Who Owns Avantis Core Municipal Fixed Income ETF (AVMU)?Hedge Fund & Institutional Holders

$46.36+0.05 (+0.11%)Financial ServicesNYSE_ARCA

Institutional Holders

38

as of Q4 2025

Total Institutional Value

$8.61500051730003e+149T

% of Float Held

QoQ Change in Holders

+12 / -3

Price History

$43.44$44.36$45.28$46.20$47.12Aug 24Jun 25Mar 26

AVMU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SAX WEALTH ADVISORS, LLCNew Position+112K+$5.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+81K+$3.0B
Align Financial, LLCNew Position+2.7M+$2.7B
Hill Investment Group Partners, LLCIncreased+40K+$1.8B
OLD MISSION CAPITAL LLCNew Position+24K+$1.1B
L.K. Benson & Company, P.C.New Position+24K+$1.1B
Haven Private, LLCNew Position+16K+$735.0M
Crews Bank & TrustNew Position+13K+$619.0M
Mattern Wealth Management LLCNew Position+13K+$591.0M
Mutual Advisors, LLCNew Position+10K+$445.0M
Tortoise Investment Management, LLCIncreased+9K+$437.3M
FAS Wealth Partners, Inc.New Position+4K+$206.0M
Fourth Dimension Wealth, LLCNew Position+4K+$190.0M
Visionary Wealth AdvisorsIncreased+1K+$83.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+804K+$37.0M

AVMU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-165K-$8.2B
LPL Financial LLCDecreased-2K-$3.2B
Financial Engines Advisors L.L.C.Decreased-8K-$2.9B
Beaird Harris Wealth Management, LLCDecreased-26K-$1.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$965.1M
WCG Wealth Advisors LLCClosed Position-14K-$619.9M
UBS Group AGClosed Position-354-$16.1M
Dogwood Wealth Management LLCDecreased-41-$265K
MORGAN STANLEYDecreased-1-$4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Beaird Harris Wealth Management, LLC186,332$8.6B0.59%Share
2SAX WEALTH ADVISORS, LLC111,888$5.2B0.24%Share
3COMMONWEALTH EQUITY SERVICES, LLC81,116$3.0B4.00%Share
4Align Financial, LLC2,706,279$2.7B1.57%Share
5Visionary Wealth Advisors48,880$2.3B0.10%Share
6Hill Investment Group Partners, LLC48,525$2.2B0.27%Share
7Tortoise Investment Management, LLC37,585$1.7B0.15%Share
8OLD MISSION CAPITAL LLC24,273$1.1B0.03%Share
9L.K. Benson & Company, P.C.24,098$1.1B0.56%Share
10Haven Private, LLC15,900$735.0M0.32%Share
11Crews Bank & Trust13,398$619.0M0.09%Share
12Mattern Wealth Management LLC12,793$591.0M0.11%Share
13Mutual Advisors, LLC9,642$445.0M0.01%Share
14WEBSTERROGERS FINANCIAL ADVISORS, LLC7,802$360.0M0.10%Share
15FAS Wealth Partners, Inc.4,461$206.0M0.01%Share
16Fourth Dimension Wealth, LLC4,123$190.0M0.07%Share
17Dogwood Wealth Management LLC3,276$151.0M0.07%Share
18ENVESTNET ASSET MANAGEMENT INC804,498$37.0M0.01%Share
19Plancorp, LLC144,818$6.0M0.18%Share
20LPL Financial LLC68,395$3.0M0.00%Share
21Savant Capital, LLC70,477$3.0M0.02%Share
22Financial Engines Advisors L.L.C.55,508$2.6M0.00%Share
23AXXCESS WEALTH MANAGEMENT, LLC53,554$2.5M0.01%Share
24Landmark Wealth Management, LLC17,073$789K0.30%Share
25Financial Plan, Inc.10,528$486K0.06%Share
26WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,310$338K0.00%Share
27Trailhead Planners LLC4,629$214K0.21%Share
28McIlrath & Eck, LLC165$7K0.00%Share
29FLOW TRADERS U.S. LLC44,100$2K0.07%Share
30JANE STREET GROUP, LLC14,095$00.00%Share
31MML INVESTORS SERVICES, LLC6,776$00.00%Share
32Nemes Rush Group LLC2,182$00.00%Share
33NewEdge Advisors, LLC21,152$00.00%Share
34Creative Planning5,553$00.00%Share
35MORGAN STANLEY108$00.00%Share
36Kestra Advisory Services, LLC5,628$00.00%Share
37OSAIC HOLDINGS, INC.582$00.00%Share
38Argent Trust Co6,500$00.00%Share

AVMU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$31.3B+17
Q3 202521$38.4B-11
Q2 202532$86.0B-8
Q1 202540$89.6B+5
Q4 202435$378.2B+6
Q3 202429$44.6T+4
Q2 202425$39.9T+2
Q1 202423$42.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 38 institutional investors hold AVMU (Avantis Core Municipal Fixed Income ETF). The largest holder is Beaird Harris Wealth Management, LLC with $8.6B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own AVMU?

As of Q4 2025, 38 institutional investors report holding AVMU (Avantis Core Municipal Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of AVMU?

The largest institutional holder of AVMU is Beaird Harris Wealth Management, LLC with $8.6B in shares.

Is institutional ownership of AVMU increasing or decreasing?

This quarter, 12 institutions opened new positions in AVMU and 3 closed their positions.