Avantis Short-Term FixedAVSFETF

13F holders, Q4 2025 (December 31)
76holders +13
8new positions
6sold out
1famous investor
$47.09avg. 13F price*

At the end of Q4 2025, 76 institutions reported holding Avantis Short-Term Fixed Inc. (AVSF) in their 13F filings, up 13 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were Savant Capital, LLC ($102.8M), Verus Financial Partners, Inc. ($63.3M) and Financial Plan, Inc. ($34.9M). 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$1.2M
Exits6$25.2M

All 13F filers, Q3 2025 → Q4 2025: 380,913 shares bought and 1,441,335 shares sold, net −1,060,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 76 holders

Savant Capital, LLC 0.58% Reduce -20.3% 2,183,371 $102.8M
Verus Financial Partners, Inc. 5.82% Reduce -13.3% 1,342,598 $63.3M
Financial Plan, Inc. 4.00% — 740,489 $34.9M
Simplicity Wealth,LLC 1.87% Add +4.9% 666,131 $31.4M
Envestnet Asset Management Inc. 0.01% Add +7.6% 488,863 $23.0M
Creative Planning 0.01% Add +6.7% 416,403 $19.6M
Pacific Life Fund Advisors LLC 1.75% Reduce -16.2% 361,571 $17.0M
Wilkerson Advisory Group LLC 3.81% — 229,438 $10.8M
Mattern Wealth Management LLC 1.76% Add +9.4% 193,960 $9.1M
Ferguson Johnson Wealth Management Inc 7.01% — 179,102 $8.4M
Strategic Blueprint, LLC 0.44% Add +7.7% 159,772 $7.5M
Fort Vancouver Investment Management, LLC 3.79% Add +1.8% 150,777 $7.1M
LPL Financial LLC 0.00% Reduce -1.6% 139,274 $6.6M
American Century Companies Inc. 0.00% Add +31.4% 119,115 $5.6M
Axxcess Wealth Management, LLC 0.09% Add +85.6% 111,626 $5.3M
McCartney Wealth Management LLC 3.72% — 91,565 $4.3M
Trajan Wealth LLC 0.17% Reduce -6.2% 87,482 $4.1M
Plancorp, LLC 0.12% No change 85,675 $4.0M
Corient Private Wealth LP 0.01% Add +2.3% 81,667 $3.8M
Endeavor Private Wealth, Inc. 1.08% Add +13.7% 80,220 $3.8M
Maimon Wealth Management LTD. 3.25% — 74,180 $3.5M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -38.4% 69,684 $3.3M
Networth Advisors, LLC 2.28% — 65,635 $3.1M
Integrated Advisors Network LLC 0.13% Reduce -3.5% 62,818 $3.0M
Commonwealth Equity Services, LLC 0.00% Add +12.6% 60,784 $2.9M
B&D White Capital Company, LLC 0.33% Add +5.6% 60,280 $2.8M
MML Investors Services, LLC 0.01% Add +8.8% 53,007 $2.5M
Allodium Investment Consultants, LLC 1.20% Add +42.3% 50,484 $2.4M
Arcadia Wealth Management, Inc. 1.34% Add +20.3% 49,642 $2.3M
CoreCap Advisors, LLC 0.08% Add +28.7% 49,027 $2.3M
Navigoe, LLC 1.42% Add +13.5% 48,982 $2.3M
Mariner, LLC 0.00% Reduce -0.4% 48,705 $2.3M
McMill Wealth Management 0.63% Add +35.8% 47,396 $2.2M
Approach Retirement Advisors, LLC 1.84% — 45,291 $2.1M
Pacific Asset Management, LLC 1.25% Add +353.8% 44,145 $2.1M
Tillman Hartley LLC 0.48% Add +3.0% 40,850 $1.9M
Royal Bank of Canada 0.00% Add +16.8% 39,716 $1.9M
AE Wealth Management LLC 0.01% Add +23.0% 39,701 $1.9M
Factor Wealth Management LTD 0.40% Add +12.8% 39,506 $1.9M
Cogent Private Wealth, Inc. 1.36% — 37,855 $1.8M
Eaton-Cambridge Inc. 0.52% Reduce -10.1% 33,742 $1.6M
PCG Wealth Advisors, LLC 0.42% Add +11.7% 31,564 $1.5M
Kestra Advisory Services, LLC 0.01% Add +129.5% 28,161 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +0.4% 25,829 $1.2M
Clearwater Capital Advisors, LLC 0.10% Reduce -3.0% 24,909 $1.2M
Citadel Advisors 0.00% Reduce -37.5% 21,677 $1.0M
SC&H Financial Advisors, Inc. 0.14% Reduce -2.6% 19,513 $919K
Wells Fargo & Company 0.00% No change 16,439 $774K
ATLas Financial Planning LLC 0.60% — 12,927 $609K
Valued Wealth Advisors LLC 0.21% Reduce -0.1% 10,036 $473K
Ameritas Advisory Services, LLC 0.02% Add +0.2% 10,020 $472K
Morris Financial Concepts, Inc. 0.16% Reduce -1.5% 9,673 $455K
Farther Finance Advisors, LLC 0.00% Add +1.4% 8,926 $420K
Apella Capital, LLC 0.01% Add +0.1% 8,838 $416K
Nwam LLC 0.02% Reduce -6.1% 8,572 $404K
Investment Advisory Group, LLC 0.10% Add +16.4% 8,500 $400K
Trailhead Planners LLC 0.39% — 8,441 $397K
World Investment Advisors 0.01% New 7,574 $357K
Websterrogers Financial Advisors, LLC 0.10% No change 7,087 $334K
marrick wealth, LLC 0.27% — 7,058 $332K
NewEdge Advisors, LLC 0.00% Reduce -17.4% 6,827 $321K
Ameriprise Financial Inc. 0.00% Reduce -23.4% 6,529 $307K
Evanson Asset Management, LLC 0.02% New 6,215 $293K
Bank of America Corp. 0.00% New 5,607 $264K
Oceanside Advisors LLC 0.14% Reduce -2.9% 4,821 $227K
Burk Holdings LLC 0.10% Add +5.8% 4,674 $220K
JDM Financial Group LLC 0.08% New 4,435 $209K
Beaird Harris Wealth Management, LLC 0.01% No change 3,627 $171K
Jones Financial Companies LLLP 0.00% Add +48.2% 2,419 $114K
Morgan Stanley 0.00% Add +10.5% 1,113 $52K
Red Lighthouse Investment Management, LLC 0.02% No change 1,000 $47K
Ares Financial Consulting, LLC 0.03% — 594 $28K
Lodestone Wealth Management LLC 0.01% New 537 $25K
Lloyd Advisory Services, LLC. 0.01% New 511 $24K
Kingdom Financial Group LLC. 0.00% New 112 $5K
Cwm, LLC 0.00% Reduce -98.1% 1 $0

"% 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.