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Get Institutions for : 
Avantis International Small Cap Value Etf (AVDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 292    25
Total shares held : 
 62,937,827  
% of shares held : 
 40.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 19,844,901  
% of shares held change : 
   12.62%  
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 :
34
 605,545
 0.96%
 
Increased Positions :
145
 21,569,115
 34.27%
 
Unchanged Positions :
44
 3,528,897
 5.61%
 
Decreased Positions :
69
-2,309,869
-3.67%
 
Closed Positions :
9
-19,890
-0.03%
 
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
   Mason Investment Advisory Services Inc. 5 - 2024-03-31 2,305,915 $151,868,000 -10,203
   Unison Advisors LLC 1 - 2024-03-31 1,776,254 $116,984,000 -17,520
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 151 - 2024-03-31 896,172 $59,022,000 -200,463
   HIGHTOWER ADVISORS, LLC 300 - 2024-03-31 613,043 $40,372,000 -24,810
   Larson Financial Group LLC 4 - 2024-03-31 599,274 $39,468,000 -24,561
   Carlson Capital Management 10 - 2024-03-31 528,519 $34,808,000 -267,294
   EFFICIENT ADVISORS, LLC 24 - 2024-03-31 395,203 $26,028,000 -8,979
   Falcon Wealth Planning 16 - 2024-03-31 294,255 $19,380,000 -84,646
   CI Private Wealth LLC 415 - 2024-03-31 263,902 $17,381,000 -268,778
   Silicon Hills Wealth Management LLC 3 - 2023-06-30 182,967 $10,532,000 -17,042
   Henrickson Nauta Wealth Advisors Inc. 7 - 2024-03-31 159,366 $10,467,000 -817
   WMS PARTNERS, LLC 24 - 2024-03-31 158,273 $10,424,000 -5,397
   Flagstone Financial Management 9 - 2024-03-31 154,586 $10,181,000 -946
   JRM Investment Counsel LLC 11 - 2024-03-31 143,564 $9,455,000 -27,646
   Orion Portfolio Solutions LLC 224 - 2024-03-31 131,199 $8,641,000 -23,235
   MERRIMAN WEALTH MANAGEMENT, LLC 32 - 2024-03-31 113,030 $7,444,000 -595
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 594 - 2024-03-31 101,543 $6,688,000 -1,539
   Sailer Financial LLC 9 - 2024-03-31 99,280 $6,539,000 -85
   Pallas Capital Advisors LLC 74 - 2024-03-31 98,733 $6,503,000 -464
   CoreFirst Bank & Trust 3 - 2024-03-31 83,697 $5,512,000 -1,029
   JACKSON THORNTON ASSET MANAGEMENT LLC 14 - 2024-03-31 77,826 $5,126,000 -574
   CARDIFF PARK ADVISORS LLC 42 - 2024-03-31 70,888 $4,669,000 -7,064
   ELEVATE WEALTH ADVISORY INC 8 - 2024-03-31 65,773 $4,332,000 -226
   BANK OF AMERICA CORP /DE/ 3303 - 2024-03-31 48,106 $3,168,000 -12,303
   STIFEL FINANCIAL CORP 1417 - 2024-03-31 47,531 $3,130,000 -794
   RWM Asset Management LLC 55 - 2024-03-31 47,354 $3,119,000 -7,103
   PCG Wealth Advisors LLC 27 - 2024-03-31 46,261 $3,047,000 -2,148
   Prosperity Consulting Group LLC 78 - 2024-03-31 45,910 $3,024,000 -20,705
   COMMONWEALTH EQUITY SERVICES LLC. 1559 - 2024-03-31 40,785 $2,686,000 -2,586
   J P MORGAN CHASE & CO 2835 - 2024-03-31 38,870 $2,560,000 -137,531
