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Get Institutions for : 
Avantis Emerging Markets Equity Etf (AVEM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 332    27
Total shares held : 
 75,197,427  
% of shares held : 
 67.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   127  
Amount of shares held : 
 10,649,708  
% of shares held change : 
   9.59%  
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 :
38
 3,500,797
 4.66%
 
Increased Positions :
172
 8,300,379
 11.04%
 
Unchanged Positions :
50
 1,036,969
 1.38%
 
Decreased Positions :
72
-1,076,391
-1.43%
 
Closed Positions :
11
-75,077
-0.1%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SAVANT CAPITAL MANAGEMENT INC 1 - 2024-03-31 13,188,846 $764,426,000 918,516
   ENVESTNET ASSET MANAGEMENT INC 118 - 2023-12-31 6,695,200 $377,542,000 658,440
   MERCER GLOBAL ADVISORS INC /ADV 23 - 2023-12-31 6,071,731 $342,385,000 558,038
   MORGAN STANLEY 939 - 2023-12-31 2,544,046 $143,459,000 64,942
   ANNEX ADVISORY SERVICES, LLC 7 - 2024-03-31 2,309,443 $133,855,000 323,204
   HAVERFORD TRUST CO 25 - 2024-03-31 2,232,347 $129,387,000 37,682
   HIGHTOWER ADVISORS, LLC 133 - 2024-03-31 1,807,286 $104,746,000 424,229
   HPM Partners LLC - 2023-12-31 1,617,432 $91,207,000 -23,206
   PURE FINANCIAL ADVISORS, INC. 9 - 2024-03-31 1,519,459 $88,068,000 12,005
   AMERICAN CENTURY COMPANIES INC 342 - 2023-12-31 1,516,811 $85,533,000 234,506
   CREATIVE PLANNING 85 - 2023-12-31 1,485,825 $83,786,000 -233,234
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 104 - 2023-12-31 1,436,987 $81,031,000 117,609
   WELLS FARGO & CO/MN 572 - 2024-03-31 1,280,145 $74,197,000 287,687
   Congress Wealth Management LLC / DE / 16 - 2024-03-31 1,141,702 $66,173,000 -281,039
   LPL FINANCIAL CORP 501 - 2024-03-31 986,640 $57,186,000 148,083
   WMS PARTNERS, LLC 7 - 2023-12-31 959,697 $54,117,000 47,707
   Vista Wealth Management Group LLC 7 - 2024-03-31 825,490 $47,845,000 71,608
   Summit Financial Strategies Inc. 5 - 2024-03-31 745,826 $43,228,000 62,211
   Beaird Harris Wealth Management LLC 11 - 2023-12-31 651,987 $36,766,000 29,002
   GRADIENT INVESTMENTS LLC 28 - 2024-03-31 603,285 $34,966,000 -16,025
   Larson Financial Group LLC 5 - 2024-03-31 563,089 $32,637,000 -36,192
   FOSTER & MOTLEY INC 6 - 2024-03-31 562,410 $32,597,000 3,143
   CITADEL ADVISORS LLC 624 - 2023-12-31 565,780 $31,904,000 565,780
   ATWOOD & PALMER INC 13 - 2024-03-31 544,248 $31,545,000 53,735
   Tarbox Group Inc. 3 - 2024-03-31 525,789 $30,475,000 43,771
   GREENUP STREET WEALTH MANAGEMENT LLC 3 - 2024-03-31 493,134 $28,582,000 93,463
   TCG Advisory Services LLC 9 - 2024-03-31 478,061 $27,708,000 18,181
   NEUBERGER BERMAN GROUP LLC 540 *New 2023-12-31 486,139 $27,413,000 486,139
   GREAT VALLEY ADVISOR GROUP INC. 20 - 2024-03-31 470,838 $27,290,000 56,672
   WADDELL & ASSOCIATES LLC 12 - 2024-03-31 467,540 $27,099,000 13,247
   JANE STREET GROUP LLC 424 - 2023-12-31 475,943 $26,838,000 30,909
   Waypoint Wealth Partners Inc. 4 - 2024-03-31 448,660 $26,004,000 7,037
   WEST PACES ADVISORS INC. 5 - 2024-03-31 420,573 $24,376,000 24,241
   Rockwood Wealth Management LLC 7 - 2024-03-31 418,574 $24,261,000 -18,000
   Symmetry Partner LLC 12 - 2024-03-31 415,427 $24,078,000 -39,859
   J P MORGAN CHASE & CO 1564 - 2024-03-31 408,482 $23,676,000 -11,516
   TRUEPOINT, INC. 22 - 2024-03-31 408,177 $23,658,000 -68,647
   Arlington Financial Advisors LLC 7 *New 2024-03-31 404,141 $23,424,000 404,141
   UBS Group AG 1034 - 2023-12-31 410,449 $23,145,000 45,545
   ROYAL BANK OF CANADA 1063 - 2023-12-31 407,817 $22,996,000 35,231
   OLD MISSION CAPITAL LLC 24 - 2023-12-31 391,466 $22,075,000 253,905
   CI Private Wealth LLC 372 - 2024-03-31 373,743 $21,662,000 -462,474
   Morton Brown Family Wealth LLC 2 - 2024-03-31 357,498 $20,721,000 34,658
   Versant Capital Management Inc 4 - 2024-03-31 351,185 $20,355,000 -1,037
   Orion Portfolio Solutions LLC 95 - 2024-03-31 335,339 $19,436,000 322,921
   PrairieView Partners LLC 13 - 2024-03-31 326,020 $18,897,000 10,167
