Avantis Inflation Focused Equity ETF (AVIE) Institutional Ownership $61.48 -0.13 (-0.21%) As of 07/14/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Avantis Inflation Focused Equity ETF (NYSEARCA:AVIE)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$499.69KNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$51.56K Get AVIE Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis Inflation Focused Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVIE Institutional Buying and Selling by Quarter Avantis Inflation Focused Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025Geneos Wealth Management Inc.3,328$214K0.0%+9.1%4.160% 5/16/2025Plancorp LLC21,037$1.36M0.1%+2.9%26.296% 5/14/2025Elevate Wealth Advisory Inc.1,650$106K0.1%-13.8%2.063% 2/11/2025Elevate Wealth Advisory Inc.1,915$115K0.1%+242.6%2.394% 1/21/2025Geneos Wealth Management Inc.3,051$183K0.0%N/A3.814% 1/16/2025 Lam Group Inc.3,035$183K0.1%+83.9%3.794% 10/18/2024 Lam Group Inc.1,650$106K0.1%-24.5%2.063% 8/10/2024Plancorp LLC19,867$1.23M0.1%+8.3%24.834% 4/5/2024 Lam Group Inc.775$49K0.0%-72.6%1.292% 1/30/2024 Lam Group Inc.2,825$163K0.1%+12.1%4.708% 11/8/2023Plancorp LLC16,535$938K0.1%+3.1%27.558% 7/27/2023Verus Financial Partners Inc.4,447$253K0.0%N/A1.170% 7/14/2023 Lam Group Inc.2,520$138K0.1%+25.7%0.663% 5/11/2023Plancorp LLC16,035$888K0.0%+1.9%4.220% 4/25/2023Foundations Investment Advisors LLC106,693$5.91M0.2%N/A22.228% 4/17/2023Highland Financial Advisors LLC182,718$10.12M5.5%+19.2%38.066% 4/11/2023 Lam Group Inc.2,005$111K0.1%-12.1%0.418% 2/8/2023Highland Financial Advisors LLC153,251$8.82M5.2%N/A31.927% 1/13/2023 Lam Group Inc.2,280$131K0.1%N/A0.671% (Data available from 1/1/2016 forward) AVIE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVIE shares? During the previous two years, the following institutional investors and hedge funds held shares of Avantis Inflation Focused Equity ETF shares: Plancorp LLC ($1.36M), Verus Financial Partners Inc. ($253K), Geneos Wealth Management Inc. ($214K), and Lam Group Inc. ($183K), Elevate Wealth Advisory Inc. ($106K).Learn more on Avantis Inflation Focused Equity ETF's institutional investors. Which institutional investors have been buying Avantis Inflation Focused Equity ETF's stock? The following institutional investors have purchased Avantis Inflation Focused Equity ETF's stock in the last 24 months: Verus Financial Partners Inc. ($4.45K), Geneos Wealth Management Inc. ($3.33K), Plancorp LLC ($2.63K), Lam Group Inc. ($1.69K), and Elevate Wealth Advisory Inc. ($1.36K). How much institutional buying is happening at Avantis Inflation Focused Equity ETF? Institutional investors have bought a total of 8,197 shares in the last 24 months. This purchase volume represents approximately $499.69K in transactions. Which of Avantis Inflation Focused Equity ETF's major shareholders have been selling company stock? The following institutional investors have sold Avantis Inflation Focused Equity ETF stock in the last 24 months: Lam Group Inc. ($535.00), and Elevate Wealth Advisory Inc. ($265.00). How much institutional selling is happening at Avantis Inflation Focused Equity ETF? Institutional investors have sold a total of 800 shares in the last 24 months. This volume of shares sold represents approximately $51.56K in transactions. 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