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Get Institutions for : 
Avantis International Small Cap Value Etf (AVDV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 292    25
Total shares held : 
 62,937,827  
% of shares held : 
 40.04%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 19,844,901  
% of shares held change : 
   12.62%  
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 :
34
 605,545
 0.96%
 
Increased Positions :
145
 21,569,115
 34.27%
 
Unchanged Positions :
44
 3,528,897
 5.61%
 
Decreased Positions :
69
-2,309,869
-3.67%
 
Closed Positions :
9
-19,890
-0.03%
 
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
   JONES FINANCIAL COMPANIES LLLP 17 - 2023-12-31 16,214,850 $1,013,266,000 16,212,292
   SAVANT CAPITAL MANAGEMENT INC 3 - 2023-12-31 6,779,677 $423,662,000 730,109
   CREATIVE PLANNING 33 - 2023-12-31 5,141,615 $321,300,000 841,508
   Mason Investment Advisory Services Inc. 4 - 2023-12-31 2,316,118 $144,734,000 0
   Unison Advisors LLC 1 - 2024-03-31 1,776,254 $116,984,000 -17,520
   BUCKINGHAM ASSET MANAGEMENT, LLC 15 - 2023-12-31 1,732,796 $108,282,000 1,000,273
   HAVERFORD TRUST CO 32 - 2023-12-31 1,473,914 $92,105,000 -80,259
   ACCREDITED INVESTORS INC. 4 - 2023-12-31 1,256,064 $78,491,000 442,880
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 124 - 2023-12-31 1,096,635 $68,529,000 29,625
   Buckingham Strategic Partners 8 - 2023-12-31 1,078,362 $67,387,000 568,299
   HPM Partners LLC - 2023-12-31 1,074,941 $67,173,000 44,921
   PURE FINANCIAL ADVISORS, INC. 15 - 2024-03-31 998,981 $65,793,000 92,957
   ANNEX ADVISORY SERVICES, LLC 11 - 2024-03-31 947,666 $62,413,000 38,076
   ENVESTNET ASSET MANAGEMENT INC 617 - 2023-12-31 795,869 $49,734,000 33,270
   HIGHTOWER ADVISORS, LLC 291 - 2023-12-31 637,853 $39,845,000 6,519
   Larson Financial Group LLC 3 - 2023-12-31 623,835 $38,983,000 -55,319
   TCI Wealth Advisors Inc. 7 - 2023-12-31 588,031 $36,746,000 17,163
   Carlson Capital Management 10 - 2024-03-31 528,519 $34,808,000 -267,294
   Hill Investment Group Partners LLC 8 - 2023-12-31 533,867 $33,361,000 -39,100
   CI Private Wealth LLC 291 - 2023-12-31 532,680 $33,287,000 39,937
   EMPIRICAL FINANCIAL SERVICES, LLC 21 - 2023-12-31 482,327 $30,141,000 23,565
   Brickley Wealth Management 5 - 2024-03-31 445,077 $29,313,000 1,953
   Divergent Planning LLC 4 - 2024-03-31 432,279 $28,314,000 16,065
   PrairieView Partners LLC - 2023-12-31 445,641 $27,848,000 4,355
   CALLAN CAPITAL, LLC 9 - 2023-12-31 444,361 $27,768,000 -36,874
   AMERICAN CENTURY COMPANIES INC 747 - 2023-12-31 429,047 $26,811,000 28,459
   Moisand Fitzgerald Tamayo LLC 8 - 2024-03-31 396,370 $26,105,000 15,640
   EFFICIENT ADVISORS, LLC 23 - 2023-12-31 404,182 $25,257,000 16,339
   Beaird Harris Wealth Management LLC 16 - 2023-12-31 363,955 $22,744,000 12,186
   PARK AVENUE SECURITIES LLC 53 - 2024-03-31 326,583 $21,509,000 33,270
   OPUS CAPITAL GROUP LLC 10 - 2024-03-31 315,305 $20,766,000 3,029
   Falcon Wealth Planning 16 - 2024-03-31 294,255 $19,380,000 -84,646
   Meredith Wealth Planning 3 - 2024-03-31 274,544 $18,081,000 8,580
   Werba Rubin Papier Wealth Management - 2023-12-31 276,143 $17,256,000 -98
   Fundamentun LLC 20 - 2024-03-31 234,372 $15,436,000 5,466
   MARQUETTE ASSET MANAGEMENT INC. 13 - 2023-12-31 242,383 $15,147,000 24,320
   Prime Capital Investment Advisors LLC - 2023-12-31 239,832 $14,987,000 65,262
   Trilogy Capital Inc. 34 - 2024-03-31 227,007 $14,951,000 7,180
   FINANCIAL MANAGEMENT NETWORK INC 7 - 2024-03-31 217,537 $14,264,000 26,875
   LPL FINANCIAL CORP 1064 - 2023-12-31 215,952 $13,495,000 -72,690
   Peirce Capital Management LLC 6 - 2024-03-31 203,665 $13,413,000 24,894
   Apella Capital LLC 33 - 2024-03-31 201,258 $13,378,000 4,600
   QUARRY HILL ADVISORS LLC 3 - 2024-03-31 201,405 $13,265,000 11,021
   ATWOOD & PALMER INC 42 - 2024-03-31 198,990 $13,105,000 25,290
   Symmetry Partner LLC 30 - 2024-03-31 190,512 $12,547,000 0
   JANE STREET GROUP LLC 832 - 2023-12-31 184,529 $11,531,000 -40,196
