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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: 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
   PURE FINANCIAL ADVISORS, INC. 8 - 2024-03-31 1,743,516 $112,038,000 -66,164
   ENVESTNET ASSET MANAGEMENT INC 550 - 2024-03-31 1,071,438 $68,851,000 -12,470
   PARK AVENUE SECURITIES LLC 21 - 2024-03-31 834,433 $53,621,000 -34,445
   Integrated Capital Management Inc. 1 - 2024-03-31 297,213 $19,099,000 -13,367
   AIRE ADVISORS LLC 7 - 2024-03-31 238,145 $15,313,000 -1,681
   Shotwell Rutter Baer Inc 1 - 2024-03-31 195,353 $12,464,000 -1,826
   SAVANT CAPITAL MANAGEMENT INC 123 - 2024-03-31 161,807 $10,398,000 -1,769
   ShoreHaven Wealth Partners LLC 3 - 2024-03-31 157,868 $10,145,000 -1,804
   SAGE RHINO CAPITAL LLC 9 - 2024-03-31 154,618 $9,936,000 -3,565
   Keyes Stange & Wooten Wealth Management LLC 4 - 2024-03-31 133,208 $8,560,000 -5,756
   Concord Wealth Partners 23 - 2024-03-31 93,567 $6,013,000 -34,668
   Larson Financial Group LLC 45 - 2024-03-31 88,511 $5,688,000 -2,469
   Financial Futures Ltd Liability Co. 13 - 2024-03-31 82,013 $5,270,000 -20,197
   Pathstone Holdings LLC 496 - 2024-03-31 80,007 $5,141,000 -7,191
   Total Wealth Planning LLC 29 - 2024-03-31 65,728 $4,224,000 -7,684
   ML & R WEALTH MANAGEMENT LLC 11 - 2024-03-31 61,193 $3,932,000 -14,447
   Vannoy Advisory Group Inc. 11 - 2024-03-31 40,754 $2,619,000 -710
   J P MORGAN CHASE & CO 2973 - 2024-03-31 31,743 $2,040,000 -154,027
   WMG Financial Advisors LLC 15 - 2024-03-31 31,649 $2,034,000 -4,162
   Altiora Financial Group LLC 25 - 2024-03-31 29,530 $1,898,000 -324
   NORTHWEST WEALTH MANAGEMENT LLC 45 - 2024-03-31 26,679 $1,714,000 -268
   Christopher J. Hasenberg Inc 16 - 2024-03-31 26,596 $1,709,000 -2,454
   CALLAN CAPITAL, LLC 74 - 2024-03-31 26,497 $1,703,000 -9,728
   EnRich Financial Partners LLC 19 - 2024-03-31 26,357 $1,694,000 -1,013
   Equitable Holdings Inc. 500 - 2024-03-31 25,197 $1,619,000 -853
   CI Private Wealth LLC 1154 - 2024-03-31 23,863 $1,533,000 -46,440
   USAdvisors Wealth Management LLC 54 - 2024-03-31 21,770 $1,394,000 -805
   JANE STREET GROUP LLC 2864 - 2024-03-31 18,548 $1,192,000 -9,434
   Wealthcare Advisory Partners LLC 332 - 2024-03-31 18,103 $1,163,000 -798
   B&D White Capital Company LLC 30 - 2024-03-31 16,773 $1,078,000 -136,306
   MATTERN CAPITAL MANAGEMENT LLC 88 - 2024-03-31 15,705 $1,009,000 -16,654
   ZRC WEALTH MANAGEMENT LLC 42 - 2024-03-31 14,906 $958,000 -822
   TFB Advisors LLC 72 - 2024-03-31 14,717 $894,000 -3,895
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2733 - 2024-03-31 13,530 $869,000 -2,091
   Wealth Architects LLC 84 - 2024-03-31 13,275 $853,000 -9,865
   ROYAL BANK OF CANADA 3165 - 2024-03-31 12,101 $777,000 -43,286
   Ronald Blue Trust Inc. 262 - 2024-03-31 8,595 $552,000 -164
   GEM Asset Management LLC 43 - 2024-03-31 7,459 $455,000 -23
   IHT Wealth Management LLC 677 - 2024-03-31 6,972 $448,000 -21
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1317 - 2023-09-30 7,949 $419,000 -1,012
   Bridge Advisory LLC 80 - 2024-03-31 5,400 $347,000 -1,132
   Envestnet Portfolio Solutions Inc. 1301 - 2024-03-31 5,196 $334,000 -45
   Summit Financial Strategies Inc. 108 - 2024-03-31 5,020 $323,000 -827
   CAPITAL PERFORMANCE ADVISORS LLP 62 - 2024-03-31 4,532 $291,000 -855
   Gradient Capital Advisors LLC 121 - 2024-03-31 4,446 $286,000 -949
   CITADEL ADVISORS LLC 4293 - 2024-03-31 4,258 $274,000 -3,660
   Atria Wealth Solutions Inc. 1702 - 2024-03-31 3,639 $234,000 -105
   CWM LLC 1688 - 2024-03-31 2,115 $136,000 -17
   ELEVATE WEALTH ADVISORY INC 65 - 2024-03-31 1,887 $121,000 -5,551
   MORRIS FINANCIAL CONCEPTS INC. 121 - 2024-03-31 651 $42,000 -30
   Qube Research & Technologies Ltd 3458 - 2024-03-31 27 $2,000 -6,673
  51 Records found
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