Who Owns Avantis Inflation Focused Equity ETF (AVIE)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$24400010800.0T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
AVIE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Geneos Wealth Management Inc. | New Position | +4K | +$244.0M |
| ELEVATE WEALTH ADVISORY, INC | New Position | +2K | +$108.0M |
| Verus Financial Partners, Inc. | New Position | +4K | +$309K |
AVIE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -5K | -$856.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Geneos Wealth Management Inc. | 3,717 | $244.0M | 0.01% | Share |
| 2 | ELEVATE WEALTH ADVISORY, INC | 1,650 | $108.0M | 0.07% | Share |
| 3 | Plancorp, LLC | 21,457 | $1.0M | 0.03% | Share |
| 4 | Verus Financial Partners, Inc. | 4,447 | $309K | 0.03% | Share |
| 5 | CITADEL ADVISORS LLC | 8,121 | $0 | 0.00% | Share |
AVIE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $353.3M | +3 |
| Q3 2025 | 2 | $2.2B | -4 |
| Q2 2025 | 6 | $2.8B | +0 |
| Q1 2025 | 6 | $2.0B | +1 |
| Q4 2024 | 5 | $1.5B | +1 |
| Q3 2024 | 4 | $1.3T | -1 |
| Q2 2024 | 5 | $1.2T | +0 |
| Q1 2024 | 5 | $1.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold AVIE (Avantis Inflation Focused Equity ETF). The largest holder is Geneos Wealth Management Inc. with $244.0M in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own AVIE?
As of Q4 2025, 5 institutional investors report holding AVIE (Avantis Inflation Focused Equity ETF) in their 13F filings.
Who is the largest institutional holder of AVIE?
The largest institutional holder of AVIE is Geneos Wealth Management Inc. with $244.0M in shares.
Is institutional ownership of AVIE increasing or decreasing?
This quarter, 3 institutions opened new positions in AVIE and 0 closed their positions.