Avantis Short-Term FixedAVSFETF

13F holders, Q4 2024 (December 31)
61holders +8
5new positions
4sold out
1famous investor
$46.11avg. 13F price*

At the end of Q4 2024, 61 institutions reported holding Avantis Short-Term Fixed Inc. (AVSF) in their 13F filings, up 8 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were PrairieView Partners, LLC ($121.1M), Verus Financial Partners, Inc. ($65.7M) and Envestnet Asset Management Inc. ($17.1M). 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 (Q4 2024)
CUSIP
025072687
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 51Q1 2024Q2 2024: 54Q2 2024Q3 2024: 53Q3 2024Q4 2024: 61Q4 2024Q1 2025: 64Q1 2025Q2 2025: 62Q2 2025Q3 2025: 63Q3 2025Q4 2025: 76Q4 2025Q1 2026: 110Q1 2026Q2 2026: 91Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$15.2M
Exits4$30.2M

All 13F filers, Q3 2024 → Q4 2024: 2,745,684 shares bought and 760,515 shares sold, net +1,985,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

PrairieView Partners, LLC 12.66% Add +532.5% 2,625,381 $121.1M
Verus Financial Partners, Inc. 7.38% Add +2.8% 1,429,467 $65.7M
Envestnet Asset Management Inc. 0.01% Add +4.9% 370,893 $17.1M
Creative Planning 0.02% Add +6.0% 342,733 $15.8M
Pacific Life Fund Advisors LLC 1.38% New 288,282 $13.3M
WR Wealth Planners, LLC 2.76% Add +5.3% 185,753 $8.6M
Mattern Wealth Management LLC 1.86% Add +3.3% 182,898 $8.4M
Park Avenue Securities LLC 0.08% Add +19.5% 168,901 $7.8M
Strategic Blueprint, LLC 0.35% Add +5.2% 128,404 $5.9M
LPL Financial LLC 0.00% Add +2.0% 119,172 $5.5M
Trajan Wealth LLC 0.27% Reduce -11.5% 107,547 $5.0M
Corient Private Wealth LP 0.01% Reduce -0.8% 97,613 $4.5M
Werba Rubin Papier Wealth Management 1.01% Add +5.7% 92,998 $4.3M
Plancorp, LLC 0.16% No change 85,825 $4.0M
American Century Companies Inc. 0.00% Add +21.9% 60,950 $2.8M
Integrated Advisors Network LLC 0.13% Reduce -2.3% 60,860 $2.8M
Axxcess Wealth Management, LLC 0.06% Reduce -0.7% 56,274 $2.6M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -9.6% 55,381 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +20.6% 52,498 $2.4M
Endeavor Private Wealth, Inc. 2.27% — 51,842 $2.4M
B&D White Capital Company, LLC 0.36% Add +317.0% 45,717 $2.1M
Allworth Financial LP 0.01% Reduce -2.0% 44,251 $2.0M
MML Investors Services, LLC 0.01% Add +11.7% 43,671 $2.0M
Mariner, LLC 0.00% Reduce -5.0% 39,596 $1.8M
Tillman Hartley LLC 0.48% No change 36,570 $1.7M
Clearwater Capital Advisors, LLC 0.15% Add +12.8% 32,669 $1.5M
Factor Wealth Management LTD 0.47% — 30,900 $1.4M
Royal Bank of Canada 0.00% New 26,147 $1.2M
Cardiff Park Advisors, LLC 0.11% Reduce -6.8% 24,868 $1.1M
Arcadia Wealth Management, Inc. 0.97% — 24,757 $1.1M
Allodium Investment Consultants, LLC 0.93% — 24,056 $1.1M
Flow Traders U.S. LLC 0.04% Reduce -78.9% 20,928 $966K
SC&H Financial Advisors, Inc. 0.19% Add +4.0% 20,003 $923K
McMill Wealth Management 0.37% — 19,625 $905K
Navigoe, LLC 0.88% — 19,615 $905K
Citadel Advisors 0.00% Reduce -53.8% 12,582 $581K
Lion Street Advisors, LLC 0.18% Add +7.8% 12,431 $574K
Ameritas Advisory Services, LLC 0.02% New 9,949 $459K
Morris Financial Concepts, Inc. 0.18% Add +10.0% 9,262 $427K
Farther Finance Advisors, LLC 0.01% Add +1.4% 9,009 $416K
Nwam LLC 0.03% Add +1.4% 8,856 $409K
Apella Capital, LLC 0.02% No change 8,829 $407K
Good Life Advisors, LLC 0.03% Add +22.9% 8,377 $387K
Valued Wealth Advisors LLC 0.23% Add +15.1% 7,899 $364K
Pacific Asset Management, LLC 0.33% — 7,657 $353K
CoreCap Advisors, LLC 0.02% Add +184.2% 7,375 $340K
Websterrogers Financial Advisors, LLC 0.11% No change 7,154 $330K
Cambridge Investment Research Advisors, Inc. 0.00% No change 6,174 $285K
Index Fund Advisors, Inc. 0.01% Add +30.3% 5,958 $275K
Oceanside Advisors LLC 0.19% Add +3.9% 5,460 $252K
Eaton-Cambridge Inc. 0.11% No change 5,229 $241K
Burk Holdings LLC 0.16% — 4,420 $204K
AE Wealth Management LLC 0.00% New 3,602 $166K
Beaird Harris Wealth Management, LLC 0.01% No change 2,977 $137K
Tortoise Investment Management, LLC 0.01% No change 2,040 $94K
Red Lighthouse Investment Management, LLC 0.02% No change 1,000 $46K
UBS Group AG 0.00% New 827 $38K
Morgan Stanley 0.00% Add +4.1% 684 $32K
Jones Financial Companies LLLP 0.00% Add +2.9% 246 $11K
Lam Group, Inc. 0.00% No change 75 $3K
EverSource Wealth Advisors, LLC 0.00% No change 9 $415

"% 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.