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Get Institutions for : 
Avantis Us Small Cap Value Etf (AVUV)  
$92.06 0.87 (0.95%) as of 4:30 Fri 5/24


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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  : 
12.06 (15.08%)  




 
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
   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
   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
   EVENSKY & KATZ INC 5 - 2024-03-31 909,776 $85,255,000 1,599
   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
   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
   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
   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
   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
   PrairieView Partners LLC 9 - 2024-03-31 327,374 $30,679,000 746
   Financial Partners Group Inc 4 - 2024-03-31 311,620 $29,202,000 99,636
   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
   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
   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
   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
   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
   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
   Great Point Wealth Advisors LLC 6 - 2024-03-31 172,899 $16,202,000 41,274
   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
   Orion Portfolio Solutions LLC 129 - 2024-03-31 162,567 $15,234,000 21,117
   Chicago Partners Investment Group LLC 33 - 2024-03-31 167,524 $15,146,000 11,758
   Paragon Advisors LLC 2 - 2024-03-31 160,730 $15,062,000 17,618
   CONCENTRIC WEALTH MANAGEMENT LLC 1 - 2024-03-31 160,423 $15,033,000 2,678
   DOrazio & Associates Inc. 12 - 2024-03-31 159,331 $14,931,000 14,000
   Wealth Architects LLC 15 - 2024-03-31 158,424 $14,846,000 13,074
   Oakwell Private Wealth Management LLC 6 - 2024-03-31 157,775 $14,785,000 10,681
   WESPAC Advisors SoCal LLC 8 - 2024-03-31 154,433 $14,472,000 1,028
   MML INVESTORS SERVICES LLC 312 - 2024-03-31 153,254 $14,361,000 22,374
   MRAZ, AMERINE & ASSOCIATES, INC. 9 - 2024-03-31 152,887 $14,327,000 7,324
   Flagstone Financial Management 7 - 2024-03-31 150,766 $14,128,000 2,147
   WALLINGTON ASSET MANAGEMENT LLC 18 - 2024-03-31 146,414 $13,720,000 876
   WCG Wealth Advisors LLC 24 - 2024-03-31 142,890 $13,390,000 13,102
   Arlington Financial Advisors LLC 12 - 2024-03-31 142,363 $13,341,000 93,796
   Barber Financial Group Inc. 9 - 2023-03-31 178,944 $13,253,000 11,556
   AIRE ADVISORS LLC 9 - 2024-03-31 140,558 $13,187,000 1,241
   Allegiance Financial Group Advisory Services LLC 5 - 2024-03-31 138,985 $13,024,000 10,933
   Betterment LLC 76 - 2024-03-31 136,742 $12,814,000 107,596
   Venturi Wealth Management LLC 33 - 2024-03-31 136,256 $12,769,000 5,453
   OPUS CAPITAL GROUP LLC 17 - 2024-03-31 134,925 $12,644,000 1,054
   COWA LLC 1 - 2024-03-31 131,964 $12,368,000 25,211
   Tower Wealth Partners Inc. 5 - 2024-03-31 131,683 $12,340,000 1,788
   Morton Brown Family Wealth LLC 6 - 2024-03-31 131,537 $12,326,000 82,704
   Aprio Wealth Management LLC 9 - 2024-03-31 125,884 $11,797,000 14,744
   PATHSTONE FAMILY OFFICE, LLC 151 - 2023-09-30 177,677 $11,675,000 160,268
   Waypoint Capital Advisors LLC 7 - 2024-03-31 123,689 $11,591,000 14,029
   Financial Synergies Wealth Advisors Inc. 16 - 2024-03-31 122,279 $11,459,000 122,279
   NORTHWEST WEALTH MANAGEMENT LLC 6 - 2024-03-31 120,136 $11,258,000 11,150
   SFG Wealth Management LLC. 2 - 2024-03-31 119,783 $11,225,000 5,405
   H D Vest Advisory Services 156 - 2024-03-31 119,369 $11,186,000 77,354
   Austin Asset Management Co Inc 10 - 2024-03-31 117,613 $11,022,000 888
  100 Records found
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