AVIE · Avantis Inflation Focused Equity ETF ETF
$81.24
-0.79 (-0.96%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $565,811
Total Shares: 7,610
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+42.6 pts
Top 5
100.0%
+0.5 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+5,903
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
5
Unchanged
0
Holder count:
-5
Institutional value:
-79.3%
Shares held:
-79.6%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −1,896 | 7,610 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Plancorp, LLC | 21,457 | $1,565,781 | |
| Micro Verus Financial Partners, Inc. | 4,447 | $324,510 | |
| Micro ELEVATE WEALTH ADVISORY, INC | 1,479 | $107,927 | |
| Mega UBS Group AG | 323 | $23,570 | |
| Micro LAM GROUP, INC. | 180 | $13,135 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC AVIE | $565,811 | 100.00% | 7,610 | Shares | 2026-09-02 |