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Get Institutions for : 
Avantis International Equity Etf (AVDE)  
$64.72 0.53 (0.83%) as of 4:30 Fri 5/24


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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  : 
8.09 (14.29%)  




 
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
   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
   ESL Trust Services LLC 4 - 2024-03-31 639,727 $40,776,000 1,283
   MORGAN STANLEY 1973 - 2024-03-31 616,969 $39,326,000 108,836
   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
   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
   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
   Tarbox Group Inc. 7 - 2024-03-31 283,451 $18,067,000 29,145
   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
   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
   WEBSTERROGERS FINANCIAL ADVISORS LLC 4 - 2024-03-31 215,046 $13,707,000 16,725
   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
   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
   ARQ WEALTH ADVISORS LLC 4 - 2024-03-31 155,837 $9,933,000 6,406
   WMG Financial Advisors LLC 3 - 2024-03-31 150,306 $9,581,000 12,666
   Passive Capital Management LLC. 8 - 2023-03-31 164,800 $9,399,000 760
   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
   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
   Echo Wealth Management LLC 7 - 2024-03-31 123,062 $7,844,000 13,698
   HTG Investment Advisors Inc. 8 - 2024-03-31 119,778 $7,635,000 11,539
   CASTLE WEALTH MANAGEMENT LLC 3 - 2024-03-31 108,559 $6,920,000 7,205
   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
   Gateway Wealth Partners LLC 5 - 2024-03-31 97,953 $6,244,000 18,524
   Physician Wealth Solutions Inc. 7 - 2024-03-31 96,055 $6,123,000 984
   ShankerValleau Wealth Advisors Inc. 10 - 2024-03-31 92,911 $5,922,000 1,481
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 49 - 2024-03-31 89,081 $5,678,000 1,300
   Visionary Wealth Advisors 78 - 2024-03-31 85,825 $5,470,000 14,498
   PATHSTONE FAMILY OFFICE, LLC 268 - 2023-09-30 89,339 $4,972,000 69,408
   Chicago Partners Investment Group LLC 108 - 2024-03-31 76,376 $4,770,000 5,646
   Annandale Capital LLC 29 - 2024-03-31 73,658 $4,695,000 29,741
   Kelman-Lazarov Inc. 22 - 2024-03-31 71,720 $4,571,000 703
   Rockefeller Capital Management L.P. 724 - 2024-03-31 69,659 $4,440,000 55,095
   McLean Asset Management Corp 17 - 2024-03-31 67,198 $4,288,000 6,703
   REDW Stanley Financial Advisors LLC 19 - 2024-03-31 67,256 $4,287,000 3,366
   Advisory Resource Group 29 - 2024-03-31 66,476 $4,237,000 6,435
   Strategic Financial Concepts LLC 30 - 2024-03-31 59,821 $3,813,000 54,908
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 23 - 2024-03-31 59,631 $3,801,000 1,615
   AlphaQ Advisors LLC 7 - 2024-03-31 59,590 $3,798,000 1,630
   Moisand Fitzgerald Tamayo LLC 23 - 2024-03-31 58,445 $3,725,000 1,167
   BAYSHORE ASSET MANAGEMENT LLC 14 - 2024-03-31 58,012 $3,698,000 3,134
   ANDERSON HOAGLAND & CO 71 - 2024-03-31 55,814 $3,517,000 1,639
   DAVIDSON D A & CO 422 - 2024-03-31 47,370 $3,019,000 4,684
   Ausdal Financial Partners Inc. 72 - 2024-03-31 47,168 $3,006,000 1,651
   Cypress Point Wealth Management LLC 16 - 2024-03-31 45,942 $2,928,000 7,975
   Waterfront Wealth Inc. 33 - 2024-03-31 44,890 $2,798,000 3,907
   Transcendent Capital Group LLC 25 - 2024-03-31 39,393 $2,511,000 211
   MARINER WEALTH ADVISORS, LLC 1026 - 2024-03-31 36,945 $2,355,000 4,329
   STERNECK CAPITAL MANAGEMENT, LLC 23 - 2024-03-31 36,338 $2,316,000 85
   Orion Capital Management LLC 19 - 2024-03-31 35,799 $2,282,000 1,977
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1200 - 2024-03-31 34,232 $2,182,000 1,425
   COLLECTIVE FAMILY OFFICE LLC 40 - 2024-03-31 32,105 $2,046,000 9,962
   PRIVATE CAPITAL MANAGEMENT LLC 38 - 2024-03-31 32,077 $2,045,000 1,342
   Farther Finance Advisors LLC 142 - 2024-03-31 31,631 $2,007,000 14,505
  100 Records found
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