Avantis Short-Term FixedAVSFETF

13F holders, Q1 2026 (March 31)
110holders +34
41new positions
6sold out
$46.80avg. 13F price*

At the end of Q1 2026, 110 institutions reported holding Avantis Short-Term Fixed Inc. (AVSF) in their 13F filings, up 34 from Q4 2025. 41 opened new positions and 6 sold out. The largest holders were Maseco LLP ($91.6M), Savant Capital, LLC ($82.6M) and Verus Financial Partners, Inc. ($63.4M).

Company
Avantis Short-Term Fixed Inc.
Filed as
AMERICAN CENTY ETF TR (Q1 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions41$163.9M
Exits6$7.2M

All 13F filers, Q4 2025 → Q1 2026: 5,025,628 shares bought and 944,903 shares sold, net +4,080,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Maseco LLP 2.87% New 1,955,930 $91.6M
Savant Capital, LLC 0.40% Reduce -19.2% 1,764,025 $82.6M
Verus Financial Partners, Inc. 5.69% Add +1.0% 1,355,906 $63.4M
LPL Financial LLC 0.01% Add +534.2% 883,281 $41.3M
Financial Plan, Inc. 4.27% Add +15.0% 851,252 $39.8M
Simplicity Wealth,LLC 1.94% Add +9.8% 731,683 $34.2M
Envestnet Asset Management Inc. 0.01% Add +34.8% 658,767 $30.8M
Creative Planning 0.01% Reduce -4.1% 399,433 $18.7M
Pacific Life Fund Advisors LLC 1.68% Reduce -13.6% 312,408 $14.6M
Park Avenue Securities LLC 0.10% New 270,922 $12.7M
CoreCap Advisors, LLC 0.37% Add +376.1% 233,395 $10.9M
Mattern Wealth Management LLC 1.87% Add +5.8% 205,258 $9.6M
Werba Rubin Papier Wealth Management 1.32% New 202,236 $9.5M
Ferguson Johnson Wealth Management Inc 7.28% Add +7.0% 191,720 $9.0M
Allworth Financial LP 0.03% New 180,922 $8.5M
Fort Vancouver Investment Management, LLC 4.22% Add +17.7% 177,514 $8.3M
Strategic Blueprint, LLC 0.45% Add +2.4% 163,583 $7.7M
Heritage Oak Wealth Advisors LLC 2.30% New 154,877 $7.2M
Atria Investments, Inc 0.07% New 138,863 $6.5M
American Century Companies Inc. 0.00% Add +9.2% 130,082 $6.1M
McCartney Wealth Management LLC 3.67% Add +1.6% 93,028 $4.4M
Allodium Investment Consultants, LLC 2.00% Add +77.1% 89,394 $4.2M
Plancorp, LLC 0.11% No change 85,675 $4.0M
Corient Private Wealth LP 0.01% Add +2.2% 83,429 $3.9M
Trajan Wealth LLC 0.16% Reduce -5.9% 82,348 $3.9M
Maimon Wealth Management LTD. 3.25% Add +7.0% 79,380 $3.7M
Focus Partners Advisor Solutions, LLC 0.04% Add +6.5% 74,212 $3.5M
Endeavor Private Wealth, Inc. 0.98% Reduce -8.6% 73,325 $3.4M
Networth Advisors, LLC 2.26% Add +4.0% 68,271 $3.2M
Raymond James Financial Inc. 0.00% New 65,649 $3.1M
B&D White Capital Company, LLC 0.36% Add +4.5% 63,003 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +2.4% 62,229 $2.9M
Integrated Advisors Network LLC 0.15% Reduce -1.4% 61,953 $2.9M
Arcadia Wealth Management, Inc. 1.54% Add +22.5% 60,810 $2.8M
Navigoe, LLC 1.65% Add +21.9% 59,698 $2.8M
Cogent Private Wealth, Inc. 2.01% Add +57.3% 59,559 $2.8M
Global View Capital Management LLC 0.69% New 55,409 $2.6M
Valued Wealth Advisors LLC 1.01% Add +432.2% 53,409 $2.5M
Pacific Asset Management, LLC 1.37% Add +18.8% 52,440 $2.5M
McMill Wealth Management 0.63% Add +6.7% 50,578 $2.4M
MML Investors Services, LLC 0.01% Reduce -6.5% 49,565 $2.3M
Mariner, LLC 0.00% Reduce -4.3% 46,634 $2.2M
Approach Retirement Advisors, LLC 1.77% Add +0.3% 45,404 $2.1M
