Avantis Core Municipal FixedAVMUETF

13F holders, Q2 2026 (June 30)
39holders −1
7new positions
7sold out
$46.51avg. 13F price*

At the end of Q2 2026, 39 institutions reported holding Avantis Core Municipal Fixed (AVMU) in their 13F filings, down 1 from Q1 2026. 7 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($41.8M), Beaird Harris Wealth Management, LLC ($7.9M) and Plancorp, LLC ($6.7M).

Company
Avantis Core Municipal Fixed
Filed as
AMERICAN CENTY ETF TR (Q2 2026)
CUSIP
025072695
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 33Q1 2024Q2 2024: 34Q2 2024Q3 2024: 40Q3 2024Q4 2024: 43Q4 2024Q1 2025: 40Q1 2025Q2 2025: 34Q2 2025Q3 2025: 34Q3 2025Q4 2025: 39Q4 2025Q1 2026: 40Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions7$5.4M
Exits7$4.0M

All 13F filers, Q1 2026 → Q2 2026: 227,790 shares bought and 109,632 shares sold, net +118,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Envestnet Asset Management Inc. 0.01% Add +6.1% 897,426 $41.8M
Beaird Harris Wealth Management, LLC 0.50% Reduce -7.6% 170,145 $7.9M
Plancorp, LLC 0.16% No change 144,818 $6.7M
Sax Wealth Advisors, LLC 0.25% Add +20.6% 134,888 $6.2M
Commonwealth Equity Services, LLC 0.00% Reduce -0.7% 80,694 $3.8M
LPL Financial LLC 0.00% Add +2.7% 71,256 $3.3M
Savant Capital, LLC 0.01% Reduce -3.1% 69,215 $3.2M
Tortoise Investment Management, LLC 0.24% Add +7.7% 68,554 $3.2M
Align Financial, LLC 1.39% Add +0.4% 60,255 $2.8M
Axxcess Wealth Management, LLC 0.04% New 53,579 $2.5M
Visionary Wealth Advisors 0.10% Add +1.1% 52,348 $2.4M
EJMK Ventures LLC 0.99% Add +46.4% 46,877 $2.2M
Financial Engines Advisors L.L.C. 0.00% Reduce -2.1% 44,362 $2.1M
IHT Wealth Management, LLC 0.04% New 42,956 $2.0M
L.K. Benson & Company, P.C. 0.33% Reduce -5.5% 23,286 $1.1M
NewEdge Advisors, LLC 0.00% Add +0.8% 20,717 $965K
MML Investors Services, LLC 0.00% Add +219.5% 18,181 $847K
Landmark Wealth Management, LLC 0.19% Add +0.7% 17,293 $806K
Mattern Wealth Management LLC 0.10% No change 13,437 $626K
Crews Bank & Trust 0.08% No change 13,369 $623K
Fiduciary Financial Advisors 0.06% Add +6.8% 13,246 $617K
Financial Plan, Inc. 0.05% Add +1.1% 11,730 $546K
Mutual Advisors, LLC 0.01% No change 9,642 $449K
HRT Financial LP 0.00% New 8,844 $411K
Websterrogers Financial Advisors, LLC 0.09% No change 7,802 $363K
Kestra Advisory Services, LLC 0.00% Add +15.5% 7,526 $351K
Hill Investment Group Partners, LLC 0.03% Reduce -12.8% 7,333 $342K
Argent Trust Co 0.01% No change 7,000 $326K
Wheels Up Wealth, Inc. 0.23% No change 5,711 $266K
B&D White Capital Company, LLC 0.03% New 5,614 $262K
Freedom Day Solutions, LLC 0.05% New 4,629 $216K
FAS Wealth Partners, Inc. 0.01% Add +0.8% 4,526 $211K
Fourth Dimension Wealth, LLC 0.05% Reduce -13.0% 3,475 $162K
Dogwood Wealth Management LLC 0.04% Reduce -32.6% 2,002 $93K
Farther Finance Advisors, LLC 0.00% No change 435 $20K
Kings Path Partners LLC 0.01% New 434 $20K
Allworth Financial LP 0.00% No change 209 $10K
UBS Group AG 0.00% New 95 $4K
Morgan Stanley 0.00% Reduce -99.1% 1 $70

"% of holder's portfolio" is AVMU's weight in each manager's 13F, not the share of Avantis Core Municipal Fixed the manager owns.