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Get Institutions for : 
Avantis Shortterm Fixed Income Etf (AVSF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    0
Total shares held : 
 3,422,793  
% of shares held : 
 38.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 362,921  
% of shares held change : 
   4.03%  
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 :
5
 386,395
 11.29%
 
Increased Positions :
19
 207,831
 6.07%
 
Unchanged Positions :
11
 184,019
 5.38%
 
Decreased Positions :
10
-176,060
-5.14%
 
Closed Positions :
5
-55,245
-1.61%
 
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
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 3 - 2024-03-31 1,325,910 $61,363,000 38,231
   PACIFIC LIFE FUND ADVISORS LLC 15 - 2024-03-31 323,187 $14,957,000 -19,992
   CREATIVE PLANNING 325 - 2024-03-31 303,960 $14,067,000 15,429
   ENVESTNET ASSET MANAGEMENT INC 1339 - 2024-03-31 288,719 $13,362,000 35,877
   Mattern Wealth Management LLC 11 - 2024-03-31 148,387 $6,867,000 27,260
   Trajan Wealth LLC 56 - 2024-03-31 136,013 $6,295,000 0
   Strategic Blueprint LLC 58 - 2024-03-31 122,312 $5,661,000 2,123
   LPL FINANCIAL CORP 1717 - 2024-03-31 114,107 $5,281,000 27,095
   PARK AVENUE SECURITIES LLC 195 - 2024-03-31 112,386 $5,201,000 10,809
   Plancorp LLC 45 - 2024-03-31 83,425 $3,861,000 0
   JANE STREET GROUP LLC 1778 - 2024-03-31 64,470 $2,984,000 6,262
   Integrated Advisors Network LLC 183 - 2024-03-31 58,042 $2,686,000 738
   Buckingham Strategic Partners 133 - 2024-03-31 57,846 $2,677,000 -9,373
   MML INVESTORS SERVICES LLC 1039 - 2024-03-31 44,073 $2,040,000 17,902
   Elwood & Goetz Wealth Advisory Group LLC 27 - 2024-03-31 40,320 $1,866,000 -13,898
   HANSON MCCLAIN, INC. 332 - 2024-03-31 37,623 $1,741,000 529
   MARINER WEALTH ADVISORS, LLC 1194 - 2024-03-31 37,452 $1,733,000 5,992
   Tillman Hartley LLC 27 - 2024-03-31 36,026 $1,667,000 367
   COMMONWEALTH EQUITY SERVICES LLC. 1899 - 2024-03-31 34,830 $1,612,000 1,724
   EverSource Wealth Advisors LLC 140 - 2024-03-31 31,490 $1,461,000 0
   Valued Wealth Advisors LLC 14 - 2024-03-31 28,540 $1,321,000 21,731
   CARDIFF PARK ADVISORS LLC 82 - 2024-03-31 27,971 $1,295,000 89
   SC&H Financial Advisors Inc. 60 - 2024-03-31 21,268 $984,000 -666
   AMERICAN CENTURY COMPANIES INC 2177 - 2024-03-31 19,936 $923,000 8,631
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2686 *New 2024-03-31 19,595 $907,000 19,595
   Apella Capital LLC 158 - 2024-03-31 16,859 $777,000 -12,349
   GRAND WEALTH MANAGEMENT LLC 28 - 2024-03-31 15,240 $705,000 0
   Index Fund Advisors Inc. 46 - 2024-03-31 14,346 $664,000 273
   B&D White Capital Company LLC 37 - 2024-03-31 10,438 $483,000 -366
   TFB Advisors LLC 137 - 2024-03-31 10,220 $467,000 -7,307
   Ameritas Advisory Services LLC 577 - 2024-03-31 9,897 $454,000 9,897
   Bridge Advisory LLC 75 - 2024-03-31 8,877 $411,000 61
   NWAM LLC 385 - 2024-03-31 8,372 $385,000 1,072
   Lion Street Advisors LLC 145 - 2024-03-31 8,012 $372,000 0
   BSC PRIVATE WEALTH MANAGEMENT LLC 123 *New 2024-03-31 7,346 $340,000 7,346
   Simplicity WealthLLC 872 *New 2024-03-31 7,318 $339,000 7,318
   WEBSTERROGERS FINANCIAL ADVISORS LLC 56 - 2024-03-31 7,203 $333,000 0
   CITADEL ADVISORS LLC 4115 - 2024-03-31 7,110 $329,000 -53,123
   MORRIS FINANCIAL CONCEPTS INC. 72 - 2024-03-31 7,048 $326,000 -393
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1883 - 2024-03-31 6,701 $310,000 0
   Equius Partners Inc. 14 - 2022-12-31 6,701 $307,000 0
   Beaird Harris Wealth Management LLC 95 - 2024-03-31 6,423 $297,000 0
   Oceanside Advisors LLC 38 - 2024-03-31 5,909 $273,000 -1,013
   Eaton-Cambridge Inc. 25 - 2024-03-31 5,894 $273,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2865 - 2024-03-31 5,074 $235,000 -260
   AXXCESS WEALTH MANAGEMENT LLC 777 *New 2024-03-31 4,799 $222,000 4,799
   Tortoise Investment Management LLC 224 - 2024-03-31 4,016 $186,000 216
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 93 - 2024-03-31 1,000 $46,000 0
   LAM GROUP INC. 118 - 2024-03-31 45 $2,000 -5
   PrairieView Partners LLC 387 - 2024-03-31 10 $1,000 0
   PROEQUITIES INC. 2811 - 2024-03-31 0 $0 0
   Sound Income Strategies LLC 1428 *Closed 2024-03-31 0 $0 -1,220
   CI Private Wealth LLC 2355 *Closed 2024-03-31 0 $0 -69,121
   Waypoint Capital Advisors LLC 120 *Closed 2024-03-31 0 $0 -8,768
  54 Records found
  1    
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