Avantis Short-Term FixedAVSFETF
13F holders, Q3 2024 (September 30)53holders −1
5new positions
5sold out
1famous investor
$47.09avg. 13F price*
At the end of Q3 2024, 53 institutions reported holding Avantis Short-Term Fixed Inc. (AVSF) in their 13F filings, down 1 from Q2 2024. 5 opened new positions and 5 sold out. The largest holders were Verus Financial Partners, Inc. ($65.4M), Simplicity Wealth,LLC ($22.5M) and PrairieView Partners, LLC ($19.6M). 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 (Q3 2024)
- CUSIP
- 025072687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.1M |
| Exits | 5 | $7.8M |
All 13F filers, Q2 2024 → Q3 2024: 1,287,947 shares bought and 207,585 shares sold, net +1,080,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Verus Financial Partners, Inc. | 7.16% | Add +1.9% | 1,390,754 | $65.4M |
| Simplicity Wealth,LLC | 2.08% | Add +765.5% | 476,671 | $22.5M |
| PrairieView Partners, LLC | 2.03% | Add +4150820.0% | 415,092 | $19.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.3% | 353,445 | $16.7M |
| Creative Planning | 0.02% | Add +2.7% | 323,385 | $15.2M |
| Mattern Wealth Management LLC | 1.83% | Add +12.8% | 177,006 | $8.3M |
| WR Wealth Planners, LLC | 2.31% | Add +5.8% | 176,453 | $8.3M |
| Park Avenue Securities LLC | 0.07% | Add +14.8% | 141,328 | $6.7M |
| Fort Vancouver Investment Management, LLC | 5.06% | Add +165.1% | 124,428 | $5.9M |
| Strategic Blueprint, LLC | 0.36% | Reduce -1.5% | 122,120 | $5.8M |
| Trajan Wealth LLC | 0.34% | Reduce -5.9% | 121,461 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -5.3% | 116,879 | $5.5M |
| Flow Traders U.S. LLC | 0.24% | Add +70.4% | 99,053 | $4.7M |
| Corient Private Wealth LP | 0.01% | Add +7.5% | 98,348 | $4.6M |
| Werba Rubin Papier Wealth Management | 0.97% | New | 87,986 | $4.1M |
| Plancorp, LLC | 0.17% | Add +2.9% | 85,825 | $4.0M |
| Integrated Advisors Network LLC | 0.14% | Add +6.9% | 62,287 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +4.1% | 61,248 | $2.9M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -26.0% | 56,658 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +59.5% | 49,997 | $2.4M |
| Allworth Financial LP | 0.01% | Add +21.2% | 45,161 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.9% | 43,525 | $2.1M |
| Mariner, LLC | 0.00% | Add +4.1% | 41,670 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 39,117 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +15.9% | 39,094 | $1.8M |
| Tillman Hartley LLC | 0.51% | Reduce -0.8% | 36,570 | $1.7M |
| Clearwater Capital Advisors, LLC | 0.13% | Add +11.1% | 28,971 | $1.4M |
| Citadel Advisors | 0.00% | Add +466.3% | 27,221 | $1.3M |
| Cardiff Park Advisors, LLC | 0.11% | Reduce -4.0% | 26,670 | $1.3M |
| SC&H Financial Advisors, Inc. | 0.20% | Reduce -0.4% | 19,227 | $906K |
| Lion Street Advisors, LLC | 0.19% | Add +7.6% | 11,529 | $543K |
| B&D White Capital Company, LLC | 0.09% | Add +5.7% | 10,963 | $517K |
| Bridge Advisory, LLC | 0.24% | Add +1.1% | 10,743 | $506K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.9% | 8,884 | $419K |
| Apella Capital, LLC | 0.02% | No change | 8,829 | $415K |
| Nwam LLC | 0.03% | Add +1.1% | 8,730 | $411K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -0.8% | 8,423 | $397K |
| Websterrogers Financial Advisors, LLC | 0.12% | Reduce -0.7% | 7,154 | $337K |
| Valued Wealth Advisors LLC | 0.21% | Add +5.0% | 6,862 | $323K |
| Good Life Advisors, LLC | 0.02% | Add +55.0% | 6,815 | $321K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.1% | 6,174 | $291K |
| Oceanside Advisors LLC | 0.18% | Reduce -9.4% | 5,255 | $248K |
| Eaton-Cambridge Inc. | 0.12% | No change | 5,229 | $246K |
| Index Fund Advisors, Inc. | 0.01% | Add +1.1% | 4,574 | $216K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,977 | $140K |
| CoreCap Advisors, LLC | 0.01% | New | 2,595 | $122K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -38.0% | 2,040 | $96K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 1,000 | $47K |
| Morgan Stanley | 0.00% | No change | 657 | $31K |
| Osaic Holdings, Inc. | 0.00% | No change | 422 | $19K |
| Jones Financial Companies LLLP | 0.00% | New | 239 | $11K |
| Lam Group, Inc. | 0.00% | Add +87.5% | 75 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 9 | $424 |
"% 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.