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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%
 
            Charting Not Avaliable

  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
   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
   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
   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
   Level Financial Advisors Inc. 32 - 2024-03-31 24,940 $1,306,000 9,250
   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
   JACKSON THORNTON ASSET MANAGEMENT LLC 23 - 2024-03-31 21,822 $1,143,000 197
   Goepper Burkhardt LLC 28 - 2024-03-31 20,565 $1,055,000 8,850
   IHT Wealth Management LLC 457 - 2024-03-31 17,293 $905,000 609
   Claro Advisors LLC 176 - 2024-03-31 14,336 $751,000 222
   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
   Kestra Advisory Services LLC 1605 - 2024-03-31 10,180 $533,000 5,681
   Zhang Financial LLC 188 - 2024-03-31 9,623 $504,000 1,608
   CAPROCK Group Inc. 445 - 2024-03-31 8,648 $453,000 139
   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
   Mattern Wealth Management LLC 167 - 2024-03-31 4,224 $221,000 11
   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
   Advisor Group Holdings Inc. 4405 - 2024-03-31 1,440 $75,000 714
  46 Records found
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