Who owns Avantis Short-Term Fixed Income ETF?
Institutional ownership of AVSF from SEC Form 13F filings across 54 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.
54
13F holders
$247.5M
value, 2026 filers
39.2%
of shares outstanding (5.6M sh)
11
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 | Savant Capital, LLC | 874,275 | $40.7M | 0.1% | 6.1% | -50.4% |
| 2 | Simplicity Wealth,LLC | 741,461 | $34.5M | 1.2% | 5.2% | +1.3% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 588,196 | $27.4M | 0.0% | 4.1% | -10.7% |
| 4 | Creative Planning | 415,934 | $19.4M | 0.0% | 2.9% | +4.1% |
| 5 | PARK AVENUE SECURITIES LLC | 302,623 | $14,093 | 0.1% | 2.1% | +11.7% |
| 6 | Allworth Financial LP | 231,574 | $10.8M | 0.0% | 1.6% | +28.0% |
| 7 | Werba Rubin Papier Wealth Management | 221,889 | $10.3M | 1.3% | 1.6% | +9.7% |
| 8 | Fort Vancouver Investment Management, LLC | 208,610 | $9.7M | 4.5% | 1.5% | +17.5% |
| 9 | RAYMOND JAMES FINANCIAL INC | 195,046 | $9.1M | 0.0% | 1.4% | +197.1% |
| 10 | Mattern Wealth Management LLC | 191,929 | $8.9M | 1.5% | 1.3% | -6.5% |
| 11 | GOLDMAN SACHS GROUP INC | 185,248 | $8.6M | 0.0% | 1.3% | +311.7% |
| 12 | Strategic Blueprint, LLC | 168,913 | $7.9M | 0.4% | 1.2% | +3.3% |
| 13 | LPL Financial LLC | 161,983 | $7.5M | 0.0% | 1.1% | -81.7% |
| 14 | AMERICAN CENTURY COMPANIES INC | 146,090 | $6.8M | 0.0% | 1% | +12.3% |
| 15 | Corient Private Wealth LP | 92,805 | $4.3M | 0.0% | 0.6% | +11.2% |
| 16 | Plancorp, LLC | 85,675 | $4.0M | 0.1% | 0.6% | 0.0% |
| 17 | CITADEL ADVISORS LLCNEW | 77,641 | $3.6M | 0.0% | 0.5% | new |
| 18 | Focus Partners Advisor Solutions, LLC | 73,955 | $3.4M | 0.0% | 0.5% | -0.3% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 66,437 | $3.1M | 0.0% | 0.5% | +6.8% |
| 20 | B&D White Capital Company, LLC | 64,876 | $3.0M | 0.3% | 0.5% | +3.0% |
| 21 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 63,157 | $2.9M | 0.0% | 0.4% | new |
| 22 | MML INVESTORS SERVICES, LLC | 61,935 | $2.9M | 0.0% | 0.4% | +25.0% |
| 23 | Integrated Advisors Network LLC | 61,543 | $2.9M | 0.1% | 0.4% | -0.7% |
| 24 | Pacific Asset Management, LLC | 56,334 | $2.6M | 1.3% | 0.4% | +7.4% |
| 25 | Valued Wealth Advisors LLC | 38,403 | $1.8M | 0.6% | 0.3% | -28.1% |
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.