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Get Institutions for : 
Avantis International Equity Etf (AVDE)  
$64.54 0.70 (1.07%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 283    25
Total shares held : 
 47,636,052  
% of shares held : 
 52.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   118  
Amount of shares held : 
 5,709,686  
% of shares held change : 
   6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.74  
Last Quarter's Ending Price : 
 $60.43  
Last Quarter's Average Price : 
 $56.63  
Change from last quarter's     
avg. price to the last closing  : 
7.91 (13.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 2,184,482
 4.59%
 
Increased Positions :
147
 4,646,755
 9.75%
 
Unchanged Positions :
49
 1,120,599
 2.35%
 
Decreased Positions :
54
-1,090,580
-2.29%
 
Closed Positions :
8
-30,971
-0.07%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 23 - 2024-03-31 4,109,921 $261,966,000 316,020
   HIGHTOWER ADVISORS, LLC 83 - 2024-03-31 2,450,044 $156,167,000 83,014
   Rockwood Wealth Management LLC 2 - 2024-03-31 2,131,007 $135,830,000 266,811
   ANNEX ADVISORY SERVICES, LLC 8 - 2024-03-31 2,075,377 $132,285,000 125,326
   WMS PARTNERS, LLC 1 - 2024-03-31 1,728,586 $110,180,000 59,930
   AMERICAN CENTURY COMPANIES INC 304 - 2024-03-31 1,725,523 $109,985,000 74,731
   CI Private Wealth LLC 130 - 2024-03-31 1,606,482 $102,397,000 843,096
   LPL FINANCIAL CORP 451 - 2024-03-31 1,035,010 $65,972,000 36,678
   Vista Wealth Management Group LLC 4 - 2024-03-31 989,422 $63,066,000 76,385
   Waypoint Wealth Partners Inc. 3 - 2024-03-31 971,107 $61,898,000 32,876
   ENVESTNET ASSET MANAGEMENT INC 606 - 2024-03-31 923,174 $58,843,000 149,181
   Plancorp LLC 11 - 2024-03-31 913,252 $58,211,000 -12,389
   CREATIVE PLANNING 120 - 2024-03-31 901,279 $57,448,000 -202,909
   PrairieView Partners LLC 5 - 2024-03-31 828,318 $52,797,000 16,757
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 184 - 2024-03-31 770,316 $49,100,000 85,934
   Werba Rubin Papier Wealth Management 2 - 2024-03-31 733,204 $46,734,000 2,962
   Waypoint Capital Advisors LLC 1 - 2024-03-31 655,760 $41,798,000 42,853
   PACIFIC LIFE FUND ADVISORS LLC 7 - 2024-03-31 640,893 $40,851,000 -29,761
   ESL Trust Services LLC 4 - 2024-03-31 639,727 $40,776,000 1,283
   Resources Investment Advisors Inc. 36 - 2024-03-31 623,491 $39,741,000 -16,150
   MORGAN STANLEY 1973 - 2024-03-31 616,969 $39,326,000 108,836
   Versant Capital Management Inc 1 - 2024-03-31 613,926 $39,132,000 -10,478
   ATWOOD & PALMER INC 6 - 2024-03-31 593,902 $37,855,000 55,914
   GREENUP STREET WEALTH MANAGEMENT LLC 1 - 2024-03-31 584,381 $37,248,000 31,708
   J P MORGAN CHASE & CO 1328 - 2024-03-31 566,966 $36,138,000 2,380
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 204 - 2023-09-30 619,444 $34,472,000 33,464
   Garrett Investment Advisors LLC 3 - 2024-03-31 462,883 $29,504,000 58,857
   JJJ Advisors Inc. 5 - 2024-03-31 457,652 $29,171,000 21,526
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 391 - 2024-03-31 453,649 $28,916,000 11,831
   RVW Wealth LLC 10 - 2024-03-31 449,570 $28,656,000 -4,171
   Diversified Portfolios Inc. 5 - 2024-03-31 445,350 $28,387,000 55,776
   CWM LLC 159 - 2024-03-31 416,074 $26,521,000 33,764
   WELLS FARGO & CO/MN 979 - 2024-03-31 407,717 $25,988,000 53,542
   BSW WEALTH PARTNERS 3 - 2024-03-31 407,608 $25,981,000 389,440
   UBS Group AG 1121 - 2024-03-31 359,496 $22,914,000 26,464
   Executive Wealth Management LLC 9 - 2024-03-31 360,178 $22,857,000 -233,935
   Quantum Financial Advisors LLC 4 - 2024-03-31 355,802 $22,679,000 5,417
   TCG Advisory Services LLC 17 - 2024-03-31 323,915 $20,646,000 8,045
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 4 - 2024-03-31 321,344 $20,482,000 3,258
   CARDIFF PARK ADVISORS LLC 10 - 2024-03-31 302,650 $19,291,000 7,433
   GRAND WEALTH MANAGEMENT LLC 2 - 2024-03-31 302,636 $19,290,000 33,873
   BCR Wealth Strategies LLC 4 - 2024-03-31 296,406 $18,893,000 3,345
   SC&H Financial Advisors Inc. 4 - 2024-03-31 292,963 $18,673,000 14,310
   Krilogy Financial LLC 18 - 2024-03-31 286,528 $18,263,000 -655
