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Get Institutions for : 
Avantis International Equity Etf (AVDE)  
$64.21 0.07 (0.11%) as of 4:30 Fri 5/10


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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  : 
7.58 (13.39%)  




 
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 83 - 2024-03-31 2,450,044 $156,167,000 83,014
   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
   CI Private Wealth LLC 130 - 2024-03-31 1,606,482 $102,397,000 843,096
   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
   LPL FINANCIAL CORP 451 - 2024-03-31 1,035,010 $65,972,000 36,678
   Vista Wealth Management Group LLC 4 - 2024-03-31 989,422 $63,066,000 76,385
   Waypoint Wealth Partners Inc. 3 - 2024-03-31 971,107 $61,898,000 32,876
   Plancorp LLC 11 - 2023-12-31 925,641 $55,937,000 57,395
   PrairieView Partners LLC 5 - 2024-03-31 828,318 $52,797,000 16,757
   ENVESTNET ASSET MANAGEMENT INC 640 - 2023-12-31 773,993 $46,772,000 137,208
   Werba Rubin Papier Wealth Management 2 - 2024-03-31 733,204 $46,734,000 2,962
   Waypoint Capital Advisors LLC 1 - 2024-03-31 655,760 $41,798,000 42,853
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 207 - 2023-12-31 684,382 $41,357,000 63,312
   ESL Trust Services LLC 4 - 2024-03-31 639,727 $40,776,000 1,283
   ATWOOD & PALMER INC 6 - 2024-03-31 593,902 $37,855,000 55,914
   GREENUP STREET WEALTH MANAGEMENT LLC 1 - 2024-03-31 584,381 $37,248,000 31,708
   J P MORGAN CHASE & CO 1328 - 2024-03-31 566,966 $36,138,000 2,380
   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
   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
   Diversified Portfolios Inc. 5 - 2024-03-31 445,350 $28,387,000 55,776
   CWM LLC 159 - 2024-03-31 416,074 $26,521,000 33,764
   WELLS FARGO & CO/MN 979 - 2024-03-31 407,717 $25,988,000 53,542
   BSW WEALTH PARTNERS 3 - 2024-03-31 407,608 $25,981,000 389,440
   Quantum Financial Advisors LLC 4 - 2024-03-31 355,802 $22,679,000 5,417
   TCG Advisory Services LLC 17 - 2024-03-31 323,915 $20,646,000 8,045
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 4 - 2024-03-31 321,344 $20,482,000 3,258
   UBS Group AG 1086 - 2023-12-31 333,032 $20,125,000 60,803
   GRAND WEALTH MANAGEMENT LLC 2 - 2024-03-31 302,636 $19,290,000 33,873
   BCR Wealth Strategies LLC 4 - 2024-03-31 296,406 $18,893,000 3,345
   SC&H Financial Advisors Inc. 4 - 2024-03-31 292,963 $18,673,000 14,310
   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
   FIFTH THIRD BANCORP 190 - 2024-03-31 274,677 $17,508,000 23,091
   Trellis Wealth Advisors LLC 5 - 2024-03-31 260,342 $16,594,000 194
   Highland Financial Advisors LLC 6 - 2024-03-31 257,947 $16,442,000 8,425
   COMMONWEALTH EQUITY SERVICES LLC. 567 - 2024-03-31 256,892 $16,374,000 24,409
   Strategic Blueprint LLC 17 - 2024-03-31 246,768 $15,729,000 7,239
   WCG Wealth Advisors LLC 25 - 2023-12-31 243,138 $14,693,000 23,155
   Foundations Investment Advisors LLC 59 - 2023-12-31 225,982 $13,620,000 21,213
   PARK AVENUE SECURITIES LLC 90 - 2024-03-31 197,556 $12,592,000 18,891
   OLD MISSION CAPITAL LLC 48 - 2023-12-31 194,148 $11,732,000 81,371
   SAVANT CAPITAL MANAGEMENT INC 115 - 2024-03-31 181,613 $11,576,000 37,630
   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
