Public ownership evidence

Avantis Core Municipal Fixed Income ETF (AVMU) Ownership Disclosures

Read AVMU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Avantis Core Municipal Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Financial Plan, Inc.
Report period
2026-06-30
Available
2026-08-15
Reported shares
11,730
Value (USD)
$546,442
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002107584-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AVMU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AVMU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Financial Plan, Inc.2026-06-302026-08-1511,730$546,442None
Mutual Advisors, LLC2026-06-302026-08-159,642$449,173None
HRT FINANCIAL LP2026-06-302026-08-158,844$411,000None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1512,406$577,887None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15840$39,131None
Financial Engines Advisors L.L.C.2026-06-302026-08-1544,362$2,066,604None
IHT Wealth Management, LLC2026-06-302026-08-1542,956$2,001,090None
Visionary Wealth Advisors2026-06-302026-08-1452,348$2,438,618None
UBS Group AG2026-06-302026-08-1495$4,426None
MORGAN STANLEY2026-06-302026-08-141$70None
Hill Investment Group Partners, LLC2026-06-302026-08-137,333$341,608None
NewEdge Advisors, LLC2026-06-302026-08-1320,717$965,094None
Allworth Financial LP2026-06-302026-08-12209$9,737None
Landmark Wealth Management, LLC2026-06-302026-08-1117,293$805,575None
Savant Capital, LLC2026-06-302026-08-1169,215$3,224,381None
Tortoise Investment Management, LLC2026-06-302026-08-0868,554$3,193,588None
LPL Financial LLC2026-06-302026-08-0871,256$3,319,439None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0818,181$846,975None
EJMK Ventures LLC2026-06-302026-08-0746,877$2,183,765None
Argent Trust Co2026-06-302026-08-077,000$326,095None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04897,426$41,806,612None
Fourth Dimension Wealth, LLC2026-06-302026-08-013,475$161,889None
B&D White Capital Company, LLC2026-06-302026-08-015,614$261,528None
FAS Wealth Partners, Inc.2026-06-302026-07-304,526$210,846None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3080,694$3,759,120None
AXXCESS WEALTH MANAGEMENT, LLC2026-06-302026-07-2953,579$2,495,965None
Kestra Advisory Services, LLC2026-06-302026-07-297,526$350,576None
Wheels Up Wealth, Inc.2026-06-302026-07-285,711$266,047None
Align Financial, LLC2026-06-302026-07-2860,255$2,806,996None
L.K. Benson & Company, P.C.2026-06-302026-07-2523,286$1,084,725None
Freedom Day Solutions, LLC2026-06-302026-07-254,629$215,642None
Mattern Wealth Management LLC2026-06-302026-07-2413,437$625,963None
Farther Finance Advisors, LLC2026-06-302026-07-18435$20,264None
Crews Bank & Trust2026-06-302026-07-1713,369$622,795None
WEBSTERROGERS FINANCIAL ADVISORS, LLC2026-06-302026-07-167,802$363,456None
Kings Path Partners LLC2026-06-302026-07-15434$20,218None
Plancorp, LLC2026-06-302026-07-15144,818$6,688,419None

90-day public filing window, up to 50 source positions.

Financial Plan, Inc. ↗Mutual Advisors, LLC ↗HRT FINANCIAL LP ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗Financial Engines Advisors L.L.C. ↗IHT Wealth Management, LLC ↗Visionary Wealth Advisors ↗UBS Group AG ↗MORGAN STANLEY ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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