Avantis Short-Term FixedAVSFETF

13F holders, Q1 2025 (March 31)
64holders +3
8new positions
4sold out
1famous investor
$46.69avg. 13F price*

At the end of Q1 2025, 64 institutions reported holding Avantis Short-Term Fixed Inc. (AVSF) in their 13F filings, up 3 from Q4 2024. 8 opened new positions and 4 sold out. The largest holders were PrairieView Partners, LLC ($122.6M), Verus Financial Partners, Inc. ($67.9M) and Simplicity Wealth,LLC ($28.9M). 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 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions8$42.5M
Exits4$501K

All 13F filers, Q4 2024 → Q1 2025: 1,383,317 shares bought and 49,466 shares sold, net +1,333,851 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 64 holders

PrairieView Partners, LLC 12.80% Reduce -0.1% 2,624,034 $122.6M
Verus Financial Partners, Inc. 7.74% Add +2.2% 1,460,316 $67.9M
Simplicity Wealth,LLC 2.24% New 617,528 $28.9M
Envestnet Asset Management Inc. 0.01% Add +10.1% 408,208 $19.1M
Creative Planning 0.02% Add +2.9% 352,546 $16.5M
Pacific Life Fund Advisors LLC 1.37% Reduce -9.0% 262,207 $12.3M
Mattern Wealth Management LLC 2.06% Add +8.9% 199,156 $9.3M
Park Avenue Securities LLC 0.11% Add +14.4% 193,233 $9.0M
Fort Vancouver Investment Management, LLC 5.03% New 140,226 $6.6M
LPL Financial LLC 0.00% Add +15.2% 137,247 $6.4M
Strategic Blueprint, LLC 0.34% Add +2.5% 131,553 $6.1M
Trajan Wealth LLC 0.33% Add +21.9% 131,052 $6.1M
Werba Rubin Papier Wealth Management 1.16% Add +22.3% 113,738 $5.3M
Corient Private Wealth LP 0.01% Add +0.8% 98,363 $4.6M
Raymond James Financial Inc. 0.00% New 92,542 $4.3M
Plancorp, LLC 0.16% Reduce -0.2% 85,675 $4.0M
Flow Traders U.S. LLC 0.15% Add +265.9% 76,573 $3.6M
American Century Companies Inc. 0.00% Add +16.1% 70,789 $3.3M
Citadel Advisors 0.00% Add +442.1% 68,206 $3.2M
Focus Partners Advisor Solutions, LLC 0.05% Add +21.9% 67,493 $3.2M
Commonwealth Equity Services, LLC 0.00% Add +16.8% 61,341 $2.9M
Integrated Advisors Network LLC 0.14% Add +0.5% 61,158 $2.9M
Axxcess Wealth Management, LLC 0.07% Add +0.1% 56,325 $2.6M
Endeavor Private Wealth, Inc. 1.41% Add +6.8% 55,367 $2.6M
B&D White Capital Company, LLC 0.38% Add +19.4% 54,577 $2.6M
MML Investors Services, LLC 0.01% Add +17.1% 51,152 $2.4M
Allworth Financial LP 0.01% Reduce -1.3% 43,659 $2.0M
Mariner, LLC 0.00% Add +1.8% 40,294 $1.9M
Eaton-Cambridge Inc. 0.75% Add +616.8% 37,480 $1.8M
Tillman Hartley LLC 0.50% Add +0.4% 36,728 $1.7M
Factor Wealth Management LTD 0.45% Add +1.8% 31,458 $1.5M
Valued Wealth Advisors LLC 0.87% Add +290.9% 30,873 $1.4M
Allodium Investment Consultants, LLC 1.05% Add +26.4% 30,415 $1.4M
CoreCap Advisors, LLC 0.06% Add +307.8% 30,075 $1.4M
Arcadia Wealth Management, Inc. 1.08% Add +19.4% 29,561 $1.4M
Royal Bank of Canada 0.00% Add +11.8% 29,243 $1.4M
Navigoe, LLC 1.06% Add +33.5% 26,191 $1.2M
Cardiff Park Advisors, LLC 0.12% Add +2.8% 25,558 $1.2M
Clearwater Capital Advisors, LLC 0.11% Reduce -27.7% 23,630 $1.1M
McMill Wealth Management 0.40% Add +20.2% 23,591 $1.1M
NewEdge Advisors, LLC 0.01% New 22,700 $1.1M
SC&H Financial Advisors, Inc. 0.18% Reduce -0.8% 19,842 $927K
Jane Street Group, LLC 0.00% New 19,258 $900K
AE Wealth Management LLC 0.01% Add +306.1% 14,627 $684K
Lion Street Advisors, LLC 0.20% Add +6.6% 13,248 $619K
Good Life Advisors, LLC 0.04% Add +46.6% 12,277 $574K
Pacific Asset Management, LLC 0.51% Add +58.5% 12,133 $567K
Old Mission Capital LLC 0.01% New 9,935 $464K
Morris Financial Concepts, Inc. 0.18% Add +0.4% 9,296 $434K
Nwam LLC 0.04% Add +0.5% 8,898 $416K
Farther Finance Advisors, LLC 0.01% Reduce -1.4% 8,886 $414K
Apella Capital, LLC 0.01% No change 8,829 $410K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.9% 7,401 $346K
Websterrogers Financial Advisors, LLC 0.11% No change 7,154 $334K
Savant Capital, LLC 0.00% New 6,758 $316K
Index Fund Advisors, Inc. 0.02% Reduce -12.4% 5,219 $244K
Oceanside Advisors LLC 0.17% Reduce -7.0% 5,080 $237K
Burk Holdings LLC 0.16% No change 4,420 $207K
Beaird Harris Wealth Management, LLC 0.01% Add +14.3% 3,402 $159K
Tortoise Investment Management, LLC 0.01% No change 2,040 $95K
Morgan Stanley 0.00% Add +47.2% 1,007 $47K
Red Lighthouse Investment Management, LLC 0.02% No change 1,000 $46K
Jones Financial Companies LLLP 0.00% No change 246 $11K
Park Square Financial Group, LLC 0.01% New 207 $10K

"% 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.