§ EQUITY
USDAVSF
AVANTIS SHORT-TERM FIXED INC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| MASECO LLP | 2.0M | 2.9% | n/a |
| Savant Capital, LLC | 1.8M | 0.4% | −19% |
| Verus Financial Partners, Inc. | 1.4M | 5.7% | +1% |
| LPL Financial LLC | 883K | 0.0% | +534% |
| Financial Plan, Inc. | 851K | 4.3% | +15% |
| Simplicity Wealth,LLC | 732K | 1.9% | +10% |
◇ AC INTELLIGENCE
Top institutional owners for AVSF as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.0% · 100 holders
DEALER / BANK2.6% · 8 holders
QUALITY / COMPOUNDER1.0% · 1 holder
INCOME / DEFENSIVE0.3% · 2 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for AVSF in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention AVSF yet.