Avantis Short-Term FixedAVSFETF
13F holders, Q1 2024 (March 31)51holders
1famous investor
$46.28avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding Avantis Short-Term Fixed Inc. (AVSF) in their 13F filings. The largest holders were Verus Financial Partners, Inc. ($61.4M), Pacific Life Fund Advisors LLC ($15.0M) and Creative Planning ($14.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Avantis Short-Term Fixed Inc.
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $10.0M |
| Exits | 3 | $3.7M |
Ownership 51 holders
| Verus Financial Partners, Inc. | 7.19% | Add +3.0% | 1,325,910 | $61.4M |
| Pacific Life Fund Advisors LLC | 1.47% | Reduce -5.8% | 323,187 | $15.0M |
| Creative Planning | 0.02% | Add +5.3% | 303,960 | $14.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.2% | 288,719 | $13.4M |
| WR Wealth Planners, LLC | 2.41% | New | 167,400 | $7.7M |
| Mattern Wealth Management LLC | 1.67% | Add +22.5% | 148,387 | $6.9M |
| Trajan Wealth LLC | 0.43% | — | 136,013 | $6.3M |
| Strategic Blueprint, LLC | 0.40% | Add +1.8% | 122,312 | $5.7M |
| LPL Financial LLC | 0.00% | Add +31.1% | 114,107 | $5.3M |
| Park Avenue Securities LLC | 0.07% | Add +10.6% | 112,386 | $5.2M |
| Plancorp, LLC | 0.17% | No change | 83,425 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +10.8% | 64,470 | $3.0M |
| Integrated Advisors Network LLC | 0.14% | Add +1.3% | 58,042 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -13.9% | 57,846 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +68.4% | 44,073 | $2.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.45% | Reduce -25.6% | 40,320 | $1.9M |
| Allworth Financial LP | 0.01% | Add +1.4% | 37,623 | $1.7M |
| Mariner, LLC | 0.00% | Add +19.1% | 37,452 | $1.7M |
| Tillman Hartley LLC | 0.57% | Add +1.0% | 36,026 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 34,830 | $1.6M |
| Valued Wealth Advisors LLC | 0.94% | Add +319.1% | 28,540 | $1.3M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.3% | 27,971 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.26% | Reduce -3.0% | 21,268 | $984K |
| American Century Companies Inc. | 0.00% | Add +76.3% | 19,936 | $923K |
| Susquehanna International Group, LLP | 0.00% | New | 19,595 | $907K |
| Apella Capital, LLC | 0.04% | Reduce -42.3% | 16,859 | $777K |
| Grand Wealth Management, LLC | 0.34% | No change | 15,240 | $705K |
| Index Fund Advisors, Inc. | 0.04% | Add +1.9% | 14,346 | $664K |
| B&D White Capital Company, LLC | 0.11% | Reduce -3.4% | 10,438 | $483K |
| TFB Advisors LLC | 0.17% | Reduce -41.7% | 10,220 | $467K |
| Ameritas Advisory Services, LLC | 0.02% | New | 9,897 | $454K |
| Bridge Advisory, LLC | 0.20% | Add +0.7% | 8,877 | $411K |
| Nwam LLC | 0.03% | Add +14.7% | 8,372 | $385K |
| Lion Street Advisors, LLC | 0.15% | No change | 8,012 | $372K |
| Clearwater Capital Advisors, LLC | 0.04% | New | 7,346 | $340K |
| Simplicity Wealth,LLC | 0.01% | New | 7,318 | $339K |
| Websterrogers Financial Advisors, LLC | 0.12% | No change | 7,203 | $333K |
| Citadel Advisors | 0.00% | Reduce -88.2% | 7,110 | $329K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -5.3% | 7,048 | $326K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 6,701 | $310K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 6,423 | $297K |
| Oceanside Advisors LLC | 0.23% | Reduce -14.6% | 5,909 | $273K |
| Eaton-Cambridge Inc. | 0.15% | No change | 5,894 | $273K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 5,074 | $235K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,799 | $222K |
| Mills Wealth Advisors LLC | 0.15% | Reduce -20.3% | 4,338 | $201K |
| Tortoise Investment Management, LLC | 0.02% | Add +5.7% | 4,016 | $186K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 1,000 | $46K |
| Lam Group, Inc. | 0.00% | Reduce -10.0% | 45 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 10 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -100.0% | 9 | $412 |
"% of holder's portfolio" is AVSF's weight in each manager's 13F, not the share of Avantis Short-Term Fixed Inc. the manager owns.