AVMU · Avantis Core Municipal Fixed Income ETF ETF
$44.29
-0.10 (-0.22%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 39
Total Value: $91,655,057
Total Shares: 2,021,429
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 39 13F filers · Δ vs Dec 31, 2025Top Holder
42.3%
+3.0 pts
Top 5
68.4%
+3.5 pts
Top 10
84.2%
+4.3 pts
HHI
2,039
Moderately concentrated+245
Quarterly Activity
vs Dec 31, 2025
New
5
Increased
16
Decreased
11
Sold Out
5
Unchanged
7
Holder count:
0
Institutional value:
-3.2%
Shares held:
-1.3%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +41,586 | 846,084 | |
| Small Tortoise Investment Management, LLC | +26,045 | 63,630 | |
| Small EJMK Ventures LLC | +20,252 | 32,022 | |
| Mega JANE STREET GROUP, LLC | +8,645 | 22,740 | |
| Mid Visionary Wealth Advisors | +2,885 | 51,765 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Micro Hill Investment Group Partners, LLC | −40,115 | 8,410 | |
| Small FLOW TRADERS U.S. LLC | −30,802 | 13,298 | |
| Mid OLD MISSION CAPITAL LLC | −11,807 | 12,466 | |
| Small Financial Engines Advisors L.L.C. | −10,190 | 45,318 | |
| Small Beaird Harris Wealth Management, LLC | −2,145 | 184,187 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 15,752 | $721,394 | |
| Small ACTION POINT FINANCIAL PLANNING, LLC | 12,406 | $568,157 | |
| Micro Wheels Up Wealth, Inc. | 5,711 | $261,546 | |
| Mid Farther Finance Advisors, LLC | 435 | $19,921 | |
| Mid Allworth Financial LP | 209 | $9,571 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid AXXCESS WEALTH MANAGEMENT, LLC | 53,554 | $2,476,336 | |
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7,310 | $338,014 | |
| Large Creative Planning | 5,553 | $256,770 | |
| Small FAS Wealth Partners, Inc. | 4,461 | $206,276 | |
| Large OSAIC HOLDINGS, INC. | 582 | $26,911 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC AVMU | $38,748,108 | 42.28% | 846,084 | Shares | 2026-05-04 | |
| Small Beaird Harris Wealth Management, LLC AVMU | $8,435,212 | 9.20% | 184,187 | Shares | 2026-05-14 | |
| Small Plancorp, LLC AVMU | $6,632,229 | 7.24% | 144,818 | Shares | 2026-04-14 | |
| Small SAX WEALTH ADVISORS, LLC AVMU | $5,124,134 | 5.59% | 111,888 | Shares | 2026-04-08 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC AVMU | $3,721,372 | 4.06% | 81,258 | Shares | 2026-04-27 | |
| Mid Savant Capital, LLC AVMU | $3,272,836 | 3.57% | 71,464 | Shares | 2026-05-04 | |
| Mega LPL Financial LLC AVMU | $3,177,166 | 3.47% | 69,375 | Shares | 2026-05-06 | |
| Small Tortoise Investment Management, LLC AVMU | $2,914,063 | 3.18% | 63,630 | Shares | 2026-05-05 | |
| Micro Align Financial, LLC AVMU | $2,747,591 | 3.00% | 59,995 | Shares | 2026-05-08 | |
| Mid Visionary Wealth Advisors AVMU | $2,370,681 | 2.59% | 51,765 | Shares | 2026-05-13 | |
| Small Financial Engines Advisors L.L.C. AVMU | $2,075,428 | 2.26% | 45,318 | Shares | 2026-05-14 | |
| Small EJMK Ventures LLC AVMU | $1,466,511 | 1.60% | 32,022 | Shares | 2026-04-24 | |
| Small L.K. Benson & Company, P.C. AVMU | $1,128,392 | 1.23% | 24,639 | Shares | 2026-04-21 | |
| Mega JANE STREET GROUP, LLC AVMU | $1,041,423 | 1.14% | 22,740 | Shares | 2026-05-12 | |
| Small Landmark Wealth Management, LLC AVMU | $786,838 | 0.86% | 17,181 | Shares | 2026-04-29 | |
| Mega CITADEL ADVISORS LLC AVMU | $721,394 | 0.79% | 15,752 | Shares | 2026-05-15 | |
| Micro Haven Private, LLC AVMU | $707,563 | 0.77% | 15,450 | Shares | 2026-05-05 | |
| Small Mattern Wealth Management LLC AVMU | $615,374 | 0.67% | 13,437 | Shares | 2026-04-23 | |
| Small Crews Bank & Trust Bank AVMU | $612,260 | 0.67% | 13,369 | Shares | 2026-05-13 | |
| Small FLOW TRADERS U.S. LLC AVMU | $609,008 | 0.66% | 13,298 | Shares | 2026-05-15 | |
| Mid OLD MISSION CAPITAL LLC AVMU | $570,905 | 0.62% | 12,466 | Shares | 2026-05-15 | |
| Small ACTION POINT FINANCIAL PLANNING, LLC AVMU | $568,157 | 0.62% | 12,406 | Shares | 2026-05-07 | |
| Micro Financial Plan, Inc. AVMU | $531,199 | 0.58% | 11,599 | Shares | 2026-04-27 | |
| Mid Mutual Advisors, LLC AVMU | $441,574 | 0.48% | 9,642 | Shares | 2026-05-04 | |
| Micro Hill Investment Group Partners, LLC AVMU | $385,152 | 0.42% | 8,410 | Shares | 2026-05-12 | |
| Micro WEBSTERROGERS FINANCIAL ADVISORS, LLC AVMU | $357,308 | 0.39% | 7,802 | Shares | 2026-04-15 | |
| Mid Argent Trust Co Bank AVMU | $320,579 | 0.35% | 7,000 | Shares | 2026-05-13 | |
| Large Kestra Advisory Services, LLC AVMU | $298,459 | 0.33% | 6,517 | Shares | 2026-04-30 | |
| Micro Wheels Up Wealth, Inc. AVMU | $261,546 | 0.29% | 5,711 | Shares | 2026-05-13 | |
| Large MML INVESTORS SERVICES, LLC AVMU | $260,584 | 0.28% | 5,690 | Shares | 2026-05-04 | |
| Micro Trailhead Planners LLC AVMU | $211,994 | 0.23% | 4,629 | Shares | 2026-05-06 | |
| Small Fourth Dimension Wealth, LLC AVMU | $182,913 | 0.20% | 3,994 | Shares | 2026-05-11 | |
| Mid Nemes Rush Group LLC AVMU | $158,595 | 0.17% | 3,463 | Shares | 2026-04-21 | |
| Micro Dogwood Wealth Management LLC AVMU | $135,971 | 0.15% | 2,969 | Shares | 2026-05-12 | |
| Large NewEdge Advisors, LLC AVMU | $20,544 | 0.02% | 20,544 | Shares | 2026-05-18 | |
| Mid Farther Finance Advisors, LLC AVMU | $19,921 | 0.02% | 435 | Shares | 2026-04-07 | |
| Mid Allworth Financial LP AVMU | $9,571 | 0.01% | 209 | Shares | 2026-05-15 | |
| Mid McIlrath & Eck, LLC AVMU | $7,556 | 0.01% | 165 | Shares | 2026-05-19 | |
| Mega MORGAN STANLEY AVMU | $4,946 | 0.01% | 108 | Shares | 2026-05-15 |