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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 320    28
Total shares held : 
 48,440,853  
% of shares held : 
 53.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   107  
Amount of shares held : 
 6,395,678  
% of shares held change : 
   7.11%  
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 :
40
 2,063,615
 4.26%
 
Increased Positions :
149
 5,652,121
 11.67%
 
Unchanged Positions :
61
 1,560,392
 3.22%
 
Decreased Positions :
70
-1,222,639
-2.52%
 
Closed Positions :
12
-97,419
-0.2%
 
Guru Positions :
1
3,251
 0.01%
 
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
   ANNEX ADVISORY SERVICES, LLC 1 - 2024-03-31 2,589,189 $231,732,000 1,040,529
   AMERICAN CENTURY COMPANIES INC 134 - 2023-12-31 2,756,550 $224,797,000 72,884
   HANSON MCCLAIN, INC. 13 - 2024-03-31 2,246,289 $201,043,000 39,372
   HIGHTOWER ADVISORS, LLC 87 - 2023-12-31 1,753,948 $143,034,000 -62,434
   PACIFIC LIFE FUND ADVISORS LLC 2 - 2024-03-31 1,560,168 $139,635,000 79,882
   CREATIVE PLANNING 64 - 2023-12-31 1,464,376 $119,420,000 -315,669
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 82 - 2023-12-31 1,392,712 $113,575,000 320,509
   ENVESTNET ASSET MANAGEMENT INC 383 - 2023-12-31 1,354,623 $110,470,000 160,900
   Vista Wealth Management Group LLC 3 - 2023-12-31 1,244,601 $101,497,000 77,303
   LPL FINANCIAL CORP 280 - 2023-12-31 1,239,285 $101,064,000 52,500
   RVW Wealth LLC 1 - 2024-03-31 1,112,935 $99,608,000 -13,878
   Waypoint Wealth Partners Inc. 1 - 2024-03-31 940,922 $84,213,000 39,854
   MORGAN STANLEY 1342 - 2023-12-31 949,947 $77,468,000 289,176
   Quantum Financial Advisors LLC 1 - 2024-03-31 860,867 $77,048,000 47,759
   J P MORGAN CHASE & CO 938 - 2023-12-31 909,083 $74,136,000 863,731
   Great Point Wealth Advisors LLC - 2023-12-31 838,562 $68,385,000 227,461
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 122 - 2024-03-31 759,511 $67,976,000 16,242
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 127 - 2023-09-30 890,256 $65,220,000 56,166
   WMS PARTNERS, LLC 5 - 2023-12-31 726,614 $59,255,000 10,232
   MODERA WEALTH MANAGEMENT, LLC 26 - 2023-12-31 710,877 $57,972,000 670,269
   Resources Investment Advisors Inc. 20 - 2023-12-31 705,412 $57,526,000 33,957
   CI Private Wealth LLC 198 - 2023-12-31 695,249 $56,698,000 27,071
   Full Sail Capital LLC 4 - 2023-12-31 691,744 $56,412,000 3,618
   BFT FINANCIAL GROUP LLC 2 - 2023-06-30 734,670 $55,174,000 361,073
   BCR Wealth Strategies LLC - 2023-12-31 624,764 $50,949,000 -7,195
   Werba Rubin Papier Wealth Management - 2023-12-31 579,262 $47,239,000 5,605
   Smith Anglin Financial LLC 8 - 2024-03-31 502,863 $45,006,000 11,858
   Plancorp LLC 12 - 2023-12-31 524,593 $42,781,000 18,719
   SC&H Financial Advisors Inc. 2 - 2023-12-31 472,464 $38,529,000 29,274
   AWM CAPITAL LLC 5 - 2024-03-31 428,882 $38,385,000 -8,515
   B&D White Capital Company LLC 2 - 2023-12-31 458,980 $37,430,000 -1,502
   McGlone Suttner Wealth Management Inc. 4 - 2024-03-31 412,950 $36,959,000 398,060
   Strategic Blueprint LLC 2 - 2024-03-31 405,374 $36,281,000 2,280
   PARK AVENUE SECURITIES LLC 35 - 2024-03-31 405,027 $36,250,000 38,474
   Rockwood Wealth Management LLC 4 - 2024-03-31 396,107 $35,452,000 -1,504
   BANK OF AMERICA CORP /DE/ 1375 - 2023-12-31 430,910 $35,141,000 11,106
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 1 - 2023-12-31 429,541 $35,029,000 2,336
   JRM Investment Counsel LLC 2 - 2023-12-31 419,281 $34,192,000 376,863
   Leo Wealth LLC 6 - 2023-12-31 388,490 $32,708,000 0
   WMG Financial Advisors LLC 1 - 2023-12-31 366,416 $29,881,000 37,764
   COMMONWEALTH EQUITY SERVICES LLC. 330 - 2023-12-31 366,372 $29,878,000 50,858
   BUCKINGHAM ASSET MANAGEMENT, LLC 43 - 2023-12-31 348,887 $28,452,000 1,872
   WARREN AVERETT ASSET MANAGEMENT, LLC 19 - 2023-12-31 320,287 $26,119,000 2,986
   BANK OF NEW YORK MELLON CORP 1432 - 2024-03-31 285,319 $25,536,000 67,679
   WEBSTERROGERS FINANCIAL ADVISORS LLC 1 - 2023-12-31 309,166 $25,213,000 -40,340
