Avantis Core Municipal FixedAVMUETF
13F holders, Q4 2024 (December 31)43holders +3
4new positions
5sold out
$46.13avg. 13F price*
At the end of Q4 2024, 43 institutions reported holding Avantis Core Municipal Fixed (AVMU) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($32.4M), Beaird Harris Wealth Management, LLC ($11.8M) and Mattern Wealth Management LLC ($11.7M).
- Company
- Avantis Core Municipal Fixed
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $3.0M |
| Exits | 5 | $3.6M |
All 13F filers, Q3 2024 → Q4 2024: 237,974 shares bought and 159,896 shares sold, net +78,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.8% | 702,257 | $32.4M |
| Beaird Harris Wealth Management, LLC | 1.02% | Reduce -2.4% | 256,367 | $11.8M |
| Mattern Wealth Management LLC | 2.57% | Add +1.6% | 252,910 | $11.7M |
| Financial Partners Group, Inc | 1.20% | Reduce -3.6% | 178,548 | $8.2M |
| Plancorp, LLC | 0.27% | No change | 144,218 | $6.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +46.3% | 93,884 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.2% | 82,291 | $3.8M |
| LPL Financial LLC | 0.00% | Add +52.1% | 76,556 | $3.5M |
| Sunpointe, LLC | 1.44% | Add +1097.7% | 62,123 | $2.9M |
| PrairieView Partners, LLC | 0.30% | Reduce -17.1% | 61,903 | $2.9M |
| Strategic Financial Concepts, LLC | 0.47% | Add +88.7% | 53,039 | $2.4M |
| Advisory Resource Group | 0.47% | Add +2.6% | 48,470 | $2.2M |
| BetterWealth, LLC | 0.47% | No change | 36,701 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 36,073 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Add +69.4% | 31,404 | $1.4M |
| L.K. Benson & Company, P.C. | 1.01% | — | 31,110 | $1.4M |
| Waverly Advisors, LLC | 0.02% | No change | 30,875 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -21.0% | 22,637 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 17,139 | $791K |
| Corient Private Wealth LP | 0.00% | Reduce -33.1% | 12,626 | $583K |
| Crews Bank & Trust | 0.10% | — | 12,597 | $581K |
| Magnolia Private Wealth, LLC | 0.47% | — | 11,525 | $532K |
| Jane Street Group, LLC | 0.00% | Add +108.5% | 11,086 | $511K |
| Fortress Wealth Management, Inc. | 0.25% | New | 11,000 | $507K |
| Mutual Advisors, LLC | 0.01% | No change | 10,242 | $470K |
| Hill Investment Group Partners, LLC | 0.05% | Add +3.3% | 8,690 | $401K |
| Landmark Wealth Management, LLC | 0.18% | Reduce -5.5% | 8,624 | $398K |
| Websterrogers Financial Advisors, LLC | 0.13% | No change | 7,802 | $360K |
| Oceanside Advisors LLC | 0.27% | Add +15.9% | 7,801 | $360K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,310 | $337K |
| D.A. Davidson & Co. | 0.00% | Add +7.7% | 6,724 | $310K |
| Kingsview Wealth Management, LLC | 0.01% | Add +31.8% | 6,548 | $302K |
| Winebrenner Capital Management LLC | 0.23% | — | 6,400 | $295K |
| Creative Planning | 0.00% | No change | 5,553 | $256K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.1% | 5,499 | $254K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -2.0% | 4,305 | $199K |
| Fourth Dimension Wealth, LLC | 0.10% | — | 4,106 | $189K |
| Dogwood Wealth Management LLC | 0.10% | Reduce -0.2% | 4,082 | $188K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -5.0% | 4,045 | $187K |
| Comerica Bank | 0.00% | No change | 3,843 | $177K |
| Nemes Rush Group LLC | 0.01% | New | 1,828 | $84K |
| Morgan Stanley | 0.00% | Add +133700.0% | 1,338 | $62K |
| Grand Wealth Management, LLC | 0.02% | No change | 934 | $43K |
"% of holder's portfolio" is AVMU's weight in each manager's 13F, not the share of Avantis Core Municipal Fixed the manager owns.