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 184,250 $11,514,000 26,748
   Great Point Wealth Advisors LLC - 2023-12-31 179,082 $11,191,000 3,134
   J P MORGAN CHASE & CO 1956 - 2023-12-31 176,401 $11,023,000 19,141
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 6 - 2023-12-31 173,246 $10,826,000 571
   Plancorp LLC 26 - 2023-12-31 172,470 $10,778,000 0
   WARREN AVERETT ASSET MANAGEMENT, LLC 46 - 2023-12-31 172,151 $10,758,000 -8,243
   JRM Investment Counsel LLC 8 - 2023-12-31 171,210 $10,699,000 3,464
   Silicon Hills Wealth Management LLC 3 - 2023-06-30 182,967 $10,532,000 -17,042
   Henrickson Nauta Wealth Advisors Inc. 7 - 2024-03-31 159,366 $10,467,000 -817
   Quantum Financial Advisors LLC 15 - 2024-03-31 158,124 $10,414,000 12,541
   Willow Creek Wealth Management Inc. 23 - 2023-12-31 164,715 $10,293,000 42,903
   WMS PARTNERS, LLC 23 - 2023-12-31 163,670 $10,228,000 2,209
   Prosperity Planning Inc. 7 - 2024-03-31 153,602 $10,116,000 11,168
   Flagstone Financial Management - 2023-12-31 155,532 $9,719,000 -1,284
   Orion Portfolio Solutions LLC 184 - 2023-12-31 154,434 $9,593,000 -7,504
   NORTHWEST WEALTH MANAGEMENT LLC 7 - 2023-12-31 145,738 $9,107,000 10,345
   Intergy Private Wealth LLC 6 - 2024-03-31 132,282 $8,712,000 4,754
   Oakwell Private Wealth Management LLC 8 - 2024-03-31 131,593 $8,667,000 13,441
   DOrazio & Associates Inc. 13 - 2023-12-31 137,640 $8,601,000 85,145
   COLLECTIVE FAMILY OFFICE LLC 10 - 2024-03-31 124,885 $8,225,000 8,561
   MORGAN STANLEY 3474 - 2023-12-31 131,091 $8,192,000 42,110
   CLS INVESTMENT FIRM LLC 130 *New 2022-12-31 146,423 $8,105,000 146,423
   Wealth Architects LLC 23 - 2023-12-31 127,662 $7,978,000 9,454
   OLD MISSION CAPITAL LLC 79 - 2023-12-31 122,147 $7,633,000 94,554
   Advisor Group Holdings Inc. 951 - 2023-12-31 120,836 $7,553,000 -38,858
   Apeiron RIA LLC 12 - 2024-03-31 110,203 $7,258,000 429
   ANDERSON HOAGLAND & CO 41 - 2024-03-31 109,538 $7,194,000 2,529
   Strategic Blueprint LLC 50 - 2024-03-31 108,340 $7,135,000 1,882
   MERRIMAN WEALTH MANAGEMENT, LLC 31 - 2023-12-31 113,625 $7,100,000 71,958
   Goldstein Advisors LLC 19 - 2023-12-31 109,030 $6,813,000 3,903
   Valued Wealth Advisors LLC 5 - 2023-12-31 116,891 $6,762,000 0
   First Ascent Asset Management LLC 21 - 2023-12-31 107,414 $6,712,000 4,873
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 594 - 2024-03-31 101,543 $6,688,000 -1,539
   MRAZ, AMERINE & ASSOCIATES, INC. 12 - 2023-12-31 106,858 $6,678,000 -958
   Paragon Advisors LLC 7 - 2023-12-31 104,999 $6,561,000 55,811
   Pallas Capital Advisors LLC 74 - 2024-03-31 98,733 $6,503,000 -464
   Sailer Financial LLC 8 - 2023-12-31 99,365 $6,209,000 -2,694
   BAYSHORE ASSET MANAGEMENT LLC 8 - 2023-12-31 88,340 $5,520,000 5,603
   Equita Financial Network Inc. 14 - 2023-12-31 85,829 $5,363,000 6,906
   CoreFirst Bank & Trust 3 - 2023-12-31 84,726 $5,295,000 15,506
   MARINER WEALTH ADVISORS, LLC 671 - 2023-12-31 82,574 $5,160,000 7,477
   FAMILY WEALTH PARTNERS LLC 10 - 2024-03-31 78,258 $5,154,000 30,859
   Pathstone Holdings LLC 430 - 2023-12-31 81,778 $5,110,000 0
   Frontier Asset Management LLC 15 - 2023-12-31 79,334 $4,958,000 -1,011
   JACKSON THORNTON ASSET MANAGEMENT LLC 13 - 2023-12-31 78,400 $4,899,000 59,700
   CARDIFF PARK ADVISORS LLC 36 - 2023-12-31 77,952 $4,871,000 -13,934
   Oceanside Advisors LLC 9 - 2024-03-31 73,903 $4,867,000 1,779
   Emprise Bank 7 - 2024-03-31 72,744 $4,791,000 0
   Chicago Partners Investment Group LLC 114 - 2024-03-31 71,244 $4,623,000 671
   DELAP WEALTH ADVISORY LLC 13 - 2023-12-31 73,080 $4,567,000 64,407
   Magnus Financial Group LLC 33 - 2023-12-31 71,653 $4,478,000 4,050
   Checchi Capital Advisers LLC 71 - 2024-03-31 67,250 $4,429,000 17,230
   Capasso Planning Partners LLC 10 - 2024-03-31 66,923 $4,408,000 1,988
   Resources Investment Advisors Inc. 203 - 2023-12-31 70,423 $4,401,000 2,542
  100 Records found
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