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Avantis Short-Term Fixed Inc (AVSF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Maseco LLP
INCREASED
Shares2,208,899 from 2,039,533
Change+169,366 (+8%)
Value$100.8M (+$5.8M)
Filed 2026-10-27
Verus Financial Partners, Inc.
DECREASED
Shares1,330,056 from 1,358,338
Change-28,282 (-2%)
Value$60.7M (-$2.6M)
Filed 2026-10-29
Simplicity Wealth,LLC
DECREASED
Shares615,181 from 741,461
Change-126,280 (-17%)
Value$28.1M (-$6.5M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares434,155 from 415,934
Change+18,221 (+4%)
Value$19.8M (+$434.7K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares378,748 from 874,275
Change-495,527 (-57%)
Value$17.3M (-$23.4M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares311,236 from 302,623
Change+8,613 (+3%)
Value$14.2M (+$104.0K)
Filed 2026-10-26
Werba Rubin Papier Wealth Management
INCREASED
Shares226,199 from 221,889
Change+4,310 (+2%)
Value$10.3M (-$14.9K)
Filed 2026-11-06
Ferguson Johnson Wealth Management Inc
INCREASED
Shares207,039 from 198,305
Change+8,734 (+4%)
Value$9.4M (+$210.0K)
Filed 2026-11-05
Mattern Wealth Management LLC
DECREASED
Shares189,512 from 191,929
Change-2,417 (-1%)
Value$8.6M (-$293.2K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares173,431 from 168,913
Change+4,518 (+3%)
Value$7.9M (+$45.1K)
Filed 2026-10-22
Allodium Investment Consultants, LLC
INCREASED
Shares117,456 from 99,663
Change+17,793 (+18%)
Value$5.4M (+$716.7K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
NEW
Shares98,277
Change+98,277
Value$4.5M
Filed 2026-10-13
Endeavor Private Wealth, Inc.
INCREASED
Shares97,734 from 86,175
Change+11,559 (+13%)
Value$4.5M (+$445.1K)
Filed 2026-11-05
Plancorp, LLC
UNCHANGED
Shares85,675 from 85,675
Change0 (0%)
Value$3.9M (-$27.0K)
Filed 2026-11-03
Navigoe, LLC
INCREASED
Shares79,263 from 71,760
Change+7,503 (+10%)
Value$3.6M (+$274.0K)
Filed 2026-11-04
Valued Wealth Advisors LLC
INCREASED
Shares78,886 from 38,403
Change+40,483 (+105%)
Value$3.6M (+$1.8M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares67,515 from 66,437
Change+1,078 (+2%)
Value$3.1M (-$14.1K)
Filed 2026-11-02
B&D White Capital Company, LLC
INCREASED
Shares66,114 from 64,876
Change+1,238 (+2%)
Value$3.0M (-$5.4K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares63,076 from 61,543
Change+1,533 (+2%)
Value$2.9M (+$11.3K)
Filed 2026-10-20
McMill Wealth Management
INCREASED
Shares60,233 from 57,867
Change+2,366 (+4%)
Value$2.7M (+$52.8K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares57,128 from 71,217
Change-14,089 (-20%)
Value$2.6M (-$710.6K)
Filed 2026-10-08
Pacific Asset Management, LLC
DECREASED
Shares56,116 from 56,334
Change-218 (0%)
Value$2.6M (-$63.6K)
Filed 2026-10-15
Approach Retirement Advisors, LLC
INCREASED
Shares49,049 from 46,438
Change+2,611 (+6%)
Value$2.2M (+$74.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares35,896 from 32,285
Change+3,611 (+11%)
Value$1.6M (+$133.9K)
Filed 2026-11-02
SC&H Financial Advisors, Inc.
