AVANTIS CORE MUNICIPAL FIXED (AVMU) Institutional Ownership Changes & 13F Activity

AVANTIS CORE MUNICIPAL FIXED (AVMU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Axxcess Wealth Management, Llc, Envestnet Asset Management Inc, Iht Wealth Management, Llc, Sax Wealth Advisors, Llc, and Ejmk Ventures Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Iht Wealth Management, LlcBuy+42,95642,956$2.00MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,8448,844$411.00KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-956-2.1%44,362$2.07MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+840+6.8%13,246$617.02KQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+131+1.1%11,730$546.44KQ2 2026Aug 14, 2026
Visionary Wealth AdvisorsBuy+583+1.1%52,348$2.44MQ2 2026Aug 13, 2026
Morgan StanleySell-107-99.1%1$70.00Q2 2026Aug 13, 2026
Ubs Group AgBuy+9595$4.43KQ2 2026Aug 13, 2026
Hill Investment Group Partners, LlcSell-1,077-12.8%7,333$341.61KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+173+0.8%20,717$965.09KQ2 2026Aug 12, 2026
Savant Capital, LlcSell-2,249-3.1%69,215$3.22MQ2 2026Aug 10, 2026
Landmark Wealth Management, LlcBuy+112+0.7%17,293$805.58KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+12,491+219.5%18,181$846.98KQ2 2026Aug 07, 2026
Tortoise Investment Management, LlcBuy+4,924+7.7%68,554$3.19MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,881+2.7%71,256$3.32MQ2 2026Aug 07, 2026
Ejmk Ventures LlcBuy+14,855+46.4%46,877$2.18MQ2 2026Aug 06, 2026
Envestnet Asset Management IncBuy+51,342+6.1%897,426$41.81MQ2 2026Aug 03, 2026
B&D White Capital Company, LlcBuy+5,6145,614$261.53KQ2 2026Jul 31, 2026
Fourth Dimension Wealth, LlcSell-519-13.0%3,475$161.89KQ2 2026Jul 31, 2026
Fas Wealth Partners, Inc.Buy+4,5264,526$210.85KQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcSell-564-0.7%80,694$3.76MQ2 2026Jul 29, 2026
Axxcess Wealth Management, LlcBuy+53,57953,579$2.50MQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcBuy+1,009+15.5%7,526$350.58KQ2 2026Jul 28, 2026
Align Financial, LlcBuy+260+0.4%60,255$2.81MQ2 2026Jul 27, 2026
Freedom Day Solutions, LlcBuy+4,6294,629$215.64KQ2 2026Jul 24, 2026
L.K. Benson & Company, P.C.Sell-1,353-5.5%23,286$1.08MQ2 2026Jul 24, 2026
Sax Wealth Advisors, LlcBuy+23,000+20.6%134,888$6.18MQ2 2026Jul 09, 2026
Beaird Harris Wealth Management, LlcSell-14,042-7.6%170,145$7.93MQ2 2026Jul 08, 2026
Dogwood Wealth Management LlcSell-967-32.6%2,002$93.26KQ2 2026Jul 06, 2026
Mcilrath & Eck, LlcSell-165-100.0%0$0.00Q2 2026May 19, 2026
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Frequently asked questions about AVMU activity

  • Which institutional owners are buying AVMU?

    Institutional owners buying AVMU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVMU activity?

    "Buy" means an investor increased their reported position in AVMU compared to the prior reporting period. This reflects growing exposure to AVANTIS CORE MUNICIPAL FIXED (AVMU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVMU increasing?

    Institutional interest in AVMU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.