Avantis Inflation Foc Eq ETFAVIEETF
13F holders, Q4 2024 (December 31)5holders
1new positions
1sold out
$60.15avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Avantis Inflation Foc Eq ETF (AVIE) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Plancorp, LLC ($1.2M), Verus Financial Partners, Inc. ($268K) and Geneos Wealth Management Inc. ($183K).
- Company
- Avantis Inflation Foc Eq ETF
- Filed as
- AMERICAN CENTY ETF TR (Q4 2024)
- CUSIP
- 025072240
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $183K |
| Exits | 1 | $3K |
All 13F filers, Q3 2024 → Q4 2024: 5,792 shares bought and 49 shares sold, net +5,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Plancorp, LLC | 0.05% | No change | 20,437 | $1.2M |
| Verus Financial Partners, Inc. | 0.03% | No change | 4,447 | $268K |
| Geneos Wealth Management Inc. | 0.01% | New | 3,051 | $183K |
| Lam Group, Inc. | 0.13% | Add +83.9% | 3,035 | $183K |
| Elevate Wealth Advisory, Inc. | 0.09% | Add +242.6% | 1,915 | $115K |
"% 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.