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Avantis Core Municipal Fixed (AVMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SAX Wealth Advisors, LLC
INCREASED
Shares236,559 from 134,888
Change+101,671 (+75%)
Value$10.1M (+$3.9M)
Filed 2026-10-13
Plancorp, LLC
UNCHANGED
Shares144,818 from 144,818
Change0 (0%)
Value$6.4M (-$249.3K)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares81,499 from 80,694
Change+805 (+1%)
Value$3.5M (-$277.5K)
Filed 2026-11-02
Savant Capital, LLC
DECREASED
Shares69,130 from 69,215
Change-85 (0%)
Value$3.0M (-$271.1K)
Filed 2026-11-06
Tortoise Investment Management, LLC
DECREASED
Shares65,543 from 68,554
Change-3,011 (-4%)
Value$2.8M (-$393.6K)
Filed 2026-11-06
Align Financial, LLC
DECREASED
Shares55,028 from 60,255
Change-5,227 (-9%)
Value$2.4M (-$456.2K)
Filed 2026-10-16
Ejmk Ventures LLC
INCREASED
Shares52,813 from 46,877
Change+5,936 (+13%)
Value$2.3M (+$72.4K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares52,779 from 52,348
Change+431 (+1%)
Value$2.3M (-$183.9K)
Filed 2026-11-04
L.K. Benson & Company, P.C.
INCREASED
Shares24,395 from 23,286
Change+1,109 (+5%)
Value$1.0M (-$42.6K)
Filed 2026-10-23
Wheels Up Wealth, Inc.
INCREASED
Shares21,205 from 5,711
Change+15,494 (+271%)
Value$905.9K (+$639.8K)
Filed 2026-10-27
Landmark Wealth Management, LLC
DECREASED
Shares12,674 from 17,293
Change-4,619 (-27%)
Value$541.4K (-$264.1K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares8,638 from 7,526
Change+1,112 (+15%)
Value$369.0K (+$18.4K)
Filed 2026-11-02
Yardley Wealth Management LLC
NEW
Shares8,260
Change+8,260
Value$352.9K
Filed 2026-10-23
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares7,802 from 7,802
Change0 (0%)
Value$333.3K (-$30.2K)
Filed 2026-11-02
Simplicity Wealth,LLC
NEW
Shares6,879
Change+6,879
Value$293.9K
Filed 2026-10-23
Leading Edge Financial Planning LLC
NEW
Shares6,512
Change+6,512
Value$278.2K
Filed 2026-10-23
Kings Path Partners LLC
DECREASED
Shares388 from 434
Change-46 (-11%)
Value$16.6K (-$3.6K)
Filed 2026-10-21
Allworth Financial LP
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$9.7K ($0)
Filed 2026-11-06
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 53,579
Change-53,579 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
Mattern Wealth Management LLC
CLOSED
Shares0 from 13,437
Change-13,437 (-100%)
Value$0 (-$626.0K)
Filed 2026-11-04
B&D White Capital Company, LLC
CLOSED
Shares0 from 5,614
Change-5,614 (-100%)
Value$0 (-$261.5K)
Filed 2026-11-02
Freedom Day Solutions, LLC
CLOSED
Shares0 from 4,629
Change-4,629 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-20
Farther Finance Advisors, LLC
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$20.3K)
Filed 2026-10-08
Envestnet Asset Management Inc
N/A
Shares— from 897,426
Change-897,426 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 170,145
Change-170,145 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 71,256
Change-71,256 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 44,362
Change-44,362 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 42,956
Change-42,956 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,717
Change-20,717 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 18,181
Change-18,181 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,246
Change-13,246 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 7,333
Change-7,333 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,475
Change-3,475 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
UBS Group AG
N/A
Shares— from 95
Change-95 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
SAX Wealth Advisors, LLC
INCREASED236,559134,888+101,671+75%$6.2M$10.1M+$3.9M2026-10-13
Plancorp, LLC
UNCHANGED144,818144,81800%$6.7M$6.4M-$249.3K2026-11-03
Commonwealth Equity Services, LLC
INCREASED81,49980,694+805+1%$3.8M$3.5M-$277.5K2026-11-02
Savant Capital, LLC
DECREASED69,13069,215-850%$3.2M$3.0M-$271.1K2026-11-06
Tortoise Investment Management, LLC
DECREASED65,54368,554-3,011-4%$3.2M$2.8M-$393.6K2026-11-06
Align Financial, LLC
DECREASED55,02860,255-5,227-9%$2.8M$2.4M-$456.2K2026-10-16
Ejmk Ventures LLC
INCREASED52,81346,877+5,936+13%$2.2M$2.3M+$72.4K2026-10-21
Visionary Wealth Advisors
INCREASED52,77952,348+431+1%$2.4M$2.3M-$183.9K2026-11-04
L.K. Benson & Company, P.C.
