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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HIGHTOWER ADVISORS, LLC 85 - 2024-03-31 1,727,503 $154,635,000 -26,445
   CREATIVE PLANNING 72 - 2024-03-31 1,344,716 $120,352,000 -119,660
   RVW Wealth LLC 1 - 2024-03-31 1,112,935 $99,608,000 -13,878
   J P MORGAN CHASE & CO 979 - 2024-03-31 871,337 $77,985,000 -37,746
   BCR Wealth Strategies LLC 1 - 2024-03-31 621,353 $55,612,000 -3,411
   Plancorp LLC 12 - 2024-03-31 521,299 $46,656,000 -3,294
   B&D White Capital Company LLC 4 - 2024-03-31 438,012 $39,202,000 -20,968
   AWM CAPITAL LLC 5 - 2024-03-31 428,882 $38,385,000 -8,515
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 1 - 2024-03-31 427,809 $38,289,000 -1,732
   Rockwood Wealth Management LLC 4 - 2024-03-31 396,107 $35,452,000 -1,504
   BUCKINGHAM ASSET MANAGEMENT, LLC 48 - 2024-03-31 331,887 $29,704,000 -17,000
   WARREN AVERETT ASSET MANAGEMENT, LLC 27 - 2024-03-31 320,208 $28,659,000 -79
   Signature Resources Capital Management LLC 1 - 2024-03-31 243,333 $19,844,000 -2,483
   Apella Capital LLC 28 - 2024-03-31 208,575 $18,511,000 -21,641
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 10 - 2024-03-31 191,744 $17,161,000 -56,690
   Henrickson Nauta Wealth Advisors Inc. 3 - 2024-03-31 192,009 $16,828,000 -2,895
   BANK OF AMERICA CORP /DE/ 2288 - 2024-03-31 140,291 $12,556,000 -290,619
   Auxano Advisors LLC 8 - 2024-03-31 138,443 $12,391,000 -13,579
   GRAND WEALTH MANAGEMENT LLC 4 - 2024-03-31 133,399 $11,939,000 -5,856
   SAGE RHINO CAPITAL LLC 11 - 2024-03-31 105,569 $9,448,000 -2,238
   REGATTA CAPITAL GROUP LLC 17 - 2024-03-31 90,585 $8,107,000 -19,287
   CALLAN CAPITAL, LLC 27 - 2024-03-31 90,044 $8,059,000 -8,521
   Echo Wealth Management LLC 6 - 2024-03-31 88,399 $7,912,000 -6,353
   CI Private Wealth LLC 583 - 2024-03-31 87,990 $7,875,000 -607,259
   Brio Consultants LLC 17 - 2024-03-31 86,474 $7,739,000 -5,852
   EHRLICH FINANCIAL GROUP 2 - 2024-03-31 81,573 $7,301,000 -12,507
   H D Vest Advisory Services 251 - 2024-03-31 71,723 $6,419,000 -6,518
   SFG Wealth Management LLC. 6 - 2024-03-31 69,173 $6,191,000 -4,097
   UBS Group AG 2010 - 2024-03-31 67,994 $6,085,000 -5,126
   True Wealth Design LLC 11 - 2024-03-31 66,868 $5,985,000 -3,527
   Versant Capital Management Inc 14 - 2024-03-31 66,107 $5,917,000 -29
   Financial Symmetry Inc 5 - 2024-03-31 63,790 $5,709,000 -35
   CWM LLC 401 - 2024-03-31 61,145 $5,472,000 -6,725
   Forum Financial Management LP 50 - 2024-03-31 59,555 $5,330,000 -6,676
   ML & R WEALTH MANAGEMENT LLC 8 - 2024-03-31 54,863 $4,910,000 -30,606
   Morling Financial Advisors LLC 12 - 2024-03-31 54,357 $4,865,000 -552
   HB Wealth Management LLC 156 - 2024-03-31 53,746 $4,810,000 -1,155
   SOL CAPITAL MANAGEMENT CO 43 - 2024-03-31 52,771 $4,723,000 -8,535
   QUARRY HILL ADVISORS LLC 8 - 2024-03-31 51,864 $4,642,000 -2,887
   L & S ADVISORS INC 60 - 2024-03-31 50,346 $4,506,000 -319
   CASTLE WEALTH MANAGEMENT LLC 11 - 2024-03-31 46,620 $4,172,000 -739
   Trademark Financial Management LLC 8 - 2024-03-31 42,957 $3,845,000 -54,579
   Rockefeller Capital Management L.P. 825 - 2024-03-31 36,748 $3,289,000 -3,168
   Truadvice LLC 19 - 2023-09-30 43,248 $3,201,000 -7,111
   Facet Wealth Inc. 45 - 2024-03-31 34,415 $3,023,000 -13,270
   Physician Wealth Solutions Inc. 18 - 2024-03-31 29,878 $2,674,000 -262
   SageView Advisory Group LLC 91 - 2024-03-31 29,495 $2,640,000 -39
   KWB Wealth 37 - 2024-03-31 28,695 $2,568,000 -1,188
