AVMU institutional holders

Avantis Core Municipal Fixed Income ETF · 40 reporting institutions · $99.3M reported value

Funds that can replace AVMU · AVMU return decomposition

Institutional holdings

Institutions reporting AVMU, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$41.8M602026-06-30
Beaird Harris Wealth Management, LLC$7.9M182026-06-30
Plancorp, LLC$6.7M522026-06-30
Sax Wealth Advisors, LLC$6.2M422026-06-30
Commonwealth Equity Services, LLC$3.8M2,8632026-06-30
Lpl Financial LLC$3.3M23,4582026-06-30
Savant Wealth Management$3.2M4052026-06-30
Tortoise Investment Management, LLC$3.2M152026-06-30
Retire Agile$2.8M42026-06-30
Axxcess Wealth Management, LLC$2.5M382026-06-30
Visionary Wealth Advisors$2.4M462026-06-30
Pendulum Wealth Partners$2.2M92026-06-30
Edelman Financial Engines$2.1M7222026-06-30
Iht Wealth Management LLC$2M1592026-06-30
L.K. Benson & Company, P.C.$1.1M22026-06-30
Newedge Advisors$965.1K6012026-06-30
MML Investors Services, LLC$847K5,1202026-06-30
Landmark Wealth Management, LLC$805.6K02026-06-30
Mattern Wealth Management LLC$626K42026-06-30
Crews Bank & Trust$622.8K02026-06-30
Fiduciary Financial Advisors$617K512026-06-30
Financial Plan, Inc.$546.4K132026-06-30
Mutual Advisors, LLC$449.2K1532026-06-30
Websterrogers Financial Advisors, LLC$363.5K72026-06-30
Kestra Advisory Services, LLC$350.6K1,4792026-06-30
Hill Investment Group Partners, LLC$341.6K72026-06-30
Argent Trust Co$326.1K02026-06-30
Wheels Up Wealth, Inc.$266K32026-06-30
B&D White Capital Company, LLC$261.5K62026-06-30
Freedom Day Solutions, LLC$215.6K52026-06-30
Fas Wealth Partners, Inc.$210.8K232026-06-30
Fourth Dimension Wealth, LLC$161.9K92026-06-30
Dogwood Wealth Management LLC$93.3K42026-06-30
Farther Finance Advisors, LLC$20.3K3342026-06-30
Kings Path Partners LLC$20.2K42026-06-30
Allworth Financial, LP$9.7K3172026-06-30
McIlrath & Eck, LLC$7.6K62026-03-31
UBS Group AG$4.4K02026-06-30
Hrt Financial LP$41102026-06-30
Morgan Stanley$7023,1852026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30