783,956 | $10,601,064 | -$182,892 | -1.70% | |
| Werba Rubin Papier Wealth Management | 1.25% | 221,889 | $10,332,931 | $10,157,701 | -$175,230 | -1.70% | |
| Fort Vancouver Investment Management, Llc | 4.54% | 208,610 | $9,714,572 | $9,549,811 | -$164,761 | -1.70% | |
| Ferguson Johnson Wealth Management Inc | 6.73% | 198,305 | $9,234,000 | $9,078,066 | -$155,934 | -1.69% | |
| Raymond James Financial Inc | 0.00% | 195,046 | $9,082,922 | $8,928,874 | -$154,048 | -1.70% | |
| Mattern Wealth Management Llc | 1.47% | 191,929 | $8,937,747 | $8,786,183 | -$151,564 | -1.70% | |
| Goldman Sachs Group Inc | 0.00% | 185,248 | $8,626,647 | $8,480,339 | -$146,308 | -1.70% | |
| Strategic Blueprint, Llc | 0.39% | 168,913 | $7,865,957 | $7,732,550 | -$133,407 | -1.70% | |
| Lpl Financial Llc | 0.00% | 161,983 | $7,543,251 | $7,415,306 | -$127,945 | -1.70% | |
| American Century Companies Inc | 0.00% | 146,090 | $6,803,134 | $6,687,752 | -$115,382 | -1.70% | |
| Allodium Investment Consultants, Llc | 1.97% | 99,663 | $4,641,096 | $4,562,403 | -$78,693 | -1.70% | |
| Mccartney Wealth Management Llc | 3.43% | 97,038 | $4,518,875 | $4,442,235 | -$76,640 | -1.70% | |
| Corient Private Wealth Llc | 0.01% | 92,805 | $4,321,733 | $4,248,455 | -$73,278 | -1.70% | |
| Maimon Wealth Management Ltd. | 3.18% | 88,580 | $4,125,002 | $4,055,042 | -$69,960 | -1.70% | |
| Endeavor Private Wealth, Inc. | 0.98% | 86,175 | $4,013,003 | $3,944,945 | -$68,058 | -1.70% | |
| Plancorp, Llc | 0.10% | 85,675 | $3,966,752 | $3,922,056 | -$44,696 | -1.13% | |
| Trajan Wealth Llc | 0.14% | 79,569 | $3,705,377 | $3,642,534 | -$62,843 | -1.70% | |
| Citadel Advisors Llc | 0.00% | 77,641 | $3,615,594 | $3,554,273 | -$61,321 | -1.70% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 73,955 | $3,443,944 | $3,385,534 | -$58,410 | -1.70% | |
| Navigoe, Llc | 1.75% | 71,760 | $3,341,000 | $3,285,051 | -$55,949 | -1.67% | |
| Corecap Advisors, Llc | 0.10% | 71,217 | $3,316,440 | $3,260,193 | -$56,247 | -1.70% | |
| Cogent Private Wealth, Inc. | 1.95% | 66,881 | $3,114,521 | $3,061,698 | -$52,823 | -1.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 66,437 | $3,093,820 | $3,041,373 | -$52,447 | -1.70% | |
| Arcadia Wealth Management, Inc. | 1.45% | 65,336 | $3,042,569 | $2,990,971 | -$51,598 | -1.70% | |
| B&D White Capital Company, Llc | 0.30% | 64,876 | $3,021,152 | $2,969,913 | -$51,239 | -1.70% | |
| Axxcess Wealth Management, Llc | 0.05% | 63,157 | $2,941,088 | $2,891,220 | -$49,868 | -1.70% | |
| Mml Investors Services, Llc | 0.01% | 61,935 | $2,884,195 | $2,835,279 | -$48,916 | -1.70% | |
| Integrated Advisors Network Llc | 0.13% | 61,543 | $2,865,952 | $2,817,334 | -$48,618 | -1.70% | |
| Mcmill Wealth Management | 0.65% | 57,867 | $2,694,734 | $2,649,053 | -$45,681 | -1.70% | |
| Tillman Hartley Llc | 0.59% | 56,430 | $2,627,838 | $2,583,269 | -$44,569 | -1.70% | |
| Pacific Asset Management, Llc | 1.29% | 56,334 | $2,623,356 | $2,578,875 | -$44,481 | -1.70% | |
| Approach Retirement Advisors, Llc | 1.57% | 46,438 | $2,162,536 | $2,125,853 | -$36,683 | -1.70% | |
| Valued Wealth Advisors Llc | 0.65% | 38,403 | $1,788,363 | $1,758,024 | -$30,339 | -1.70% | |
| Private Advisor Group, Llc | 0.01% | 37,849 | $1,762,566 | $1,732,663 | -$29,903 | -1.70% | |
| Susquehanna International Group, Llp | 0.00% | 34,808 | $1,620,942 | $1,593,451 | -$27,491 | -1.70% | |
| Eaton-Cambridge Inc. | 0.44% | 33,742 | $1,571,301 | $1,544,651 | -$26,650 | -1.70% | |
| Kestra Advisory Services, Llc | 0.00% | 32,285 | $1,503,432 | $1,477,952 | -$25,480 | -1.69% | |
| Sc&H Financial Advisors, Inc. | 0.19% | 29,969 | $1,395,577 | $1,371,930 | -$23,647 | -1.69% | |
| Beacon Pointe Advisors, Llc | 0.01% | 29,953 | $1,394,874 | $1,371,197 | -$23,677 | -1.70% | |
| Factor Wealth Management Ltd | 0.21% | 29,879 | $1,391,411 | $1,367,810 | -$23,601 | -1.70% | |
| Ifp Advisors, Inc | 0.02% | 25,609 | $1,192,562 | $1,172,336 | -$20,226 | -1.70% | |
| Smartleaf Asset Management Llc | 0.04% | 25,405 | $1,184,635 | $1,162,998 | -$21,637 | -1.83% |
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.