Goldman Sachs Group Inc. 0.00% New 44,999 $2.1M
Concurrent Investment Advisors, LLC 0.02% New 43,587 $2.0M
Tillman Hartley LLC 0.48% No change 40,850 $1.9M
Factor Wealth Management LTD 0.32% Reduce -9.0% 35,936 $1.7M
AE Wealth Management LLC 0.01% Reduce -14.5% 33,939 $1.6M
Eaton-Cambridge Inc. 0.49% No change 33,742 $1.6M
United Advisor Group, LLC 0.20% New 33,632 $1.6M
PCG Wealth Advisors, LLC 0.36% Reduce -4.8% 30,040 $1.4M
Balefire, LLC 0.26% New 29,211 $1.4M
SC&H Financial Advisors, Inc. 0.20% Add +47.7% 28,823 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -0.2% 28,094 $1.3M
Virtue Capital Management, LLC 0.19% New 27,157 $1.3M
IFP Advisors, Inc 0.03% New 26,174 $1.2M
Bank of New York Mellon Corp 0.00% New 25,495 $1.2M
Private Advisor Group, LLC 0.01% New 25,405 $1.2M
Smartleaf Asset Management LLC 0.04% New 25,405 $1.2M
Clearwater Capital Advisors, LLC 0.08% Reduce -11.8% 21,963 $1.0M
Orion Porfolio Solutions, LLC 0.01% New 21,462 $1.0M
Hutchens & Kramer Investment Management Group, LLC 0.31% New 21,125 $989K
Swmg, LLC 0.27% New 19,907 $932K
Cardiff Park Advisors, LLC 0.07% Reduce -23.9% 19,665 $920K
Legacy Wealth Partners, LLC 0.23% New 19,437 $910K
Fulcrum Equity Management 0.78% New 17,107 $801K
GeoWealth Management, LLC 0.03% New 14,973 $701K
ATLas Financial Planning LLC 0.54% No change 12,927 $605K
RFG Advisory, LLC 0.01% New 12,340 $578K
World Equity Group, Inc. 0.15% New 12,061 $564K
Wilkerson Advisory Group LLC 0.18% Reduce -95.0% 11,385 $533K
Kingswood Wealth Advisors, LLC 0.02% New 11,039 $517K
Morris Financial Concepts, Inc. 0.17% Add +8.5% 10,492 $491K
Ameritas Advisory Services, LLC 0.02% Add +0.1% 10,032 $469K
Trailhead Planners LLC 0.41% Add +7.1% 9,040 $423K
Farther Finance Advisors, LLC 0.00% Add +0.4% 8,963 $420K
Apella Capital, LLC 0.01% No change 8,838 $415K
Investment Advisory Group, LLC 0.10% No change 8,500 $398K
Nwam LLC 0.02% Reduce -5.5% 8,101 $379K
Royal Bank of Canada 0.00% Reduce -80.4% 7,794 $365K
Ausdal Financial Partners, Inc. 0.02% New 7,378 $345K
World Investment Advisors 0.01% Reduce -4.7% 7,221 $338K
Websterrogers Financial Advisors, LLC 0.09% No change 7,087 $332K
marrick wealth, LLC 0.28% Reduce -0.7% 7,009 $328K
Arkadios Wealth Advisors 0.01% New 6,903 $323K
NewEdge Advisors, LLC 0.00% Reduce -4.4% 6,527 $305K
Susquehanna International Group, LLP 0.00% New 5,877 $275K
Cambridge Investment Research Advisors, Inc. 0.00% New 5,744 $269K
Ashton Thomas Private Wealth, LLC 0.01% New 5,633 $264K
Encompass More Asset Management 0.04% New 5,394 $252K
Oceanside Advisors LLC 0.13% No change 4,821 $226K
JDM Financial Group LLC 0.09% Add +7.5% 4,768 $223K
Burk Holdings LLC 0.09% No change 4,674 $219K
Index Fund Advisors, Inc. 0.01% New 4,388 $205K
Jones Financial Companies LLLP 0.00% Add +41.4% 3,420 $159K
Beaird Harris Wealth Management, LLC 0.01% Reduce -6.2% 3,402 $159K
Morgan Stanley 0.00% Add +142.1% 2,694 $126K
Financial Network Wealth Advisors LLC 0.08% New 1,685 $79K
Harbour Investments, Inc. 0.00% New 1,649 $77K
Advisory Services Network, LLC 0.00% New 779 $36K

"% 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.

Show all 110 holders