Who owns Avantis Short-Term Fixed Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVSF from SEC Form 13F filings across 92 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 92 institutions disclosed 11.7M shares of Avantis Short-Term Fixed Income ETF worth $544.1M — about 81.6% of shares outstanding; the largest disclosed holder is MASECO LLP. Source: SEC Form 13F filings, parsed by EvidInvest.
92
13F holders
$544.1M
value, 2026 filers
81.6%
of shares outstanding (11.7M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVSF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MASECO LLP | 2.0M | $95.0M | 2.7% | 14.2% | +4.3% |
| 2 | Verus Financial Partners, Inc. | 1.4M | $63.3M | 5.4% | 9.5% | +0.2% |
| 3 | Financial Plan, Inc. | 926,710 | $43.2M | 4.1% | 6.5% | +8.9% |
| 4 | Savant Capital, LLC | 874,275 | $40.7M | 0.1% | 6.1% | -50.4% |
| 5 | Simplicity Wealth,LLC | 741,461 | $34.5M | 1.2% | 5.2% | +1.3% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 588,196 | $27.4M | 0.0% | 4.1% | -10.7% |
| 7 | Creative Planning | 415,934 | $19.4M | 0.0% | 2.9% | +4.1% |
| 8 | Pacific Life Fund Advisors LLC | 335,004 | $15.6M | 1.7% | 2.3% | +7.2% |
| 9 | PARK AVENUE SECURITIES LLC | 302,623 | $14.1M | 0.1% | 2.1% | +11.7% |
| 10 | Allworth Financial LP | 231,574 | $10.8M | 0.0% | 1.6% | +28.0% |
| 11 | Werba Rubin Papier Wealth Management | 221,889 | $10.3M | 1.3% | 1.6% | +9.7% |
| 12 | Fort Vancouver Investment Management, LLC | 208,610 | $9.7M | 4.5% | 1.5% | +17.5% |
| 13 | Ferguson Johnson Wealth Management Inc | 198,305 | $9.2M | 6.7% | 1.4% | +3.4% |
| 14 | RAYMOND JAMES FINANCIAL INC | 195,046 | $9.1M | 0.0% | 1.4% | +197.1% |
| 15 | Mattern Wealth Management LLC | 191,929 | $8.9M | 1.5% | 1.3% | -6.5% |
| 16 | GOLDMAN SACHS GROUP INC | 185,248 | $8.6M | 0.0% | 1.3% | +311.7% |
| 17 | Strategic Blueprint, LLC | 168,913 | $7.9M | 0.4% | 1.2% | +3.3% |
| 18 | LPL Financial LLC | 161,983 | $7.5M | 0.0% | 1.1% | -81.7% |
| 19 | AMERICAN CENTURY COMPANIES INC | 146,090 | $6.8M | 0.0% | 1% | +12.3% |
| 20 | Allodium Investment Consultants, LLC | 99,663 | $4.6M | 2.0% | 0.7% | +11.5% |
| 21 | McCartney Wealth Management LLC | 97,038 | $4.5M | 3.4% | 0.7% | +4.3% |
| 22 | Corient Private Wealth LP | 92,805 | $4.3M | 0.0% | 0.6% | +11.2% |
| 23 | MAIMON WEALTH MANAGEMENT LTD. | 88,580 | $4.1M | 3.2% | 0.6% | +11.6% |
| 24 | ENDEAVOR PRIVATE WEALTH, INC. | 86,175 | $4.0M | 1.0% | 0.6% | +17.5% |
| 25 | Plancorp, LLC | 85,675 | $4.0M | 0.1% | 0.6% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.