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Get Institutions for : 
Avantis Us Small Cap Equity Etf (AVSC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    16
Total shares held : 
 19,434,281  
% of shares held : 
 21.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 1,765,325  
% of shares held change : 
   1.96%  
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 :
19
 522,161
 2.69%
 
Increased Positions :
36
 1,337,712
 6.88%
 
Unchanged Positions :
11
 2,790,485
 14.36%
 
Decreased Positions :
10
-86,288
-0.44%
 
Closed Positions :
3
-8,260
-0.04%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   ENVESTNET ASSET MANAGEMENT INC 104 - 2024-03-31 9,544,446 $499,747,000 2,680,340
   Mason Investment Advisory Services Inc. 4 - 2024-03-31 3,272,458 $171,346,000 704,494
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 249 - 2024-03-31 654,004 $34,244,000 634,228
   Elwood & Goetz Wealth Advisory Group LLC 6 - 2024-03-31 461,731 $24,176,000 19,552
   Union Bankshares Corp 7 - 2024-03-31 453,674 $23,754,000 282,197
   LPL FINANCIAL CORP 1192 - 2024-03-31 234,088 $12,257,000 181,736
   AMERICAN CENTURY COMPANIES INC 1121 - 2024-03-31 232,518 $12,175,000 23,390
   Financial Advisory Service Inc. 20 - 2024-03-31 230,161 $12,051,000 7,589
   Waypoint Capital Advisors LLC 9 - 2024-03-31 195,918 $10,258,000 6,320
   Resources Investment Advisors Inc. 135 - 2024-03-31 177,267 $9,282,000 3,865
   Wheelhouse Advisory Group LLC 8 - 2024-03-31 97,198 $9,109,000 8,498
   Aveo Capital Partners LLC 30 - 2024-03-31 147,142 $7,407,000 1,098
   Beaird Harris Wealth Management LLC 25 - 2024-03-31 138,383 $7,246,000 -2,984
   Foundations Investment Advisors LLC 108 - 2024-03-31 122,444 $6,411,000 6,817
   J P MORGAN CHASE & CO 2411 - 2024-03-31 104,621 $5,478,000 3,701
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 490 - 2023-09-30 120,390 $5,330,000 6,193
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 6 - 2024-03-31 99,120 $5,190,000 72,851
   WEBSTERROGERS FINANCIAL ADVISORS LLC 21 - 2024-03-31 93,306 $4,886,000 -9,921
   PARK AVENUE SECURITIES LLC 205 - 2024-03-31 93,073 $4,873,000 10,759
   CAP Partners LLC 4 - 2024-03-31 75,276 $3,941,000 1,373
   MML INVESTORS SERVICES LLC 808 - 2024-03-31 64,262 $3,365,000 25,709
   AlphaQ Advisors LLC 12 - 2024-03-31 62,884 $3,293,000 20,307
   Chicago Partners Investment Group LLC 201 - 2024-03-31 42,119 $2,096,000 10,286
   Cypress Point Wealth Management LLC 23 - 2024-03-31 38,314 $2,006,000 9,976
   COMMONWEALTH EQUITY SERVICES LLC. 1791 - 2024-03-31 37,185 $1,947,000 24,349
   Farther Finance Advisors LLC 161 - 2024-03-31 34,757 $1,804,000 1,824
   MARINER WEALTH ADVISORS, LLC 1215 - 2024-03-31 31,539 $1,651,000 7,978
   AIRE ADVISORS LLC 58 - 2024-03-31 31,229 $1,635,000 41
   ML & R WEALTH MANAGEMENT LLC 22 - 2024-03-31 31,105 $1,629,000 -5,026
   Plancorp LLC 96 - 2024-03-31 29,295 $1,534,000 0
   Moisand Fitzgerald Tamayo LLC 42 - 2024-03-31 27,983 $1,465,000 -843
   JANE STREET GROUP LLC 2731 - 2024-03-31 25,401 $1,330,000 -33,599
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2222 - 2024-03-31 25,108 $1,315,000 -1,479
   Level Financial Advisors Inc. 32 - 2024-03-31 24,940 $1,306,000 9,250
   WMS PARTNERS, LLC 94 - 2024-03-31 23,592 $1,235,000 -2,854
   Beacon Pointe Advisors LLC 631 - 2024-03-31 23,197 $1,215,000 1,851
   LexAurum Advisors LLC 68 - 2024-03-31 23,194 $1,214,000 1,296
   DIXON FNANCIAL SERVICES INC. 13 *New 2024-03-31 22,286 $1,167,000 22,286
   JACKSON THORNTON ASSET MANAGEMENT LLC 23 - 2024-03-31 21,822 $1,143,000 197
   Tillman Hartley LLC 31 - 2024-03-31 20,546 $1,076,000 0
   Goepper Burkhardt LLC 28 - 2024-03-31 20,565 $1,055,000 8,850
   Atlas Wealth LLC 30 - 2024-03-31 20,027 $1,049,000 -754
