Avantis Inflation Foc Eq ETFAVIEETF
13F holders, Q1 2025 (March 31)6holders +1
2new positions
1sold out
1famous investor
$63.87avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Avantis Inflation Foc Eq ETF (AVIE) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Plancorp, LLC ($1.4M), Verus Financial Partners, Inc. ($267K) and Citadel Advisors ($264K). 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 (Q1 2025)
- CUSIP
- 025072240
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $264K |
| Exits | 1 | $183K |
All 13F filers, Q4 2024 → Q1 2025: 4,981 shares bought and 3,300 shares sold, net +1,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Plancorp, LLC | 0.05% | Add +2.9% | 21,037 | $1.4M |
| Verus Financial Partners, Inc. | 0.03% | No change | 4,447 | $267K |
| Citadel Advisors | 0.00% | New | 4,103 | $264K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.1% | 3,328 | $214K |
| Elevate Wealth Advisory, Inc. | 0.08% | Reduce -13.8% | 1,650 | $106K |
| UBS Group AG | 0.00% | New | 1 | $64 |
"% 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.