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Get Institutions for : 
Avantis International Equity Etf (AVDE)  
$62.48 0.37 (0.6%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 283    25
Total shares held : 
 47,636,052  
% of shares held : 
 52.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   118  
Amount of shares held : 
 5,709,686  
% of shares held change : 
   6.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $54.74  
Last Quarter's Ending Price : 
 $60.43  
Last Quarter's Average Price : 
 $56.63  
Change from last quarter's     
avg. price to the last closing  : 
5.85 (10.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 2,184,482
 4.59%
 
Increased Positions :
147
 4,646,755
 9.75%
 
Unchanged Positions :
49
 1,120,599
 2.35%
 
Decreased Positions :
54
-1,090,580
-2.29%
 
Closed Positions :
8
-30,971
-0.07%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 23 - 2024-03-31 4,109,921 $261,966,000 316,020
   HIGHTOWER ADVISORS, LLC 86 - 2023-12-31 2,367,030 $143,037,000 57,660
   Rockwood Wealth Management LLC 2 - 2024-03-31 2,131,007 $135,830,000 266,811
   ANNEX ADVISORY SERVICES, LLC 8 - 2024-03-31 2,075,377 $132,285,000 125,326
   WMS PARTNERS, LLC 1 - 2023-12-31 1,668,656 $100,837,000 118,412
   AMERICAN CENTURY COMPANIES INC 309 - 2023-12-31 1,650,792 $99,757,000 33,423
   CREATIVE PLANNING 100 - 2023-12-31 1,104,188 $66,726,000 -195,159
   Waypoint Wealth Partners Inc. 3 - 2024-03-31 971,107 $61,898,000 32,876
   LPL FINANCIAL CORP 440 - 2023-12-31 998,332 $60,329,000 73,216
   Plancorp LLC 11 - 2023-12-31 925,641 $55,937,000 57,395
   Vista Wealth Management Group LLC 4 - 2023-12-31 913,037 $55,175,000 76,999
   PrairieView Partners LLC - 2023-12-31 811,561 $49,043,000 8,939
   ENVESTNET ASSET MANAGEMENT INC 640 - 2023-12-31 773,993 $46,772,000 137,208
   CI Private Wealth LLC 228 - 2023-12-31 763,386 $46,131,000 86,009
   Werba Rubin Papier Wealth Management - 2023-12-31 730,242 $44,129,000 9,359
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 207 - 2023-12-31 684,382 $41,357,000 63,312
   PACIFIC LIFE FUND ADVISORS LLC 7 - 2024-03-31 640,893 $40,851,000 -29,761
   Versant Capital Management Inc 1 - 2024-03-31 613,926 $39,132,000 -10,478
   Resources Investment Advisors Inc. 34 - 2023-12-31 639,641 $38,654,000 -31,293
   ESL Trust Services LLC 3 - 2023-12-31 638,444 $38,581,000 1,862
   ATWOOD & PALMER INC 6 - 2024-03-31 593,902 $37,855,000 55,914
   Waypoint Capital Advisors LLC - 2023-12-31 612,907 $37,038,000 -34,655
   Executive Wealth Management LLC - 2023-12-31 594,113 $35,902,000 11,955
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 204 - 2023-09-30 619,444 $34,472,000 33,464
   J P MORGAN CHASE & CO 1289 - 2023-12-31 564,586 $34,118,000 562,640
   GREENUP STREET WEALTH MANAGEMENT LLC 1 - 2023-12-31 552,673 $33,398,000 -239,156
   MORGAN STANLEY 2221 - 2023-12-31 508,133 $30,707,000 52,937
   Garrett Investment Advisors LLC 3 - 2024-03-31 462,883 $29,504,000 58,857
   JJJ Advisors Inc. 5 - 2024-03-31 457,652 $29,171,000 21,526
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 391 - 2024-03-31 453,649 $28,916,000 11,831
   RVW Wealth LLC 10 - 2024-03-31 449,570 $28,656,000 -4,171
   BANK OF AMERICA CORP /DE/ 1560 - 2023-12-31 457,365 $27,639,000 -34,723
   CWM LLC 159 - 2024-03-31 416,074 $26,521,000 33,764
   BSW WEALTH PARTNERS 3 - 2024-03-31 407,608 $25,981,000 389,440
   Diversified Portfolios Inc. 5 - 2023-12-31 389,574 $23,542,000 63,589
   Quantum Financial Advisors LLC 4 - 2024-03-31 355,802 $22,679,000 5,417
   WELLS FARGO & CO/MN 1045 - 2023-12-31 354,175 $21,403,000 125,747
   UBS Group AG 1086 - 2023-12-31 333,032 $20,125,000 60,803
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 4 - 2023-12-31 318,086 $19,222,000 7,457
   TCG Advisory Services LLC 12 - 2023-12-31 315,870 $19,088,000 27,034
   Krilogy Financial LLC 18 - 2024-03-31 286,528 $18,263,000 -655
   Tarbox Group Inc. 7 - 2024-03-31 283,451 $18,067,000 29,145
   CARDIFF PARK ADVISORS LLC 8 - 2023-12-31 295,217 $17,840,000 7,864
   Annapolis Financial Services LLC 1 - 2024-03-31 277,964 $17,717,000 -135,943
