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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 38    4
Total shares held : 
 1,547,634  
% of shares held : 
 17.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 97,397  
% of shares held change : 
   1.08%  
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 :
5
 37,869
 2.45%
 
Increased Positions :
15
 80,363
 5.19%
 
Unchanged Positions :
11
 369,382
 23.87%
 
Decreased Positions :
7
-20,819
-1.35%
 
Closed Positions :
1
-16
-0%
 
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
   MERRIMAN WEALTH MANAGEMENT, LLC 21 - 2023-12-31 282,835 $15,893,000 10,772
   Clarity Asset Management Inc. 2 - 2023-12-31 269,110 $15,121,000 0
   CI Private Wealth LLC 542 - 2023-12-31 160,143 $8,998,000 -1,082
   Silicon Hills Wealth Management LLC 4 - 2023-06-30 156,466 $8,078,000 2,228
   WARREN AVERETT ASSET MANAGEMENT, LLC 57 - 2023-12-31 139,165 $7,820,000 -9,436
   COMMONWEALTH EQUITY SERVICES LLC. 958 - 2023-12-31 112,550 $6,324,000 -5,265
   Northland Capital Management LLC 9 - 2024-03-31 81,933 $5,033,000 -1,400
   Highland Financial Advisors LLC 17 - 2023-12-31 61,925 $3,480,000 611
   Willow Creek Wealth Management Inc. 38 - 2023-12-31 59,496 $3,343,000 -3,179
   HIGHTOWER ADVISORS, LLC 1197 - 2023-12-31 53,920 $3,033,000 -818
   MARINER WEALTH ADVISORS, LLC 912 - 2023-12-31 49,394 $2,775,000 9,424
   Trellis Wealth Advisors LLC 11 - 2024-03-31 33,949 $2,085,000 2
   AWM CAPITAL LLC 31 - 2024-03-31 32,893 $2,020,000 0
   LPL FINANCIAL CORP 2704 - 2023-12-31 25,035 $1,407,000 3,094
   Diversified Portfolios Inc. 53 - 2023-12-31 24,010 $1,349,000 0
   Wealthstream Advisors Inc. 25 - 2023-12-31 23,206 $1,304,000 5,431
   Trademark Financial Management LLC 22 - 2023-12-31 23,144 $1,300,000 0
   VISTA CAPITAL PARTNERS, INC. 25 - 2023-12-31 21,559 $1,211,000 -2,515
   JOURNEY STRATEGIC WEALTH LLC 52 - 2023-12-31 21,121 $1,187,000 -1,492
   PrairieView Partners LLC - 2023-12-31 18,566 $1,043,000 188
   Hill Investment Group Partners LLC 34 - 2023-12-31 14,688 $825,000 163
   CITADEL ADVISORS LLC 3125 - 2023-12-31 14,494 $814,000 14,494
   GOLDMAN SACHS GROUP INC/ 3660 *New 2023-12-31 13,136 $738,000 13,136
   WMS PARTNERS, LLC 140 - 2023-12-31 10,397 $584,000 2,122
   J P MORGAN CHASE & CO 3596 *New 2023-12-31 10,336 $581,000 10,336
   Passive Capital Management LLC. 35 - 2023-03-31 10,960 $529,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3736 *New 2023-12-31 9,129 $513,000 9,129
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1237 - 2023-09-30 10,336 $512,000 0
   Orion Capital Management LLC 67 - 2023-12-31 8,240 $463,000 0
   TCI Wealth Advisors Inc. 148 - 2023-12-31 6,018 $338,000 -211
   Plancorp LLC 216 - 2023-12-31 5,250 $295,000 0
   QUARRY HILL ADVISORS LLC 44 - 2024-03-31 4,301 $264,000 -33
   LexAurum Advisors LLC 249 *New 2024-03-31 4,034 $248,000 4,034
   Kelman-Lazarov Inc. 97 - 2023-12-31 4,006 $225,000 4,006
   North Ridge Wealth Advisors Inc. 38 *New 2024-03-31 3,607 $222,000 3,607
   Tortoise Investment Management LLC 196 - 2023-12-31 3,910 $220,000 0
   Sprinkle Financial Consultants LLC 60 *New 2024-03-31 3,302 $203,000 3,302
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 74 - 2023-12-31 2,331 $131,000 305
   BFSG LLC 338 *New 2024-03-31 1,300 $80,000 1,300
   ZRC WEALTH MANAGEMENT LLC 201 - 2024-03-31 968 $59,000 6
   Signature Resources Capital Management LLC 87 - 2024-03-31 1,055 $59,000 0
   GRAND WEALTH MANAGEMENT LLC 60 *New 2023-12-31 934 $52,000 934
   Advisor Group Holdings Inc. 4928 - 2023-12-31 808 $45,000 0
   WealthCollab LLC 192 - 2023-12-31 543 $31,000 0
   Asset Dedication LLC 580 - 2024-03-31 345 $21,000 14
   Annapolis Financial Services LLC 374 *Closed 2024-03-31 0 $0 -1,419
   PROEQUITIES INC. 4692 - 2023-12-31 0 $0 0
   UBS Group AG 8055 *Closed 2023-12-31 0 $0 -16
  48 Records found
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