Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Avantis Us Large Cap Value Etf (AVLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 178    24
Total shares held : 
 26,178,800  
% of shares held : 
 29.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   76  
Amount of shares held : 
 5,010,495  
% of shares held change : 
   5.57%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 2,552,478
 9.75%
 
Increased Positions :
85
 3,154,021
 12.05%
 
Unchanged Positions :
31
 1,657,746
 6.33%
 
Decreased Positions :
33
-633,004
-2.42%
 
Closed Positions :
5
-63,000
-0.24%
 
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 15 - 2024-03-31 6,251,242 $401,705,000 6,077,100
   MERRIMAN WEALTH MANAGEMENT, LLC 6 - 2024-03-31 1,947,678 $125,158,000 74,860
   PURE FINANCIAL ADVISORS, INC. 8 - 2024-03-31 1,743,516 $112,038,000 -66,164
   ALESCO ADVISORS LLC 9 - 2024-03-31 1,355,499 $87,104,000 255,581
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 107 - 2024-03-31 1,345,967 $86,492,000 422,215
   AMERICAN CENTURY COMPANIES INC 402 - 2024-03-31 1,188,379 $76,365,000 178,288
   ENVESTNET ASSET MANAGEMENT INC 550 - 2024-03-31 1,071,438 $68,851,000 -12,470
   Cetera Investment Advisers 133 *New 2024-03-31 963,709 $61,928,000 963,709
   MULTIFINANCIAL SECURITIES CORP 33 - 2024-03-31 944,724 $60,708,000 32,649
   TCG Advisory Services LLC 4 - 2024-03-31 932,981 $59,953,000 33,631
   Bridgewater Advisors Inc. 2 - 2024-03-31 900,120 $57,842,000 6,890
   Apollon Wealth Management LLC 7 - 2024-03-31 881,923 $56,672,000 334,942
   PARK AVENUE SECURITIES LLC 21 - 2024-03-31 834,433 $53,621,000 -34,445
   LPL FINANCIAL CORP 551 - 2024-03-31 775,971 $49,864,000 119,319
   Beaird Harris Wealth Management LLC 5 - 2024-03-31 764,689 $49,139,000 36,839
   Moisand Fitzgerald Tamayo LLC 4 - 2024-03-31 751,306 $48,279,000 183,075
   COMMONWEALTH EQUITY SERVICES LLC. 241 - 2024-03-31 719,913 $46,262,000 44,895
   WARREN AVERETT ASSET MANAGEMENT, LLC 19 - 2024-03-31 634,228 $40,756,000 141,175
   Falcon Wealth Planning 3 - 2024-03-31 616,096 $39,590,000 337,247
   Watch Point Trust Co 7 - 2024-03-31 580,853 $37,326,000 51,666
   Financial Advisory Service Inc. 7 - 2024-03-31 540,539 $34,735,000 73,731
   OPUS CAPITAL GROUP LLC 7 - 2024-03-31 455,264 $29,255,000 15,097
   JRM Investment Counsel LLC 4 - 2024-03-31 399,601 $25,678,000 4,270
   Visionary Wealth Advisors 8 - 2024-03-31 392,855 $25,245,000 75,036
   Allegiance Financial Group Advisory Services LLC 1 - 2024-03-31 373,391 $23,994,000 35,783
   Fortress Wealth Management Inc. 1 - 2024-03-31 316,844 $20,360,000 13,899
   MORGAN STANLEY 2715 - 2024-03-31 301,896 $19,400,000 227,168
   Strategic Blueprint LLC 12 - 2024-03-31 301,506 $19,375,000 3,362
   WEBSTERROGERS FINANCIAL ADVISORS LLC 3 - 2024-03-31 300,756 $19,327,000 24,329
   Integrated Capital Management Inc. 1 - 2024-03-31 297,213 $19,099,000 -13,367
   Glenview Trust Co 65 - 2024-03-31 292,715 $18,810,000 47,697
   BANK OF AMERICA CORP /DE/ 2037 - 2024-03-31 272,885 $17,536,000 6,855
   UBS Group AG 1283 - 2024-03-31 265,891 $17,086,000 9,687
   Chicago Partners Investment Group LLC 29 - 2024-03-31 255,060 $15,862,000 14,222
   FMR LLC 1696 - 2024-03-31 238,448 $15,323,000 238,374
   AIRE ADVISORS LLC 7 - 2024-03-31 238,145 $15,313,000 -1,681
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 645 - 2024-03-31 220,751 $14,185,000 64,536
   Arlington Financial Advisors LLC 10 *New 2024-03-31 219,780 $14,123,000 219,780
   Oceanside Advisors LLC 2 - 2024-03-31 218,891 $14,066,000 6,046
   Willow Creek Wealth Management Inc. 16 - 2023-12-31 234,695 $13,556,000 81,278
   WELLS FARGO & CO/MN 1363 - 2024-03-31 204,144 $13,118,000 203,772
   Shotwell Rutter Baer Inc 1 - 2024-03-31 195,353 $12,464,000 -1,826
   WJ Interests LLC 6 - 2024-03-31 189,280 $12,163,000 7,797
   Heritage Wealth Management Inc. /CA/ 1 - 2024-03-31 187,109 $12,024,000 5,028
   Leading Edge Financial Planning LLC 8 - 2024-03-31 186,356 $11,975,000 29,624
