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Get Institutions for : 
Avantis Us Small Cap Equity Etf (AVSC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    16
Total shares held : 
 19,434,281  
% of shares held : 
 21.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   42  
Amount of shares held : 
 1,765,325  
% of shares held change : 
   1.96%  
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 :
19
 522,161
 2.69%
 
Increased Positions :
36
 1,337,712
 6.88%
 
Unchanged Positions :
11
 2,790,485
 14.36%
 
Decreased Positions :
10
-86,288
-0.44%
 
Closed Positions :
3
-8,260
-0.04%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 128 - 2023-12-31 6,864,106 $350,481,000 429,421
   MERCER GLOBAL ADVISORS INC /ADV 22 - 2023-12-31 6,713,733 $342,803,000 457,910
   Mason Investment Advisory Services Inc. 5 - 2023-12-31 2,567,964 $131,120,000 0
   Elwood & Goetz Wealth Advisory Group LLC 6 - 2024-03-31 461,731 $24,176,000 19,552
   Union Bankshares Corp 7 - 2024-03-31 453,674 $23,754,000 282,197
   Financial Advisory Service Inc. - 2023-12-31 222,572 $11,365,000 5,613
   AMERICAN CENTURY COMPANIES INC 1111 - 2023-12-31 209,128 $10,678,000 -44,853
   Waypoint Capital Advisors LLC - 2023-12-31 189,598 $9,681,000 -14,598
   Wheelhouse Advisory Group LLC 8 - 2024-03-31 97,198 $9,109,000 8,498
   Resources Investment Advisors Inc. 131 - 2023-12-31 173,402 $8,854,000 12,294
   CI Private Wealth LLC 552 - 2023-12-31 167,259 $8,540,000 24,134
   Aveo Capital Partners LLC 29 - 2023-12-31 146,044 $7,457,000 40,365
   Beaird Harris Wealth Management LLC 25 - 2023-12-31 141,367 $7,218,000 -436
   Foundations Investment Advisors LLC 108 - 2023-12-31 115,627 $5,693,000 6,068
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 490 - 2023-09-30 120,390 $5,330,000 6,193
   WEBSTERROGERS FINANCIAL ADVISORS LLC 18 - 2023-12-31 103,227 $5,271,000 -1,865
   J P MORGAN CHASE & CO 2422 - 2023-12-31 100,920 $5,153,000 99,312
   PARK AVENUE SECURITIES LLC 205 - 2024-03-31 93,073 $4,873,000 10,759
   B&D White Capital Company LLC 16 *New 2023-12-31 89,114 $4,550,000 89,114
   CAP Partners LLC 4 - 2024-03-31 75,276 $3,941,000 1,373
   JANE STREET GROUP LLC 1979 *New 2023-12-31 59,000 $3,013,000 59,000
   LPL FINANCIAL CORP 2141 - 2023-12-31 52,352 $2,673,000 43,826
   AlphaQ Advisors LLC 22 *New 2023-12-31 42,577 $2,174,000 42,577
   Chicago Partners Investment Group LLC 201 - 2024-03-31 42,119 $2,096,000 10,286
   MML INVESTORS SERVICES LLC 1004 - 2023-12-31 38,553 $1,969,000 12,637
   ROYAL BANK OF CANADA 2615 - 2023-12-31 36,440 $1,861,000 35,563
   ML & R WEALTH MANAGEMENT LLC 21 - 2023-12-31 36,131 $1,845,000 1,146
   Farther Finance Advisors LLC 153 - 2023-12-31 32,933 $1,682,000 3,228
   AIRE ADVISORS LLC 55 - 2023-12-31 31,188 $1,593,000 21,377
   Plancorp LLC 90 - 2023-12-31 29,295 $1,496,000 0
   Moisand Fitzgerald Tamayo LLC 42 - 2024-03-31 27,983 $1,465,000 -843
   Cypress Point Wealth Management LLC 23 - 2023-12-31 28,338 $1,447,000 8,521
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2358 - 2023-12-31 26,587 $1,358,000 26,587
   WMS PARTNERS, LLC 84 - 2023-12-31 26,446 $1,350,000 14,922
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 64 *New 2023-12-31 26,269 $1,341,000 26,269
   Level Financial Advisors Inc. 32 - 2024-03-31 24,940 $1,306,000 9,250
   LexAurum Advisors LLC 68 - 2024-03-31 23,194 $1,214,000 1,296
   MARINER WEALTH ADVISORS, LLC 1315 - 2023-12-31 23,561 $1,203,000 -3,240
   DIXON FNANCIAL SERVICES INC. 13 *New 2024-03-31 22,286 $1,167,000 22,286
