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Get Institutions for : 
Avantis Us Large Cap Value Etf (AVLV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 178    24
Total shares held : 
 26,178,800  
% of shares held : 
 29.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   76  
Amount of shares held : 
 5,010,495  
% of shares held change : 
   5.57%  
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 :
29
 2,552,478
 9.75%
 
Increased Positions :
85
 3,154,021
 12.05%
 
Unchanged Positions :
31
 1,657,746
 6.33%
 
Decreased Positions :
33
-633,004
-2.42%
 
Closed Positions :
5
-63,000
-0.24%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 15 - 2024-03-31 6,251,242 $401,705,000 6,077,100
   PURE FINANCIAL ADVISORS, INC. 8 - 2024-03-31 1,743,516 $112,038,000 -66,164
   MERRIMAN WEALTH MANAGEMENT, LLC 6 - 2023-12-31 1,872,818 $108,174,000 -91,687
   ALESCO ADVISORS LLC 13 *New 2023-12-31 1,099,918 $63,531,000 1,099,918
   ENVESTNET ASSET MANAGEMENT INC 530 - 2023-12-31 1,083,908 $62,607,000 26,260
   AMERICAN CENTURY COMPANIES INC 448 - 2023-12-31 1,010,091 $58,343,000 196,346
   PARK AVENUE SECURITIES LLC 21 - 2024-03-31 834,433 $53,621,000 -34,445
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 160 - 2023-12-31 923,752 $53,356,000 93,854
   MULTIFINANCIAL SECURITIES CORP 19 - 2023-12-31 912,075 $52,681,000 203,628
   TCG Advisory Services LLC 4 - 2023-12-31 899,350 $51,946,000 33,033
   Bridgewater Advisors Inc. 3 - 2023-12-31 893,230 $51,593,000 36,371
   Moisand Fitzgerald Tamayo LLC 4 - 2024-03-31 751,306 $48,279,000 183,075
   Beaird Harris Wealth Management LLC 5 - 2023-12-31 727,850 $42,041,000 34,414
   Falcon Wealth Planning 3 - 2024-03-31 616,096 $39,590,000 337,247
   COMMONWEALTH EQUITY SERVICES LLC. 260 - 2023-12-31 675,018 $38,989,000 155,814
   LPL FINANCIAL CORP 593 - 2023-12-31 656,652 $37,928,000 238,305
   Apollon Wealth Management LLC 16 - 2023-12-31 546,981 $31,594,000 159,107
   Watch Point Trust Co 5 *New 2023-12-31 529,187 $30,566,000 529,187
   OPUS CAPITAL GROUP LLC 7 - 2024-03-31 455,264 $29,255,000 15,097
   WARREN AVERETT ASSET MANAGEMENT, LLC 18 - 2023-12-31 493,053 $28,479,000 104,271
   Financial Advisory Service Inc. - 2023-12-31 466,808 $26,963,000 25,177
   JRM Investment Counsel LLC 4 - 2023-12-31 395,331 $22,834,000 -65,150
   Fortress Wealth Management Inc. 1 - 2024-03-31 316,844 $20,360,000 13,899
   Allegiance Financial Group Advisory Services LLC - 2023-12-31 337,608 $19,500,000 45,936
   Strategic Blueprint LLC 12 - 2024-03-31 301,506 $19,375,000 3,362
   Integrated Capital Management Inc. 1 - 2024-03-31 297,213 $19,099,000 -13,367
   Visionary Wealth Advisors 11 - 2023-12-31 317,819 $18,357,000 279,085
   WEBSTERROGERS FINANCIAL ADVISORS LLC 3 - 2023-12-31 276,427 $15,966,000 -42,714
   Chicago Partners Investment Group LLC 29 - 2024-03-31 255,060 $15,862,000 14,222
   BANK OF AMERICA CORP /DE/ 2000 - 2023-12-31 266,030 $15,366,000 121,949
   UBS Group AG 1241 - 2023-12-31 256,204 $14,798,000 69,584
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 645 - 2024-03-31 220,751 $14,185,000 64,536
   Glenview Trust Co 75 - 2023-12-31 245,018 $14,152,000 81,670
   Arlington Financial Advisors LLC 10 *New 2024-03-31 219,780 $14,123,000 219,780
   Oceanside Advisors LLC 2 - 2024-03-31 218,891 $14,066,000 6,046
   AIRE ADVISORS LLC 7 - 2023-12-31 239,826 $13,861,000 3,410
   Willow Creek Wealth Management Inc. 16 - 2023-12-31 234,695 $13,556,000 81,278
   Shotwell Rutter Baer Inc 1 - 2024-03-31 195,353 $12,464,000 -1,826
   WJ Interests LLC 6 - 2024-03-31 189,280 $12,163,000 7,797
   Nova R Wealth Inc. 4 - 2024-03-31 167,079 $10,736,000 12,449
   J P MORGAN CHASE & CO 1979 - 2023-12-31 185,770 $10,730,000 -35,053
   Heritage Wealth Management Inc. /CA/ 1 - 2023-12-31 182,081 $10,517,000 0
   Lifestyle Asset Management Inc. 4 *New 2024-03-31 159,986 $10,281,000 159,986
   WESPAC Advisors SoCal LLC 13 *New 2024-03-31 154,947 $9,957,000 154,947
   SAGE RHINO CAPITAL LLC 9 - 2024-03-31 154,618 $9,936,000 -3,565