   Nova R Wealth Inc. 4 - 2024-03-31 167,079 $10,736,000 12,449
   Waypoint Capital Advisors LLC 8 - 2024-03-31 165,226 $10,617,000 20,727
   SAVANT CAPITAL MANAGEMENT INC 123 - 2024-03-31 161,807 $10,398,000 -1,769
   Lifestyle Asset Management Inc. 4 *New 2024-03-31 159,986 $10,281,000 159,986
   Modern Wealth Management LLC 19 - 2024-03-31 162,453 $10,269,000 35,052
   ShoreHaven Wealth Partners LLC 3 - 2024-03-31 157,868 $10,145,000 -1,804
   WESPAC Advisors SoCal LLC 13 *New 2024-03-31 154,947 $9,957,000 154,947
   SAGE RHINO CAPITAL LLC 9 - 2024-03-31 154,618 $9,936,000 -3,565
   WCG Wealth Advisors LLC 35 *New 2024-03-31 148,906 $9,569,000 148,906
   PCG Wealth Advisors LLC 3 - 2024-03-31 147,415 $9,473,000 109,422
   Summit X LLC 10 - 2024-03-31 146,669 $9,426,000 124,750
   Northland Capital Management LLC 5 - 2024-03-31 142,698 $9,170,000 654
   Valued Wealth Advisors LLC 6 - 2024-03-31 136,712 $8,785,000 12,634
   Echo Wealth Management LLC 2 - 2024-03-31 136,025 $8,741,000 1,303
   Austin Wealth Management LLC 14 - 2024-03-31 137,372 $8,654,000 13,579
   Executive Wealth Management LLC 42 *New 2024-03-31 134,546 $8,630,000 134,546
   Private Advisor Group LLC 304 - 2024-03-31 133,992 $8,610,000 103,389
   Keyes Stange & Wooten Wealth Management LLC 4 - 2024-03-31 133,208 $8,560,000 -5,756
   MB Generational Wealth LLC 6 - 2024-03-31 132,522 $8,516,000 16,030
   Stratos Wealth Advisors LLC 43 - 2024-03-31 132,077 $8,487,000 5,570
   Fonville Wealth Management LLC 7 - 2024-03-31 124,582 $8,006,000 15,289
   Arden Trust Co 26 *New 2024-03-31 123,931 $7,964,000 123,931
   FIRST NATIONAL BANK SIOUX FALLS 5 - 2024-03-31 120,816 $7,764,000 21,259
   PrairieView Partners LLC 19 - 2024-03-31 114,162 $7,337,000 8,109
   Beacon Pointe Advisors LLC 220 - 2024-03-31 113,554 $7,297,000 6,178
   Apollon Financial LLC 15 - 2024-03-31 108,104 $6,947,000 41,990
   GREENWICH WEALTH MANAGEMENT LLC 28 - 2024-03-31 107,701 $6,921,000 7,131
   Perigon Wealth Management LLC 114 - 2024-03-31 105,123 $6,755,000 75,443
   COLLECTIVE FAMILY OFFICE LLC 15 - 2024-03-31 102,133 $6,563,000 15,928
   Concord Wealth Partners 23 - 2024-03-31 93,567 $6,013,000 -34,668
   SOL CAPITAL MANAGEMENT CO 33 - 2024-03-31 91,603 $5,886,000 6,527
   Larson Financial Group LLC 45 - 2024-03-31 88,511 $5,688,000 -2,469
   MML INVESTORS SERVICES LLC 601 - 2024-03-31 87,096 $5,597,000 6,820
   CARDIFF PARK ADVISORS LLC 40 - 2024-03-31 83,094 $5,340,000 206
   Financial Futures Ltd Liability Co. 13 - 2024-03-31 82,013 $5,270,000 -20,197
   Buckingham Strategic Partners 79 - 2024-03-31 81,774 $5,255,000 45,360
   Rockefeller Capital Management L.P. 671 - 2024-03-31 81,530 $5,239,000 17,502
   Pathstone Holdings LLC 496 - 2024-03-31 80,007 $5,141,000 -7,191
   Moreno Evelyn V 7 *New 2023-12-31 87,875 $5,076,000 87,875
   Ausdal Financial Partners Inc. 35 - 2024-03-31 78,918 $5,071,000 811
   BUCKINGHAM ASSET MANAGEMENT, LLC 157 - 2024-03-31 71,442 $4,591,000 2,138
   PATHSTONE FAMILY OFFICE, LLC 306 *New 2023-09-30 92,360 $4,230,000 92,360
   Total Wealth Planning LLC 29 - 2024-03-31 65,728 $4,224,000 -7,684
   Cherry Tree Wealth Management LLC 27 - 2024-03-31 65,604 $4,216,000 2,758
   STIFEL FINANCIAL CORP 1266 - 2024-03-31 63,125 $4,056,000 56,779
   ML & R WEALTH MANAGEMENT LLC 11 - 2024-03-31 61,193 $3,932,000 -14,447
   RENAISSANCE TECHNOLOGIES LLC 1576 - 2024-03-31 60,400 $3,881,000 46,400
   Brainard Capital Management LLC 10 - 2023-03-31 73,597 $3,762,000 10,443
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 922 - 2024-03-31 56,746 $3,646,000 9,128
   Fortitude Family Office LLC 7 - 2024-03-31 53,706 $3,451,000 20,124
   Meritas Wealth Management LLC 10 - 2024-03-31 53,667 $3,449,000 20,441
   Paladin Advisory Group LLC 9 - 2024-03-31 52,859 $3,390,000 2,590
   Stone Point Wealth LLC 27 - 2024-03-31 52,292 $3,360,000 10,306
   Prosperity Financial Group Inc. 13 - 2024-03-31 46,109 $2,963,000 21,905
   CREATIVE PLANNING 807 - 2024-03-31 46,014 $2,957,000 1,827
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us