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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HPM Partners LLC - 2023-12-31 1,617,432 $91,207,000 -23,206
   CREATIVE PLANNING 85 - 2023-12-31 1,485,825 $83,786,000 -233,234
   Congress Wealth Management LLC / DE / 16 - 2024-03-31 1,141,702 $66,173,000 -281,039
   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
   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
   CI Private Wealth LLC 372 - 2024-03-31 373,743 $21,662,000 -462,474
   Versant Capital Management Inc 4 - 2024-03-31 351,185 $20,355,000 -1,037
   TCI Wealth Advisors Inc. 15 - 2024-03-31 285,367 $16,540,000 -21,041
   Quantum Financial Advisors LLC 10 - 2024-03-31 277,999 $16,113,000 -1,196
   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
   Amplius Wealth Advisors LLC 19 - 2024-03-31 220,372 $12,773,000 -202,676
   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
   RWM Asset Management LLC 19 - 2024-03-31 170,944 $9,908,000 -18,396
   AIRE ADVISORS LLC 15 - 2023-12-31 172,233 $9,721,000 -3,288
   Werba Rubin Papier Wealth Management 7 - 2024-03-31 159,375 $9,237,000 -853
   Feltz Wealth PLAN Inc. 27 - 2024-03-31 140,891 $8,166,000 -799
   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
   Henrickson Nauta Wealth Advisors Inc. 9 - 2024-03-31 121,574 $7,111,000 -373
   Annapolis Financial Services LLC 14 - 2024-03-31 118,425 $6,864,000 -19,247
   MERRIMAN WEALTH MANAGEMENT, LLC 34 - 2023-12-31 119,475 $6,737,000 -459
   Kelman-Lazarov Inc. 20 - 2024-03-31 109,446 $6,343,000 -1,951
   Bridgewater Advisors Inc. 24 - 2024-03-31 107,048 $6,204,000 -8,722
   AWM CAPITAL LLC 21 - 2024-03-31 92,709 $5,373,000 -625
   Apella Capital LLC 62 - 2024-03-31 90,058 $5,349,000 -7,214
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 11 - 2024-03-31 89,197 $5,170,000 -1,414
   Highland Financial Advisors LLC 14 - 2024-03-31 88,565 $5,133,000 -965
   Echo Wealth Management LLC 9 - 2024-03-31 87,418 $5,067,000 -185
   Great Point Wealth Advisors LLC 22 - 2024-03-31 78,420 $4,545,000 -46
   Advisor Group Holdings Inc. 1117 - 2024-03-31 75,990 $4,404,000 -95,096
   EnRich Financial Partners LLC 18 - 2024-03-31 67,677 $3,923,000 -218
   Carlson Capital Management 25 - 2024-03-31 67,545 $3,915,000 -252,106
   SOL CAPITAL MANAGEMENT CO 69 - 2024-03-31 57,588 $3,338,000 -12,808
   Apeiron RIA LLC 28 - 2024-03-31 52,752 $3,058,000 -952
   Brown Financial Advisory 8 - 2024-03-31 49,289 $2,857,000 -1,841
   Signature Resources Capital Management LLC 9 - 2024-03-31 50,470 $2,846,000 -476
   Equita Financial Network Inc. 24 - 2024-03-31 47,188 $2,735,000 -54,250
   Wedmont Private Capital 69 - 2024-03-31 45,720 $2,716,000 -79
   Prosperity Consulting Group LLC 84 - 2024-03-31 45,351 $2,629,000 -3,849
   Waterfront Wealth Inc. 34 - 2023-12-31 44,483 $2,508,000 -2,560
   Stewardship Advisors LLC 31 - 2024-03-31 39,667 $2,299,000 -181,670
   FLOW TRADERS U.S. LLC 218 - 2023-12-31 34,309 $1,935,000 -175,410
   FINANCIAL NETWORK 985 - 2023-12-31 33,617 $1,896,000 -1,260
