43 institutions reported holding $91.7M of AVANTIS CORE MUNICIPAL FIXED INCOME ETF (AVMU) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($38.7M), Beaird Harris Wealth Management, LLC ($8.4M), Plancorp, LLC ($6.7M), SAX WEALTH ADVISORS, LLC ($5.2M), COMMONWEALTH EQUITY SERVICES, LLC ($3.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 846,084 | Added |
| 2 | Beaird Harris Wealth Management, LLC | $8.4M | 184,187 | Trimmed |
| 3 | Plancorp, LLC | $6.7M | 144,818 | Hold |
| 4 | SAX WEALTH ADVISORS, LLC | $5.2M | 111,888 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 81,258 | Added |
| 6 | Savant Capital, LLC | $3.3M | 71,464 | Added |
| 7 | LPL Financial LLC | $3.2M | 69,375 | Added |
| 8 | Tortoise Investment Management, LLC | $2.9M | 63,630 | Added |
| 9 | Align Financial, LLC | $2.7M | 59,995 | Trimmed |
| 10 | Visionary Wealth Advisors | $2.4M | 51,765 | Added |
| 11 | Financial Engines Advisors L.L.C. | $2.1M | 45,318 | Trimmed |
| 12 | EJMK Ventures LLC | $1.5M | 32,022 | Added |
| 13 | L.K. Benson & Company, P.C. | $1.1M | 24,639 | Added |
| 14 | JANE STREET GROUP, LLC | $1.0M | 22,740 | Added |
| 15 | Landmark Wealth Management, LLC | $786,826 | 17,181 | Added |
| 16 | CITADEL ADVISORS LLC | $721,386 | 15,752 | New |
| 17 | Haven Private, LLC | $707,556 | 15,450 | Trimmed |
| 18 | Mattern Wealth Management LLC | $615,368 | 13,437 | Added |
| 19 | Crews Bank & Trust | $612,253 | 13,369 | Trimmed |
| 20 | FLOW TRADERS U.S. LLC | $609,000 | 13,298 | Trimmed |
| 21 | OLD MISSION CAPITAL LLC | $570,899 | 12,466 | Trimmed |
| 22 | ACTION POINT FINANCIAL PLANNING, LLC | $568,106 | 12,406 | New |
| 23 | Financial Plan, Inc. | $531,194 | 11,599 | Added |
| 24 | Mutual Advisors, LLC | $441,570 | 9,642 | Hold |
| 25 | Hill Investment Group Partners, LLC | $385,149 | 8,410 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31