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Avantis Short-Term Fixed Income ETF (AVSF) Institutional Ownership

$46.41 +0.04 (+0.09%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis Short-Term Fixed Income ETF (NYSEARCA:AVSF)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$14.39M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$19.65M
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AVSF Institutional Buying and Selling by Quarter

Avantis Short-Term Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap Advisors LLC71,217$3.32M0.1%-69.5%0.498%
5/21/2026JDM Financial Group LLC4,768$223K0.0%+7.5%0.033%
5/19/2026Arkadios Wealth Advisors6,903$323K0.0%N/A0.048%
5/8/2026 Wilkerson Advisory Group LLC11,385$533K0.2%-95.0%0.079%
5/5/2026Bank of New York Mellon Corp25,495$1.19M0.0%N/A0.176%
2/13/2026 Wilkerson Advisory Group LLC229,438$10.80M3.8%N/A1.616%
2/2/2026JDM Financial Group LLC4,435$209K0.0%N/A0.031%
1/30/2026 Strategic Blueprint LLC159,772$7.52M0.4%+7.7%1.125%
1/30/2026 Ares Financial Consulting LLC594$28K0.0%N/A0.004%
1/15/2026 Lodestone Wealth Management LLC537$25K0.0%N/A0.004%
1/13/2026 CoreCap Advisors LLC49,027$2.31M0.1%+28.7%0.338%
11/17/2025Ameriprise Financial Inc.8,526$403K0.0%N/A0.059%
10/23/2025 Strategic Blueprint LLC148,368$7.01M0.3%+3.8%1.030%
10/22/2025 CoreCap Advisors LLC38,086$1.80M0.1%+4.9%0.264%
8/13/2025Flow Traders U.S. LLC36,268$1.71M0.1%-52.6%0.262%
7/30/2025 Strategic Blueprint LLC143,000$6.73M0.3%+8.7%1.048%
5/15/2025OLD Mission Capital LLC9,935$464K0.0%N/A0.076%
5/14/2025Flow Traders U.S. LLC76,573$3.58M0.2%+265.9%0.591%
4/29/2025Strategic Blueprint LLC131,553$6.15M0.3%+2.5%1.016%
2/5/2025WR Wealth Planners LLC185,753$8.57M2.8%+5.3%2.428%
1/23/2025Strategic Blueprint LLC128,404$5.93M0.4%+5.1%1.678%
11/14/2024Flow Traders U.S. LLC99,053$4.67M0.2%+70.4%1.295%
10/29/2024Farther Finance Advisors LLC8,884$419K0.0%+2.9%0.116%
10/25/2024Strategic Blueprint LLC122,120$5.76M0.4%-1.5%1.596%
7/31/2024WR Wealth Planners LLC166,757$7.70M2.3%-0.4%2.180%
7/31/2024Farther Finance Advisors LLC8,637$397K0.0%N/A0.113%
7/27/2024Strategic Blueprint LLC123,965$5.72M0.4%+1.4%1.620%
4/23/2024Strategic Blueprint LLC122,312$5.66M0.4%+1.8%1.609%
1/25/2024Strategic Blueprint LLC120,189$5.58M0.5%+1.6%2.268%
11/4/2023EverSource Wealth Advisors LLC31,531$1.44M0.2%+1.5%0.595%
10/18/2023Strategic Blueprint LLC118,275$5.39M0.5%+0.2%2.232%
8/4/2023EverSource Wealth Advisors LLC31,051$1.42M0.2%-0.8%0.640%
5/11/2023EverSource Wealth Advisors LLC31,301$1.45M0.2%-7.0%0.645%
4/28/2023Strategic Blueprint LLC119,827$5.55M0.6%+0.4%2.755%
4/18/2023WMG Financial Advisors LLC5,504$255K0.2%-79.8%0.127%
2/10/2023WMG Financial Advisors LLC27,204$1.25M1.1%+12.0%0.625%
2/9/2023EverSource Wealth Advisors LLC33,663$1.54M0.2%-2.5%0.774%
1/26/2023Strategic Blueprint LLC119,341$5.48M0.6%+5.5%2.743%
11/8/2022Strategic Blueprint LLC113,105$5.16M0.6%+1.5%3.708%
11/7/2022EverSource Wealth Advisors LLC34,537$1.58M0.4%+5.4%1.132%
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10/26/2022B&D White Capital Company LLC17,586$802K0.3%-2.9%0.586%
8/12/2022Strategic Blueprint LLC111,405$5.21M0.6%+29.2%6.366%
8/1/2022EverSource Wealth Advisors LLC32,765$1.53M0.4%+6.5%1.872%
5/25/2022EverSource Wealth Advisors LLC30,755$1.46M0.4%+2.9%1.864%


AVSF Institutional Ownership - Frequently Asked Questions

During the previous two years, 13 institutional investors and hedge funds held shares of Avantis Short-Term Fixed Income ETF. The most heavily invested institutionals were WR Wealth Planners LLC ($8.57M), Strategic Blueprint LLC ($7.52M), CoreCap Advisors LLC ($3.32M), Flow Traders U.S. LLC ($1.71M), Bank of New York Mellon Corp ($1.19M), Wilkerson Advisory Group LLC ($533K), and OLD Mission Capital LLC ($464K).Learn more on Avantis Short-Term Fixed Income ETF's institutional investors.

Of the 13 institutional investors that purchased Avantis Short-Term Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wilkerson Advisory Group LLC ($229.44K), Flow Traders U.S. LLC ($96.57K), Strategic Blueprint LLC ($37.65K), Bank of New York Mellon Corp ($25.50K), CoreCap Advisors LLC ($12.71K), OLD Mission Capital LLC ($9.94K), and WR Wealth Planners LLC ($9.30K).

Institutional investors have bought a total of 305,739 shares in the last 24 months. This purchase volume represents approximately $14.39M in transactions.

The following institutional investors have sold Avantis Short-Term Fixed Income ETF stock in the last 24 months: Wilkerson Advisory Group LLC ($218.05K), CoreCap Advisors LLC ($162.18K), and Flow Traders U.S. LLC ($40.31K).

Institutional investors have sold a total of 420,536 shares in the last 24 months. This volume of shares sold represents approximately $19.65M in transactions.


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This page (NYSEARCA:AVSF) was last updated on 8/3/2026 by MarketBeat.com Staff.
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