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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
   CREATIVE PLANNING 100 - 2023-12-31 1,104,188 $66,726,000 -195,159
   PACIFIC LIFE FUND ADVISORS LLC 7 - 2024-03-31 640,893 $40,851,000 -29,761
   Resources Investment Advisors Inc. 36 - 2024-03-31 623,491 $39,741,000 -16,150
   Versant Capital Management Inc 1 - 2024-03-31 613,926 $39,132,000 -10,478
   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
   Krilogy Financial LLC 18 - 2024-03-31 286,528 $18,263,000 -655
   Annapolis Financial Services LLC 1 - 2024-03-31 277,964 $17,717,000 -135,943
   Bridgewater Advisors Inc. 11 - 2024-03-31 269,033 $17,148,000 -3,200
   CHILTON CAPITAL MANAGEMENT LLC 55 - 2024-03-31 231,769 $14,773,000 -3,441
   Henrickson Nauta Wealth Advisors Inc. 4 - 2024-03-31 232,295 $14,637,000 -2,662
   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
   WEBSTERROGERS FINANCIAL ADVISORS LLC 5 - 2023-12-31 198,321 $11,985,000 -27,846
   Symmetry Partner LLC 36 - 2024-03-31 162,281 $10,344,000 -28,835
   CVA Family Office LLC 11 - 2024-03-31 149,423 $9,524,000 -1,695
   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
   Lutz Financial Services LLC 33 - 2024-03-31 144,102 $9,185,000 -1,449
   Signature Resources Capital Management LLC 5 - 2024-03-31 148,981 $9,003,000 -1,395
   TCI Wealth Advisors Inc. 22 - 2024-03-31 132,427 $8,441,000 -267
   Canvas Wealth Advisors LLC 12 - 2024-03-31 133,873 $8,205,000 -2,590
   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
   Larson Financial Group LLC 36 - 2024-03-31 120,043 $7,652,000 -4,119
   BUCKINGHAM ASSET MANAGEMENT, LLC 122 - 2024-03-31 108,787 $6,934,000 -10
   True Wealth Design LLC 10 - 2023-12-31 110,654 $6,687,000 -2,728
   Perigon Wealth Management LLC 119 - 2024-03-31 99,059 $6,314,000 -1,422
   Financial Futures Ltd Liability Co. 11 - 2024-03-31 97,444 $6,211,000 -3,115
   Great Point Wealth Advisors LLC 17 - 2024-03-31 94,575 $6,028,000 -4,176
   Financial Symmetry Inc 6 - 2024-03-31 84,090 $5,360,000 -340
   Orion Portfolio Solutions LLC 336 - 2024-03-31 72,594 $4,627,000 -6,604
   Brookstone Capital Management 235 - 2024-03-31 68,706 $4,379,000 -13,495
   ORBA Wealth Advisors L.L.C. 15 - 2024-03-31 67,113 $4,278,000 -730
   EVENSKY & KATZ INC 31 - 2024-03-31 61,606 $3,927,000 -1,229
   Advisor Group Holdings Inc. 1284 - 2024-03-31 55,369 $3,529,000 -81,890
   Flagstone Financial Management 15 - 2024-03-31 54,001 $3,442,000 -916
   PCG Wealth Advisors LLC 24 - 2024-03-31 52,251 $3,330,000 -2,382
   GUARANTY TRUST CO OF MISSOURI /MO/ 181 - 2024-03-31 49,821 $3,176,000 -781
   CLS INVESTMENT FIRM LLC 305 - 2022-12-31 59,598 $3,170,000 -2,081
   Austin Asset Management Co Inc 18 - 2024-03-31 47,470 $3,026,000 -5,614
   Valued Wealth Advisors LLC 10 - 2024-03-31 43,462 $2,770,000 -1,531
