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Avantis Inflation Focused Equity ETF (AVIE) Institutional Ownership

$74.11 +0.30 (+0.41%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Avantis Inflation Focused Equity ETF (NYSEARCA:AVIE)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$103.08K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$389.45K
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Skip Chart & View Institutional Buying and Selling Data

AVIE Institutional Buying and Selling by Quarter

Avantis Inflation Focused Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/28/2026Geneos Wealth Management Inc.3,717$245K0.0%+10.0%3.717%
11/17/2025Citadel Advisors LLC13,591$857K0.0%-30.3%13.591%
7/16/2025 Plancorp LLC21,437$1.31M0.0%+1.9%21.437%
5/21/2025Geneos 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%
1/16/2025Lam Group Inc.3,035$183K0.1%+83.9%3.794%
10/18/2024Lam Group Inc.1,650$106K0.1%-24.5%2.063%
8/10/2024Plancorp LLC19,867$1.23M0.1%+8.3%24.834%
4/5/2024Lam Group Inc.775$49K0.0%-72.6%1.292%
1/30/2024Lam 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%
7/14/2023Lam 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%
4/11/2023Lam Group Inc.2,005$111K0.1%-12.1%0.418%
2/8/2023Highland Financial Advisors LLC153,251$8.82M5.2%N/A31.927%
1/13/2023Lam Group Inc.2,280$131K0.1%N/A0.671%


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 ($1.31M), Citadel Advisors LLC ($857K), Geneos Wealth Management Inc. ($245K), 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: Geneos Wealth Management Inc. ($3.67K), Plancorp LLC ($2.53K), Lam Group Inc. ($1.39K), 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 1,614 shares in the last 24 months. This purchase volume represents approximately $103.08K 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: Citadel Advisors LLC ($5.91K), 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 6,171 shares in the last 24 months. This volume of shares sold represents approximately $389.45K in transactions.


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This page (NYSEARCA:AVIE) was last updated on 5/5/2026 by MarketBeat.com Staff.
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