DECREASED
Shares29,676 from 29,969
Change-293 (-1%)
Value$1.4M (-$41.9K)
Filed 2026-10-14
Factor Wealth Management LTD
DECREASED
Shares24,778 from 29,879
Change-5,101 (-17%)
Value$1.1M (-$261.2K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares17,702 from 8,838
Change+8,864 (+100%)
Value$807.0K (+$397.0K)
Filed 2026-10-08
Diversify Wealth Management, LLC
INCREASED
Shares17,360 from 11,793
Change+5,567 (+47%)
Value$793.3K (+$247.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares17,360 from 11,793
Change+5,567 (+47%)
Value$793.3K (+$247.2K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares12,495 from 63,157
Change-50,662 (-80%)
Value$570.0K (-$2.4M)
Filed 2026-10-21
marrick wealth, LLC
INCREASED
Shares10,855 from 8,986
Change+1,869 (+21%)
Value$495.2K (+$76.7K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares9,842 from 9,897
Change-55 (-1%)
Value$448.9K (-$12.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares8,958 from 8,965
Change-7 (0%)
Value$408.6K (-$8.8K)
Filed 2026-10-08
Websterrogers Financial Advisors, LLC
DECREASED
Shares6,501 from 7,087
Change-586 (-8%)
Value$296.5K (-$33.5K)
Filed 2026-11-02
Prudent Investor Advisors, LLC
NEW
Shares5,025
Change+5,025
Value$229.2K
Filed 2026-10-22
Truist Financial Corp
INCREASED
Shares4,841 from 4,419
Change+422 (+10%)
Value$220.8K (+$15.0K)
Filed 2026-10-30
Oceanside Advisors LLC
INCREASED
Shares4,763 from 4,705
Change+58 (+1%)
Value$217.3K (-$1.8K)
Filed 2026-11-03
Burk Holdings LLC
DECREASED
Shares3,918 from 4,674
Change-756 (-16%)
Value$178.7K (-$38.9K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares1,685 from 1,685
Change0 (0%)
Value$76.9K (-$1.6K)
Filed 2026-10-28
Lodestone Wealth Management LLC
INCREASED
Shares552 from 546
Change+6 (+1%)
Value$25.2K (-$259)
Filed 2026-10-14
Ares Financial Consulting, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$16.1K (-$337)
Filed 2026-10-19
Lloyd Advisory Services, Llc.
INCREASED
Shares237 from 234
Change+3 (+1%)
Value$10.8K (-$111)
Filed 2026-11-02
Networth Advisors, LLC
INCREASED
Shares235 from 233
Change+2 (+1%)
Value$10.7K (-$122)
Filed 2026-11-03
LAM Group, Inc.
INCREASED
Shares225 from 90
Change+135 (+150%)
Value$10.3K (+$6.1K)
Filed 2026-10-26
Mosley Wealth Management
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$7.3K (-$138)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares59
Change+59
Value$2.7K
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares25 from 25,609
Change-25,584 (-100%)
Value$1.1K (-$1.2M)
Filed 2026-10-16
Index Fund Advisors, Inc.
CLOSED
Shares0 from 5,478
Change-5,478 (-100%)
Value$0 (-$255.1K)
Filed 2026-11-05
Freedom Day Solutions, LLC
CLOSED
Shares0 from 4,875
Change-4,875 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-20
Financial Plan, Inc.
N/A
Shares— from 926,710
Change-926,710 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 588,196
Change-588,196 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 335,004
Change-335,004 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 231,574
Change-231,574 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 208,610
Change-208,610 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 195,046
Change-195,046 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 185,248
Change-185,248 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 161,983
Change-161,983 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 146,090
Change-146,090 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 97,038
Change-97,038 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 88,580
Change-88,580 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 79,569
Change-79,569 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 77,641
Change-77,641 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 73,955
Change-73,955 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 66,881
Change-66,881 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 65,336
Change-65,336 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 61,935
Change-61,935 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 56,430
Change-56,430 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 37,849
Change-37,849 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,808
Change-34,808 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 33,742
Change-33,742 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 29,953
Change-29,953 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 25,405
Change-25,405 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,289
Change-24,289 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 22,813
Change-22,813 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 21,963
Change-21,963 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 18,398
Change-18,398 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 17,611
Change-17,611 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,986
Change-10,986 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,143
Change-7,143 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,519
Change-5,519 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Maseco LLP
INCREASED2,208,8992,039,533+169,366+8%$95.0M$100.8M+$5.8M2026-10-27
Verus Financial Partners, Inc.
DECREASED1,330,0561,358,338-28,282-2%$63.3M$60.7M-$2.6M2026-10-29
Simplicity Wealth,LLC
DECREASED615,181741,461-126,280-17%$34.5M$28.1M-$6.5M2026-10-23
Creative Planning
INCREASED434,155415,934+18,221+4%$19.4M$19.8M+$434.7K2026-11-02
Savant Capital, LLC
DECREASED378,748874,275-495,527-57%$40.7M$17.3M-$23.4M2026-11-06
Park Avenue Securities LLC
INCREASED311,236302,623+8,613+3%$14.1M$14.2M+$104.0K2026-10-26
Werba Rubin Papier Wealth Management
INCREASED226,199221,889+4,310+2%$10.3M$10.3M-$14.9K2026-11-06
Ferguson Johnson Wealth Management Inc
INCREASED207,039198,305+8,734+4%$9.2M$9.4M+$210.0K2026-11-05
Mattern Wealth Management LLC
DECREASED189,512191,929-2,417-1%$8.9M$8.6M-$293.2K2026-11-04
Strategic Blueprint, LLC
INCREASED173,431168,913+4,518+3%$7.9M$7.9M+$45.1K2026-10-22
Allodium Investment Consultants, LLC
INCREASED117,45699,663+17,793+18%$4.6M$5.4M+$716.7K2026-10-14
Wealth Enhancement Advisory Services, LLC
NEW98,277—+98,277——$4.5M—2026-10-13
Endeavor Private Wealth, Inc.
