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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Iht Wealth Management, Llc | Buy | +42,956 | — | 42,956 | $2.00M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +8,844 | — | 8,844 | $411.00K | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -956 | -2.1% | 44,362 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +840 | +6.8% | 13,246 | $617.02K | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | Buy | +131 | +1.1% | 11,730 | $546.44K | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | Buy | +583 | +1.1% | 52,348 | $2.44M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -107 | -99.1% | 1 | $70.00 | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +95 | — | 95 | $4.43K | Q2 2026 | Aug 13, 2026 |
| Hill Investment Group Partners, Llc | Sell | -1,077 | -12.8% | 7,333 | $341.61K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +173 | +0.8% | 20,717 | $965.09K | Q2 2026 | Aug 12, 2026 |
| Savant Capital, Llc | Sell | -2,249 | -3.1% | 69,215 | $3.22M | Q2 2026 | Aug 10, 2026 |
| Landmark Wealth Management, Llc | Buy | +112 | +0.7% | 17,293 | $805.58K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +12,491 | +219.5% | 18,181 | $846.98K | Q2 2026 | Aug 07, 2026 |
| Tortoise Investment Management, Llc | Buy | +4,924 | +7.7% | 68,554 | $3.19M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +1,881 | +2.7% | 71,256 | $3.32M | Q2 2026 | Aug 07, 2026 |
| Ejmk Ventures Llc | Buy | +14,855 | +46.4% | 46,877 | $2.18M | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Buy | +51,342 | +6.1% | 897,426 | $41.81M | Q2 2026 | Aug 03, 2026 |
| B&D White Capital Company, Llc | Buy | +5,614 | — | 5,614 | $261.53K | Q2 2026 | Jul 31, 2026 |
| Fourth Dimension Wealth, Llc | Sell | -519 | -13.0% | 3,475 | $161.89K | Q2 2026 | Jul 31, 2026 |
| Fas Wealth Partners, Inc. | Buy | +4,526 | — | 4,526 | $210.85K | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -564 | -0.7% | 80,694 | $3.76M | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +53,579 | — | 53,579 | $2.50M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,009 | +15.5% | 7,526 | $350.58K | Q2 2026 | Jul 28, 2026 |
| Align Financial, Llc | Buy | +260 | +0.4% | 60,255 | $2.81M | Q2 2026 | Jul 27, 2026 |
| Freedom Day Solutions, Llc | Buy | +4,629 | — | 4,629 | $215.64K | Q2 2026 | Jul 24, 2026 |
| L.K. Benson & Company, P.C. | Sell | -1,353 | -5.5% | 23,286 | $1.08M | Q2 2026 | Jul 24, 2026 |
| Sax Wealth Advisors, Llc | Buy | +23,000 | +20.6% | 134,888 | $6.18M | Q2 2026 | Jul 09, 2026 |
| Beaird Harris Wealth Management, Llc | Sell | -14,042 | -7.6% | 170,145 | $7.93M | Q2 2026 | Jul 08, 2026 |
| Dogwood Wealth Management Llc | Sell | -967 | -32.6% | 2,002 | $93.26K | Q2 2026 | Jul 06, 2026 |
| Mcilrath & Eck, Llc | Sell | -165 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
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.