AVRY Institutional Ownership
Avory Foundational ETF
1W: +0.6%
1M: -4.3%
3M: +0.4%
YTD: -2.8%
$24.98
-0.03 (-0.13%)
Weekly Expected Move ±2.9%
$24
$24
$25
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AVRY
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
1
New Positions
4
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1,793,178 | $45M | +286,728 | +19.0% | 2Q | SEC ↗ |
| 2 | Avory & Company, LLC | 354,102 | $9M | +12,877 | +3.8% | 2Q | SEC ↗ |
| 3 | Aventura Private Wealth, LLC | 28,677 | $716K | +3,269 | +12.9% | 2Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,133 | $678K | +14,799 | +120.0% | 2Q | SEC ↗ |
| 5 | GTS SECURITIES LLC | 17,182 | $429K | -12,281 | -41.7% | 2Q | SEC ↗ |
| 6 | Empire Financial Management Company, L NEW | 8,504 | $212K | — | +0.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG | 0 | $0K | -264 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Empire Financial Management Company | 8,504 | $212K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 264 | $7K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +286,728 | +19.0% | 1,793,178 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +14,799 | +120.0% | 27,133 |
| Avory & Company, LLC | +12,877 | +3.8% | 354,102 |
| Aventura Private Wealth, LLC | +3,269 | +12.9% | 28,677 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -12,281 | -41.7% | 17,182 |