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Avantis Short-Term Fixed Inc (AVSF)

CUSIP: 025072687 | NYSE | 170 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Maseco LLP2,208,899
2.8% of portfolio›$100.8M
Verus Financial Partners, Inc.1,330,056
5.2% of portfolio›$60.7M
Simplicity Wealth,LLC615,181
0.8% of portfolio›$28.1M
Creative Planning434,155
0.0% of portfolio›$19.8M
Park Avenue Securities LLC311,236
0.2% of portfolio›$14.2M
Ferguson Johnson Wealth Management Inc207,039
6.9% of portfolio›$9.4M
Mattern Wealth Management LLC189,512
1.4% of portfolio›$8.6M
Strategic Blueprint, LLC173,431
0.4% of portfolio›$7.9M
Allodium Investment Consultants, LLC117,456
2.2% of portfolio›$5.4M
Wealth Enhancement Advisory Services, LLC98,277
0.0% of portfolio›$4.5M
Endeavor Private Wealth, Inc.97,734
1.1% of portfolio›$4.5M
Plancorp, LLC85,675
0.1% of portfolio›$3.9M
Navigoe, LLC79,263
2.0% of portfolio›$3.6M
Commonwealth Equity Services, LLC67,515
0.0% of portfolio›$3.1M
B&D White Capital Company, LLC66,114
0.3% of portfolio›$3.0M
Integrated Advisors Network LLC63,076
0.1% of portfolio›$2.9M
McMill Wealth Management60,233
0.6% of portfolio›$2.7M
CoreCap Advisors, LLC57,128
0.1% of portfolio›$2.6M
Pacific Asset Management, LLC56,116
1.3% of portfolio›$2.6M
Approach Retirement Advisors, LLC49,049
1.7% of portfolio›$2.2M
Kestra Advisory Services, LLC35,896
0.0% of portfolio›$1.6M
SC&H Financial Advisors, Inc.29,676
0.2% of portfolio›$1.4M
Factor Wealth Management LTD24,778
0.2% of portfolio›$1.1M
Apella Capital, LLC17,702
0.0% of portfolio›$807.0K
Diversify Wealth Management, LLC17,360
0.0% of portfolio›$793.3K
Diversify Advisory Services, LLC17,360
0.0% of portfolio›$793.3K
Axxcess Wealth Management, LLC12,495
0.0% of portfolio›$570.0K
marrick wealth, LLC10,855
0.3% of portfolio›$495.2K
Wilkerson Advisory Group LLC9,842
0.1% of portfolio›$448.9K
Farther Finance Advisors, LLC8,958
0.0% of portfolio›$408.6K
Websterrogers Financial Advisors, LLC6,501
0.1% of portfolio›$296.5K
Prudent Investor Advisors, LLC5,025
0.2% of portfolio›$229.2K
Truist Financial Corp4,841
0.0% of portfolio›$220.8K
Oceanside Advisors LLC4,763
0.1% of portfolio›$217.3K
Burk Holdings LLC3,918
0.1% of portfolio›$178.7K
Financial Network Wealth Advisors LLC1,685
0.1% of portfolio›$76.9K
Lodestone Wealth Management LLC552
0.0% of portfolio›$25.2K
Ares Financial Consulting, LLC353
0.0% of portfolio›$16.1K
Lloyd Advisory Services, Llc.237
0.0% of portfolio›$10.8K
Networth Advisors, LLC235
0.0% of portfolio›$10.7K
LAM Group, Inc.225
0.0% of portfolio›$10.3K
Mosley Wealth Management159
0.0% of portfolio›$7.3K
Nova Financial LLC59
0.0% of portfolio›$2.7K
IFP Advisors, Inc25
0.0% of portfolio›$1.1K
StyleTurnoverLocationFiled
Maseco LLP
2,208,899$100.8M2.8%ETFVery LowLondon, United Kingdom2026-10-27
Verus Financial Partners, Inc.