   Ritter Daniher Financial Advisory LLC / DE 5 - 2023-12-31 333,803 $18,823,000 13,335
   Apollon Wealth Management LLC 36 - 2024-03-31 322,307 $18,681,000 84,244
   BUCKINGHAM ASSET MANAGEMENT, LLC 67 - 2024-03-31 312,761 $18,128,000 3,142
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 287 - 2023-09-30 341,454 $18,025,000 4,959
   BANK OF AMERICA CORP /DE/ 1931 - 2023-12-31 302,047 $17,032,000 46,917
   TCI Wealth Advisors Inc. 15 - 2024-03-31 285,367 $16,540,000 -21,041
   Waypoint Capital Advisors LLC 3 - 2024-03-31 280,802 $16,275,000 30,182
   Quantum Financial Advisors LLC 10 - 2024-03-31 277,999 $16,113,000 -1,196
   WJ Interests LLC 4 - 2024-03-31 261,746 $15,171,000 10,461
   KAVAR CAPITAL PARTNERS GROUP LLC 12 - 2023-12-31 265,752 $14,986,000 134,153
   Empowered Funds LLC 66 *New 2024-03-31 249,912 $14,485,000 249,912
   FIFTH THIRD BANCORP 208 - 2024-03-31 249,347 $14,452,000 -8,360
   JNBA FINANCIAL ADVISORS 16 - 2024-03-31 243,107 $14,090,000 -95,820
   SC&H Financial Advisors Inc. 8 - 2024-03-31 234,944 $13,617,000 15,451
   Venturi Wealth Management LLC 31 - 2024-03-31 227,669 $13,196,000 8,843
   Diversified Portfolios Inc. 15 - 2024-03-31 223,604 $12,960,000 53,337
   Concord Wealth Partners 9 - 2024-03-31 223,530 $12,956,000 721
   Amplius Wealth Advisors LLC 19 - 2024-03-31 220,372 $12,773,000 -202,676
   Plancorp LLC 22 - 2023-12-31 215,833 $12,171,000 11,323
   Berger Financial Group Inc 21 *New 2024-03-31 209,716 $12,155,000 209,716
   COMMONWEALTH EQUITY SERVICES LLC. 700 - 2024-03-31 205,414 $11,906,000 25,623
   PARK AVENUE SECURITIES LLC 100 - 2024-03-31 202,328 $11,727,000 13,221
   WARREN AVERETT ASSET MANAGEMENT, LLC 42 - 2023-12-31 206,233 $11,629,000 -10,861
   Resources Investment Advisors Inc. 115 - 2024-03-31 191,666 $11,109,000 7,034
   Garrett Investment Advisors LLC 18 - 2024-03-31 187,669 $10,877,000 -53,914
   WEBSTERROGERS FINANCIAL ADVISORS LLC 7 - 2023-12-31 191,596 $10,804,000 -6,290
   Hill Investment Group Partners LLC 13 - 2023-12-31 185,198 $10,443,000 14,258
   JRM Investment Counsel LLC 10 - 2023-12-31 179,763 $10,137,000 66,796
   Dynamic Advisors Solutions LLC 75 - 2024-03-31 172,586 $10,003,000 42,375
   ERn Financial LLC 14 - 2024-03-31 171,371 $9,933,000 4,447
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 474 - 2024-03-31 171,373 $9,933,000 15,234
   RWM Asset Management LLC 19 - 2024-03-31 170,944 $9,908,000 -18,396
   OPUS CAPITAL GROUP LLC 20 - 2024-03-31 168,041 $9,740,000 5,099
   AIRE ADVISORS LLC 15 - 2023-12-31 172,233 $9,721,000 -3,288
   MML INVESTORS SERVICES LLC 387 - 2023-12-31 168,394 $9,496,000 53,698
   GRAND WEALTH MANAGEMENT LLC 5 - 2024-03-31 162,527 $9,420,000 19,457
   CARDIFF PARK ADVISORS LLC 16 - 2023-12-31 167,043 $9,420,000 6,975
   Werba Rubin Papier Wealth Management 7 - 2024-03-31 159,375 $9,237,000 -853
   Foundations Investment Advisors LLC 80 - 2023-12-31 166,875 $9,206,000 6,228
   Allen Capital Group LLC 17 - 2024-03-31 152,094 $8,815,000 146,604
   NORTHWEST WEALTH MANAGEMENT LLC 8 - 2023-12-31 152,943 $8,624,000 19,332
   Merit Financial Group LLC 85 - 2024-03-31 141,357 $8,534,000 17,414
   Visionary Horizons LLC 4 - 2024-03-31 143,251 $8,244,000 5,417
   Feltz Wealth PLAN Inc. 27 - 2024-03-31 140,891 $8,166,000 -799
   Valued Wealth Advisors LLC 7 - 2024-03-31 140,027 $8,116,000 126,992
   Total Wealth Planning LLC 20 - 2024-03-31 137,295 $7,958,000 -4,975
   Flagstone Financial Management 11 - 2024-03-31 137,282 $7,957,000 -39,791
   CWM LLC 335 - 2024-03-31 133,677 $7,748,000 69,663
   JONES FINANCIAL COMPANIES LLLP 119 - 2023-12-31 136,844 $7,717,000 133,870
   BSW WEALTH PARTNERS 14 - 2024-03-31 131,493 $7,621,000 117,465
   Krasney Financial LLC 24 - 2024-03-31 129,775 $7,522,000 59,931
   Vantage Financial Partners Ltd. Inc. 17 *New 2023-12-31 132,882 $7,493,000 132,882
   Shotwell Rutter Baer Inc 3 - 2024-03-31 123,023 $7,308,000 1,441
   Henrickson Nauta Wealth Advisors Inc. 9 - 2024-03-31 121,574 $7,111,000 -373
  100 Records found
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