AVMU Institutional Ownership
Avantis Core Municipal Fixed Income ETF
1W: +0.2%
1M: -3.3%
3M: -7.8%
YTD: -7.1%
1Y: -5.0%
3Y: +4.1%
5Y: -4.4%
$42.84
-0.33 (-0.76%)
Weekly Expected Move ±1.2%
$42
$42
$43
$43
$44
Overview
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Holdings
Changes
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Institutional Ownership — AVMU
46
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
100M
Total Invested
7
New Positions
14
Increased
16
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 897,426 | $38M | +51,342 | +6.1% | 22Q | SEC ↗ |
| 2 | Beaird Harris Wealth Management, LLC | 170,145 | $7M | -14,042 | -7.6% | 11Q | SEC ↗ |
| 3 | Plancorp, LLC | 144,818 | $6M | — | +0.0% | 21Q | SEC ↗ |
| 4 | SAX WEALTH ADVISORS, LLC | 134,888 | $6M | +23,000 | +20.6% | 5Q | SEC ↗ |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 80,694 | $3M | -564 | -0.7% | 16Q | SEC ↗ |
| 6 | LPL Financial LLC | 71,256 | $3M | +1,881 | +2.7% | 15Q | SEC ↗ |
| 7 | Savant Capital, LLC | 69,215 | $3M | -2,249 | -3.1% | 4Q | SEC ↗ |
| 8 | Tortoise Investment Management, LLC | 68,554 | $3M | +4,924 | +7.7% | 20Q | SEC ↗ |
| 9 | Align Financial, LLC | 60,255 | $3M | +260 | +0.4% | 3Q | SEC ↗ |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 53,579 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Visionary Wealth Advisors | 52,348 | $2M | +583 | +1.1% | 11Q | SEC ↗ |
| 12 | EJMK Ventures LLC | 46,877 | $2M | +14,855 | +46.4% | 3Q | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 44,362 | $2M | -956 | -2.1% | 10Q | SEC ↗ |
| 14 | IHT Wealth Management, LLC NEW | 42,956 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | L.K. Benson & Company, P.C. | 23,286 | $998K | -1,353 | -5.5% | 7Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 20,717 | $888K | +173 | +0.8% | 6Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 18,181 | $779K | +12,491 | +219.5% | 5Q | SEC ↗ |
| 18 | Landmark Wealth Management, LLC | 17,293 | $741K | +112 | +0.7% | 12Q | SEC ↗ |
| 19 | Mattern Wealth Management LLC | 13,437 | $576K | — | +0.0% | 3Q | SEC ↗ |
| 20 | Crews Bank & Trust | 13,369 | $573K | — | +0.0% | 7Q | SEC ↗ |
| 21 | FIDUCIARY FINANCIAL ADVISORS | 13,246 | $567K | +840 | +6.8% | 2Q | SEC ↗ |
| 22 | Financial Plan, Inc. | 11,730 | $503K | +131 | +1.1% | 3Q | SEC ↗ |
| 23 | Mutual Advisors, LLC | 9,642 | $413K | — | +0.0% | 16Q | SEC ↗ |
| 24 | HRT FINANCIAL LP NEW | 8,844 | $379K | — | +0.0% | 1Q | SEC ↗ |
| 25 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7,802 | $334K | — | +0.0% | 12Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 7,526 | $322K | +1,009 | +15.5% | 3Q | SEC ↗ |
| 27 | Hill Investment Group Partners, LLC | 7,333 | $314K | -1,077 | -12.8% | 11Q | SEC ↗ |
| 28 | Argent Trust Co | 7,000 | $300K | — | +0.0% | 6Q | SEC ↗ |
| 29 | Wheels Up Wealth, Inc. | 5,711 | $245K | — | +0.0% | 2Q | SEC ↗ |
| 30 | B&D White Capital Company, LLC NEW | 5,614 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Freedom Day Solutions, LLC NEW | 4,629 | $198K | — | +0.0% | 1Q | SEC ↗ |
| 32 | FAS Wealth Partners, Inc. | 4,526 | $194K | +38 | +0.8% | 11Q | SEC ↗ |
| 33 | Fourth Dimension Wealth, LLC | 3,475 | $149K | -519 | -13.0% | 7Q | SEC ↗ |
| 34 | Dogwood Wealth Management LLC | 2,002 | $86K | -967 | -32.6% | 11Q | SEC ↗ |
