Who Owns Avantis Short-Term Fixed Income ETF (AVSF)?Hedge Fund & Institutional Holders

$46.73-0.03 (-0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$45.96$46.31$46.66$47.01$47.37Aug 24Jun 25Mar 26

AVSF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Simplicity Wealth,LLCNew Position+666K+$31.4B
Pacific Life Fund Advisors LLCNew Position+362K+$17.0B
Mattern Wealth Management LLCNew Position+194K+$9.1B
Strategic Blueprint, LLCNew Position+160K+$7.5B
ENDEAVOR PRIVATE WEALTH, INC.New Position+80K+$3.8B
B&D White Capital Company, LLCNew Position+60K+$2.8B
Arcadia Wealth Management, Inc.New Position+50K+$2.3B
CoreCap Advisors, LLCNew Position+49K+$2.3B
Pacific Asset Management, LLCNew Position+44K+$2.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+61K+$2.0B
CLUNE & ASSOCIATES, LTD.New Position+40K+$1.9B
SC&H Financial Advisors, Inc.New Position+20K+$918.0M
AMERICAN CENTURY COMPANIES INCIncreased+28K+$720.0M
Allodium Investment Consultants, LLCIncreased+15K+$701.9M
Valued Wealth Advisors LLCNew Position+10K+$472.0M

AVSF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-2K-$6.7B
JANE STREET GROUP, LLCClosed Position-97K-$4.6B
Allworth Financial LPClosed Position-81K-$3.8B
Mariner, LLCDecreased-202-$2.3B
Integrated Advisors Network LLCDecreased-2K-$1.1B
McMill Wealth ManagementDecreased-22K-$1.1B
CITADEL ADVISORS LLCDecreased-13K-$638.2M
AMERIPRISE FINANCIAL INCDecreased-2K-$402.5M
Trajan Wealth LLCDecreased-6K-$400.9M
NewEdge Advisors, LLCDecreased-1K-$390.0M
Eaton-Cambridge Inc.Decreased-4K-$183.2M
Tortoise Investment Management, LLCClosed Position-2K-$96.3M
Clearwater Capital Advisors, LLCDecreased-764-$40.1M
Oceanside Advisors LLCDecreased-143-$8.4M
UBS Group AGClosed Position-85-$4.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Simplicity Wealth,LLC666,131$31.4B1.87%Share
2Pacific Life Fund Advisors LLC361,571$17.0B1.75%Share
3Mattern Wealth Management LLC193,960$9.1B1.76%Share
4Strategic Blueprint, LLC159,772$7.5B0.44%Share
5Fort Vancouver Investment Management, LLC150,777$7.1B3.79%Share
6AMERICAN CENTURY COMPANIES INC119,115$5.0B0.00%Share
7Trajan Wealth LLC87,482$4.0B0.17%Share
8ENDEAVOR PRIVATE WEALTH, INC.80,220$3.8B1.08%Share
9B&D White Capital Company, LLC60,280$2.8B0.33%Share
10Allodium Investment Consultants, LLC50,484$2.4B1.20%Share
11Arcadia Wealth Management, Inc.49,642$2.3B1.34%Share
12CoreCap Advisors, LLC49,027$2.3B0.08%Share
13McMill Wealth Management47,396$2.2B0.63%Share
14Pacific Asset Management, LLC44,145$2.1B1.25%Share
15Integrated Advisors Network LLC62,818$2.0B0.09%Share
16COMMONWEALTH EQUITY SERVICES, LLC60,784$2.0B0.00%Share
17Tillman Hartley LLC40,850$1.9B0.48%Share
18CLUNE & ASSOCIATES, LTD.39,506$1.9B0.40%Share
19Eaton-Cambridge Inc.33,742$1.6B0.52%Share
20PCG Wealth Advisors, LLC31,564$1.5B0.42%Share
21CARDIFF PARK ADVISORS, LLC25,829$1.2B0.10%Share
22Clearwater Capital Advisors, LLC24,909$1.2B0.10%Share
23ROYAL BANK OF CANADA39,716$1.0B0.00%Share
24CITADEL ADVISORS LLC21,677$1.0B0.00%Share
25SC&H Financial Advisors, Inc.19,513$918.0M0.14%Share
26Valued Wealth Advisors LLC10,036$472.0M0.21%Share
27MORRIS FINANCIAL CONCEPTS, INC.9,673$455.0M0.16%Share
28Farther Finance Advisors, LLC8,926$420.0M0.00%Share
29NWAM LLC8,572$404.0M0.02%Share
30Investment Advisory Group, LLC8,500$400.0M0.10%Share
31WEBSTERROGERS FINANCIAL ADVISORS, LLC7,087$333.0M0.10%Share
32Evanson Asset Management, LLC6,215$292.0M0.02%Share
33Oceanside Advisors LLC4,821$226.0M0.14%Share
34Burk Holdings LLC4,674$220.0M0.10%Share
35JDM Financial Group LLC4,435$208.0M0.08%Share
36Beaird Harris Wealth Management, LLC3,627$170.0M0.01%Share
37Savant Capital, LLC2,183,371$102.0M0.58%Share
38Verus Financial Partners, Inc.1,342,598$63.3M5.82%Share
39RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC1,000$47.0M0.02%Share
40Financial Plan, Inc.740,489$34.9M4.00%Share
41Lodestone Wealth Management LLC537$25.0M0.01%Share
42Lloyd Advisory Services, LLC.511$24.0M0.01%Share
43ENVESTNET ASSET MANAGEMENT INC488,863$23.0M0.01%Share
44Wilkerson Advisory Group LLC229,438$10.8M3.81%Share
45AXXCESS WEALTH MANAGEMENT, LLC223,252$10.5M0.04%Share
46Ferguson Johnson Wealth Management Inc179,102$8.4M7.01%Share
47LPL Financial LLC139,274$6.0M0.00%Share
48Kingdom Financial Group LLC.112$5.0M0.00%Share
49McCartney Wealth Management LLC91,565$4.3M3.72%Share
50Plancorp, LLC85,675$4.0M0.12%Share

AVSF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202576$119.2B+40
Q3 202536$82.4B-25
Q2 202561$284.5B-2
Q1 202563$179.0B+11
Q4 202452$838.1B+14
Q3 202438$31.2T+1
Q2 202437$21.9T+2
Q1 202435$930.9T—

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As of Q4 2025, 50 institutional investors hold AVSF (Avantis Short-Term Fixed Income ETF). The largest holder is Simplicity Wealth,LLC with $31.4B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own AVSF?

As of Q4 2025, 50 institutional investors report holding AVSF (Avantis Short-Term Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of AVSF?

The largest institutional holder of AVSF is Simplicity Wealth,LLC with $31.4B in shares.

Is institutional ownership of AVSF increasing or decreasing?

This quarter, 13 institutions opened new positions in AVSF and 4 closed their positions.