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Get Institutions for : 
Avantis Us Small Cap Value Etf (AVUV)  
$93.05 1.32 (1.44%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 520    61
Total shares held : 
 67,632,359  
% of shares held : 
 75.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   251  
Amount of shares held : 
 8,557,273  
% of shares held change : 
   9.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $76.68  
Last Quarter's Ending Price : 
 $89.80  
Last Quarter's Average Price : 
 $80.00  
Change from last quarter's     
avg. price to the last closing  : 
13.05 (16.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
70
 3,226,882
 4.77%
 
Increased Positions :
288
 6,828,435
 10.1%
 
Unchanged Positions :
64
 5,317,497
 7.86%
 
Decreased Positions :
98
-1,470,026
-2.17%
 
Closed Positions :
9
-28,018
-0.04%
 
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
   CREATIVE PLANNING 37 - 2024-03-31 5,302,388 $496,887,000 458,927
   MERRIMAN WEALTH MANAGEMENT, LLC 1 - 2024-03-31 3,568,828 $334,435,000 98,084
   LPL FINANCIAL CORP 142 - 2024-03-31 2,723,660 $255,234,000 65,434
   Mason Investment Advisory Services Inc. 2 - 2024-03-31 2,718,469 $254,748,000 -17,129
   MORGAN STANLEY 706 - 2024-03-31 2,573,112 $241,126,000 427,046
   TRUEPOINT, INC. 7 - 2024-03-31 2,187,292 $204,971,000 50,914
   CHURCHILL MANAGEMENT GROUP /CA/ 15 *New 2024-03-31 2,186,461 $204,893,000 2,186,461
   BUCKINGHAM ASSET MANAGEMENT, LLC 12 - 2024-03-31 1,751,825 $164,163,000 5,300
   Unison Advisors LLC 2 - 2024-03-31 1,143,453 $107,153,000 10,065
   BANK OF AMERICA CORP /DE/ 868 - 2024-03-31 1,139,174 $106,752,000 -54,842
   3EDGE Asset Management LP 3 - 2024-03-31 1,113,030 $104,302,000 -45,925
   ANNEX ADVISORY SERVICES, LLC 10 - 2024-03-31 1,018,539 $95,447,000 -8,017
   EVENSKY & KATZ INC 5 - 2024-03-31 909,776 $85,255,000 1,599
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 6 *New 2024-03-31 878,859 $82,358,000 878,859
   UBS Group AG 571 - 2024-03-31 822,640 $77,090,000 166,125
   COMMONWEALTH EQUITY SERVICES LLC. 152 - 2024-03-31 820,388 $76,879,000 28,118
   WELLS FARGO & CO/MN 559 - 2024-03-31 812,235 $76,115,000 147,685
   HIGHTOWER ADVISORS, LLC 179 - 2024-03-31 806,648 $75,557,000 45,244
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 120 - 2024-03-31 802,165 $75,179,000 65,999
   Plancorp LLC 10 - 2024-03-31 780,921 $73,180,000 26,973
   TCI Wealth Advisors Inc. 4 - 2024-03-31 746,119 $69,919,000 3,405
   OXFORD FINANCIAL GROUP LTD 6 - 2024-03-31 712,498 $66,768,000 -5,323
   ALESCO ADVISORS LLC 13 - 2024-03-31 707,901 $66,337,000 144,433
   Buckingham Strategic Partners 13 - 2024-03-31 701,263 $65,715,000 271,907
   Carlson Capital Management 6 - 2024-03-31 689,543 $64,617,000 -280,632
   WARREN AVERETT ASSET MANAGEMENT, LLC 12 - 2024-03-31 685,005 $64,192,000 64,138
   WMS PARTNERS, LLC 6 - 2024-03-31 676,945 $63,437,000 21,161
   Parcion Private Wealth LLC 4 - 2024-03-31 659,921 $61,841,000 1,875
   Hill Investment Group Partners LLC 3 - 2024-03-31 641,321 $60,098,000 5,440
   ROYAL BANK OF CANADA 656 - 2024-03-31 627,741 $58,827,000 109,345
   SATOVSKY ASSET MANAGEMENT LLC 2 - 2024-03-31 617,160 $57,834,000 216
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 231 - 2024-03-31 588,349 $55,134,000 38,925
   AMERICAN CENTURY COMPANIES INC 517 - 2024-03-31 585,429 $54,861,000 44,222
   Moisand Fitzgerald Tamayo LLC 3 - 2024-03-31 526,716 $49,359,000 13,037
   MARQUETTE ASSET MANAGEMENT INC. 4 - 2024-03-31 470,336 $44,075,000 2,133
   Werba Rubin Papier Wealth Management 3 - 2024-03-31 456,456 $42,775,000 -1,407
   Beaird Harris Wealth Management LLC 8 - 2024-03-31 446,845 $41,874,000 13,597
   Meredith Wealth Planning 1 - 2024-03-31 445,174 $41,717,000 672
   RAYMOND JAMES & ASSOCIATES 470 - 2024-03-31 436,448 $40,900,000 74,880
   ENVESTNET ASSET MANAGEMENT INC 761 - 2024-03-31 429,256 $40,226,000 62,794
   Relative Value Partners Group LLC 11 - 2024-03-31 449,308 $39,180,000 1,204
   TruWealth Advisors LLC 9 - 2024-03-31 392,131 $36,746,000 12,053
   CI Private Wealth LLC 278 - 2024-03-31 391,955 $36,730,000 -303,667
