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Get Institutions for : 
Avantis Emerging Markets Equity Etf (AVEM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 332    27
Total shares held : 
 75,197,427  
% of shares held : 
 67.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   127  
Amount of shares held : 
 10,649,708  
% of shares held change : 
   9.59%  
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 :
38
 3,500,797
 4.66%
 
Increased Positions :
172
 8,300,379
 11.04%
 
Unchanged Positions :
50
 1,036,969
 1.38%
 
Decreased Positions :
72
-1,076,391
-1.43%
 
Closed Positions :
11
-75,077
-0.1%
 
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
   Arlington Financial Advisors LLC 7 *New 2024-03-31 404,141 $23,424,000 404,141
   Empowered Funds LLC 66 *New 2024-03-31 249,912 $14,485,000 249,912
   Berger Financial Group Inc 21 *New 2024-03-31 209,716 $12,155,000 209,716
   GeoWealth Management LLC 100 *New 2024-03-31 75,004 $4,347,000 75,004
   Cetera Investment Advisers 1225 *New 2024-03-31 56,211 $3,258,000 56,211
   Peak Asset Management LLC 41 *New 2024-03-31 50,214 $2,910,000 50,214
   TRANSAMERICA FINANCIAL ADVISORS, INC. 93 *New 2024-03-31 47,528 $2,755,000 47,528
   IHT Wealth Management LLC 245 *New 2024-03-31 35,479 $2,056,000 35,479
   Bridgeworth LLC *New 2023-12-31 33,959 $1,915,000 33,959
   SpiderRock Advisors LLC 220 *New 2024-03-31 29,176 $1,679,000 29,176
   Executive Wealth Management LLC 117 *New 2024-03-31 24,694 $1,437,000 24,694
   KESTRA PRIVATE WEALTH SERVICES LLC 562 *New 2024-03-31 16,562 $960,000 16,562
   Resource Planning Group 36 *New 2023-12-31 16,775 $946,000 16,775
   FINANCIAL ENGINES ADVISORS L.L.C. 203 *New 2024-03-31 15,648 $907,000 15,648
   WILEY BROS.-AINTREE CAPITAL LLC 186 *New 2024-03-31 13,942 $808,000 13,942
   FIRST HAWAIIAN BANK 459 *New 2024-03-31 13,810 $800,000 13,810
   MISSION WEALTH MANAGEMENT LLC 353 *New 2024-03-31 11,218 $650,000 11,218
   DIXON FNANCIAL SERVICES INC. 18 *New 2024-03-31 9,314 $540,000 9,314
   IFRAH FINANCIAL SERVICES INC 113 *New 2024-03-31 8,586 $498,000 8,586
   VANGUARD GROUP INC 4009 *New 2024-03-31 8,415 $488,000 8,415
   Steward Financial Group LLC 37 *New 2023-09-30 9,179 $484,000 9,179
   Relaxing Retirement Coach 50 *New 2023-06-30 8,569 $461,000 8,569
   Herold Advisors Inc. 196 *New 2024-03-31 7,118 $413,000 7,118
   RENAISSANCE TECHNOLOGIES LLC 3019 *New 2024-03-31 6,100 $354,000 6,100
   BUSEY TRUST CO 312 *New 2024-03-31 4,314 $250,000 4,314
   CFG ASSET MANAGEMENT LLC 150 *New 2024-03-31 4,188 $243,000 4,188
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 474 *New 2024-03-31 3,738 $217,000 3,738
   AXXCESS WEALTH MANAGEMENT LLC 797 *New 2024-03-31 3,613 $209,000 3,613
   COZAD ASSET MANAGEMENT INC 379 *New 2024-03-31 3,500 $203,000 3,500
   MATHER GROUP, INC. 730 *New 2024-03-31 1,576 $89,000 1,576
   Morling Financial Advisors LLC 79 *New 2024-03-31 1,455 $84,000 1,455
   BROWN BROTHERS HARRIMAN & CO 674 *New 2024-03-31 1,435 $83,000 1,435
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1624 *New 2024-03-31 1,346 $78,000 1,346
   BESSEMER GROUP INC 1238 *New 2024-03-31 1,186 $69,000 1,186
   Global Retirement Partners LLC 1650 *New 2024-03-31 482 $28,000 482
   Belvedere Trading LLC 163 *New 2024-03-31 359 $21,000 359
   JOHNSON FINANCIAL GROUP, INC. 506 *New 2024-03-31 298 $17,000 298
   STUDIO INVESTMENT MANAGEMENT LLC 221 *New 2024-03-31 295 $17,000 295
   ANGELES WEALTH MANAGEMENT LLC 277 *New 2024-03-31 231 $13,000 231
   JFS WEALTH ADVISORS, LLC 823 *New 2024-03-31 180 $10,000 180
  40 Records found
  1    
  Page 1 of 1
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