INCREASED97,73486,175+11,559+13%$4.0M$4.5M+$445.1K2026-11-05
Plancorp, LLC
UNCHANGED85,67585,67500%$4.0M$3.9M-$27.0K2026-11-03
Navigoe, LLC
INCREASED79,26371,760+7,503+10%$3.3M$3.6M+$274.0K2026-11-04
Valued Wealth Advisors LLC
INCREASED78,88638,403+40,483+105%$1.8M$3.6M+$1.8M2026-11-05
Commonwealth Equity Services, LLC
INCREASED67,51566,437+1,078+2%$3.1M$3.1M-$14.1K2026-11-02
B&D White Capital Company, LLC
INCREASED66,11464,876+1,238+2%$3.0M$3.0M-$5.4K2026-11-02
Integrated Advisors Network LLC
INCREASED63,07661,543+1,533+2%$2.9M$2.9M+$11.3K2026-10-20
McMill Wealth Management
INCREASED60,23357,867+2,366+4%$2.7M$2.7M+$52.8K2026-11-05
CoreCap Advisors, LLC
DECREASED57,12871,217-14,089-20%$3.3M$2.6M-$710.6K2026-10-08
Pacific Asset Management, LLC
DECREASED56,11656,334-2180%$2.6M$2.6M-$63.6K2026-10-15
Approach Retirement Advisors, LLC
INCREASED49,04946,438+2,611+6%$2.2M$2.2M+$74.8K2026-10-22
Kestra Advisory Services, LLC
INCREASED35,89632,285+3,611+11%$1.5M$1.6M+$133.9K2026-11-02
SC&H Financial Advisors, Inc.
DECREASED29,67629,969-293-1%$1.4M$1.4M-$41.9K2026-10-14
Factor Wealth Management LTD
DECREASED24,77829,879-5,101-17%$1.4M$1.1M-$261.2K2026-10-08
Apella Capital, LLC
INCREASED17,7028,838+8,864+100%$410.1K$807.0K+$397.0K2026-10-08
Diversify Wealth Management, LLC
INCREASED17,36011,793+5,567+47%$546.1K$793.3K+$247.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED17,36011,793+5,567+47%$546.1K$793.3K+$247.2K2026-10-20
Axxcess Wealth Management, LLC
DECREASED12,49563,157-50,662-80%$2.9M$570.0K-$2.4M2026-10-21
marrick wealth, LLC
INCREASED10,8558,986+1,869+21%$418.5K$495.2K+$76.7K2026-10-20
Wilkerson Advisory Group LLC
DECREASED9,8429,897-55-1%$460.9K$448.9K-$12.0K2026-10-20
Farther Finance Advisors, LLC
DECREASED8,9588,965-70%$417.5K$408.6K-$8.8K2026-10-08
Websterrogers Financial Advisors, LLC
DECREASED6,5017,087-586-8%$330.0K$296.5K-$33.5K2026-11-02
Prudent Investor Advisors, LLC
NEW5,025—+5,025——$229.2K—2026-10-22
Truist Financial Corp
INCREASED4,8414,419+422+10%$205.8K$220.8K+$15.0K2026-10-30
Oceanside Advisors LLC
INCREASED4,7634,705+58+1%$219.1K$217.3K-$1.8K2026-11-03
Burk Holdings LLC
DECREASED3,9184,674-756-16%$217.7K$178.7K-$38.9K2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED1,6851,68500%$78.5K$76.9K-$1.6K2026-10-28
Lodestone Wealth Management LLC
INCREASED552546+6+1%$25.4K$25.2K-$2592026-10-14
Ares Financial Consulting, LLC
UNCHANGED35335300%$16.4K$16.1K-$3372026-10-19
Lloyd Advisory Services, Llc.
INCREASED237234+3+1%$10.9K$10.8K-$1112026-11-02
Networth Advisors, LLC
INCREASED235233+2+1%$10.9K$10.7K-$1222026-11-03
LAM Group, Inc.
