IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avantis Core Municipal Fixed (AVMU)

CUSIP: 025072695 | NYSE | 91 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

SAX Wealth Advisors, LLC236,559
0.3% of portfolio›$10.1M
Plancorp, LLC144,818
0.1% of portfolio›$6.4M
Commonwealth Equity Services, LLC81,499
0.0% of portfolio›$3.5M
Savant Capital, LLC69,130
0.0% of portfolio›$3.0M
Tortoise Investment Management, LLC65,543
0.2% of portfolio›$2.8M
Align Financial, LLC55,028
1.1% of portfolio›$2.4M
Ejmk Ventures LLC52,813
1.0% of portfolio›$2.3M
Visionary Wealth Advisors52,779
0.1% of portfolio›$2.3M
L.K. Benson & Company, P.C.24,395
0.3% of portfolio›$1.0M
Wheels Up Wealth, Inc.21,205
0.8% of portfolio›$905.9K
Landmark Wealth Management, LLC12,674
0.1% of portfolio›$541.4K
Kestra Advisory Services, LLC8,638
0.0% of portfolio›$369.0K
Yardley Wealth Management LLC8,260
0.2% of portfolio›$352.9K
Websterrogers Financial Advisors, LLC7,802
0.1% of portfolio›$333.3K
Simplicity Wealth,LLC6,879
0.0% of portfolio›$293.9K
Leading Edge Financial Planning LLC6,512
0.1% of portfolio›$278.2K
Kings Path Partners LLC388
0.0% of portfolio›$16.6K
StyleTurnoverLocationFiled
SAX Wealth Advisors, LLC
236,559$10.1M0.3%ETFVery LowParsippany, NJ2026-10-13
Plancorp, LLC
144,818$6.4M0.1%ETFLowSaint Louis, MO2026-11-03
Commonwealth Equity Services, LLC
81,499$3.5M0.0%ETFLowWaltham, MA2026-11-02
Savant Capital, LLC
69,130$3.0M0.0%IndexVery LowRockford, IL2026-11-06
Tortoise Investment Management, LLC
65,543$2.8M0.2%ETFLowWhite Plains, NY2026-11-06
Align Financial, LLC
55,028$2.4M1.1%ETFVery LowHermantown, MN2026-10-16
Ejmk Ventures LLC
52,813$2.3M1.0%GrowthMediumItasca, IL2026-10-21
Visionary Wealth Advisors
52,779$2.3M0.1%ETFLowO'Fallon, IL2026-11-04
L.K. Benson & Company, P.C.
24,395$1.0M0.3%YieldVery LowTimonium, MD2026-10-23
Wheels Up Wealth, Inc.
21,205$905.9K0.8%ETFVery LowBenicia, CA2026-10-27
Landmark Wealth Management, LLC
12,674$541.4K0.1%ETFVery LowMelville, NY2026-11-03
Kestra Advisory Services, LLC
8,638$369.0K0.0%CoreLowAustin, TX2026-11-02
Yardley Wealth Management LLC
8,260$352.9K0.2%ETFVery LowYardley, PA2026-10-23
Websterrogers Financial Advisors, LLC
7,802$333.3K0.1%ETFVery LowFlorence, SC2026-11-02
Simplicity Wealth,LLC
6,879$293.9K0.0%ETFLowSummit, NJ2026-10-23
Leading Edge Financial Planning LLC
6,512$278.2K0.1%ETFLowKnoxville, TN2026-10-23
Kings Path Partners LLC
388$16.6K0.0%ETFVery LowSugar Land, TX2026-10-21