Avantis Core Municipal FixedAVMUETF
13F holders, Q1 2024 (March 31)33holders
$46.58avg. 13F price*
At the end of Q1 2024, 33 institutions reported holding Avantis Core Municipal Fixed (AVMU) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($30.0M), Beaird Harris Wealth Management, LLC ($12.1M) and Mattern Wealth Management LLC ($10.6M).
- Company
- Avantis Core Municipal Fixed
- Filed as
- AMERICAN CENTY ETF TR (Q1 2024)
- CUSIP
- 025072695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.7M |
| Exits | 4 | $1.8M |
Ownership 33 holders
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 645,064 | $30.0M |
| Beaird Harris Wealth Management, LLC | 1.18% | Reduce -0.5% | 259,698 | $12.1M |
| Mattern Wealth Management LLC | 2.59% | Add +7.8% | 228,563 | $10.6M |
| Financial Partners Group, Inc | 1.42% | Add +5.3% | 191,382 | $8.9M |
| Plancorp, LLC | 0.29% | No change | 144,218 | $6.7M |
| Forum Financial Management, LP | 0.08% | Add +0.0% | 96,388 | $4.5M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 96,388 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.0% | 79,978 | $3.7M |
| PrairieView Partners, LLC | 0.36% | Add +85.8% | 66,972 | $3.1M |
| Strategic Financial Concepts, LLC | 0.55% | Add +132.0% | 49,409 | $2.3M |
| Strategic Blueprint, LLC | 0.15% | Add +3.3% | 45,073 | $2.1M |
| LPL Financial LLC | 0.00% | Add +35.8% | 40,387 | $1.9M |
| Advisory Resource Group | 0.43% | Reduce -0.7% | 40,350 | $1.9M |
| BetterWealth, LLC | 0.56% | No change | 36,701 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -82.0% | 32,792 | $1.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.4% | 30,875 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +53.5% | 24,879 | $1.2M |
| Visionary Wealth Advisors | 0.05% | Reduce -2.4% | 17,121 | $797K |
| Mutual Advisors, LLC | 0.02% | No change | 10,242 | $477K |
| Landmark Wealth Management, LLC | 0.22% | Reduce -8.6% | 9,980 | $465K |
| Hill Investment Group Partners, LLC | 0.06% | No change | 8,410 | $392K |
| Websterrogers Financial Advisors, LLC | 0.13% | No change | 7,802 | $363K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,310 | $340K |
| Oceanside Advisors LLC | 0.22% | Reduce -14.9% | 5,703 | $266K |
| ML & R Wealth Management LLC | 0.06% | No change | 5,468 | $255K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,300 | $200K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.5% | 4,090 | $191K |
| Tortoise Investment Management, LLC | 0.02% | No change | 4,000 | $186K |
| Comerica Bank | 0.00% | No change | 3,843 | $179K |
| Dogwood Wealth Management LLC | 0.12% | Add +2.1% | 3,801 | $177K |
| Farther Finance Advisors, LLC | 0.01% | No change | 2,814 | $130K |
| Creative Capital Management Investments LLC | 0.02% | New | 800 | $37K |
| UBS Group AG | 0.00% | Reduce -95.3% | 52 | $2K |
"% of holder's portfolio" is AVMU's weight in each manager's 13F, not the share of Avantis Core Municipal Fixed the manager owns.