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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Wedmont Private Capital 44 - 2024-03-31 68,673 $4,382,000 0
   Robertson Stephens Wealth Management LLC 80 - 2024-03-31 65,819 $4,195,000 0
   Brainard Capital Management LLC 9 - 2023-03-31 69,637 $3,971,000 0
   Cresset Asset Management LLC 421 - 2024-03-31 60,000 $3,824,000 0
   Cetera Trust Company N.A 31 - 2024-03-31 29,437 $1,876,000 0
   Brown Financial Advisory 9 - 2024-03-31 28,078 $1,790,000 0
   EverSource Wealth Advisors LLC 121 - 2024-03-31 28,138 $1,700,000 0
   AIRE ADVISORS LLC 60 - 2024-03-31 23,022 $1,468,000 0
   Seed Wealth Management Inc. 21 - 2024-03-31 20,715 $1,315,000 0
   Apollon Wealth Management LLC 450 - 2024-03-31 16,787 $1,070,000 0
   RAYMOND JAMES TRUST CO 539 - 2024-03-31 12,248 $781,000 0
   TRIAD FINANCIAL ADVISORS INC. 40 - 2023-09-30 12,404 $690,000 0
   Lion Street Advisors LLC 81 - 2024-03-31 11,199 $677,000 0
   Tillman Hartley LLC 45 - 2024-03-31 9,885 $630,000 0
   SOUNDMARK WEALTH MANAGEMENT LLC 49 - 2024-03-31 7,358 $469,000 0
   Aprio Wealth Management LLC 124 - 2024-03-31 5,850 $373,000 0
   L & S ADVISORS INC 190 - 2024-03-31 5,494 $350,000 0
   Capasso Planning Partners LLC 82 - 2024-03-31 5,307 $338,000 0
   Retirement Income Solutions Inc 104 - 2024-03-31 5,069 $323,000 0
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 852 - 2024-03-31 4,897 $312,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 235 - 2024-03-31 4,839 $308,000 0
   GPS Wealth Strategies Group LLC 209 - 2024-03-31 4,426 $282,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 546 - 2024-03-31 4,286 $273,000 0
   Almanack Investment Partners LLC. 149 - 2024-03-31 4,125 $263,000 0
   MULTIFINANCIAL SECURITIES CORP 2027 - 2024-03-31 4,079 $260,000 0
   COOPER/HAIMS ADVISORS LLC 64 - 2024-03-31 4,043 $258,000 0
   Lunt Capital Management Inc. 81 - 2024-03-31 3,910 $249,000 0
   Greenspring Advisors LLC 64 - 2024-03-31 3,858 $246,000 0
   JANNEY MONTGOMERY SCOTT LLC 2451 - 2024-03-31 3,775 $241,000 0
   MATHER GROUP, INC. 498 - 2024-03-31 3,730 $225,000 0
   HANSON MCCLAIN, INC. 741 - 2024-03-31 3,517 $224,000 0
   Emerald Investment Partners LLC 288 - 2024-03-31 2,400 $153,000 0
   PRIVATE TRUST CO NA 778 - 2024-03-31 2,089 $133,000 0
   Baldrige Asset Management LLC 146 - 2023-03-31 1,683 $96,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 451 - 2022-12-31 970 $52,000 0
   MARQUETTE ASSET MANAGEMENT INC. 150 - 2024-03-31 497 $32,000 0
   Aptus Capital Advisors LLC 1017 - 2024-03-31 160 $10,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 385 - 2024-03-31 160 $10,000 0
   Ruedi Wealth Management Inc. 215 - 2024-03-31 56 $4,000 0
   Pinnacle Bank 800 - 2024-03-31 35 $2,000 0
   Addison Advisors LLC 638 - 2024-03-31 9 $1,000 0
   Key Financial Inc 1137 - 2024-03-31 17 $1,000 0
   PROEQUITIES INC. 7336 - 2024-03-31 0 $0 0
   NOMURA ASSET MANAGEMENT CO LTD 1735 - 2024-03-31 0 $0 0

  44 Records found
  1    
  Page 1 of 1
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