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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
   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
   PACIFIC LIFE FUND ADVISORS LLC 2 - 2024-03-31 1,560,168 $139,635,000 79,882
   Vista Wealth Management Group LLC 3 - 2024-03-31 1,333,417 $119,341,000 88,816
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 82 - 2023-12-31 1,392,712 $113,575,000 320,509
   LPL FINANCIAL CORP 290 - 2024-03-31 1,246,731 $111,582,000 7,446
   ENVESTNET ASSET MANAGEMENT INC 383 - 2023-12-31 1,354,623 $110,470,000 160,900
   Great Point Wealth Advisors LLC 1 - 2024-03-31 1,051,625 $94,120,000 213,063
   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
   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
   Resources Investment Advisors Inc. 22 - 2024-03-31 722,556 $64,669,000 17,144
   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
   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
   Werba Rubin Papier Wealth Management 1 - 2024-03-31 579,728 $51,886,000 466
   SC&H Financial Advisors Inc. 2 - 2024-03-31 506,897 $45,367,000 34,433
   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
   McGlone Suttner Wealth Management Inc. 4 - 2024-03-31 412,950 $36,959,000 398,060
   Leo Wealth LLC 6 - 2024-03-31 411,427 $36,776,000 22,937
   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
   COMMONWEALTH EQUITY SERVICES LLC. 315 - 2024-03-31 395,578 $35,404,000 29,206
   BANK OF AMERICA CORP /DE/ 1375 - 2023-12-31 430,910 $35,141,000 11,106
   WMG Financial Advisors LLC 1 - 2024-03-31 387,012 $34,638,000 20,596
   JRM Investment Counsel LLC 2 - 2023-12-31 419,281 $34,192,000 376,863
   WELLS FARGO & CO/MN 954 - 2024-03-31 310,991 $27,834,000 8,938
   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
   Waypoint Capital Advisors LLC 2 - 2024-03-31 283,565 $25,379,000 28,384
   WCG Wealth Advisors LLC 9 - 2023-12-31 308,807 $25,183,000 32,780
   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
   Bridgewater Advisors Inc. 8 - 2024-03-31 248,193 $22,213,000 54,672
   REDW Stanley Financial Advisors LLC 4 - 2024-03-31 245,404 $21,964,000 16,833
   Tortoise Investment Management LLC 4 - 2024-03-31 239,314 $21,419,000 27,056
   Trellis Wealth Advisors LLC 4 - 2024-03-31 231,439 $20,714,000 165
   Highland Financial Advisors LLC 4 - 2024-03-31 228,193 $20,423,000 5,034
   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
   Pensionmark Financial Group LLC 7 - 2023-12-31 227,471 $18,550,000 207,349
   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
   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
   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
   Tanager Wealth Management LLP 11 - 2024-03-31 169,366 $15,158,000 56,220
   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
   HTG Investment Advisors Inc. 4 - 2024-03-31 157,244 $14,073,000 19,854
   Financial Advisory Service Inc. 19 - 2024-03-31 149,184 $13,352,000 3,315
   CVA Family Office LLC 8 - 2024-03-31 148,713 $13,310,000 5,355
   Herold Advisors Inc. 3 - 2024-03-31 148,109 $13,256,000 13,851
   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
   GREAT VALLEY ADVISOR GROUP INC. 70 - 2024-03-31 137,388 $12,296,000 59,699
   LexAurum Advisors LLC 5 - 2024-03-31 133,745 $11,970,000 2,289
   Strategic Financial Concepts LLC 2 - 2024-03-31 125,974 $11,275,000 114,880
   Clarity Capital Advisors LLC 1 - 2024-03-31 121,509 $10,875,000 548
   Flagstone Financial Management 8 - 2024-03-31 116,124 $10,393,000 4,338
   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
   Mattern Wealth Management LLC 9 - 2023-12-31 114,091 $9,304,000 10,997
   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
   Mutual Advisors LLC 76 - 2024-03-31 90,575 $8,106,000 21,644
   Gateway Wealth Partners LLC 3 - 2023-12-31 97,339 $7,938,000 11,435
   Orion Capital Management LLC 5 - 2024-03-31 88,233 $7,897,000 6,643
   McLean Asset Management Corp 11 - 2024-03-31 88,907 $7,890,000 3,315
   Perigon Wealth Management LLC 106 - 2024-03-31 78,403 $7,017,000 20,005
   ML & R WEALTH MANAGEMENT LLC 8 - 2023-12-31 85,469 $6,970,000 1,935
   Fonville Wealth Management LLC 9 - 2024-03-31 74,748 $6,690,000 1,829
   Private Advisor Group LLC 389 - 2024-03-31 69,828 $6,250,000 4,925
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 639 - 2024-03-31 68,582 $6,138,000 5,982
   UBS Group AG 1846 - 2023-12-31 73,120 $5,963,000 21,225
   STIFEL FINANCIAL CORP 1012 - 2023-12-31 72,741 $5,932,000 40,200
   Kestra Advisory Services LLC 401 - 2023-12-31 72,026 $5,874,000 4,205
   Meredith Wealth Planning 10 - 2024-03-31 64,409 $5,765,000 1,583
   Foundations Investment Advisors LLC 107 - 2023-12-31 68,936 $5,705,000 1,996
   Canvas Wealth Advisors LLC 18 - 2024-03-31 59,805 $5,081,000 5,398
   Farther Finance Advisors LLC 58 - 2023-12-31 59,529 $4,855,000 1,136
   Capital Group Private Client Services Inc. 161 - 2023-12-31 56,165 $4,580,000 235
   Morling Financial Advisors LLC 10 - 2023-12-31 54,909 $4,478,000 1,115
   MN Wealth Advisors LLC 11 - 2024-03-31 48,834 $4,371,000 325
   IHT Wealth Management LLC 112 - 2023-12-31 52,662 $4,295,000 7,104
   Cornerstone Wealth Management LLC 74 - 2024-03-31 47,267 $4,230,000 2,585
  100 Records found
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