Who owns AVSF?
Avantis Short-Term Fixed Income ETF · Avantis
92 institutions reported holding AVSF, worth $544.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AVSF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Maseco LLP | London, United Kingdom | $95.0M | 2,039,533 | +83,603 shares |
| Verus Financial Partners, Inc. | Richmond, VA | $63.3M | 1,358,338 | +2,432 shares |
| Financial Plan, Inc. | Bellingham, WA | $43.2M | 926,710 | +75,458 shares |
| Savant Capital, LLC | Rockford, IL | $40.7M | 874,275 | −889,750 shares |
| Simplicity Wealth,LLC | Summit, NJ | $34.5M | 741,461 | +9,778 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $27.4M | 588,196 | −70,571 shares |
| Creative Planning | Overland Park, KS | $19.4M | 415,934 | +16,501 shares |
| Pacific Life Fund Advisors LLC | Newport Beach, CA | $15.6M | 335,004 | +22,596 shares |
| Park Avenue Securities LLC | New York, NY | $14.1M | 302,623 | +31,701 shares |
| Allworth Financial LP | Folsom, CA | $10.8M | 231,574 | +50,652 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AVSF?
92 institutional managers reported holding AVSF in Form 13F filings for June 30, 2026, worth $544.1M in total. The largest reported position was held by Maseco LLP, at $95.0M.
Did institutions buy or sell AVSF last quarter?
Reported 13F value fell 13.0% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 31 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVSF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.