Avantis Inflation Foc Eq ETFAVIEETF

13F holders, Q2 2024 (June 30)
6holders +1
1new positions
0sold out
1famous investor
$62.08avg. 13F price*

At the end of Q2 2024, 6 institutions reported holding Avantis Inflation Foc Eq ETF (AVIE) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Plancorp, LLC ($1.2M), Citadel Advisors ($399K) and Verus Financial Partners, Inc. ($276K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Avantis Inflation Foc Eq ETF
Filed as
AMERICAN CENTY ETF TR (Q2 2024)
CUSIP
025072240
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 5Q1 2024Q2 2024: 6Q2 2024Q3 2024: 5Q3 2024Q4 2024: 5Q4 2024Q1 2025: 6Q1 2025Q2 2025: 5Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$35K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 3,551 shares bought and 3,229 shares sold, net +322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Plancorp, LLC 0.05% Add +8.3% 19,867 $1.2M
Citadel Advisors 0.00% Reduce -33.4% 6,434 $399K
Verus Financial Partners, Inc. 0.03% No change 4,447 $276K
Lam Group, Inc. 0.11% Add +181.9% 2,185 $136K
Elevate Wealth Advisory, Inc. 0.03% New 559 $35K
UBS Group AG 0.00% Add +337.5% 70 $4K

"% of holder's portfolio" is AVIE's weight in each manager's 13F, not the share of Avantis Inflation Foc Eq ETF the manager owns.