| 35 | Farther Finance Advisors, LLC | 435 | $19K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Kings Path Partners LLC NEW | 434 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Allworth Financial LP | 209 | $9K | — | +0.0% | 2Q | SEC ↗ |
| 38 | McIlrath & Eck, LLC | 165 | $7K | — | +0.0% | 3Q | SEC ↗ |
| 39 | UBS Group AG NEW | 95 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 40 | MORGAN STANLEY | 1 | $0K | -107 | -99.1% | 8Q | SEC ↗ |
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 0 | $0K | -7,310 | -100.0% | 9Q | SEC ↗ |
| 42 | Creative Planning | 0 | $0K | -5,553 | -100.0% | 7Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC | 0 | $0K | -15,752 | -100.0% | 1Q | SEC ↗ |
| 44 | JANE STREET GROUP, LLC | 0 | $0K | -22,740 | -100.0% | 22Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 0 | $0K | -582 | -100.0% | 4Q | SEC ↗ |
| 46 | Nemes Rush Group LLC | 0 | $0K | -3,463 | -100.0% | 6Q | SEC ↗ |
| 47 | Haven Private, LLC | 0 | $0K | -15,450 | -100.0% | 3Q | SEC ↗ |
| 48 | FLOW TRADERS U.S. LLC | 0 | $0K | -13,298 | -100.0% | 5Q | SEC ↗ |
| 49 | Trailhead Planners LLC | 0 | $0K | -4,629 | -100.0% | 2Q | SEC ↗ |
| 50 | OLD MISSION CAPITAL LLC | 0 | $0K | -12,466 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 53,579 | $2M |
| IHT Wealth Management, LLC | 42,956 | $2M |
| HRT FINANCIAL LP | 8,844 | $379K |
| B&D White Capital Company, LLC | 5,614 | $241K |
| Freedom Day Solutions, LLC | 4,629 | $198K |
| Kings Path Partners LLC | 434 | $19K |
| UBS Group AG | 95 | $4K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 22,740 | $974K |
| CITADEL ADVISORS LLC | 15,752 | $675K |
| Haven Private, LLC | 15,450 | $662K |
| FLOW TRADERS U.S. LLC | 13,298 | $570K |
| OLD MISSION CAPITAL LLC | 12,466 | $534K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 7,310 | $313K |
| Creative Planning | 5,553 | $238K |
| Trailhead Planners LLC | 4,629 | $198K |
| Nemes Rush Group LLC | 3,463 | $148K |
| OSAIC HOLDINGS, INC. | 582 | $25K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +51,342 | +6.1% | 897,426 |
| SAX WEALTH ADVISORS, LLC | +23,000 | +20.6% | 134,888 |
| EJMK Ventures LLC | +14,855 | +46.4% | 46,877 |
| MML INVESTORS SERVICES, LLC | +12,491 | +219.5% | 18,181 |
| Tortoise Investment Management, LLC | +4,924 | +7.7% | 68,554 |
| LPL Financial LLC | +1,881 | +2.7% | 71,256 |
| Kestra Advisory Services, LLC | +1,009 | +15.5% | 7,526 |
| FIDUCIARY FINANCIAL ADVISORS | +840 | +6.8% | 13,246 |
| Visionary Wealth Advisors | +583 | +1.1% | 52,348 |
| Align Financial, LLC | +260 | +0.4% | 60,255 |
| NewEdge Advisors, LLC | +173 | +0.8% | 20,717 |
| Financial Plan, Inc. | +131 | +1.1% | 11,730 |
| Landmark Wealth Management, LLC | +112 | +0.7% | 17,293 |
| FAS Wealth Partners, Inc. | +38 | +0.8% | 4,526 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beaird Harris Wealth Management, LL | -14,042 | -7.6% | 170,145 |
| Savant Capital, LLC | -2,249 | -3.1% | 69,215 |
| L.K. Benson & Company, P.C. | -1,353 | -5.5% | 23,286 |
| Hill Investment Group Partners, LLC | -1,077 | -12.8% | 7,333 |
| Dogwood Wealth Management LLC | -967 | -32.6% | 2,002 |
| Financial Engines Advisors L.L.C. | -956 | -2.1% | 44,362 |
| COMMONWEALTH EQUITY SERVICES, LLC | -564 | -0.7% | 80,694 |
| Fourth Dimension Wealth, LLC | -519 | -13.0% | 3,475 |
| MORGAN STANLEY | -107 | -99.1% | 1 |