   Tarbox Group Inc. 7 - 2024-03-31 283,451 $18,067,000 29,145
   Annapolis Financial Services LLC 1 - 2024-03-31 277,964 $17,717,000 -135,943
   FIFTH THIRD BANCORP 190 - 2024-03-31 274,677 $17,508,000 23,091
   Foundations Investment Advisors LLC 56 - 2024-03-31 270,976 $17,272,000 44,994
   Bridgewater Advisors Inc. 11 - 2024-03-31 269,033 $17,148,000 -3,200
   BANK OF AMERICA CORP /DE/ 2059 - 2024-03-31 267,291 $17,037,000 -190,074
   Trellis Wealth Advisors LLC 5 - 2024-03-31 260,342 $16,594,000 194
   Highland Financial Advisors LLC 6 - 2024-03-31 257,947 $16,442,000 8,425
   OLD MISSION CAPITAL LLC 38 - 2024-03-31 257,094 $16,387,000 62,946
   COMMONWEALTH EQUITY SERVICES LLC. 567 - 2024-03-31 256,892 $16,374,000 24,409
   WCG Wealth Advisors LLC 18 - 2024-03-31 255,919 $16,312,000 12,781
   Strategic Blueprint LLC 17 - 2024-03-31 246,768 $15,729,000 7,239
   CHILTON CAPITAL MANAGEMENT LLC 55 - 2024-03-31 231,769 $14,773,000 -3,441
   Henrickson Nauta Wealth Advisors Inc. 4 - 2024-03-31 232,295 $14,637,000 -2,662
   WEBSTERROGERS FINANCIAL ADVISORS LLC 4 - 2024-03-31 215,046 $13,707,000 16,725
   Apella Capital LLC 36 - 2024-03-31 200,485 $12,793,000 -9,786
   AWM CAPITAL LLC 14 - 2024-03-31 200,121 $12,756,000 -2,145
   Family Investment Center Inc. 10 - 2024-03-31 197,618 $12,596,000 -141,203
   PARK AVENUE SECURITIES LLC 90 - 2024-03-31 197,556 $12,592,000 18,891
   SAVANT CAPITAL MANAGEMENT INC 115 - 2024-03-31 181,613 $11,576,000 37,630
   MML INVESTORS SERVICES LLC 367 - 2024-03-31 179,604 $11,448,000 59,257
   FIRST NATIONAL BANK SIOUX FALLS 3 - 2024-03-31 166,266 $10,598,000 17,226
   Zhang Financial LLC 23 - 2024-03-31 163,368 $10,413,000 53,844
   Symmetry Partner LLC 36 - 2024-03-31 162,281 $10,344,000 -28,835
   Hill Investment Group Partners LLC 16 - 2024-03-31 161,183 $10,274,000 -2,116
   BANK OF NEW YORK MELLON CORP 1945 - 2024-03-31 159,738 $10,182,000 40,501
   Financial Advisory Service Inc. 26 - 2024-03-31 157,874 $10,063,000 6,572
   WMG Financial Advisors LLC 3 - 2024-03-31 150,306 $9,581,000 12,666
   CVA Family Office LLC 11 - 2024-03-31 149,423 $9,524,000 -1,695
   Passive Capital Management LLC. 8 - 2023-03-31 164,800 $9,399,000 760
   Symphony Financial Ltd. Co. 10 - 2024-03-31 144,883 $9,235,000 -127,783
   Lutz Financial Services LLC 33 - 2024-03-31 144,102 $9,185,000 -1,449
   ARQ WEALTH ADVISORS LLC 4 - 2023-12-31 149,431 $9,030,000 12,098
   Signature Resources Capital Management LLC 5 - 2024-03-31 148,981 $9,003,000 -1,395
   Stratos Wealth Partners LTD. 143 - 2024-03-31 141,136 $8,996,000 40,458
   Buckingham Strategic Partners 53 - 2024-03-31 138,539 $8,830,000 119,107
   IAG Wealth Partners LLC 16 - 2024-03-31 137,890 $8,789,000 22,000
   ZRC WEALTH MANAGEMENT LLC 4 - 2024-03-31 136,686 $8,711,000 4,870
   WorthPointe LLC 6 - 2024-03-31 132,631 $8,454,000 5,006
   TCI Wealth Advisors Inc. 22 - 2024-03-31 132,427 $8,441,000 -267
   Canvas Wealth Advisors LLC 12 - 2024-03-31 133,873 $8,205,000 -2,590
   Concurrent Investment Advisors LLC 70 - 2024-03-31 127,742 $8,142,000 82,687
   Disciplina Capital Management LLC 12 - 2024-03-31 127,043 $8,098,000 51,870
   Stephens Consulting LLC 10 - 2024-03-31 125,315 $7,988,000 -2,534
   Echo Wealth Management LLC 7 - 2024-03-31 123,062 $7,844,000 13,698
   Larson Financial Group LLC 36 - 2024-03-31 120,043 $7,652,000 -4,119
   HTG Investment Advisors Inc. 8 - 2024-03-31 119,778 $7,635,000 11,539
   NORTHWEST WEALTH MANAGEMENT LLC 14 - 2024-03-31 114,918 $7,325,000 -1,487
   True Wealth Design LLC 10 - 2024-03-31 109,775 $6,997,000 -879
   BUCKINGHAM ASSET MANAGEMENT, LLC 122 - 2024-03-31 108,787 $6,934,000 -10
   CASTLE WEALTH MANAGEMENT LLC 3 - 2024-03-31 108,559 $6,920,000 7,205
   Goss Wealth Management LLC 305 - 2024-03-31 106,097 $6,763,000 -10,522
   Trilogy Capital Inc. 54 - 2024-03-31 102,931 $6,561,000 41,083
   SAGE RHINO CAPITAL LLC 19 - 2024-03-31 101,557 $6,473,000 1,340
   Clarity Capital Advisors LLC 4 - 2024-03-31 100,241 $6,389,000 432
   Perigon Wealth Management LLC 119 - 2024-03-31 99,059 $6,314,000 -1,422
  100 Records found
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