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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
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 108 *New 2024-03-31 55,667 $4,982,000 55,667
   PATHSTONE FAMILY OFFICE, LLC 435 *New 2023-09-30 32,557 $2,385,000 32,557
   CITADEL ADVISORS LLC 3053 *New 2024-03-31 11,349 $1,016,000 11,349
   Steward Partners Investment Advisory LLC 787 *New 2024-03-31 11,116 $995,000 11,116
   CAP Partners LLC 38 *New 2024-03-31 9,290 $831,000 9,290
   Capital Square LLC 66 *New 2024-03-31 7,718 $691,000 7,718
   DBK Financial Counsel LLC 32 *New 2024-03-31 7,310 $654,000 7,310
   Simplicity WealthLLC 692 *New 2024-03-31 6,184 $553,000 6,184
   Atomi Financial Group Inc. 327 *New 2024-03-31 6,000 $537,000 6,000
   Financial Advisors LLC 52 *New 2024-03-31 4,176 $374,000 4,176
   Safeguard Investment Advisory Group LLC 69 *New 2024-03-31 3,763 $337,000 3,763
   Equitable Holdings Inc. 937 *New 2024-03-31 3,564 $319,000 3,564
   OLD MISSION CAPITAL LLC 680 *New 2024-03-31 3,534 $316,000 3,534
   MISSION WEALTH MANAGEMENT LLC 526 *New 2024-03-31 3,337 $299,000 3,337
   HARBOUR INVESTMENTS INC. 792 *New 2023-12-31 2,933 $239,000 2,933
   Integrated Investment Consultants LLC 222 *New 2024-03-31 2,635 $236,000 2,635
   Stonebrook Private Inc. 181 *New 2024-03-31 2,528 $226,000 2,528
   LINCOLN NATIONAL CORP 1100 *New 2024-03-31 2,386 $214,000 2,386
   Crestone Asset Management LLC 96 *New 2024-03-31 2,339 $209,000 2,339
   WAGNER CAPITAL MANAGEMENT CORP 305 *New 2024-03-31 2,281 $204,000 2,281
   Arista Wealth Management LLC 34 *New 2024-03-31 2,270 $203,000 2,270
   GM Advisory Group Inc. 219 *New 2024-03-31 2,237 $200,000 2,237
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1524 *New 2024-03-31 1,967 $176,000 1,967
   BANK OF MONTREAL /CAN/ 2795 *New 2024-03-31 1,471 $132,000 1,471
   US BANCORP 2313 *New 2024-03-31 1,217 $109,000 1,217
   Ahrens Investment Partners LLC 294 *New 2023-03-31 842 $60,000 842
   SIMPLEX TRADING LLC 1437 *New 2024-03-31 500 $44,000 500
   QUADRANT CAPITAL GROUP LLC 1587 *New 2024-03-31 386 $35,000 386
   Coppell Advisory Solutions LLC 825 *New 2023-12-31 190 $15,000 190
   JONES FINANCIAL COMPANIES LLLP 1107 *New 2024-03-31 92 $8,000 92
  30 Records found
  1    
  Page 1 of 1
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