   Geneos Wealth Management Inc. 217 - 2024-03-31 27,552 $2,466,000 -2,303
   Ruedi Wealth Management Inc. 17 - 2024-03-31 27,100 $2,425,000 -3,515
   Hill Investment Group Partners LLC 24 - 2024-03-31 25,614 $2,292,000 -3,922
   Intelligence Driven Advisers LLC 25 - 2024-03-31 25,601 $2,291,000 -5,371
   Magnus Financial Group LLC 75 - 2024-03-31 24,911 $2,229,000 -3,155
   MORRIS FINANCIAL CONCEPTS INC. 15 - 2024-03-31 24,668 $2,208,000 -349
   QUANTITATIVE ADVANTAGE LLC 66 - 2023-03-31 29,677 $2,104,000 -883
   WEALTHSOURCE PARTNERS LLC 143 - 2023-12-31 21,029 $1,715,000 -484
   CAPTRUST FINANCIAL ADVISORS 871 - 2024-03-31 18,824 $1,685,000 -4,246
   RENAISSANCE TECHNOLOGIES LLC 2162 - 2024-03-31 18,200 $1,629,000 -6,800
   Capital Investment Advisory Services LLC 151 - 2024-03-31 15,711 $1,406,000 -17,389
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 143 - 2024-03-31 14,423 $1,291,000 -500
   Atlas Wealth LLC 27 - 2024-03-31 14,005 $1,253,000 -1,408
   USAdvisors Wealth Management LLC 60 - 2024-03-31 11,528 $1,030,000 -134
   SAVANT CAPITAL MANAGEMENT INC 541 - 2024-03-31 11,107 $994,000 -576
   TRUEPOINT, INC. 61 - 2024-03-31 9,770 $874,000 -678
   Betterment LLC 214 - 2024-03-31 9,667 $865,000 -3,289
   Avestar Capital LLC 156 - 2024-03-31 8,993 $805,000 -671
   Austin Asset Management Co Inc 29 - 2024-03-31 8,979 $804,000 -246
   Sunbelt Securities Inc. 213 - 2024-03-31 8,981 $804,000 -724
   Aprio Wealth Management LLC 82 - 2024-03-31 8,633 $773,000 -617
   PrairieView Partners LLC 62 - 2024-03-31 8,570 $768,000 -110
   Monument Group Wealth Advisors LLC 16 - 2024-03-31 7,786 $697,000 -274
   Bridge Advisory LLC 65 - 2024-03-31 7,352 $658,000 -455
   Streettalk Advisors LLC 223 - 2024-03-31 7,247 $649,000 -64,071
   BRIGHTON JONES LLC 307 - 2024-03-31 6,890 $617,000 -181
   Trilogy Capital Inc. 197 - 2024-03-31 5,703 $510,000 -2,477
   Heritage Financial Services LLC 63 - 2024-03-31 5,649 $506,000 -5,912
   Annapolis Financial Services LLC 68 - 2024-03-31 4,992 $447,000 -57,142
   RFG Advisory Group LLC 532 - 2024-03-31 4,821 $431,000 -48
   Orion Portfolio Solutions LLC 1334 - 2024-03-31 4,750 $425,000 -797
   Belpointe Asset Management LLC 532 - 2024-03-31 3,954 $354,000 -4,551
   Financial Partners Group Inc 133 - 2024-03-31 3,692 $330,000 -316
   Objective Capital Management LLC 86 - 2023-12-31 3,990 $325,000 -300
   FLAGSHIP HARBOR ADVISORS LLC 505 - 2024-03-31 3,608 $323,000 -399
   NWAM LLC 431 - 2024-03-31 3,378 $297,000 -589
   NorthRock Partners LLC 360 - 2024-03-31 2,677 $240,000 -5
   CRA Financial Services LLC 221 - 2024-03-31 2,535 $227,000 -100
   GEM Asset Management LLC 82 - 2024-03-31 2,460 $209,000 -121
   GPS Wealth Strategies Group LLC 290 - 2024-03-31 1,740 $156,000 -4,976
   SALEM INVESTMENT COUNSELORS INC 394 - 2024-03-31 1,686 $151,000 -17
   Private Wealth Management Group LLC 84 - 2024-03-31 1,465 $131,000 -2,747
   Qube Research & Technologies Ltd 2736 - 2024-03-31 1,430 $128,000 -1,718
   Intelligent Financial Strategies 45 - 2024-03-31 1,258 $113,000 -3,592
   BerganKDV Wealth Management LLC 283 - 2023-06-30 1,424 $107,000 -516
   COMERICA BANK 2668 - 2024-03-31 724 $65,000 -2,190
   Asset Dedication LLC 428 - 2024-03-31 615 $57,000 -1,042
   SILVER OAK SECURITIES Inc 453 - 2024-03-31 282 $25,000 -22,572
   CITIGROUP INC 4394 - 2024-03-31 26 $2,000 -419
   Sound Income Strategies LLC 1274 - 2024-03-31 1 $0 -2,534
  98 Records found
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