AVANTIS CORE MUNICIPAL FIXED (AVMU) Institutional Shareholders
AVANTIS CORE MUNICIPAL FIXED (AVMU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $99.70M in AVMU holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of AVMU tracked by InsiderSet, reporting ownership valued at approximately $41.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $39.12M, representing an estimated loss of -6.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed AVMU value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Beaird Harris Wealth Management, Llc, Plancorp, Llc, and several other long-term asset managers with concentrated positions in AVANTIS CORE MUNICIPAL FIXED (AVMU).
This page ranks the largest institutional AVMU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$99.70M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$41.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 897,426 | $41,806,612 | $39,118,261 | -$2,688,351 | -6.43% | |
| Beaird Harris Wealth Management, Llc | 0.50% | 170,145 | $7,926,205 | $7,416,518 | -$509,687 | -6.43% | |
| Plancorp, Llc | 0.16% | 144,818 | $6,688,419 | $6,312,530 | -$375,889 | -5.62% | |
| Sax Wealth Advisors, Llc | 0.25% | 134,888 | $6,177,386 | $5,879,687 | -$297,699 | -4.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 80,694 | $3,759,120 | $3,517,403 | -$241,717 | -6.43% | |
| Lpl Financial Llc | 0.00% | 71,256 | $3,319,439 | $3,106,006 | -$213,433 | -6.43% | |
| Savant Capital, Llc | 0.01% | 69,215 | $3,224,381 | $3,017,040 | -$207,341 | -6.43% | |
| Tortoise Investment Management, Llc | 0.24% | 68,554 | $3,193,588 | $2,988,228 | -$205,360 | -6.43% | |
| Align Financial, Llc | 1.39% | 60,255 | $2,806,996 | $2,626,479 | -$180,517 | -6.43% | |
| Axxcess Wealth Management, Llc | 0.04% | 53,579 | $2,495,965 | $2,335,476 | -$160,489 | -6.43% | |
| Visionary Wealth Advisors | 0.10% | 52,348 | $2,438,618 | $2,281,818 | -$156,800 | -6.43% | |
| Ejmk Ventures Llc | 0.99% | 46,877 | $2,183,765 | $2,043,340 | -$140,425 | -6.43% | |
| Financial Engines Advisors L.L.C. | 0.00% | 44,362 | $2,066,604 | $1,933,713 | -$132,891 | -6.43% | |
| Iht Wealth Management, Llc | 0.04% | 42,956 | $2,001,090 | $1,872,426 | -$128,664 | -6.43% | |
| L.K. Benson & Company, P.C. | 0.33% | 23,286 | $1,084,725 | $1,015,023 | -$69,702 | -6.43% | |
| Newedge Advisors, Llc | 0.00% | 20,717 | $965,094 | $903,042 | -$62,052 | -6.43% | |
| Mml Investors Services, Llc | 0.00% | 18,181 | $846,975 | $792,499 | -$54,476 | -6.43% | |
| Landmark Wealth Management, Llc | 0.19% | 17,293 | $805,575 | $753,791 | -$51,784 | -6.43% | |
| Mattern Wealth Management Llc | 0.10% | 13,437 | $625,963 | $585,711 | -$40,252 | -6.43% | |
| Crews Bank & Trust | 0.08% | 13,369 | $622,795 | $582,747 | -$40,048 | -6.43% | |
| Action Point Financial Planning, Llc | 0.07% | 13,246 | $617,018 | $577,385 | -$39,633 | -6.42% | |
| Financial Plan, Inc. | 0.05% | 11,730 | $546,442 | $511,304 | -$35,138 | -6.43% | |
| Mutual Advisors, Llc | 0.01% | 9,642 | $449,173 | $420,289 | -$28,884 | -6.43% | |
| Hrt Financial Lp | 0.00% | 8,844 | $411,000 | $385,505 | -$25,495 | -6.20% | |
| Websterrogers Financial Advisors, Llc | 0.09% | 7,802 | $363,456 | $340,084 | -$23,372 | -6.43% | |
| Kestra Advisory Services, Llc | 0.00% | 7,526 | $350,576 | $328,054 | -$22,522 | -6.42% | |
| Hill Investment Group Partners, Llc | 0.03% | 7,333 | $341,608 | $319,641 | -$21,967 | -6.43% | |
| Argent Trust Co | 0.01% | 7,000 | $326,095 | $305,126 | -$20,969 | -6.43% | |
| Wheels Up Wealth, Inc. | 0.23% | 5,711 | $266,047 | $248,939 | -$17,108 | -6.43% | |
| B&D White Capital Company, Llc | 0.03% | 5,614 | $261,528 | $244,711 | -$16,817 | -6.43% | |
| Freedom Day Solutions, Llc | 0.05% | 4,629 | $215,642 | $201,775 | -$13,867 | -6.43% | |
| Fas Wealth Partners, Inc. | 0.01% | 4,526 | $210,846 | $197,286 | -$13,560 | -6.43% | |
| Fourth Dimension Wealth, Llc | 0.05% | 3,475 | $161,889 | $151,473 | -$10,416 | -6.43% | |
| Dogwood Wealth Management Llc | 0.04% | 2,002 | $93,263 | $87,266 | -$5,997 | -6.43% | |
| Farther Finance Advisors, Llc | 0.00% | 435 | $20,264 | $18,961 | -$1,303 | -6.43% | |
| Allworth Financial Lp | 0.00% | 209 | $9,737 | $9,110 | -$627 | -6.44% | |
| Mcilrath & Eck, Llc | 0.00% | 165 | $7,556 | $7,192 | -$364 | -4.81% | |
| Ubs Group Ag | 0.00% | 95 | $4,426 | $4,141 | -$285 | -6.44% | |
| Morgan Stanley | 0.00% | 1 | $70 | $44 | -$26 | -37.73% |
Frequently asked questions about AVMU
Who owns the most AVMU stock?
The largest holders of AVMU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AVANTIS CORE MUNICIPAL FIXED (AVMU).
Is AVMU widely held by superinvestors?
Many widely followed stocks like AVMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AVMU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.