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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    14
Total shares held : 
 3,784,237  
% of shares held : 
 24.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 479,612  
% of shares held change : 
   3.15%  
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 :
16
 187,509
 4.96%
 
Increased Positions :
37
 431,894
 11.41%
 
Unchanged Positions :
13
 419,065
 11.07%
 
Decreased Positions :
14
-69,052
-1.82%
 
Closed Positions :
2
-70,739
-1.87%
 
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
   MERRIMAN WEALTH MANAGEMENT, LLC 14 - 2023-12-31 657,624 $30,231,000 32,741
   AMERICAN CENTURY COMPANIES INC 928 - 2023-12-31 373,996 $17,193,000 90,702
   Armbruster Capital Management Inc. 12 - 2024-03-31 293,001 $13,885,000 8,426
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 7 - 2024-03-31 215,670 $10,221,000 3,163
   Meredith Wealth Planning 6 - 2024-03-31 210,358 $9,969,000 6,963
   ANDERSON HOAGLAND & CO 35 - 2024-03-31 171,261 $8,166,000 -33,013
   Pathstone Holdings LLC 297 - 2023-12-31 175,848 $8,084,000 0
   JANE STREET GROUP LLC 1284 - 2023-12-31 136,379 $6,269,000 86,963
   PATHSTONE FAMILY OFFICE, LLC 233 *New 2023-09-30 264,057 $6,116,000 264,057
   BSW WEALTH PARTNERS 23 - 2024-03-31 121,496 $5,758,000 116,061
   Perigon Wealth Management LLC 144 *New 2024-03-31 100,995 $4,786,000 100,995
   HIGHTOWER ADVISORS, LLC 979 *New 2024-03-31 99,994 $4,753,000 99,994
   Allegiance Financial Group Advisory Services LLC 16 - 2024-03-31 95,961 $4,548,000 13,510
   Brainard Capital Management LLC 8 - 2023-03-31 104,827 $4,475,000 21,857
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 17 *New 2024-03-31 92,389 $4,378,000 92,389
   BAYSHORE ASSET MANAGEMENT LLC 13 - 2023-12-31 85,507 $3,931,000 4,038
   MB Generational Wealth LLC 8 - 2024-03-31 81,239 $3,850,000 16,630
   Oceanside Advisors LLC 13 - 2024-03-31 79,498 $3,767,000 3,379
   OLD MISSION CAPITAL LLC 173 - 2023-12-31 79,272 $3,644,000 79,272
   ENZI WEALTH 14 - 2024-03-31 74,629 $3,490,000 23,102
   FIDELITY D & D BANCORP INC 8 - 2024-03-31 73,330 $3,475,000 6,535
   Austin Wealth Management LLC 34 - 2023-12-31 69,801 $3,246,000 31,535
   CREATIVE PLANNING 755 - 2023-12-31 62,832 $2,888,000 -1,013
   Apeiron RIA LLC 31 - 2024-03-31 60,323 $2,859,000 2,578
   Tortoise Investment Management LLC 74 - 2024-03-31 52,221 $2,475,000 4,104
   CSS LLC/IL 31 - 2023-12-31 48,805 $2,244,000 0
   Northland Capital Management LLC 19 - 2024-03-31 46,274 $2,193,000 602
   Private Advisor Group LLC 811 - 2024-03-31 41,831 $1,982,000 21,867
   LPL FINANCIAL CORP 2509 - 2024-03-31 41,680 $1,975,000 -1,802
   CALLAN CAPITAL, LLC 64 - 2024-03-31 40,559 $1,922,000 1,087
   ENVESTNET ASSET MANAGEMENT INC 2524 - 2023-12-31 39,452 $1,814,000 4,898
   Strategic Blueprint LLC 161 - 2024-03-31 38,236 $1,812,000 809
   MML INVESTORS SERVICES LLC 1070 - 2023-12-31 37,734 $1,735,000 4,857
   Wedmont Private Capital 105 - 2024-03-31 34,018 $1,650,000 138
   UMB BANK N A/MO 296 - 2024-03-31 27,618 $1,309,000 -4,636
   Cypress Point Wealth Management LLC 37 - 2024-03-31 26,866 $1,273,000 9,975
   Asset Dedication LLC 155 - 2024-03-31 24,237 $1,150,000 151
   Silicon Hills Wealth Management LLC 33 - 2023-06-30 24,339 $1,062,000 -618
   WARREN AVERETT ASSET MANAGEMENT, LLC 215 - 2023-12-31 22,556 $1,037,000 -491
   CITADEL ADVISORS LLC 2910 - 2023-12-31 22,191 $1,020,000 16,070
   COMMONWEALTH EQUITY SERVICES LLC. 2301 - 2024-03-31 19,246 $912,000 2,145
