Avantis Core Municipal FixedAVMUETF
13F holders, Q3 2024 (September 30)40holders +6
6new positions
0sold out
$46.93avg. 13F price*
At the end of Q3 2024, 40 institutions reported holding Avantis Core Municipal Fixed (AVMU) in their 13F filings, up 6 from Q2 2024. 6 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($35.0M), Beaird Harris Wealth Management, LLC ($12.3M) and Mattern Wealth Management LLC ($11.7M).
- Company
- Avantis Core Municipal Fixed
- Filed as
- AMERICAN CENTY ETF TR (Q3 2024)
- CUSIP
- 025072695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 140,900 shares bought and 1,350,612 shares sold, net −1,209,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Envestnet Asset Management Inc. | 0.01% | Add +6.4% | 745,888 | $35.0M |
| Beaird Harris Wealth Management, LLC | 1.08% | Reduce -4.2% | 262,586 | $12.3M |
| Mattern Wealth Management LLC | 2.57% | Add +9.4% | 248,949 | $11.7M |
| Financial Partners Group, Inc | 1.29% | Reduce -0.6% | 185,271 | $8.7M |
| Plancorp, LLC | 0.28% | No change | 144,218 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.1% | 76,796 | $3.6M |
| PrairieView Partners, LLC | 0.36% | Add +34.9% | 74,644 | $3.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -33.2% | 64,183 | $3.0M |
| LPL Financial LLC | 0.00% | Add +18.4% | 50,329 | $2.4M |
| Advisory Resource Group | 0.47% | Add +0.1% | 47,230 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Reduce -3.7% | 44,719 | $2.1M |
| BetterWealth, LLC | 0.51% | 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 +0.6% | 28,639 | $1.3M |
| Strategic Financial Concepts, LLC | 0.42% | Reduce -97.9% | 28,112 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +243.8% | 27,906 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +15.0% | 18,877 | $886K |
| Visionary Wealth Advisors | 0.05% | Add +0.8% | 18,534 | $870K |
| Mutual Advisors, LLC | 0.01% | No change | 10,242 | $473K |
| Landmark Wealth Management, LLC | 0.19% | Reduce -4.5% | 9,123 | $428K |
| Hill Investment Group Partners, LLC | 0.05% | No change | 8,410 | $387K |
| Websterrogers Financial Advisors, LLC | 0.13% | No change | 7,802 | $366K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,310 | $343K |
| Oceanside Advisors LLC | 0.24% | No change | 6,731 | $316K |
| D.A. Davidson & Co. | 0.00% | New | 6,245 | $293K |
| Creative Planning | 0.00% | Add +1.6% | 5,553 | $261K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,438 | $255K |
| Jane Street Group, LLC | 0.00% | Reduce -61.1% | 5,317 | $250K |
| Sunpointe, LLC | 0.20% | New | 5,187 | $243K |
| Kingsview Wealth Management, LLC | 0.00% | Add +7.3% | 4,967 | $233K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.8% | 4,391 | $206K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,300 | $202K |
| Tortoise Investment Management, LLC | 0.02% | No change | 4,260 | $200K |
| Dogwood Wealth Management LLC | 0.11% | Add +16.6% | 4,089 | $192K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.9% | 3,941 | $185K |
| Comerica Bank | 0.00% | No change | 3,843 | $180K |
| Grand Wealth Management, LLC | 0.02% | No change | 934 | $44K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $38K |
| UBS Group AG | 0.00% | New | 156 | $7K |
| Morgan Stanley | 0.00% | New | 1 | $63 |
"% of holder's portfolio" is AVMU's weight in each manager's 13F, not the share of Avantis Core Municipal Fixed the manager owns.