AVIE Institutional Ownership
Avantis Inflation Focused Equity ETF
1W: -1.1%
1M: -5.0%
3M: +3.0%
YTD: +17.2%
1Y: +22.8%
3Y: +41.4%
$77.59
+0.11 (+0.14%)
Weekly Expected Move ±1.0%
$76
$77
$78
$78
$79
Overview
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Institutional Ownership — AVIE
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
1
New Positions
2
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Plancorp, LLC | 21,457 | 2M | — | +0.0% | 15Q | SEC ↗ |
| 2 | CITADEL ADVISORS LLC | 7,610 | 590K | -1,896 | -19.9% | 6Q | SEC ↗ |
| 3 | Verus Financial Partners, Inc. | 4,447 | 345K | — | +0.0% | 13Q | SEC ↗ |
| 4 | Rialto Wealth Management, LLC NEW | 2,750 | 213K | — | +0.0% | 1Q | SEC ↗ |
| 5 | ELEVATE WEALTH ADVISORY, INC | 1,479 | 115K | — | +0.0% | 9Q | SEC ↗ |
| 6 | UBS Group AG | 475 | 37K | +152 | +47.1% | 2Q | SEC ↗ |
| 7 | LAM GROUP, INC. | 205 | 16K | +25 | +13.9% | 2Q | SEC ↗ |
| 8 | Geneos Wealth Management Inc. | 0 | 0K | -3,717 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Rialto Wealth Management, LLC | 2,750 | 213K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Geneos Wealth Management Inc. | 3,717 | 288K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +152 | +47.1% | 475 |
| LAM GROUP, INC. | +25 | +13.9% | 205 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -1,896 | -19.9% | 7,610 |