1,330,056$60.7M5.2%ETFVery LowRichmond, VA2026-10-29
Simplicity Wealth,LLC
615,181$28.1M0.8%ETFLowSummit, NJ2026-10-23
Creative Planning
434,155$19.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
311,236$14.2M0.2%ETFMediumNew York, NY2026-10-26
Ferguson Johnson Wealth Management Inc
207,039$9.4M6.9%ETFVery LowRockville, MD2026-11-05
Mattern Wealth Management LLC
189,512$8.6M1.4%ETFVery LowLawrence, KS2026-11-04
Strategic Blueprint, LLC
173,431$7.9M0.4%ETFLowAtlanta, GA2026-10-22
Allodium Investment Consultants, LLC
117,456$5.4M2.2%ETFVery LowMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
98,277$4.5M0.0%CoreLowPlymouth, MN2026-10-13
Endeavor Private Wealth, Inc.
97,734$4.5M1.1%ETFMediumTopeka, KS2026-11-05
Plancorp, LLC
85,675$3.9M0.1%ETFLowSaint Louis, MO2026-11-03
Navigoe, LLC
79,263$3.6M2.0%ETFVery LowRedondo Beach, CA2026-11-04
Commonwealth Equity Services, LLC
67,515$3.1M0.0%ETFLowWaltham, MA2026-11-02
B&D White Capital Company, LLC
66,114$3.0M0.3%ETFHighLakeway, TX2026-11-02
Integrated Advisors Network LLC
63,076$2.9M0.1%GrowthMediumDallas, TX2026-10-20
McMill Wealth Management
60,233$2.7M0.6%Deep ValueHighNorfolk, NE2026-11-05
CoreCap Advisors, LLC
57,128$2.6M0.1%ETFMediumSouthfield, MI2026-10-08
Pacific Asset Management, LLC
56,116$2.6M1.3%ETFVery LowGig Harbor, WA2026-10-15
Approach Retirement Advisors, LLC
49,049$2.2M1.7%ETFLowVestavia, AL2026-10-22
Kestra Advisory Services, LLC
35,896$1.6M0.0%CoreLowAustin, TX2026-11-02
SC&H Financial Advisors, Inc.
29,676$1.4M0.2%ETFVery LowHunt Valley, MD2026-10-14
Factor Wealth Management LTD
24,778$1.1M0.2%ETFLowChicago, IL2026-10-08
Apella Capital, LLC
17,702$807.0K0.0%ETFVery LowWest Hartford, CT2026-10-08
Diversify Wealth Management, LLC
17,360$793.3K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
17,360$793.3K0.0%GrowthLowSandy, UT2026-10-20
Axxcess Wealth Management, LLC
12,495$570.0K0.0%CoreLowCarlsbad, CA2026-10-21
marrick wealth, LLC
10,855$495.2K0.3%ETFVery LowIrvine, CA2026-10-20
Wilkerson Advisory Group LLC
9,842$448.9K0.1%ETFMediumColumbia, MO2026-10-20
Farther Finance Advisors, LLC
8,958$408.6K0.0%IndexLowSan Francisco, CA2026-10-08
Websterrogers Financial Advisors, LLC
6,501$296.5K0.1%ETFVery LowFlorence, SC2026-11-02
Prudent Investor Advisors, LLC
5,025$229.2K0.2%ETFN/AFolsom, CA2026-10-22
Truist Financial Corp
4,841$220.8K0.0%CoreLowCharlotte, NC2026-10-30
Oceanside Advisors LLC
4,763$217.3K0.1%ETFVery LowMount Pleasant, SC2026-11-03
Burk Holdings LLC
3,918$178.7K0.1%ETFVery LowTulsa, OK2026-11-05
Financial Network Wealth Advisors LLC
1,685$76.9K0.1%ETFLowMurray, UT2026-10-28
Lodestone Wealth Management LLC
552$25.2K0.0%CoreLowSpokane, WA2026-10-14
Ares Financial Consulting, LLC
353$16.1K0.0%CoreLowCalabasas, CA2026-10-19
Lloyd Advisory Services, Llc.
237$10.8K0.0%ETFVery HighSuwanee, GA2026-11-02
Networth Advisors, LLC
235$10.7K0.0%ETFMediumCanonsburg, PA2026-11-03
LAM Group, Inc.
225$10.3K0.0%ETFVery LowLake Oswego, OR2026-10-26
Mosley Wealth Management
159$7.3K0.0%ETFHighAnaheim, CA2026-10-16
Nova Financial LLC
59$2.7K0.0%N/AN/ATucson, AZ2026-11-04
IFP Advisors, Inc
25$1.1K0.0%GrowthLowTampa, FL2026-10-16