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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 - 2023-12-31 1,073,102 $44,341,000 60,796
   ENVESTNET ASSET MANAGEMENT INC 960 - 2023-12-31 549,218 $22,974,000 80,659
   BCR Wealth Strategies LLC - 2023-12-31 499,671 $20,901,000 12,125
   Financial Partners Group Inc 12 *New 2023-12-31 389,416 $16,289,000 389,416
   REGATTA CAPITAL GROUP LLC 6 - 2024-03-31 345,340 $14,245,000 39,242
   Highland Financial Advisors LLC 7 - 2023-12-31 336,521 $14,077,000 14,038
   CREATIVE PLANNING 311 *New 2023-12-31 333,301 $13,942,000 333,301
   LPL FINANCIAL CORP 1049 - 2023-12-31 332,805 $13,921,000 155,552
   Aveo Capital Partners LLC 22 - 2023-12-31 232,254 $9,715,000 2,915
   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
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 210,060 $8,787,000 20,121
   AE Wealth Management LLC 425 - 2023-12-31 211,663 $8,746,000 566
   CI Private Wealth LLC 564 - 2023-12-31 197,006 $8,241,000 -803,563
   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
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 11 - 2023-12-31 124,638 $5,214,000 -8,335
   ROYAL BANK OF CANADA 2032 - 2023-12-31 98,064 $4,102,000 -8,779
   GRAND WEALTH MANAGEMENT LLC 12 - 2023-12-31 92,149 $3,855,000 31,139
   JANE STREET GROUP LLC 1773 - 2023-12-31 87,781 $3,672,000 -139,255
   WMG Financial Advisors LLC 8 - 2023-12-31 85,046 $3,557,000 9,116
   Strategic Blueprint LLC 94 - 2024-03-31 85,620 $3,532,000 636
   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
   MML INVESTORS SERVICES LLC 826 - 2023-12-31 70,858 $2,964,000 34,521
   COMMONWEALTH EQUITY SERVICES LLC. 1425 - 2023-12-31 69,555 $2,910,000 4,740
   Eaton-Cambridge Inc. 7 - 2023-12-31 66,920 $2,799,000 0
   Good Life Advisors LLC 73 - 2023-12-31 65,141 $2,725,000 9,821
   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
   B&D White Capital Company LLC 26 - 2023-12-31 56,385 $2,359,000 570
   EverSource Wealth Advisors LLC 99 - 2023-12-31 55,231 $2,310,000 405
   SC&H Financial Advisors Inc. 28 - 2023-12-31 54,248 $2,269,000 -9,540
   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
   MAGNOLIA CAPITAL ADVISORS LLC 20 - 2023-12-31 45,609 $1,894,000 45,609
   SILVER OAK SECURITIES Inc 93 - 2023-12-31 41,817 $1,749,000 41,817
   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
   Private Advisor Group LLC 914 - 2023-12-31 34,890 $1,459,000 -53,124
   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
   Great Point Wealth Advisors LLC - 2023-12-31 23,775 $995,000 1,581
   CARDIFF PARK ADVISORS LLC 99 - 2023-12-31 21,795 $912,000 -2,800
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2917 *New 2023-12-31 21,739 $909,000 21,739
   Lion Street Advisors LLC 62 - 2024-03-31 20,076 $840,000 0
   Summit X LLC 84 - 2023-12-31 20,003 $837,000 11,988
   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
   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
   Financial Advocates Investment Management 430 *New 2023-12-31 11,910 $498,000 11,910
   NWAM LLC 342 - 2023-12-31 11,750 $492,000 281
   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
   Herold Advisors Inc. 190 *New 2023-12-31 8,629 $361,000 8,629
   Mutual Advisors LLC 753 - 2023-12-31 8,400 $351,000 0
   Kingsview Wealth Management LLC 758 - 2023-12-31 7,301 $305,000 -1,169
   Werba Rubin Papier Wealth Management - 2023-12-31 6,785 $284,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 302 - 2024-03-31 6,670 $275,000 -570
   Tortoise Investment Management LLC 177 - 2023-12-31 6,570 $275,000 240
   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 295 *New 2023-12-31 5,803 $243,000 5,803
   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. 4490 - 2023-12-31 2,089 $87,000 -4,286
   ADVISORY SERVICES NETWORK, LLC 2224 *New 2023-12-31 800 $33,000 800
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 317 - 2023-12-31 445 $19,000 -1,107
   WELLS FARGO & CO/MN 5349 *New 2023-12-31 74 $3,000 74
   Larson Financial Group LLC 1381 - 2023-12-31 46 $2,000 0
   Arlington Financial Advisors LLC 75 *Closed 2024-03-31 0 $0 -6,902
   PROEQUITIES INC. 3640 - 2023-12-31 0 $0 0
   FMR LLC 5109 *New 2023-12-31 1 $0 1
   V Wealth ManagementLLC 316 *Closed 2023-09-30 0 $0 -13,545
   Sound Income Strategies LLC 1427 *Closed 2024-03-31 0 $0 -3,816
  90 Records found
  1    
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