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

$46.32+0.09 (+0.18%)Financial ServicesNYSE_ARCA

Institutional Holders

38

as of Q4 2025

Total Institutional Value

$2.7062793700086155e+101T

% of Float Held

—

QoQ Change in Holders

+15 / -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
Align Financial, LLCNew Position+2.7M+$2.7B
ENVESTNET ASSET MANAGEMENT INCNew Position+804K+$37.0M
SAX WEALTH ADVISORS, LLCNew Position+112K+$5.2M
Savant Capital, LLCNew Position+70K+$3.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+81K+$3.0M
AXXCESS WEALTH MANAGEMENT, LLCNew Position+54K+$2.5M
OLD MISSION CAPITAL LLCNew Position+24K+$1.1M
L.K. Benson & Company, P.C.New Position+24K+$1.1M
Landmark Wealth Management, LLCNew Position+17K+$789K
Haven Private, LLCNew Position+16K+$735K
Crews Bank & TrustNew Position+13K+$619K
Mattern Wealth Management LLCNew Position+13K+$591K
Financial Plan, Inc.New Position+11K+$486K
Mutual Advisors, LLCNew Position+10K+$445K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+7K+$338K

AVMU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Beaird Harris Wealth Management, LLCDecreased-26K-$9.7B
JANE STREET GROUP, LLCDecreased-165K-$8.2B
LPL Financial LLCDecreased-2K-$3.2B
Financial Engines Advisors L.L.C.Decreased-8K-$2.9B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-21K-$965.1M
WCG Wealth Advisors LLCClosed Position-14K-$619.9M
Dogwood Wealth Management LLCDecreased-41-$151.1M
UBS Group AGClosed Position-354-$16.1M
MORGAN STANLEYDecreased-1-$5.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC2,706,279$2.7B1.57%Share
2ENVESTNET ASSET MANAGEMENT INC804,498$37.0M0.01%Share
3Beaird Harris Wealth Management, LLC186,332$8.6M0.59%Share
4Plancorp, LLC144,818$6.0M0.18%Share
5SAX WEALTH ADVISORS, LLC111,888$5.2M0.24%Share
6Savant Capital, LLC70,477$3.0M0.02%Share
7COMMONWEALTH EQUITY SERVICES, LLC81,116$3.0M0.00%Share
8LPL Financial LLC68,395$3.0M0.00%Share
9Financial Engines Advisors L.L.C.55,508$2.6M0.00%Share
10AXXCESS WEALTH MANAGEMENT, LLC53,554$2.5M0.01%Share
11Visionary Wealth Advisors48,880$2.3M0.10%Share
12Hill Investment Group Partners, LLC48,525$2.2M0.27%Share
13Tortoise Investment Management, LLC37,585$1.7M0.15%Share
14OLD MISSION CAPITAL LLC24,273$1.1M0.03%Share
15L.K. Benson & Company, P.C.24,098$1.1M0.56%Share
16Landmark Wealth Management, LLC17,073$789K0.30%Share
17Haven Private, LLC15,900$735K0.32%Share
18Crews Bank & Trust13,398$619K0.09%Share
19Mattern Wealth Management LLC12,793$591K0.11%Share
20Financial Plan, Inc.10,528$486K0.06%Share
21Mutual Advisors, LLC9,642$445K0.01%Share
22WEBSTERROGERS FINANCIAL ADVISORS, LLC7,802$360K0.10%Share
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,310$338K0.00%Share
24Trailhead Planners LLC4,629$214K0.21%Share
25FAS Wealth Partners, Inc.4,461$206K0.01%Share
26Fourth Dimension Wealth, LLC4,123$190K0.07%Share
27Dogwood Wealth Management LLC3,276$151K0.07%Share
28McIlrath & Eck, LLC165$7K0.00%Share
29FLOW TRADERS U.S. LLC44,100$2K0.07%Share
30NewEdge Advisors, LLC21,152$00.00%Share
31MML INVESTORS SERVICES, LLC6,776$00.00%Share
32MORGAN STANLEY108$00.00%Share
33Kestra Advisory Services, LLC5,628$00.00%Share
34Creative Planning5,553$00.00%Share
35Nemes Rush Group LLC2,182$00.00%Share
36JANE STREET GROUP, LLC14,095$00.00%Share
37Argent Trust Co6,500$00.00%Share
38OSAIC HOLDINGS, INC.582$00.00%Share

AVMU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$2.8B+17
Q3 202521$38.4B-11
Q2 202532$81.8B-8
Q1 202540$96.3B+5
Q4 202435$855.1B+6
Q3 202429$62.1T+4
Q2 202425$58.6T+1
Q1 202424$61.7T—

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As of Q4 2025, 38 institutional investors hold AVMU (Avantis Core Municipal Fixed Income ETF). The largest holder is Align Financial, LLC with $2.7B in shares. This quarter, 15 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 Align Financial, LLC with $2.7B in shares.

Is institutional ownership of AVMU increasing or decreasing?

This quarter, 15 institutions opened new positions in AVMU and 3 closed their positions.