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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
   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
   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
   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
   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
   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
   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
   Morton Brown Family Wealth LLC 2 - 2024-03-31 357,498 $20,721,000 34,658
   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
   Waypoint Capital Advisors LLC 3 - 2024-03-31 280,802 $16,275,000 30,182
   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
   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
   Plancorp LLC 22 - 2023-12-31 215,833 $12,171,000 11,323
   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
   Resources Investment Advisors Inc. 115 - 2024-03-31 191,666 $11,109,000 7,034
   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
   OPUS CAPITAL GROUP LLC 20 - 2024-03-31 168,041 $9,740,000 5,099
   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
   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
   Valued Wealth Advisors LLC 7 - 2024-03-31 140,027 $8,116,000 126,992
   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
   Shotwell Rutter Baer Inc 3 - 2024-03-31 123,023 $7,308,000 1,441
   Fonville Wealth Management LLC 8 - 2024-03-31 119,228 $6,910,000 27,047
   Prosperity Planning Inc. 10 - 2024-03-31 111,394 $6,456,000 8,410
   Fragasso Group Inc. 31 - 2024-03-31 108,481 $6,288,000 2,982
   Capasso Planning Partners LLC 8 - 2024-03-31 107,847 $6,251,000 9,815
   WealthPlan Investment Management LLC 44 - 2023-12-31 110,212 $6,215,000 3,882
   Passive Capital Management LLC. 11 - 2023-03-31 111,730 $5,909,000 54
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1047 - 2024-03-31 100,803 $5,843,000 1,006
   LIBRA WEALTH LLC 11 - 2024-03-31 97,285 $5,639,000 8,921
   Wealth Management Partners LLC 9 - 2024-03-31 92,667 $5,371,000 1,817
   PACIFIC LIFE FUND ADVISORS LLC 17 - 2024-03-31 88,724 $5,142,000 888
   SJS Investment Consulting Inc. 11 - 2024-03-31 88,467 $5,128,000 19,972
   WCG Wealth Advisors LLC 74 - 2023-12-31 85,116 $4,800,000 6,962
   Financial Futures Ltd Liability Co. 16 - 2024-03-31 82,629 $4,789,000 14,385
   Tortoise Investment Management LLC 48 - 2024-03-31 81,382 $4,717,000 10,296
   COLLECTIVE FAMILY OFFICE LLC 18 - 2024-03-31 81,153 $4,704,000 8,999
   RAYMOND JAMES & ASSOCIATES 1625 - 2024-03-31 80,651 $4,675,000 40,756
   WMG Financial Advisors LLC 5 - 2024-03-31 80,246 $4,651,000 5,825
   Trellis Wealth Advisors LLC 9 - 2024-03-31 79,564 $4,612,000 226
   Fortress Wealth Management Inc. 14 - 2024-03-31 78,638 $4,558,000 4,050
   Starfox Financial Services LLC 9 - 2024-03-31 79,214 $4,527,000 2,205
   Chicago Partners Investment Group LLC 116 - 2024-03-31 77,583 $4,464,000 663
   McLean Asset Management Corp 16 - 2024-03-31 74,589 $4,431,000 70
   DOPKINS WEALTH MANAGEMENT LLC 10 - 2024-03-31 74,658 $4,327,000 4,699
   Certified Advisory Corp 57 - 2024-03-31 72,722 $4,215,000 12,946
   First Ascent Asset Management LLC 32 - 2023-12-31 71,431 $4,028,000 4,344
   Cypress Point Wealth Management LLC 12 - 2024-03-31 65,099 $3,773,000 14,087
   ORBA Wealth Advisors L.L.C. 17 - 2024-03-31 64,317 $3,728,000 1,325
   AlphaQ Advisors LLC 9 - 2024-03-31 63,612 $3,687,000 4,219
   Cherry Tree Wealth Management LLC 28 - 2024-03-31 63,346 $3,672,000 3,876
   REDW Stanley Financial Advisors LLC 24 - 2024-03-31 61,083 $3,540,000 2,390
   EP WEALTH ADVISORS, INC. 195 - 2023-12-31 62,568 $3,528,000 935
  100 Records found
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