Avantis Core Municipal FixedAVMUETF
13F holders, Q1 2025 (March 31)40holders −3
6new positions
9sold out
$45.49avg. 13F price*
At the end of Q1 2025, 40 institutions reported holding Avantis Core Municipal Fixed (AVMU) in their 13F filings, down 3 from Q4 2024. 6 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($31.2M), Mattern Wealth Management LLC ($12.1M) and Beaird Harris Wealth Management, LLC ($11.6M).
- Company
- Avantis Core Municipal Fixed
- Filed as
- AMERICAN CENTY ETF TR (Q1 2025)
- CUSIP
- 025072695
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 9 | $8.7M |
All 13F filers, Q4 2024 → Q1 2025: 155,698 shares bought and 260,912 shares sold, net −105,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.4% | 685,718 | $31.2M |
| Mattern Wealth Management LLC | 2.67% | Add +4.9% | 265,222 | $12.1M |
| Beaird Harris Wealth Management, LLC | 0.98% | Reduce -0.9% | 253,990 | $11.6M |
| Financial Partners Group, Inc | 1.23% | Reduce -2.2% | 174,638 | $7.9M |
| Plancorp, LLC | 0.26% | No change | 144,218 | $6.6M |
| LPL Financial LLC | 0.00% | Add +13.0% | 86,516 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.5% | 85,161 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +653.5% | 83,535 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -16.9% | 77,972 | $3.5M |
| Strategic Financial Concepts, LLC | 0.45% | No change | 53,039 | $2.4M |
| Advisory Resource Group | 0.47% | Add +5.6% | 51,164 | $2.3M |
| PrairieView Partners, LLC | 0.19% | Reduce -35.3% | 40,069 | $1.8M |
| L.K. Benson & Company, P.C. | 0.98% | Add +0.3% | 31,215 | $1.4M |
| Waverly Advisors, LLC | 0.02% | No change | 30,875 | $1.4M |
| Visionary Wealth Advisors | 0.08% | Reduce -2.0% | 30,766 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 22,252 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | New | 19,410 | $883K |
| Crews Bank & Trust | 0.10% | No change | 12,597 | $573K |
| Susquehanna International Group, LLP | 0.00% | New | 12,060 | $549K |
| Magnolia Private Wealth, LLC | 0.44% | No change | 11,525 | $524K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.9% | 9,642 | $429K |
| Landmark Wealth Management, LLC | 0.19% | Add +7.2% | 9,242 | $420K |
| Hill Investment Group Partners, LLC | 0.05% | Reduce -3.2% | 8,410 | $383K |
| Websterrogers Financial Advisors, LLC | 0.12% | No change | 7,802 | $355K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 7,310 | $333K |
| Corient Private Wealth LP | 0.00% | Reduce -47.2% | 6,669 | $303K |
| Argent Trust Co | 0.01% | New | 6,500 | $296K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.1% | 6,407 | $291K |
| Comerica Bank | 0.00% | Add +62.4% | 6,241 | $284K |
| Creative Planning | 0.00% | No change | 5,553 | $253K |
| Focus Partners Wealth | 0.00% | New | 4,752 | $216K |
| Flow Traders U.S. LLC | 0.01% | New | 4,458 | $203K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.6% | 4,330 | $197K |
| Grand Wealth Management, LLC | 0.11% | Add +357.3% | 4,271 | $194K |
| Fourth Dimension Wealth, LLC | 0.09% | Add +0.4% | 4,121 | $187K |
| Dogwood Wealth Management LLC | 0.09% | Reduce -3.6% | 3,933 | $179K |
| Nemes Rush Group LLC | 0.02% | Add +63.1% | 2,981 | $136K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -37.1% | 2,545 | $116K |
| Osaic Holdings, Inc. | 0.00% | New | 582 | $26K |
| Morgan Stanley | 0.00% | Reduce -91.9% | 108 | $5K |
"% of holder's portfolio" is AVMU's weight in each manager's 13F, not the share of Avantis Core Municipal Fixed the manager owns.