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Get Institutions for : 
Avantis Us Large Cap Value Etf (AVLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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: 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  
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            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
   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
   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
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 645 - 2024-03-31 220,751 $14,185,000 64,536
   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
   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
   Modern Wealth Management LLC 19 - 2024-03-31 162,453 $10,269,000 35,052
   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
   Private Advisor Group LLC 304 - 2024-03-31 133,992 $8,610,000 103,389
   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
   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
   SOL CAPITAL MANAGEMENT CO 33 - 2024-03-31 91,603 $5,886,000 6,527
   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
   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
   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
   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
   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
   BAYSHORE ASSET MANAGEMENT LLC 15 - 2024-03-31 44,096 $2,834,000 4,645
   Foundry Financial Group Inc. 16 - 2024-03-31 35,986 $2,312,000 15,042
   CAP Partners LLC 13 - 2024-03-31 33,620 $2,160,000 660
   Cypress Point Wealth Management LLC 22 - 2024-03-31 31,791 $2,043,000 819
   Krasney Financial LLC 119 - 2024-03-31 29,628 $1,904,000 1,019
   Greenspring Advisors LLC 17 - 2024-03-31 28,224 $1,814,000 16,415
   Mattern Wealth Management LLC 71 - 2024-03-31 25,452 $1,636,000 181
   SC&H Financial Advisors Inc. 40 - 2024-03-31 23,436 $1,506,000 81
   Werba Rubin Papier Wealth Management 32 - 2024-03-31 23,212 $1,492,000 5,926
   H D Vest Advisory Services 643 - 2024-03-31 21,629 $1,390,000 12,027
   Tortoise Investment Management LLC 97 - 2024-03-31 19,724 $1,267,000 855
   Goss Wealth Management LLC 877 - 2024-03-31 19,474 $1,251,000 792
   DOPKINS WEALTH MANAGEMENT LLC 20 - 2024-03-31 16,858 $1,083,000 4,476
   Orion Portfolio Solutions LLC 949 - 2024-03-31 16,861 $1,083,000 116
   Canvas Wealth Advisors LLC 44 - 2024-03-31 17,576 $1,072,000 13,183
   Orion Capital Management LLC 39 - 2024-03-31 15,877 $1,020,000 59
   Farther Finance Advisors LLC 253 - 2024-03-31 15,403 $988,000 2,925
   AXXCESS WEALTH MANAGEMENT LLC 378 - 2024-03-31 14,935 $960,000 1,049
   Tillman Hartley LLC 35 - 2024-03-31 14,838 $954,000 215
   FINANCIAL NETWORK 1523 - 2024-03-31 14,111 $907,000 5,926
   CRA Financial Services LLC 86 - 2024-03-31 13,659 $878,000 4,419
   LEGACY FINANCIAL GROUP INC. 33 - 2024-03-31 13,475 $866,000 53
   SYNOVUS FINANCIAL CORP 494 - 2024-03-31 13,016 $836,000 5,250
   Wedmont Private Capital 238 - 2024-03-31 11,839 $755,000 41
   Tranquility Partners LLC 100 - 2024-03-31 11,452 $736,000 1,321
  100 Records found
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