Public ownership evidence

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

Read AVSF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Avantis Short-Term Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
92,805
Value (USD)
$4,321,733
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVSF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVSF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2892,805$4,321,733None
Beacon Pointe Advisors, LLC2026-06-302026-08-1929,953$1,394,874None
JDM Financial Group LLC2026-06-302026-08-193,880$180,696None
McMill Wealth Management2026-06-302026-08-1857,867$2,694,734None
Corient Private Wealth LP2026-06-302026-08-1892,805$4,321,733None
Financial Plan, Inc.2026-06-302026-08-15926,710$43,155,124None
ENDEAVOR PRIVATE WEALTH, INC.2026-06-302026-08-1586,175$4,013,003None
Foundations Investment Advisors, LLC2026-06-302026-08-156,742$313,962None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,100$97,793None
JANE STREET GROUP, LLC2026-06-302026-08-1524,289$1,131,093None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1534,808$1,620,942None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-1518,398$856,782None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,776$129,445None
ROYAL BANK OF CANADA2026-06-302026-08-157,143$333,000None
CITADEL ADVISORS LLC2026-06-302026-08-1577,641$3,615,594None
World Investment Advisors2026-06-302026-08-157,221$337,943None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15185,248$8,626,647None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,404$65,382None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15193,642$9,017,540None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$22None
Burk Holdings LLC2026-06-302026-08-144,674$217,659None
McMill Wealth Management2026-06-302026-08-142,694,734$57,867,000None
Trajan Wealth LLC2026-06-302026-08-1479,569$3,705,377None
Index Fund Advisors, Inc.2026-06-302026-08-145,478$255,077None
UBS Group AG2026-06-302026-08-144,995$232,607None
Creative Planning2026-06-302026-08-14415,934$19,369,270None
MORGAN STANLEY2026-06-302026-08-141$48None
MORGAN STANLEY2026-06-302026-08-142,987$139,099None
Smartleaf Asset Management LLC2026-06-302026-08-1325,405$1,184,635None
Corient Private Wealth LP2026-06-302026-08-1392,805$4,321,733None
Baird Financial Group, Inc.2026-06-302026-08-135,519$257,009None
AMERICAN CENTURY COMPANIES INC2026-06-302026-08-13146,090$6,803,134None
Arcadia Wealth Management, Inc.2026-06-302026-08-1265,336$3,042,569None
Integrated Advisors Network LLC2026-06-302026-08-1261,543$2,865,952None
Allworth Financial LP2026-06-302026-08-12231,574$10,783,956None
Diversify Advisory Services, LLC2026-06-302026-08-1111,793$546,147None
Savant Capital, LLC2026-06-302026-08-11874,275$40,713,314None
Lloyd Advisory Services, LLC.2026-06-302026-08-08234$10,901None
LPL Financial LLC2026-06-302026-08-08161,983$7,543,251None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0861,935$2,884,195None
Trailhead Planners LLC2026-06-302026-08-078,197$381,719None
Tillman Hartley LLC2026-06-302026-08-0756,430$2,627,838None
Investment Advisory Group, LLC2026-06-302026-08-078,800$409,799None
Focus Partners Advisor Solutions, LLC2026-06-302026-08-0773,955$3,443,944None
Clearwater Capital Advisors, LLC2026-06-302026-08-0721,963$1,022,776None
Simplicity Wealth,LLC2026-06-302026-08-07741,461$34,528,411None
Cogent Private Wealth, Inc.2026-06-302026-08-0666,881$3,114,521None
MASECO LLP2026-06-302026-08-062,039,533$94,991,237None
SC&H Financial Advisors, Inc.2026-06-302026-08-0529,969$1,395,577None
Pacific Life Fund Advisors LLC2026-06-302026-08-05335,004$15,600,500None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗McMill Wealth Management ↗Corient Private Wealth LP ↗Financial Plan, Inc. ↗ENDEAVOR PRIVATE WEALTH, INC. ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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