INCREASED24,39523,286+1,109+5%$1.1M$1.0M-$42.6K2026-10-23
Wheels Up Wealth, Inc.
INCREASED21,2055,711+15,494+271%$266.0K$905.9K+$639.8K2026-10-27
Landmark Wealth Management, LLC
DECREASED12,67417,293-4,619-27%$805.6K$541.4K-$264.1K2026-11-03
Kestra Advisory Services, LLC
INCREASED8,6387,526+1,112+15%$350.6K$369.0K+$18.4K2026-11-02
Yardley Wealth Management LLC
NEW8,260—+8,260——$352.9K—2026-10-23
Websterrogers Financial Advisors, LLC
UNCHANGED7,8027,80200%$363.5K$333.3K-$30.2K2026-11-02
Simplicity Wealth,LLC
NEW6,879—+6,879——$293.9K—2026-10-23
Leading Edge Financial Planning LLC
NEW6,512—+6,512——$278.2K—2026-10-23
Kings Path Partners LLC
DECREASED388434-46-11%$20.2K$16.6K-$3.6K2026-10-21
Allworth Financial LP
UNCHANGED20920900%$9.7K$9.7K$02026-11-06
Axxcess Wealth Management, LLC
CLOSED053,579-53,579-100%$2.5M$0-$2.5M2026-10-21
Mattern Wealth Management LLC
CLOSED013,437-13,437-100%$626.0K$0-$626.0K2026-11-04
B&D White Capital Company, LLC
CLOSED05,614-5,614-100%$261.5K$0-$261.5K2026-11-02
Freedom Day Solutions, LLC
CLOSED04,629-4,629-100%$215.6K$0-$215.6K2026-10-20
Farther Finance Advisors, LLC
CLOSED0435-435-100%$20.3K$0-$20.3K2026-10-08
Envestnet Asset Management Inc
N/A—897,426-897,426-100%$41.8M———
Beaird Harris Wealth Management, LLC
N/A—170,145-170,145-100%$7.9M———
LPL Financial LLC
N/A—71,256-71,256-100%$3.3M———
Financial Engines Advisors L.L.C.
N/A—44,362-44,362-100%$2.1M———
IHT Wealth Management, LLC
N/A—42,956-42,956-100%$2.0M———
NewEdge Advisors, LLC
N/A—20,717-20,717-100%$965.1K———
MML Investors Services, LLC
N/A—18,181-18,181-100%$847.0K———
Crews Bank & Trust
N/A—13,369-13,369-100%$622.8K———
Fiduciary Financial Advisors
N/A—13,246-13,246-100%$617.0K———
Financial Plan, Inc.
N/A—11,730-11,730-100%$546.4K———
Mutual Advisors, LLC
N/A—9,642-9,642-100%$449.2K———
HRT Financial LP
N/A—8,844-8,844-100%$411.0K———
Hill Investment Group Partners, LLC
N/A—7,333-7,333-100%$341.6K———
Argent Trust Co
N/A—7,000-7,000-100%$326.1K———
FAS Wealth Partners, Inc.
N/A—4,526-4,526-100%$210.8K———
Fourth Dimension Wealth, LLC
N/A—3,475-3,475-100%$161.9K———
Dogwood Wealth Management LLC
N/A—2,002-2,002-100%$93.3K———
UBS Group AG
N/A—95-95-100%$4.4K———
Morgan Stanley
N/A—1-1-100%$70———
Showing 42 of 42 institutions