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Get Institutions for : 
Avantis Core Fixed Income Etf (AVIG)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 86    15
Total shares held : 
 11,396,168  
% of shares held : 
 88.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 883,442  
% of shares held change : 
   6.86%  
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 :
15
 1,383,135
 12.14%
 
Increased Positions :
37
 762,076
 6.69%
 
Unchanged Positions :
9
 258,642
 2.27%
 
Decreased Positions :
25
-1,261,769
-11.07%
 
Closed Positions :
0
0
0%
 
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
   Hill Investment Group Partners LLC 2 - 2023-12-31 2,227,832 $93,190,000 66,590
   PACIFIC LIFE FUND ADVISORS LLC 6 - 2024-03-31 1,247,637 $51,465,000 24,089
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 6 - 2024-03-31 1,126,857 $46,483,000 53,755
   CI Private Wealth LLC 271 - 2024-03-31 955,178 $39,401,000 758,172
   ENVESTNET ASSET MANAGEMENT INC 960 - 2023-12-31 549,218 $22,974,000 80,659
   BCR Wealth Strategies LLC 2 - 2024-03-31 502,663 $20,735,000 2,992
   Financial Partners Group Inc 15 - 2024-03-31 397,163 $16,383,000 7,747
   Highland Financial Advisors LLC 7 - 2024-03-31 383,873 $15,835,000 47,352
   REGATTA CAPITAL GROUP LLC 6 - 2024-03-31 345,340 $14,245,000 39,242
   CREATIVE PLANNING 311 *New 2023-12-31 333,301 $13,942,000 333,301
   LPL FINANCIAL CORP 1223 - 2024-03-31 286,404 $11,814,000 -46,401
   Allegiance Financial Group Advisory Services LLC 7 - 2024-03-31 253,193 $10,444,000 43,133
   Mattern Wealth Management LLC 8 - 2023-12-31 230,294 $9,633,000 -53,842
   PARK AVENUE SECURITIES LLC 122 - 2024-03-31 228,080 $9,408,000 23,573
   RAYMOND JAMES & ASSOCIATES 1233 - 2024-03-31 214,535 $8,850,000 9,302
   AE Wealth Management LLC 425 - 2023-12-31 211,663 $8,746,000 566
   Aveo Capital Partners LLC 25 - 2024-03-31 211,671 $8,571,000 -20,583
   LexAurum Advisors LLC 11 - 2024-03-31 180,749 $7,456,000 44,385
   Advisory Resource Group 9 - 2023-12-31 158,781 $6,642,000 -54,854
   Quantum Financial Advisors LLC 19 - 2024-03-31 144,603 $5,965,000 -1,162
   Plancorp LLC 34 - 2023-12-31 140,442 $5,875,000 0
   GREAT VALLEY ADVISOR GROUP INC. 167 *New 2024-03-31 107,051 $4,416,000 107,051
   ROYAL BANK OF CANADA 2032 - 2023-12-31 98,064 $4,102,000 -8,779
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 12 - 2024-03-31 90,161 $3,719,000 -34,477
   JANE STREET GROUP LLC 1773 - 2023-12-31 87,781 $3,672,000 -139,255
   Strategic Blueprint LLC 94 - 2024-03-31 85,620 $3,532,000 636
   Good Life Advisors LLC 66 - 2024-03-31 85,000 $3,506,000 19,859
   Herold Advisors Inc. 27 - 2024-03-31 84,891 $3,502,000 76,262
   Strategic Financial Concepts LLC 35 - 2024-03-31 83,770 $3,456,000 76,504
   WEALTHSOURCE PARTNERS LLC 76 - 2023-12-31 77,507 $3,242,000 -12,486
   COMMONWEALTH EQUITY SERVICES LLC. 1475 - 2024-03-31 73,842 $3,046,000 4,287
   MML INVESTORS SERVICES LLC 826 - 2023-12-31 70,858 $2,964,000 34,521
   GRAND WEALTH MANAGEMENT LLC 16 - 2024-03-31 71,099 $2,933,000 -21,050
   Eaton-Cambridge Inc. 7 - 2023-12-31 66,920 $2,799,000 0
   MARINER WEALTH ADVISORS, LLC 950 - 2023-12-31 60,230 $2,519,000 -10,271
   CITADEL ADVISORS LLC 2154 - 2023-12-31 58,309 $2,439,000 36,168
   Apella Capital LLC 87 - 2024-03-31 59,705 $2,437,000 -23,880
   EverSource Wealth Advisors LLC 99 - 2023-12-31 55,231 $2,310,000 405
   WMG Financial Advisors LLC 13 - 2024-03-31 55,082 $2,272,000 -29,964
   SC&H Financial Advisors Inc. 28 - 2024-03-31 54,716 $2,257,000 468
   B&D White Capital Company LLC 23 - 2024-03-31 54,720 $2,257,000 -1,665
