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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 - 2023-12-31 12,270,330 $691,924,000 1,185,965
   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 - 2023-12-31 2,194,665 $123,757,000 839,454
   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
   HIGHTOWER ADVISORS, LLC 170 - 2023-12-31 1,383,057 $77,987,000 -17,305
   Congress Wealth Management LLC / DE / 16 - 2024-03-31 1,141,702 $66,173,000 -281,039
   WELLS FARGO & CO/MN 638 - 2023-12-31 992,458 $55,965,000 660,865
   WMS PARTNERS, LLC 7 - 2023-12-31 959,697 $54,117,000 47,707
   LPL FINANCIAL CORP 515 - 2023-12-31 838,557 $47,286,000 92,506
   CI Private Wealth LLC 223 - 2023-12-31 836,217 $47,154,000 49,595
   Vista Wealth Management Group LLC 8 - 2023-12-31 753,882 $42,511,000 53,427
   Summit Financial Strategies Inc. 5 *New 2023-12-31 683,615 $38,549,000 683,615
   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 - 2023-12-31 599,281 $33,793,000 3,275
   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
   NEUBERGER BERMAN GROUP LLC 540 *New 2023-12-31 486,139 $27,413,000 486,139
   TRUEPOINT, INC. 22 - 2023-12-31 476,824 $26,888,000 31,428
   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
   TCG Advisory Services LLC 8 - 2023-12-31 459,880 $25,933,000 48,202
   WADDELL & ASSOCIATES LLC 13 *New 2023-12-31 454,293 $25,618,000 454,293
   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 1487 - 2023-12-31 419,998 $23,684,000 324,293
   Arlington Financial Advisors LLC 7 *New 2024-03-31 404,141 $23,424,000 404,141
   GREAT VALLEY ADVISOR GROUP INC. 25 - 2023-12-31 414,166 $23,355,000 32,473
   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
   GREENUP STREET WEALTH MANAGEMENT LLC 4 - 2023-12-31 399,671 $22,537,000 49,317
   OLD MISSION CAPITAL LLC 24 - 2023-12-31 391,466 $22,075,000 253,905
   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
   Ritter Daniher Financial Advisory LLC / DE 5 - 2023-12-31 333,803 $18,823,000 13,335
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 287 - 2023-09-30 341,454 $18,025,000 4,959
   PrairieView Partners LLC - 2023-12-31 315,853 $17,811,000 3,587
   BUCKINGHAM ASSET MANAGEMENT, LLC 66 - 2023-12-31 309,619 $17,459,000 51,984
   TCI Wealth Advisors Inc. 12 - 2023-12-31 306,408 $17,278,000 11,382
   BANK OF AMERICA CORP /DE/ 1931 - 2023-12-31 302,047 $17,032,000 46,917
   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
   FIFTH THIRD BANCORP 208 - 2024-03-31 249,347 $14,452,000 -8,360
   Waypoint Capital Advisors LLC - 2023-12-31 250,620 $14,132,000 -9,696
   JNBA FINANCIAL ADVISORS 16 - 2024-03-31 243,107 $14,090,000 -95,820
   Apollon Wealth Management LLC 44 *New 2023-12-31 238,063 $13,424,000 238,063
   Venturi Wealth Management LLC 31 - 2024-03-31 227,669 $13,196,000 8,843
   Amplius Wealth Advisors LLC 19 - 2024-03-31 220,372 $12,773,000 -202,676
   Concord Wealth Partners 7 - 2023-12-31 222,809 $12,564,000 -21,568
   SC&H Financial Advisors Inc. 7 - 2023-12-31 219,493 $12,377,000 28,344
   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
   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
   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
   Resources Investment Advisors Inc. 114 - 2023-12-31 184,632 $10,411,000 9,820
   COMMONWEALTH EQUITY SERVICES LLC. 725 - 2023-12-31 179,791 $10,138,000 49,489
   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
   Flagstone Financial Management - 2023-12-31 177,073 $9,985,000 -8,454
   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
   Advisor Group Holdings Inc. 827 - 2023-12-31 171,086 $9,648,000 -126,760
   Diversified Portfolios Inc. 18 - 2023-12-31 170,267 $9,601,000 50,507
   MML INVESTORS SERVICES LLC 387 - 2023-12-31 168,394 $9,496,000 53,698
   CARDIFF PARK ADVISORS LLC 16 - 2023-12-31 167,043 $9,420,000 6,975
   Foundations Investment Advisors LLC 80 - 2023-12-31 166,875 $9,206,000 6,228
   Werba Rubin Papier Wealth Management - 2023-12-31 160,228 $9,035,000 398
   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
   Visionary Horizons LLC 4 - 2024-03-31 143,251 $8,244,000 5,417
   GRAND WEALTH MANAGEMENT LLC 5 - 2023-12-31 143,070 $8,068,000 18,328
   Feltz Wealth PLAN Inc. 35 - 2023-12-31 141,690 $7,990,000 -1,359
   Total Wealth Planning LLC 20 - 2024-03-31 137,295 $7,958,000 -4,975
   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
   Merit Financial Group LLC 74 *New 2023-12-31 123,943 $6,989,000 123,943
   Fonville Wealth Management LLC 8 - 2024-03-31 119,228 $6,910,000 27,047
   Annapolis Financial Services LLC 14 - 2024-03-31 118,425 $6,864,000 -19,247
  100 Records found
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