Avantis Core Municipal FixedAVMUETF
13F holders, Q2 2024 (June 30)34holders +1
5new positions
3sold out
$28.74avg. 13F price*
At the end of Q2 2024, 34 institutions reported holding Avantis Core Municipal Fixed (AVMU) in their 13F filings, up 1 from Q1 2024. 5 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($32.3M), Beaird Harris Wealth Management, LLC ($12.6M) and Mattern Wealth Management LLC ($10.5M).
- Company
- Avantis Core Municipal Fixed
- Filed as
- AMERICAN CENTY ETF TR (Q2 2024)
- CUSIP
- 025072695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 3 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,397,204 shares bought and 143,380 shares sold, net +1,253,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Envestnet Asset Management Inc. | 0.01% | Add +8.7% | 701,001 | $32.3M |
| Beaird Harris Wealth Management, LLC | 1.19% | Add +5.5% | 273,988 | $12.6M |
| Mattern Wealth Management LLC | 2.52% | Reduce -0.5% | 227,491 | $10.5M |
| Financial Partners Group, Inc | 1.36% | Reduce -2.6% | 186,366 | $8.6M |
| Plancorp, LLC | 0.29% | No change | 144,218 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.3% | 96,046 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.9% | 75,237 | $3.5M |
| PrairieView Partners, LLC | 0.29% | Reduce -17.4% | 55,348 | $2.6M |
| Advisory Resource Group | 0.49% | Add +17.0% | 47,201 | $2.2M |
| Strategic Blueprint, LLC | 0.15% | Add +3.0% | 46,435 | $2.1M |
| LPL Financial LLC | 0.00% | Add +5.3% | 42,516 | $2.0M |
| BetterWealth, LLC | 0.54% | No change | 36,701 | $1.7M |
| Waverly Advisors, LLC | 0.03% | No change | 30,875 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.4% | 28,456 | $1.3M |
| Strategic Financial Concepts, LLC | 0.59% | Add +2579.4% | 1,323,867 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Add +7.3% | 18,380 | $848K |
| Corient Private Wealth LP | 0.00% | New | 16,421 | $758K |
| Jane Street Group, LLC | 0.00% | Reduce -58.3% | 13,673 | $631K |
| Mutual Advisors, LLC | 0.01% | No change | 10,242 | $475K |
| Landmark Wealth Management, LLC | 0.34% | Reduce -4.3% | 9,548 | $441K |
| Hill Investment Group Partners, LLC | 0.05% | No change | 8,410 | $390K |
| Susquehanna International Group, LLP | 0.00% | New | 8,116 | $374K |
| Websterrogers Financial Advisors, LLC | 0.13% | No change | 7,802 | $360K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,310 | $337K |
| Oceanside Advisors LLC | 0.25% | Add +18.0% | 6,731 | $311K |
| Creative Planning | 0.00% | New | 5,468 | $252K |
| Kingsview Wealth Management, LLC | 0.01% | New | 4,630 | $214K |
| FAS Wealth Partners, Inc. | 0.02% | Add +6.5% | 4,355 | $201K |
| Tortoise Investment Management, LLC | 0.02% | Add +6.5% | 4,260 | $197K |
| Comerica Bank | 0.00% | No change | 3,843 | $177K |
| Dogwood Wealth Management LLC | 0.10% | Reduce -7.7% | 3,507 | $162K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.8% | 3,033 | $140K |
| Grand Wealth Management, LLC | 0.03% | New | 934 | $43K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $37K |
"% of holder's portfolio" is AVMU's weight in each manager's 13F, not the share of Avantis Core Municipal Fixed the manager owns.