Who Owns AVIE?
Avantis Inflation Focused Equity ETF — Institutional Ownership & 13F Holdings
$73.98
+0.68 (+0.92%)
Market Cap
$6.8M
Shares Outstanding
93,147
Institutional Holders
6
Total Inst. Value
$2.2M
% of Float Held
—
QoQ Holder Change
+1
Institutional data as of Q1 2025
New Positions
2
Closed Positions
1
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Plancorp, LLC | $1.4M | 21,037 |
| 2 | Verus Financial Partners, Inc. | $267K | 4,447 |
| 3 | CITADEL ADVISORS LLCNew | $264K | 4,103 |
| 4 | Geneos Wealth Management Inc. | $227K | 3,521 |
| 5 | ELEVATE WEALTH ADVISORY, INC | $106K | 1,650 |
| 6 | UBS Group AGNew | $64 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Plancorp, LLC | +600 | $1.4M |
| CITADEL ADVISORS LLCNew | +4K | $264K |
| Geneos Wealth Management Inc. | +470 | $227K |
| UBS Group AGNew | +1 | $64 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ELEVATE WEALTH ADVISORY, INC | -265 | $106K |
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Frequently Asked Questions
How many institutional investors hold AVIE?
As of Q1 2025, 6 institutional investors report holding AVIE (Avantis Inflation Focused Equity ETF) in their 13F filings.
Which hedge fund owns the most AVIE?
The largest institutional holder of AVIE is Plancorp, LLC with $1.4M in shares.
Are institutions buying or selling AVIE?
This quarter, 2 institutions opened new positions in AVIE and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.