   SOL CAPITAL MANAGEMENT CO 97 - 2024-03-31 40,573 $2,586,000 -3,764
   Private Advisor Group LLC 698 - 2024-03-31 39,550 $2,521,000 -33
   Waterfront Wealth Inc. 36 - 2023-12-31 40,983 $2,477,000 -1,058
   QUARRY HILL ADVISORS LLC 15 - 2024-03-31 36,477 $2,325,000 -362
   SJS Investment Consulting Inc. 20 - 2024-03-31 33,806 $2,155,000 -45
   Abacus Planning Group Inc. 35 - 2024-03-31 32,247 $2,055,000 -3,058
   Trademark Financial Management LLC 16 - 2024-03-31 27,887 $1,778,000 -24,609
   EverSource Wealth Advisors LLC 120 - 2023-12-31 28,138 $1,700,000 -5
   MORRIS FINANCIAL CONCEPTS INC. 21 - 2024-03-31 26,325 $1,678,000 -392
   Forum Financial Management LP 137 - 2024-03-31 25,700 $1,638,000 -4,937
   WARREN AVERETT ASSET MANAGEMENT, LLC 177 - 2023-12-31 25,853 $1,562,000 -49
   Fonville Wealth Management LLC 42 - 2024-03-31 23,599 $1,504,000 -1,083
   Silicon Hills Wealth Management LLC 25 - 2023-06-30 25,464 $1,462,000 -1,291
   SageView Advisory Group LLC 167 - 2024-03-31 19,636 $1,252,000 -344
   MERRIMAN WEALTH MANAGEMENT, LLC 83 - 2023-12-31 20,558 $1,242,000 -2,411
   Magnus Financial Group LLC 115 - 2024-03-31 19,314 $1,231,000 -3,392
   NWAM LLC 194 - 2024-03-31 18,298 $1,166,000 -8,796
   ROYAL BANK OF CANADA 3003 - 2023-12-31 18,717 $1,131,000 -27,537
   Truadvice LLC 66 - 2023-09-30 18,983 $1,050,000 -3,074
   Farther Finance Advisors LLC 228 - 2023-12-31 17,126 $1,035,000 -2,649
   Level Financial Advisors Inc. 38 - 2024-03-31 15,537 $990,000 -261
   IHT Wealth Management LLC 410 - 2023-12-31 15,278 $923,000 -338
   TRUEPOINT, INC. 70 - 2024-03-31 12,226 $779,000 -1,425
   MERCER GLOBAL ADVISORS INC /ADV 1116 - 2023-12-31 11,933 $721,000 -1,503
   AE Wealth Management LLC 1273 - 2023-12-31 11,972 $717,000 -48
   GEM Asset Management LLC 36 - 2024-03-31 10,042 $616,000 -81
   Alpha Financial Advisors LLC 18 - 2024-03-31 9,004 $574,000 -115
   MN Wealth Advisors LLC 61 - 2024-03-31 8,277 $528,000 -641
   SILVER OAK SECURITIES Inc 226 - 2024-03-31 7,962 $508,000 -3,080
   Tanglewood Legacy Advisors LLC 56 - 2024-03-31 7,380 $470,000 -1,430
   Global Trust Asset Management LLC 103 - 2024-03-31 7,188 $458,000 -300
   Fragasso Group Inc. 192 - 2024-03-31 5,626 $359,000 -1,605
   Global Retirement Partners LLC 630 - 2024-03-31 5,111 $326,000 -10
   Intelligent Financial Strategies 33 - 2024-03-31 5,090 $324,000 -650
   Encompass More Asset Management 62 - 2024-03-31 5,041 $321,000 -1,829
   Jacobi Capital Management LLC 385 - 2024-03-31 5,010 $319,000 -20,017
   WEALTHSOURCE PARTNERS LLC 418 - 2023-12-31 4,714 $285,000 -360
   Asset Dedication LLC 277 - 2024-03-31 3,806 $249,000 -12
   ELEVATE WEALTH ADVISORY INC 86 - 2024-03-31 551 $35,000 -4
   PARKSIDE FINANCIAL BANK & TRUST 978 - 2024-03-31 355 $23,000 -12
  83 Records found
  1    
  Page 1 of 1
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