   Equita Financial Network Inc. 26 - 2024-03-31 36,771 $2,422,000 -49,058
   ML & R WEALTH MANAGEMENT LLC 17 - 2024-03-31 35,782 $2,357,000 -9,907
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 728 - 2023-09-30 35,106 $2,031,000 -135
   Advisor Group Holdings Inc. 1722 - 2024-03-31 29,051 $1,914,000 -91,785
   EP WEALTH ADVISORS, INC. 273 - 2024-03-31 28,872 $1,902,000 -2,031
   Bridge Advisory LLC 39 - 2024-03-31 25,224 $1,661,000 -5,819
   IFP Advisors Inc 302 - 2023-12-31 23,591 $1,474,000 -12
   ROYAL BANK OF CANADA 2716 - 2024-03-31 22,245 $1,466,000 -1,156
   Gradient Capital Advisors LLC 46 - 2024-03-31 21,630 $1,425,000 -80
   GIBSON CAPITAL MANAGEMENT, LTD. 14 - 2024-03-31 21,138 $1,392,000 -81
   Global Trust Asset Management LLC 43 - 2024-03-31 20,907 $1,377,000 -64
   IAG Wealth Partners LLC 45 - 2024-03-31 20,112 $1,325,000 -512
   Sowell Financial Services LLC 304 - 2024-03-31 19,490 $1,284,000 -899
   SOUNDMARK WEALTH MANAGEMENT LLC 34 - 2024-03-31 19,012 $1,252,000 -3,860
   CVA Family Office LLC 78 - 2024-03-31 18,089 $1,191,000 -377
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2018 - 2024-03-31 15,843 $1,043,000 -9,182
   WorthPointe LLC 24 - 2024-03-31 14,752 $972,000 -652
   Envestnet Portfolio Solutions Inc. 967 - 2024-03-31 10,899 $718,000 -1,492
   RENAISSANCE TECHNOLOGIES LLC 2697 - 2024-03-31 10,700 $705,000 -2,096
   Level Financial Advisors Inc. 46 - 2024-03-31 9,375 $617,000 -38
   Beacon Pointe Advisors LLC 913 - 2024-03-31 7,344 $484,000 -92
   True Vision MN LLC 63 - 2024-03-31 6,789 $441,000 -4,137
   Tranquility Partners LLC 139 - 2024-03-31 6,589 $434,000 -150
   B&D White Capital Company LLC 39 - 2024-03-31 5,996 $395,000 -177
   Cedar Brook Financial Partners LLC 291 - 2024-03-31 5,134 $338,000 -35
   Annapolis Financial Services LLC 77 - 2024-03-31 5,075 $334,000 -23,829
   Savvy Advisors Inc. 152 - 2024-03-31 4,910 $323,000 -113
   PNC FINANCIAL SERVICES GROUP INC 1865 - 2024-03-31 4,683 $308,000 -777
   Robertson Stephens Wealth Management LLC 413 - 2024-03-31 4,595 $303,000 -12,389
   Intelligent Financial Strategies 37 - 2024-03-31 4,271 $281,000 -1,954
   TFB Advisors LLC 213 - 2024-03-31 4,353 $280,000 -200
   Atria Wealth Solutions Inc. 1603 - 2024-03-31 4,147 $273,000 -983
   Ronald Blue Trust Inc. 416 - 2024-03-31 4,131 $272,000 -42
   NWAM LLC 455 - 2024-03-31 4,093 $270,000 -19,171
   Bordeaux Wealth Advisors LLC 90 - 2024-03-31 4,000 $263,000 -500
   Life Planning Partners Inc 56 - 2024-03-31 3,885 $256,000 -185
   Geneos Wealth Management Inc. 649 - 2024-03-31 3,744 $247,000 -203
   Truadvice LLC 217 - 2023-09-30 3,853 $219,000 -618
   Qube Research & Technologies Ltd 3100 - 2024-03-31 448 $30,000 -1,452
   First Pacific Financial 222 - 2024-03-31 346 $23,000 -347
   FTB Advisors Inc. 1616 - 2024-03-31 139 $9,000 -23
  71 Records found
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