   Krasney Financial LLC 108 - 2024-03-31 52,950 $2,184,000 1,428
   Ambassador Advisors LLC 57 - 2023-12-31 49,163 $2,023,000 3,555
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1904 - 2024-03-31 42,892 $1,769,000 21,153
   Farther Finance Advisors LLC 155 - 2023-12-31 39,671 $1,659,000 -1,241
   Index Fund Advisors Inc. 27 - 2023-12-31 38,954 $1,629,000 17,183
   Centennial Wealth Advisory LLC 23 - 2024-03-31 38,020 $1,568,000 8,249
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1463 - 2024-03-31 35,287 $1,456,000 6,941
   WCG Wealth Advisors LLC 170 - 2023-12-31 33,543 $1,403,000 8,957
   AMERICAN CENTURY COMPANIES INC 2028 - 2023-12-31 25,286 $1,058,000 9,130
   Summit X LLC 82 - 2024-03-31 24,566 $1,013,000 4,563
   CARDIFF PARK ADVISORS LLC 99 - 2023-12-31 21,795 $912,000 -2,800
   Lion Street Advisors LLC 62 - 2024-03-31 20,076 $840,000 0
   Wealthcare Advisory Partners LLC 469 - 2024-03-31 16,856 $695,000 65
   Lloyd Advisory Services LLC. 112 *New 2024-03-31 10,521 $636,000 10,521
   HANSON MCCLAIN, INC. 508 - 2024-03-31 14,572 $601,000 186
   CWM LLC 1064 - 2024-03-31 14,128 $583,000 -5,551
   Financial Advocates Investment Management 433 - 2024-03-31 13,331 $550,000 1,421
   EHRLICH FINANCIAL GROUP 49 - 2024-03-31 13,328 $550,000 -8,351
   RAYMOND JAMES TRUST CO 676 - 2024-03-31 13,335 $550,000 1,300
   NWAM LLC 338 - 2024-03-31 12,096 $491,000 346
   Beaird Harris Wealth Management LLC 69 *New 2023-12-31 11,140 $466,000 11,140
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1633 - 2024-03-31 10,852 $448,000 -3,196
   Bridge Advisory LLC 72 - 2024-03-31 10,562 $436,000 78
   QUARRY HILL ADVISORS LLC 35 - 2024-03-31 9,611 $396,000 54
   Simplicity WealthLLC 818 *New 2024-03-31 9,578 $395,000 9,578
   Great Point Wealth Advisors LLC 48 - 2024-03-31 9,266 $382,000 -14,509
   Mutual Advisors LLC 813 - 2024-03-31 8,400 $347,000 0
   Kingsview Wealth Management LLC 807 - 2024-03-31 7,366 $304,000 65
   BLUE CREEK INVESTMENT PARTNERS LLC 302 - 2024-03-31 6,670 $275,000 -570
   Meredith Wealth Planning 37 - 2024-03-31 6,196 $256,000 -35
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1429 *New 2023-12-31 5,828 $244,000 5,828
   Betterment LLC 336 - 2024-03-31 5,816 $240,000 13
   Tortoise Investment Management LLC 203 - 2024-03-31 5,260 $217,000 -1,310
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 279 *New 2024-03-31 4,869 $201,000 4,869
   MORRIS FINANCIAL CONCEPTS INC. 101 - 2024-03-31 4,148 $171,000 -493
   CVA Family Office LLC 351 - 2024-03-31 2,470 $102,000 0
   COMERICA BANK 2495 - 2023-12-31 2,335 $98,000 0
   Advisor Group Holdings Inc. 4317 - 2024-03-31 2,043 $84,000 -46
   Ronald Blue Trust Inc. 1027 *New 2024-03-31 873 $36,000 873
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 317 - 2023-12-31 445 $19,000 -1,107
   Larson Financial Group LLC 1376 - 2024-03-31 46 $2,000 0
   ADVISORY SERVICES NETWORK, LLC 1808 *Closed 2024-03-31 0 $0 -800
   Arlington Financial Advisors LLC 75 *Closed 2024-03-31 0 $0 -6,902
   PROEQUITIES INC. 4458 - 2024-03-31 0 $0 0
   Private Advisor Group LLC 2311 *Closed 2024-03-31 0 $0 -34,890
   FMR LLC 5109 *New 2023-12-31 1 $0 1
   V Wealth ManagementLLC 316 *Closed 2023-09-30 0 $0 -13,545
   Werba Rubin Papier Wealth Management 152 *Closed 2024-03-31 0 $0 -6,785
   Sound Income Strategies LLC 1427 *Closed 2024-03-31 0 $0 -3,816
   SILVER OAK SECURITIES Inc 531 *Closed 2024-03-31 0 $0 -41,817
   WELLS FARGO & CO/MN 6942 *Closed 2024-03-31 0 $0 -74
   MAGNOLIA CAPITAL ADVISORS LLC 102 *Closed 2024-03-31 0 $0 -45,609
  93 Records found
  1    
  Page 1 of 1
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