   JACKSON THORNTON ASSET MANAGEMENT LLC 21 *New 2023-12-31 21,625 $1,104,000 21,625
   Beacon Pointe Advisors LLC 629 - 2023-12-31 21,346 $1,090,000 6,104
   Tillman Hartley LLC 31 - 2023-12-31 20,546 $1,049,000 38
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 966 - 2023-12-31 19,776 $1,010,000 18,646
   Atlas Wealth LLC 32 - 2023-12-31 20,781 $920,000 0
   IHT Wealth Management LLC 428 *New 2023-12-31 16,684 $852,000 16,684
   Day & Ennis LLC 60 *New 2023-12-31 16,058 $820,000 16,058
   Claro Advisors LLC 176 - 2024-03-31 14,336 $751,000 222
   Resource Planning Group 40 *New 2023-12-31 14,610 $746,000 14,610
   PCG Wealth Advisors LLC 59 - 2024-03-31 12,808 $671,000 1,234
   COMMONWEALTH EQUITY SERVICES LLC. 2442 - 2023-12-31 12,836 $655,000 4,905
   CRA Financial Services LLC 107 - 2024-03-31 12,332 $646,000 1,206
   EverSource Wealth Advisors LLC 221 - 2023-12-31 12,266 $626,000 399
   Goepper Burkhardt LLC 41 *New 2023-12-31 11,715 $584,000 11,715
   Tortoise Investment Management LLC 138 - 2023-12-31 11,176 $571,000 555
   CREATIVE PLANNING 1632 - 2023-12-31 10,992 $561,000 -397
   Rockefeller Capital Management L.P. 1331 *New 2023-12-31 10,123 $517,000 10,123
   Zhang Financial LLC 188 - 2024-03-31 9,623 $504,000 1,608
   CAPROCK Group Inc. 426 - 2023-12-31 8,509 $434,000 -270
   Evanson Asset Management LLC 202 *New 2024-03-31 7,855 $411,000 7,855
   Truadvice LLC 150 - 2023-09-30 9,390 $401,000 -1,483
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1707 *New 2024-03-31 7,591 $397,000 7,591
   Lion Street Advisors LLC 185 - 2024-03-31 5,587 $285,000 0
   BANK OF NEW YORK MELLON CORP 3690 *New 2024-03-31 5,309 $278,000 5,309
   GEM Asset Management LLC 67 - 2023-12-31 5,328 $272,000 10
   Index Fund Advisors Inc. 80 - 2023-12-31 4,852 $248,000 149
   Kestra Advisory Services LLC 1999 *New 2023-12-31 4,499 $230,000 4,499
   Arista Wealth Management LLC 32 - 2024-03-31 4,306 $225,000 0
   EnRich Financial Partners LLC 49 - 2023-12-31 4,305 $220,000 0
   Mattern Wealth Management LLC 164 *New 2023-12-31 4,213 $215,000 4,213
   Steward Financial Group LLC 70 *New 2023-09-30 4,609 $204,000 4,609
   Parallel Advisors LLC 856 - 2023-12-31 3,416 $174,000 2,216
   WEST PACES ADVISORS INC. 150 *New 2024-03-31 3,000 $157,000 3,000
   Ruedi Wealth Management Inc. - 2023-12-31 2,947 $150,000 0
   HARBOUR INVESTMENTS INC. 1025 - 2023-12-31 2,567 $131,000 132
   CARDIFF PARK ADVISORS LLC 260 - 2023-12-31 2,078 $106,000 0
   Steward Partners Investment Advisory LLC 1716 *New 2023-12-31 1,850 $94,000 1,850
   MORGAN STANLEY 5830 - 2023-12-31 1,509 $77,000 -3,969
   Advisor Group Holdings Inc. 5036 - 2023-12-31 726 $37,000 673
   MATHER GROUP, INC. 1030 *New 2024-03-31 468 $24,000 468
   BANK OF AMERICA CORP /DE/ 5634 - 2023-12-31 450 $23,000 0
   Coppell Advisory Solutions LLC 797 *New 2023-12-31 325 $17,000 325
   Goss Wealth Management LLC 2740 - 2023-12-31 262 $13,000 -16,366
   American Capital Advisory LLC 274 - 2023-12-31 154 $8,000 0
   Coastal Capital Group Inc. 463 *New 2023-06-30 84 $4,000 84
   LAM GROUP INC. 110 - 2024-03-31 65 $3,000 0
   PrairieView Partners LLC - 2023-12-31 62 $3,000 0
   Canvas Wealth Advisors LLC 155 *Closed 2024-03-31 0 $0 -18,578
   PROEQUITIES INC. 4695 - 2023-12-31 0 $0 0
   CITADEL ADVISORS LLC 5868 *Closed 2023-12-31 0 $0 -8,161
   Annapolis Financial Services LLC 411 *Closed 2024-03-31 0 $0 -12,848
   HALLMARK CAPITAL MANAGEMENT INC 361 *Closed 2023-12-31 0 $0 -98
   FMR LLC 5264 *Closed 2023-12-31 0 $0 -1
  92 Records found
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