Who owns AVIE?
Avantis Inflation Focused Equity ETF · Avantis
7 institutions reported holding AVIE, worth $2.9M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of AVIE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Plancorp, LLC | Saint Louis, MO | $1.6M | 21,457 | No change |
| Citadel Advisors LLC | Miami, FL | $566K | 7,610 | −1,896 shares |
| Verus Financial Partners, Inc. | Richmond, VA | $331K | 4,447 | No change |
| Rialto Wealth Management, LLC | Syracuse, NY | $204K | 2,750 | New position |
| Elevate Wealth Advisory, Inc. | Athens, GA | $110K | 1,479 | No change |
| UBS Group AG | Zurich, Switzerland | $35K | 475 | +152 shares |
| LAM Group, Inc. | Lake Oswego, OR | $15K | 205 | +25 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: AVIE vs QSOL, AVIE vs BNGE, AVIE vs TAGS, AVIE vs MAXI.
Frequently asked questions
Who owns AVIE?
7 institutional managers reported holding AVIE in Form 13F filings for June 30, 2026, worth $2.9M in total. The largest reported position was held by Plancorp, LLC, at $1.6M.
Did institutions buy or sell AVIE last quarter?
Reported 13F value rose 6.8% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AVIE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.