Avantis Inflation Focused Equity ETF (AVIE) Institutional Ownership $62.88 -0.61 (-0.96%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Avantis Inflation Focused Equity ETF (NYSEARCA:AVIE)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$443.18KNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$164.13K Get AVIE Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantis Inflation Focused Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVIE Institutional Buying and Selling by Quarter Avantis Inflation Focused Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/11/2025 Elevate Wealth Advisory Inc.1,915$115K0.1%+242.6%2.394% 1/21/2025 Geneos Wealth Management Inc.3,051$183K0.0%N/A3.814% 1/16/2025 Lam Group Inc.3,035$183K0.1%+83.9%3.794% 10/18/2024 Lam Group Inc.1,650$106K0.1%-24.5%2.063% 8/10/2024 Plancorp LLC19,867$1.23M0.1%+8.3%24.834% 4/5/2024 Lam Group Inc.775$49K0.0%-72.6%1.292% 1/30/2024 Lam Group Inc.2,825$163K0.1%+12.1%4.708% 11/8/2023 Plancorp LLC16,535$938K0.1%+3.1%27.558% 7/27/2023 Verus Financial Partners Inc.4,447$253K0.0%N/A1.170% 7/14/2023 Lam Group Inc.2,520$138K0.1%+25.7%0.663% 5/11/2023 Plancorp LLC16,035$888K0.0%+1.9%4.220% 4/25/2023 Foundations Investment Advisors LLC106,693$5.91M0.2%N/A22.228% 4/17/2023 Highland Financial Advisors LLC182,718$10.12M5.5%+19.2%38.066% 4/11/2023 Lam Group Inc.2,005$111K0.1%-12.1%0.418% 2/8/2023 Highland Financial Advisors LLC153,251$8.82M5.2%N/A31.927% 1/13/2023 Lam Group Inc.2,280$131K0.1%N/A0.671% (Data available from 1/1/2016 forward) AVIE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVIE shares? During the previous two years, the following institutional investors and hedge funds held shares of Avantis Inflation Focused Equity ETF shares: Highland Financial Advisors LLC ($10.12M), Foundations Investment Advisors LLC ($5.91M), Plancorp LLC ($1.23M), Verus Financial Partners Inc. ($253K), Geneos Wealth Management Inc. ($183K), and Lam Group Inc. ($183K), and Elevate Wealth Advisory Inc. ($115K).Learn more on AVIE's institutional investors. Which institutional investors have been buying Avantis Inflation Focused Equity ETF stock? The following institutional investors have purchased Avantis Inflation Focused Equity ETF stock in the last 24 months: Foundations Investment Advisors LLC ($106.69K), Highland Financial Advisors LLC ($29.47K), Verus Financial Partners Inc. ($4.45K), Geneos Wealth Management Inc. ($3.05K), Plancorp LLC ($2.33K), Lam Group Inc. ($2.21K), and Elevate Wealth Advisory Inc. ($1.36K). How much institutional buying is happening at Avantis Inflation Focused Equity ETF? Institutional investors have bought a total of 149,547 shares in the last 24 months. This purchase volume represents approximately $8.32M in transactions. Which Avantis Inflation Focused Equity ETF major shareholders have been selling company stock? The following institutional investors have sold Avantis Inflation Focused Equity ETF stock in the last 24 months: Lam Group Inc. ($2.86K). How much institutional selling is happening at Avantis Inflation Focused Equity ETF? Institutional investors have sold a total of 2,860 shares in the last 24 months. This volume of shares sold represents approximately $179.37K in transactions. 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