   WCG Wealth Advisors LLC 9 - 2023-12-31 308,807 $25,183,000 32,780
   WELLS FARGO & CO/MN 957 - 2023-12-31 302,053 $24,632,000 79,904
   Silicon Hills Wealth Management LLC 2 - 2023-06-30 315,199 $23,700,000 48,662
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 452 - 2024-03-31 260,013 $23,271,000 16,778
   CONTINUUM WEALTH ADVISORS LLC 1 - 2023-12-31 273,333 $22,290,000 15,286
   Waypoint Capital Advisors LLC - 2023-12-31 255,181 $20,810,000 -21,875
   Trellis Wealth Advisors LLC 4 - 2024-03-31 231,439 $20,714,000 165
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9 - 2023-12-31 248,434 $20,201,000 -1,623
   Signature Resources Capital Management LLC 1 - 2024-03-31 243,333 $19,844,000 -2,483
   Bull Oak Capital LLC 2 - 2024-03-31 221,424 $19,817,000 175,165
   MML INVESTORS SERVICES LLC 236 - 2023-12-31 234,641 $19,135,000 67,313
   BSW WEALTH PARTNERS 6 - 2024-03-31 212,215 $18,993,000 198,358
   RAYMOND JAMES & ASSOCIATES 805 - 2024-03-31 211,056 $18,890,000 7,584
   REDW Stanley Financial Advisors LLC - 2023-12-31 228,571 $18,640,000 37,385
   Pensionmark Financial Group LLC 7 - 2023-12-31 227,471 $18,550,000 207,349
   Apella Capital LLC 28 - 2024-03-31 208,575 $18,511,000 -21,641
   Highland Financial Advisors LLC 4 - 2023-12-31 223,159 $18,199,000 6,344
   Divergent Planning LLC 6 - 2024-03-31 201,322 $17,972,000 5,201
   WorthPointe LLC 3 - 2023-12-31 219,619 $17,910,000 59,476
   SAX WEALTH ADVISORS LLC 10 - 2023-12-31 214,672 $17,507,000 -12,400
   Tortoise Investment Management LLC 5 - 2023-12-31 212,258 $17,310,000 21,967
   Henrickson Nauta Wealth Advisors Inc. 3 - 2024-03-31 192,009 $16,828,000 -2,895
   MERCER GLOBAL ADVISORS INC /ADV 215 - 2023-12-31 201,341 $16,419,000 5,428
   Glenview Trust Co 66 - 2023-12-31 198,636 $16,199,000 61,358
   Bridgewater Advisors Inc. 12 - 2023-12-31 193,521 $15,782,000 84,581
   Buttonwood Financial Group LLC 3 - 2024-03-31 176,266 $15,776,000 303
   Chicago Partners Investment Group LLC 31 - 2024-03-31 179,706 $15,510,000 5,966
   Passive Capital Management LLC. 6 - 2023-03-31 217,550 $15,420,000 2,954
   LEGACY FINANCIAL GROUP INC. 5 - 2023-12-31 186,856 $15,238,000 11,009
   CARDIFF PARK ADVISORS LLC 12 - 2023-12-31 181,256 $14,781,000 2,690
   MARINER WEALTH ADVISORS, LLC 371 - 2023-12-31 174,153 $14,202,000 33,582
   CVA Family Office LLC 8 - 2024-03-31 148,713 $13,310,000 5,355
   Zhang Financial LLC 21 - 2024-03-31 143,143 $12,811,000 57,541
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 22 - 2024-03-31 142,840 $12,784,000 1,617
   Auxano Advisors LLC 8 - 2023-12-31 152,022 $12,397,000 4,659
   LexAurum Advisors LLC 5 - 2024-03-31 133,745 $11,970,000 2,289
   Financial Advisory Service Inc. - 2023-12-31 145,869 $11,896,000 1,597
   GRAND WEALTH MANAGEMENT LLC 4 - 2023-12-31 139,255 $11,356,000 -24,166
   Strategic Financial Concepts LLC 2 - 2024-03-31 125,974 $11,275,000 114,880
   Cresset Asset Management LLC 194 - 2023-12-31 138,000 $11,254,000 0
   HTG Investment Advisors Inc. 4 - 2023-12-31 137,390 $11,204,000 14,458
   Herold Advisors Inc. 3 - 2023-12-31 134,258 $10,949,000 92,764
   Clarity Capital Advisors LLC 1 - 2024-03-31 121,509 $10,875,000 548
   Disciplina Capital Management LLC 10 - 2023-12-31 126,727 $10,335,000 46
   KWMG LLC 27 - 2024-03-31 114,733 $10,269,000 1,148
   Greenspring Advisors LLC 5 - 2024-03-31 107,759 $9,644,000 2,168
   SAGE RHINO CAPITAL LLC 11 - 2024-03-31 105,569 $9,448,000 -2,238
   Mattern Wealth Management LLC 9 - 2023-12-31 114,091 $9,304,000 10,997
   Tanager Wealth Management LLP 15 *New 2023-12-31 113,146 $9,227,000 113,146
   Flagstone Financial Management - 2023-12-31 111,786 $9,116,000 6,955
   My Personal CFO LLC 4 - 2024-03-31 100,351 $8,981,000 13,286
   ANDERSON HOAGLAND & CO 31 - 2024-03-31 97,814 $8,572,000 23,257
   ARQ WEALTH ADVISORS LLC 5 - 2023-12-31 103,361 $8,429,000 6,061
   Wedmont Private Capital 28 - 2024-03-31 91,419 $8,113,000 209
   REGATTA CAPITAL GROUP LLC 17 - 2024-03-31 90,585 $8,107,000 -19,287
  100 Records found
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