   IHT Wealth Management LLC 457 - 2024-03-31 17,293 $905,000 609
   Day & Ennis LLC 60 *New 2023-12-31 16,058 $820,000 16,058
   Claro Advisors LLC 176 - 2024-03-31 14,336 $751,000 222
   Resource Planning Group 40 *New 2023-12-31 14,610 $746,000 14,610
   D E SHAW & CO INC 2121 *New 2024-03-31 13,703 $717,000 13,703
   Rockefeller Capital Management L.P. 1368 - 2024-03-31 13,333 $698,000 3,210
   Tortoise Investment Management LLC 131 - 2024-03-31 13,016 $682,000 1,840
   PCG Wealth Advisors LLC 59 - 2024-03-31 12,808 $671,000 1,234
   CRA Financial Services LLC 107 - 2024-03-31 12,332 $646,000 1,206
   EverSource Wealth Advisors LLC 222 - 2024-03-31 12,266 $626,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 50 *New 2024-03-31 10,284 $538,000 10,284
   Kestra Advisory Services LLC 1605 - 2024-03-31 10,180 $533,000 5,681
   Herold Advisors Inc. 174 *New 2024-03-31 9,839 $515,000 9,839
   B&D White Capital Company LLC 36 - 2024-03-31 9,817 $514,000 -79,297
   Zhang Financial LLC 188 - 2024-03-31 9,623 $504,000 1,608
   TWO SIGMA INVESTMENTS LLC 2270 *New 2024-03-31 8,700 $456,000 8,700
   CAPROCK Group Inc. 445 - 2024-03-31 8,648 $453,000 139
   Evanson Asset Management LLC 202 *New 2024-03-31 7,855 $411,000 7,855
   Truadvice LLC 150 - 2023-09-30 9,390 $401,000 -1,483
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1707 *New 2024-03-31 7,591 $397,000 7,591
   CREATIVE PLANNING 2027 - 2024-03-31 7,493 $392,000 -3,499
   CI Private Wealth LLC 1782 - 2024-03-31 6,950 $364,000 -160,309
   Lion Street Advisors LLC 185 - 2024-03-31 5,587 $285,000 0
   BANK OF NEW YORK MELLON CORP 3690 *New 2024-03-31 5,309 $278,000 5,309
   Index Fund Advisors Inc. 81 - 2024-03-31 5,179 $271,000 327
   GEM Asset Management LLC 74 - 2024-03-31 5,336 $256,000 8
   Arista Wealth Management LLC 32 - 2024-03-31 4,306 $225,000 0
   Mattern Wealth Management LLC 167 - 2024-03-31 4,224 $221,000 11
   EnRich Financial Partners LLC 50 - 2024-03-31 4,112 $215,000 -193
   Steward Financial Group LLC 70 *New 2023-09-30 4,609 $204,000 4,609
   WEST PACES ADVISORS INC. 150 *New 2024-03-31 3,000 $157,000 3,000
   Ruedi Wealth Management Inc. 51 - 2024-03-31 2,947 $154,000 0
   BANK OF AMERICA CORP /DE/ 5029 - 2024-03-31 2,811 $147,000 2,361
   HARBOUR INVESTMENTS INC. 1025 - 2023-12-31 2,567 $131,000 132
   Morling Financial Advisors LLC 75 *New 2024-03-31 2,227 $117,000 2,227
   CARDIFF PARK ADVISORS LLC 284 - 2024-03-31 2,078 $109,000 0
   Steward Partners Investment Advisory LLC 1776 - 2024-03-31 1,850 $97,000 0
   Advisor Group Holdings Inc. 4405 - 2024-03-31 1,440 $75,000 714
   MORGAN STANLEY 5908 - 2024-03-31 1,242 $65,000 -267
   COMERICA BANK 2778 *New 2024-03-31 864 $45,000 864
   MATHER GROUP, INC. 1030 *New 2024-03-31 468 $24,000 468
   Parallel Advisors LLC 1907 - 2024-03-31 415 $22,000 -3,001
   Coppell Advisory Solutions LLC 797 *New 2023-12-31 325 $17,000 325
   STUDIO INVESTMENT MANAGEMENT LLC 233 *New 2024-03-31 246 $13,000 246
   Goss Wealth Management LLC 2884 - 2024-03-31 198 $10,000 -64
   Orion Capital Management LLC 402 *New 2024-03-31 97 $5,000 97
   Coastal Capital Group Inc. 463 *New 2023-06-30 84 $4,000 84
   PrairieView Partners LLC 316 - 2024-03-31 62 $4,000 0
   LAM GROUP INC. 110 - 2024-03-31 65 $3,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1591 *New 2024-03-31 39 $2,000 39
   Canvas Wealth Advisors LLC 155 *Closed 2024-03-31 0 $0 -18,578
   Annapolis Financial Services LLC 411 *Closed 2024-03-31 0 $0 -12,848
   PROEQUITIES INC. 7226 - 2024-03-31 0 $0 0
   ROYAL BANK OF CANADA 6621 *Closed 2024-03-31 0 $0 -36,440
   American Capital Advisory LLC 513 *Closed 2024-03-31 0 $0 -154
   MERCER GLOBAL ADVISORS INC /ADV 2119 *Closed 2024-03-31 0 $0 -6,713,733
  98 Records found
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