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 209 - 2024-03-31 386,468 $36,216,000 35,864
   Krilogy Financial LLC 6 - 2024-03-31 365,629 $34,263,000 7,420
   HANSON MCCLAIN, INC. 47 - 2024-03-31 349,885 $32,788,000 257,747
   Team Hewins LLC 6 - 2024-03-31 344,631 $32,295,000 5,006
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 3 - 2024-03-31 343,714 $32,209,000 -5,039
   PrairieView Partners LLC 9 - 2024-03-31 327,374 $30,679,000 746
   Intelligence Driven Advisers LLC 8 - 2024-03-31 314,944 $29,513,000 -143,079
   Financial Partners Group Inc 4 - 2024-03-31 311,620 $29,202,000 99,636
   Sherrill & Hutchins Financial Advisory Inc 3 - 2024-03-31 309,300 $28,985,000 -4,397
   Falcon Wealth Planning 7 - 2024-03-31 304,520 $28,537,000 -36,146
   Empowered Funds LLC 24 *New 2024-03-31 295,851 $27,724,000 295,851
   QUARRY HILL ADVISORS LLC 1 - 2024-03-31 291,191 $27,287,000 10,421
   Creative Capital Management Investments LLC 4 - 2024-03-31 285,565 $26,760,000 728
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7 - 2024-03-31 279,310 $26,174,000 -26,500
   RVW Wealth LLC 12 - 2024-03-31 263,449 $24,688,000 20,325
   J P MORGAN CHASE & CO 1551 - 2024-03-31 260,020 $24,366,000 31,834
   MARINER WEALTH ADVISORS, LLC 299 - 2024-03-31 258,134 $24,190,000 51,102
   Private Advisor Group LLC 113 - 2024-03-31 257,331 $24,114,000 -17,915
   EAGLE WEALTH STRATEGIES LLC 2 - 2024-03-31 258,157 $24,006,000 106,845
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 215 - 2024-03-31 247,093 $23,155,000 35,331
   Brown University 3 - 2024-03-31 245,900 $23,043,000 0
   CGC Financial Services LLC 4 - 2024-03-31 244,729 $22,934,000 8,675
   Family Investment Center Inc. 5 - 2024-03-31 233,027 $21,837,000 58,301
   Windsor Group LTD 6 - 2023-09-30 277,951 $21,666,000 14,450
   CALLAN CAPITAL, LLC 14 - 2024-03-31 228,973 $21,457,000 44,538
   Advisor Group Holdings Inc. 385 - 2024-03-31 225,204 $21,108,000 44,897
   True Wealth Design LLC 6 - 2024-03-31 220,424 $20,656,000 3,398
   MB Generational Wealth LLC 1 - 2024-03-31 218,757 $20,500,000 21,927
   WMG Financial Advisors LLC 2 - 2024-03-31 218,693 $20,494,000 14,954
   Glenview Trust Co 61 - 2024-03-31 213,025 $19,963,000 39,974
   Symmetry Partner LLC 17 - 2024-03-31 207,025 $19,400,000 16,592
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 278 - 2023-09-30 246,960 $19,251,000 11,900
   JRM Investment Counsel LLC 5 - 2024-03-31 205,372 $19,245,000 -62,390
   SNS Financial Group LLC 17 - 2024-03-31 200,024 $18,744,000 8,056
   Tarbox Group Inc. 6 - 2024-03-31 198,420 $18,594,000 17,740
   BB&T CORP 446 - 2024-03-31 195,892 $18,357,000 143,825
   Modern Wealth Management LLC 12 - 2024-03-31 193,786 $17,912,000 11,543
   Valued Wealth Advisors LLC 3 - 2024-03-31 188,579 $17,672,000 155,659
   EMPIRICAL FINANCIAL SERVICES, LLC 34 - 2024-03-31 184,010 $17,244,000 29,772
   Foster Group Inc. 27 - 2024-03-31 181,173 $16,978,000 31,264
   Stephens Consulting LLC 6 - 2024-03-31 180,474 $16,912,000 -1,528
   CWM LLC 219 - 2024-03-31 176,819 $16,570,000 16,598
   KESTRA PRIVATE WEALTH SERVICES LLC 60 - 2024-03-31 174,874 $16,387,000 28,109
   McMahon Financial Advisors LLC 6 - 2024-03-31 174,674 $16,369,000 -1,488
   Great Point Wealth Advisors LLC 6 - 2024-03-31 172,899 $16,202,000 41,274
   Pathstone Holdings LLC 192 - 2024-03-31 171,388 $16,061,000 -1,897
   Klaas Financial Asset Advisors LLC 11 - 2024-03-31 167,831 $15,727,000 -76
   STIFEL FINANCIAL CORP 641 - 2024-03-31 164,737 $15,438,000 65,848
   Objectivity Squared LLC 2 - 2024-03-31 171,800 $15,433,000 26,272
   AE Wealth Management LLC 158 - 2024-03-31 162,761 $15,252,000 -125,413
   Orion Portfolio Solutions LLC 129 - 2024-03-31 162,567 $15,234,000 21,117
   MJP ASSOCIATES INC /ADV 7 *New 2024-03-31 162,059 $15,187,000 162,059
   Advisor OS LLC 10 *New 2024-03-31 162,054 $15,186,000 162,054
   Chicago Partners Investment Group LLC 33 - 2024-03-31 167,524 $15,146,000 11,758
   TOWNSQUARE CAPITAL LLC 93 - 2024-03-31 161,614 $15,145,000 -20,589
   Adroit Compliance LLC 10 - 2023-12-31 167,907 $15,078,000 0
   Paragon Advisors LLC 2 - 2024-03-31 160,730 $15,062,000 17,618
  100 Records found
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