   BCR Wealth Strategies LLC - 2023-12-31 293,061 $17,709,000 2,969
   FIFTH THIRD BANCORP 190 - 2024-03-31 274,677 $17,508,000 23,091
   SC&H Financial Advisors Inc. 4 - 2023-12-31 278,653 $16,839,000 21,171
   Trellis Wealth Advisors LLC 5 - 2024-03-31 260,342 $16,594,000 194
   Bridgewater Advisors Inc. 11 - 2023-12-31 272,233 $16,451,000 -8,538
   GRAND WEALTH MANAGEMENT LLC 2 - 2023-12-31 268,763 $16,241,000 28,464
   Strategic Blueprint LLC 17 - 2024-03-31 246,768 $15,729,000 7,239
   Highland Financial Advisors LLC 6 - 2023-12-31 249,522 $15,079,000 22,821
   WCG Wealth Advisors LLC 25 - 2023-12-31 243,138 $14,693,000 23,155
   Henrickson Nauta Wealth Advisors Inc. 4 - 2024-03-31 232,295 $14,637,000 -2,662
   CHILTON CAPITAL MANAGEMENT LLC 56 - 2023-12-31 235,210 $14,214,000 -2,221
   COMMONWEALTH EQUITY SERVICES LLC. 581 - 2023-12-31 232,483 $14,049,000 5,696
   Foundations Investment Advisors LLC 59 - 2023-12-31 225,982 $13,620,000 21,213
   Apella Capital LLC 36 - 2024-03-31 200,485 $12,793,000 -9,786
   AWM CAPITAL LLC 14 - 2024-03-31 200,121 $12,756,000 -2,145
   Family Investment Center Inc. 10 - 2024-03-31 197,618 $12,596,000 -141,203
   PARK AVENUE SECURITIES LLC 90 - 2024-03-31 197,556 $12,592,000 18,891
   WEBSTERROGERS FINANCIAL ADVISORS LLC 5 - 2023-12-31 198,321 $11,985,000 -27,846
   OLD MISSION CAPITAL LLC 48 - 2023-12-31 194,148 $11,732,000 81,371
   FIRST NATIONAL BANK SIOUX FALLS 3 - 2024-03-31 166,266 $10,598,000 17,226
   Zhang Financial LLC 23 - 2024-03-31 163,368 $10,413,000 53,844
   Pensionmark Financial Group LLC 16 - 2023-12-31 171,476 $10,362,000 152,987
   Symmetry Partner LLC 36 - 2024-03-31 162,281 $10,344,000 -28,835
   BANK OF NEW YORK MELLON CORP 1945 - 2024-03-31 159,738 $10,182,000 40,501
   Hill Investment Group Partners LLC 15 - 2023-12-31 163,299 $9,868,000 62,020
   CVA Family Office LLC 11 - 2024-03-31 149,423 $9,524,000 -1,695
   Passive Capital Management LLC. 8 - 2023-03-31 164,800 $9,399,000 760
   Symphony Financial Ltd. Co. 10 - 2024-03-31 144,883 $9,235,000 -127,783
   JANE STREET GROUP LLC 983 - 2023-12-31 152,069 $9,190,000 -277,413
   Financial Advisory Service Inc. - 2023-12-31 151,302 $9,143,000 5,913
   ARQ WEALTH ADVISORS LLC 4 - 2023-12-31 149,431 $9,030,000 12,098
   Signature Resources Capital Management LLC 5 - 2024-03-31 148,981 $9,003,000 -1,395
   Stratos Wealth Partners LTD. 143 - 2024-03-31 141,136 $8,996,000 40,458
   Lutz Financial Services LLC 33 - 2023-12-31 145,551 $8,796,000 23,552
   IAG Wealth Partners LLC 16 - 2024-03-31 137,890 $8,789,000 22,000
   ZRC WEALTH MANAGEMENT LLC 4 - 2024-03-31 136,686 $8,711,000 4,870
   SAVANT CAPITAL MANAGEMENT INC 129 - 2023-12-31 143,983 $8,701,000 39,794
   WMG Financial Advisors LLC 3 - 2023-12-31 137,640 $8,318,000 28,922
   Advisor Group Holdings Inc. 895 - 2023-12-31 137,259 $8,300,000 -88,943
   Canvas Wealth Advisors LLC 12 - 2024-03-31 133,873 $8,205,000 -2,590
   TCI Wealth Advisors Inc. 20 - 2023-12-31 132,694 $8,019,000 4,533
   Stephens Consulting LLC 10 - 2024-03-31 125,315 $7,988,000 -2,534
   SAX WEALTH ADVISORS LLC 21 - 2023-12-31 130,798 $7,904,000 -3,426
   Echo Wealth Management LLC 7 - 2024-03-31 123,062 $7,844,000 13,698
   WorthPointe LLC 6 - 2023-12-31 127,625 $7,712,000 34,718
   Larson Financial Group LLC 36 - 2023-12-31 124,162 $7,503,000 -318
   MML INVESTORS SERVICES LLC 471 - 2023-12-31 120,347 $7,273,000 46,131
   NORTHWEST WEALTH MANAGEMENT LLC 13 - 2023-12-31 116,405 $7,034,000 40,630
   Goss Wealth Management LLC 275 - 2023-12-31 116,619 $6,890,000 11,021
   True Wealth Design LLC 10 - 2023-12-31 110,654 $6,687,000 -2,728
   BUCKINGHAM ASSET MANAGEMENT, LLC 123 - 2023-12-31 108,797 $6,575,000 -6,856
   Trilogy Capital Inc. 54 - 2024-03-31 102,931 $6,561,000 41,083
   HTG Investment Advisors Inc. 8 - 2023-12-31 108,239 $6,541,000 11,331
   SAGE RHINO CAPITAL LLC 19 - 2024-03-31 101,557 $6,473,000 1,340
   Clarity Capital Advisors LLC 4 - 2024-03-31 100,241 $6,389,000 432
   CASTLE WEALTH MANAGEMENT LLC 2 - 2023-12-31 101,354 $6,125,000 648
  100 Records found
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