   PCG Wealth Advisors LLC 3 - 2024-03-31 147,415 $9,473,000 109,422
   SAVANT CAPITAL MANAGEMENT INC 123 - 2023-12-31 163,576 $9,448,000 64,466
   ShoreHaven Wealth Partners LLC 3 - 2023-12-31 159,672 $9,223,000 -53,486
   Northland Capital Management LLC 5 - 2024-03-31 142,698 $9,170,000 654
   Leading Edge Financial Planning LLC 8 - 2023-12-31 156,732 $9,053,000 118,831
   B&D White Capital Company LLC 10 *New 2023-12-31 153,079 $8,842,000 153,079
   Echo Wealth Management LLC 2 - 2024-03-31 136,025 $8,741,000 1,303
   Stratos Wealth Advisors LLC 43 - 2024-03-31 132,077 $8,487,000 5,570
   Waypoint Capital Advisors LLC - 2023-12-31 144,499 $8,346,000 -8,538
   Keyes Stange & Wooten Wealth Management LLC 3 - 2023-12-31 138,964 $8,027,000 0
   Fonville Wealth Management LLC 7 - 2024-03-31 124,582 $8,006,000 15,289
   Arden Trust Co 26 *New 2024-03-31 123,931 $7,964,000 123,931
   FIRST NATIONAL BANK SIOUX FALLS 5 - 2024-03-31 120,816 $7,764,000 21,259
   Austin Wealth Management LLC 15 - 2023-12-31 123,793 $7,410,000 31,089
   Concord Wealth Partners 17 - 2023-12-31 128,235 $7,407,000 -36,037
   Modern Wealth Management LLC 20 - 2023-12-31 127,401 $7,359,000 0
   MB Generational Wealth LLC 6 - 2023-12-31 116,492 $6,729,000 0
   COLLECTIVE FAMILY OFFICE LLC 15 - 2024-03-31 102,133 $6,563,000 15,928
   Valued Wealth Advisors LLC 6 - 2023-12-31 124,078 $6,536,000 0
   Beacon Pointe Advisors LLC 232 - 2023-12-31 107,376 $6,202,000 23,667
   PrairieView Partners LLC - 2023-12-31 106,053 $6,126,000 18,374
   Financial Futures Ltd Liability Co. - 2023-12-31 102,210 $5,904,000 8,618
   SOL CAPITAL MANAGEMENT CO 33 - 2024-03-31 91,603 $5,886,000 6,527
   GREENWICH WEALTH MANAGEMENT LLC 26 - 2023-12-31 100,570 $5,809,000 8,321
   Larson Financial Group LLC 46 - 2023-12-31 90,980 $5,255,000 -5,328
   Moreno Evelyn V 7 *New 2023-12-31 87,875 $5,076,000 87,875
   Ausdal Financial Partners Inc. 35 - 2024-03-31 78,918 $5,071,000 811
   Pathstone Holdings LLC 432 - 2023-12-31 87,198 $5,036,000 0
   CARDIFF PARK ADVISORS LLC 37 - 2023-12-31 82,888 $4,788,000 -3,964
   MML INVESTORS SERVICES LLC 631 - 2023-12-31 80,276 $4,637,000 55,358
   ML & R WEALTH MANAGEMENT LLC 10 - 2023-12-31 75,640 $4,369,000 4,715
   MORGAN STANLEY 3948 - 2023-12-31 74,728 $4,316,000 58,683
   PATHSTONE FAMILY OFFICE, LLC 306 *New 2023-09-30 92,360 $4,230,000 92,360
   Total Wealth Planning LLC 29 - 2024-03-31 65,728 $4,224,000 -7,684
   CI Private Wealth LLC 751 - 2023-12-31 70,303 $4,061,000 4,446
   BUCKINGHAM ASSET MANAGEMENT, LLC 155 - 2023-12-31 69,304 $4,003,000 9,286
   Apollon Financial LLC 21 - 2023-12-31 66,114 $3,819,000 0
   Brainard Capital Management LLC 10 - 2023-03-31 73,597 $3,762,000 10,443
   Rockefeller Capital Management L.P. 717 - 2023-12-31 64,028 $3,698,000 1,620
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 922 - 2024-03-31 56,746 $3,646,000 9,128
   Cherry Tree Wealth Management LLC 27 - 2023-12-31 62,846 $3,630,000 61,913
   Fortitude Family Office LLC 7 - 2024-03-31 53,706 $3,451,000 20,124
   Meritas Wealth Management LLC 10 - 2024-03-31 53,667 $3,449,000 20,441
   ROYAL BANK OF CANADA 2215 - 2023-12-31 55,387 $3,199,000 55,387
   Paladin Advisory Group LLC 12 *New 2023-12-31 50,269 $2,904,000 50,269
   CREATIVE PLANNING 805 - 2023-12-31 44,187 $2,552,000 -205
   Stone Point Wealth LLC - 2023-12-31 41,986 $2,425,000 13,060
   Vannoy Advisory Group Inc. 12 - 2023-12-31 41,464 $2,395,000 0
   BAYSHORE ASSET MANAGEMENT LLC 16 - 2023-12-31 39,451 $2,279,000 1,318
   CAP Partners LLC 13 - 2024-03-31 33,620 $2,160,000 660
   Buckingham Strategic Partners 96 - 2023-12-31 36,414 $2,103,000 18,481
   CALLAN CAPITAL, LLC 61 *New 2023-12-31 36,225 $2,092,000 36,225
   WMG Financial Advisors LLC 13 - 2023-12-31 35,811 $2,068,000 296
   Krasney Financial LLC 119 - 2024-03-31 29,628 $1,904,000 1,019
   Altiora Financial Group LLC 25 - 2024-03-31 29,530 $1,898,000 -324
  100 Records found
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