   BANK OF NEW YORK MELLON CORP 1945 - 2024-03-31 159,738 $10,182,000 40,501
   Financial Advisory Service Inc. 26 - 2024-03-31 157,874 $10,063,000 6,572
   Hill Investment Group Partners LLC 15 - 2023-12-31 163,299 $9,868,000 62,020
   WMG Financial Advisors LLC 3 - 2024-03-31 150,306 $9,581,000 12,666
   Passive Capital Management LLC. 8 - 2023-03-31 164,800 $9,399,000 760
   ARQ WEALTH ADVISORS LLC 4 - 2023-12-31 149,431 $9,030,000 12,098
   Stratos Wealth Partners LTD. 143 - 2024-03-31 141,136 $8,996,000 40,458
   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
   Concurrent Investment Advisors LLC 70 - 2024-03-31 127,742 $8,142,000 82,687
   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
   HTG Investment Advisors Inc. 8 - 2024-03-31 119,778 $7,635,000 11,539
   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
   CASTLE WEALTH MANAGEMENT LLC 3 - 2024-03-31 108,559 $6,920,000 7,205
   Goss Wealth Management LLC 275 - 2023-12-31 116,619 $6,890,000 11,021
   Trilogy Capital Inc. 54 - 2024-03-31 102,931 $6,561,000 41,083
   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
   Physician Wealth Solutions Inc. 7 - 2024-03-31 96,055 $6,123,000 984
   ShankerValleau Wealth Advisors Inc. 10 - 2024-03-31 92,911 $5,922,000 1,481
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52 - 2023-12-31 87,781 $5,305,000 1,856
   PATHSTONE FAMILY OFFICE, LLC 268 - 2023-09-30 89,339 $4,972,000 69,408
   Gateway Wealth Partners LLC 11 - 2023-12-31 79,429 $4,800,000 11,375
   Chicago Partners Investment Group LLC 108 - 2024-03-31 76,376 $4,770,000 5,646
   Kelman-Lazarov Inc. 22 - 2024-03-31 71,720 $4,571,000 703
   Disciplina Capital Management LLC 16 - 2023-12-31 75,173 $4,543,000 79
   Visionary Wealth Advisors 86 - 2023-12-31 71,327 $4,310,000 37,904
   McLean Asset Management Corp 17 - 2024-03-31 67,198 $4,288,000 6,703
   REDW Stanley Financial Advisors LLC 19 - 2024-03-31 67,256 $4,287,000 3,366
   Robertson Stephens Wealth Management LLC 75 - 2023-12-31 65,819 $3,977,000 833
   Strategic Financial Concepts LLC 30 - 2024-03-31 59,821 $3,813,000 54,908
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 23 - 2024-03-31 59,631 $3,801,000 1,615
   AlphaQ Advisors LLC 7 - 2024-03-31 59,590 $3,798,000 1,630
   Moisand Fitzgerald Tamayo LLC 23 - 2024-03-31 58,445 $3,725,000 1,167
   Advisory Resource Group 25 - 2023-12-31 60,041 $3,628,000 2,144
   ANDERSON HOAGLAND & CO 71 - 2024-03-31 55,814 $3,517,000 1,639
   BAYSHORE ASSET MANAGEMENT LLC 14 - 2023-12-31 54,878 $3,316,000 4,817
   Ausdal Financial Partners Inc. 72 - 2024-03-31 47,168 $3,006,000 1,651
   Cypress Point Wealth Management LLC 16 - 2024-03-31 45,942 $2,928,000 7,975
   JACKSON THORNTON ASSET MANAGEMENT LLC 17 - 2023-12-31 45,016 $2,720,000 40,576
   DAVIDSON D A & CO 431 - 2023-12-31 42,686 $2,580,000 22,863
   STERNECK CAPITAL MANAGEMENT, LLC 23 - 2024-03-31 36,338 $2,316,000 85
   Orion Capital Management LLC 19 - 2024-03-31 35,799 $2,282,000 1,977
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1200 - 2024-03-31 34,232 $2,182,000 1,425
   COLLECTIVE FAMILY OFFICE LLC 40 - 2024-03-31 32,105 $2,046,000 9,962
   PRIVATE CAPITAL MANAGEMENT LLC 38 - 2024-03-31 32,077 $2,045,000 1,342
  100 Records found
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