   Private Wealth Management Group LLC 20 - 2024-03-31 32,267 $1,870,000 -1,437
   HANSON MCCLAIN, INC. 331 - 2024-03-31 30,733 $1,781,000 -1,958
   Asset Dedication LLC 129 - 2024-03-31 26,543 $1,536,000 -38
   Good Life Advisors LLC 130 - 2024-03-31 24,913 $1,444,000 -597
   IEQ CAPITAL LLC 381 - 2024-03-31 24,850 $1,440,000 -19,032
   EVENSKY & KATZ INC 47 - 2024-03-31 23,449 $1,359,000 -297
   RVW Wealth LLC 56 - 2024-03-31 22,364 $1,296,000 -802
   SAX WEALTH ADVISORS LLC 61 - 2023-12-31 22,415 $1,264,000 -1,707
   Geneos Wealth Management Inc. 325 - 2024-03-31 20,343 $1,179,000 -1,267
   QUARRY HILL ADVISORS LLC 21 - 2024-03-31 20,203 $1,171,000 -480
   SAGE RHINO CAPITAL LLC 78 - 2024-03-31 18,136 $1,051,000 -200
   Baird Financial Group Inc. 1144 - 2023-12-31 17,261 $973,000 -1,244
   Robertson Stephens Wealth Management LLC 222 - 2023-12-31 17,157 $967,000 -2,328
   BCR Wealth Strategies LLC 10 - 2024-03-31 15,806 $917,000 -899
   NWAM LLC 251 - 2024-03-31 13,859 $831,000 -1,866
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 68 - 2024-03-31 14,234 $825,000 -64,100
   Intelligence Driven Advisers LLC 45 - 2024-03-31 14,190 $822,000 -23,813
   Hoxton Planning & Management LLC 46 - 2024-03-31 13,833 $802,000 -73
   ShoreHaven Wealth Partners LLC 44 - 2024-03-31 13,019 $755,000 -35,908
   Atlas Wealth LLC 40 - 2024-03-31 12,532 $726,000 -161
   PCG Wealth Advisors LLC 60 - 2024-03-31 11,359 $658,000 -1,155
   Orion Capital Management LLC 62 - 2024-03-31 9,880 $573,000 -1,048
   Truadvice LLC 123 - 2023-09-30 9,754 $520,000 -1,719
   PRIVATE CAPITAL MANAGEMENT LLC 100 - 2024-03-31 8,897 $516,000 -221
   TRIAD FINANCIAL ADVISORS INC. 56 - 2023-09-30 8,200 $433,000 -283
   Wealthfront Advisers LLC 755 - 2024-03-31 7,186 $417,000 -66
   CAPROCK Group Inc. 473 - 2024-03-31 7,023 $407,000 -17
   B&D White Capital Company LLC 42 - 2024-03-31 6,291 $365,000 -175
   Aprio Wealth Management LLC 126 - 2024-03-31 6,253 $362,000 -2,263
   FIRST NATIONAL BANK SIOUX FALLS 99 - 2024-03-31 5,750 $333,000 -2,485
   USAdvisors Wealth Management LLC 108 - 2024-03-31 5,745 $332,000 -75
   Ruedi Wealth Management Inc. 45 - 2024-03-31 5,320 $308,000 -190
   PNC FINANCIAL SERVICES GROUP INC 1914 - 2024-03-31 4,998 $290,000 -1,095
   WEALTHSOURCE PARTNERS LLC 421 - 2023-12-31 4,985 $281,000 -265
   Collaborative Wealth Managment Inc. 157 - 2024-03-31 3,565 $207,000 -114
   GPS Wealth Strategies Group LLC 275 - 2024-03-31 3,045 $176,000 -2
   Tanglewood Legacy Advisors LLC 131 - 2024-03-31 1,505 $87,000 -520
   CREATIVE FINANCIAL DESIGNS INC /ADV 699 - 2024-03-31 964 $56,000 -82
   Ronald Blue Trust Inc. 1065 - 2024-03-31 574 $33,000 -73
   Rockbridge Investment Management LCC 311 - 2023-12-31 439 $25,000 -356
   CVA Family Office LLC 637 - 2024-03-31 350 $20,000 -10
   TIMBER CREEK CAPITAL MANAGEMENT LLC 115 - 2024-03-31 226 $13,000 -188
   Carmichael Hill & Associates Inc. 537 - 2024-03-31 102 $6,000 -103
  93 Records found
  1    
  Page 1 of 1
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