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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 - 2023-12-31 284,575 $13,082,000 21,150
   Meredith Wealth Planning 6 - 2024-03-31 210,358 $9,969,000 6,963
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 7 - 2023-12-31 212,507 $9,769,000 5,329
   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
   Brainard Capital Management LLC 8 - 2023-03-31 104,827 $4,475,000 21,857
   CI Private Wealth LLC 731 - 2023-12-31 93,169 $4,283,000 -5,085
   BAYSHORE ASSET MANAGEMENT LLC 13 - 2023-12-31 85,507 $3,931,000 4,038
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 82,451 $3,790,000 13,959
   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
   MB Generational Wealth LLC 9 - 2023-12-31 64,609 $2,970,000 0
   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
   CSS LLC/IL 31 - 2023-12-31 48,805 $2,244,000 0
   Tortoise Investment Management LLC 74 - 2023-12-31 48,117 $2,212,000 3,057
   Northland Capital Management LLC 19 - 2024-03-31 46,274 $2,193,000 602
   LPL FINANCIAL CORP 2371 - 2023-12-31 43,482 $1,999,000 11,426
   CALLAN CAPITAL, LLC 64 *New 2023-12-31 39,472 $1,815,000 39,472
   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
   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
   Private Advisor Group LLC 1156 *New 2023-12-31 19,964 $918,000 19,964
   MRAZ, AMERINE & ASSOCIATES, INC. 85 - 2023-12-31 18,816 $865,000 -908
   BUCKINGHAM ASSET MANAGEMENT, LLC 349 - 2023-12-31 18,570 $854,000 605
   COMMONWEALTH EQUITY SERVICES LLC. 2293 - 2023-12-31 17,101 $786,000 1,773
   Cypress Point Wealth Management LLC 33 - 2023-12-31 16,891 $777,000 11,324
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1924 - 2024-03-31 15,786 $748,000 -38
   Jackson Creek Investment Advisors LLC 204 - 2023-12-31 14,689 $675,000 20
   J P MORGAN CHASE & CO 3525 *New 2023-12-31 14,588 $671,000 14,588
   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
   NCM Capital Management LLC 81 - 2023-12-31 11,710 $538,000 11
   PrairieView Partners LLC - 2023-12-31 11,618 $534,000 60
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3719 *New 2023-12-31 11,301 $520,000 11,301
   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 94 - 2023-12-31 9,288 $427,000 9,288
   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
   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
   Life Planning Partners Inc 53 - 2023-12-31 5,173 $238,000 1,328
   CoreFirst Bank & Trust 110 - 2023-12-31 5,135 $236,000 3,535
   WMG Financial Advisors LLC 101 - 2023-12-31 5,000 $230,000 0
   Efficient Frontier Advisors LLC 12 - 2024-03-31 4,719 $224,000 0
   Good Life Advisors LLC 391 *New 2023-12-31 4,840 $223,000 4,840
   Empirical Finance LLC 503 *New 2023-12-31 4,855 $223,000 4,855
   Emerald Investment Partners LLC - 2023-12-31 4,539 $209,000 -2,100
   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. 4515 - 2023-12-31 1,849 $85,000 13
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1903 - 2023-12-31 1,529 $70,000 0
   PARKSIDE FINANCIAL BANK & TRUST 628 - 2023-12-31 1,297 $60,000 0
   MORGAN STANLEY 5954 *New 2023-12-31 1,091 $50,000 1,091
   HANSON MCCLAIN, INC. 1307 - 2024-03-31 1,028 $49,000 0
   Moisand Fitzgerald Tamayo LLC 181 - 2024-03-31 1,004 $48,000 2
   Orion Capital Management LLC 241 - 2023-12-31 1,054 $48,000 201
   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 316 - 2023-12-31 341 $16,000 0
   ELEVATE WEALTH ADVISORY INC 107 - 2023-12-31 165 $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
   PROEQUITIES INC. 3347 - 2023-12-31 0 $0 0
   Paragon Advisors LLC 112 *Closed 2023-12-31 0 $0 -65,022
  89 Records found
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