INCREASED22590+135+150%$4.2K$10.3K+$6.1K2026-10-26
Mosley Wealth Management
UNCHANGED15915900%$7.4K$7.3K-$1382026-10-16
Nova Financial LLC
NEW59—+59——$2.7K—2026-11-04
IFP Advisors, Inc
DECREASED2525,609-25,584-100%$1.2M$1.1K-$1.2M2026-10-16
Index Fund Advisors, Inc.
CLOSED05,478-5,478-100%$255.1K$0-$255.1K2026-11-05
Freedom Day Solutions, LLC
CLOSED04,875-4,875-100%$227.0K$0-$227.0K2026-10-20
Financial Plan, Inc.
N/A—926,710-926,710-100%$43.2M———
Envestnet Asset Management Inc
N/A—588,196-588,196-100%$27.4M———
Pacific Life Fund Advisors LLC
N/A—335,004-335,004-100%$15.6M———
Allworth Financial LP
N/A—231,574-231,574-100%$10.8M———
Fort Vancouver Investment Management, LLC
N/A—208,610-208,610-100%$9.7M———
Raymond James Financial Inc
N/A—195,046-195,046-100%$9.1M———
Goldman Sachs Group Inc
N/A—185,248-185,248-100%$8.6M———
LPL Financial LLC
N/A—161,983-161,983-100%$7.5M———
American Century Companies Inc
N/A—146,090-146,090-100%$6.8M———
McCartney Wealth Management LLC
N/A—97,038-97,038-100%$4.5M———
Maimon Wealth Management Ltd.
N/A—88,580-88,580-100%$4.1M———
Trajan Wealth LLC
N/A—79,569-79,569-100%$3.7M———
Citadel Advisors LLC
N/A—77,641-77,641-100%$3.6M———
Focus Partners Advisor Solutions, LLC
N/A—73,955-73,955-100%$3.4M———
Cogent Private Wealth, Inc.
N/A—66,881-66,881-100%$3.1M———
Arcadia Wealth Management, Inc.
N/A—65,336-65,336-100%$3.0M———
MML Investors Services, LLC
N/A—61,935-61,935-100%$2.9M———
Tillman Hartley LLC
N/A—56,430-56,430-100%$2.6M———
Private Advisor Group, LLC
N/A—37,849-37,849-100%$1.8M———
Susquehanna International Group, LLP
N/A—34,808-34,808-100%$1.6M———
Eaton-Cambridge Inc.
N/A—33,742-33,742-100%$1.6M———
Beacon Pointe Advisors, LLC
N/A—29,953-29,953-100%$1.4M———
Smartleaf Asset Management LLC
N/A—25,405-25,405-100%$1.2M———
Jane Street Group, LLC
N/A—24,289-24,289-100%$1.1M———
PCG Wealth Advisors, LLC
N/A—22,813-22,813-100%$1.1M———
Clearwater Capital Advisors, LLC
N/A—21,963-21,963-100%$1.0M———
Cardiff Park Advisors, LLC
N/A—18,398-18,398-100%$856.8K———
ATLas Financial Planning LLC
N/A—17,611-17,611-100%$820.1K———
Morris Financial Concepts, Inc.
N/A—10,986-10,986-100%$511.6K———
Investment Advisory Group, LLC
N/A—8,800-8,800-100%$409.8K———
Trailhead Planners LLC
N/A—8,197-8,197-100%$381.7K———
Nwam LLC
N/A—8,187-8,187-100%$381.3K———
World Investment Advisors
N/A—7,221-7,221-100%$337.9K———
Royal Bank of Canada
N/A—7,143-7,143-100%$333.0K———
Foundations Investment Advisors, LLC
N/A—6,742-6,742-100%$314.0K———
Baird Financial Group, Inc.
N/A—5,519-5,519-100%$257.0K———
UBS Group AG
N/A—4,995-4,995-100%$232.6K———
JDM Financial Group LLC
N/A—3,880-3,880-100%$180.7K———
Beaird Harris Wealth Management, LLC
N/A—3,402-3,402-100%$158.4K———
Morgan Stanley
N/A—2,988-2,988-100%$139.1K———
Jones Financial Companies Lllp
N/A—2,776-2,776-100%$129.4K———
Osaic Holdings, Inc.
N/A—2,100-2,100-100%$97.8K———
AE Wealth Management LLC
N/A—1,255-1,255-100%$58.5K———
Allied Private Wealth LLC
N/A—142-142-100%$6.6K———
Wells Fargo & Company
N/A—00—$22———
Showing 94 of 94 institutions