Ticker: AVEE CUSIP: 025072141 Class: AVANTIS EMERGING
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 223,160 | $13,927 |
| Index Fund Advisors, Inc. | 107,357 | $6,700 |
| Cornerstone Wealth Partners, LLC | 92,165 | $5,751 |
| Timonier Family Office, LTD. | 78,632 | $4,907 |
| Ariadne Wealth Management, LP | 26,397 | $1,781 |
| VISTA CAPITAL PARTNERS, INC. | 22,944 | $1,432 |
| Avior Wealth Management, LLC | 18,378 | $1,147 |
| Mills Wealth Advisors LLC | 15,337 | $957 |
| CAP Partners, LLC | 13,771 | $859 |
| Cypress Point Wealth Management, LLC | 13,465 | $840 |
| Tortoise Investment Management, LLC | 13,015 | $812 |
| Three Arch Wealth Management LLC | 12,272 | $766 |
| OLD MISSION CAPITAL LLC | 12,052 | $752 |
| ARK & TLK INVESTMENTS, LLC | 11,259 | $703 |
| ERn Financial, LLC | 10,189 | $636 |
| LAM GROUP, INC. | 8,840 | $552 |
| Cloud Capital Management, LLC | 7,791 | $0 |
| GOLDMAN SACHS GROUP INC | 7,586 | $473 |
| CARDIFF PARK ADVISORS, LLC | 5,214 | $325 |
| B&D White Capital Company, LLC | 4,932 | $308 |
| JANE STREET GROUP, LLC | 4,142 | $259 |
| Plancorp, LLC | 4,110 | $257 |
| Corient Private Wealth LLC | 3,252 | $203 |
| Farther Finance Advisors, LLC | 208 | $13 |
| Ares Financial Consulting, LLC | 73 | $5 |
| Total (25 institutions) | 716,541 | $44,367 |