   BUCKINGHAM ASSET MANAGEMENT, LLC 357 - 2024-03-31 18,592 $881,000 22
   MRAZ, AMERINE & ASSOCIATES, INC. 85 - 2023-12-31 18,816 $865,000 -908
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1924 - 2024-03-31 15,786 $748,000 -38
   J P MORGAN CHASE & CO 3535 - 2024-03-31 15,090 $715,000 502
   Jackson Creek Investment Advisors LLC 217 - 2024-03-31 14,012 $664,000 -677
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1154 - 2023-09-30 14,203 $617,000 -699
   Breakwater Capital Group 135 - 2024-03-31 12,655 $600,000 3,750
   All Season Financial Advisors Inc. 55 - 2024-03-31 12,353 $585,000 1,392
   LAM GROUP INC. 51 - 2024-03-31 12,265 $581,000 7,420
   Versant Capital Management Inc 68 - 2024-03-31 12,031 $570,000 -123
   WMS PARTNERS, LLC 148 - 2023-12-31 12,000 $552,000 -4,601
   PrairieView Partners LLC 76 - 2024-03-31 11,392 $540,000 -226
   NCM Capital Management LLC 81 - 2023-12-31 11,710 $538,000 11
   Greenspring Advisors LLC 39 - 2024-03-31 10,341 $490,000 5,891
   Capital Investment Advisory Services LLC 300 - 2024-03-31 10,324 $489,000 892
   DBK Financial Counsel LLC 38 - 2024-03-31 9,920 $470,000 3,120
   TFB Advisors LLC 147 - 2024-03-31 9,088 $436,000 -200
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3848 - 2024-03-31 7,411 $351,000 -3,890
   Seed Wealth Management Inc. 98 - 2024-03-31 6,000 $285,000 0
   CIBC WORLD MARKETS INC. 992 - 2023-12-31 6,144 $282,000 -86
   CARDIFF PARK ADVISORS LLC 189 - 2023-12-31 6,053 $278,000 60
   Good Life Advisors LLC 367 - 2024-03-31 5,800 $275,000 960
   BlackDiamond Wealth Management Inc. 108 *New 2023-12-31 5,877 $266,000 5,877
   Balboa Wealth Partners 187 - 2023-12-31 5,493 $253,000 -516
   WMG Financial Advisors LLC 120 - 2024-03-31 5,000 $237,000 0
   CoreFirst Bank & Trust 110 - 2023-12-31 5,135 $236,000 3,535
   Empirical Finance LLC 505 - 2024-03-31 4,855 $230,000 0
   Efficient Frontier Advisors LLC 12 - 2024-03-31 4,719 $224,000 0
   Emerald Investment Partners LLC 263 - 2024-03-31 4,569 $217,000 30
   True Wealth Design LLC 119 - 2023-12-31 3,464 $159,000 -1,760
   ROYAL BANK OF CANADA 4683 *New 2023-12-31 3,250 $149,000 3,250
   IFP Advisors Inc 1133 - 2023-12-31 2,720 $125,000 0
   Advisor Group Holdings Inc. 4297 - 2024-03-31 1,849 $88,000 0
   Financial Advisory Service Inc. 328 *New 2024-03-31 1,627 $77,000 1,627
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1903 - 2023-12-31 1,529 $70,000 0
   MORGAN STANLEY 5954 *New 2023-12-31 1,091 $50,000 1,091
   PARKSIDE FINANCIAL BANK & TRUST 742 - 2024-03-31 1,038 $49,000 -259
   HANSON MCCLAIN, INC. 1307 - 2024-03-31 1,028 $49,000 0
   Orion Capital Management LLC 238 - 2024-03-31 1,031 $49,000 -23
   Moisand Fitzgerald Tamayo LLC 181 - 2024-03-31 1,004 $48,000 2
   Beaird Harris Wealth Management LLC 191 *New 2023-12-31 1,025 $47,000 1,025
   CVA Family Office LLC 516 - 2024-03-31 900 $43,000 0
   PRIVATE TRUST CO NA 1255 - 2024-03-31 706 $33,000 0
   WealthCollab LLC 335 - 2024-03-31 341 $16,000 0
   ELEVATE WEALTH ADVISORY INC 103 - 2024-03-31 165 $8,000 0
   Global Retirement Partners LLC 2657 - 2024-03-31 50 $2,000 0
   UBS Group AG 6829 - 2023-12-31 30 $1,000 -1,563
   Capasso Planning Partners LLC 112 *Closed 2024-03-31 0 $0 -4,448
   Life Planning Partners Inc 113 *Closed 2024-03-31 0 $0 -5,173
   PROEQUITIES INC. 7181 - 2024-03-31 0 $0 0
   CI Private Wealth LLC 2356 *Closed 2024-03-31 0 $0 -93,169
  92 Records found
  1    
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