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Avantis Inflation FOC EQ ETF (AVIE)

CUSIP: 025072240 | NYSE | 14 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Plancorp, LLC21,452
0.0% of portfolio›$1.8M
Verus Financial Partners, Inc.4,447
0.0% of portfolio›$343.8K
Independent Wealth Network Inc.4,232
0.1% of portfolio›$327.2K
Elevate Wealth Advisory, Inc1,428
0.1% of portfolio›$110.4K
Team Financial Group, LLC458
0.0% of portfolio›$35.4K
LAM Group, Inc.210
0.0% of portfolio›$16.2K
StyleTurnoverLocationFiled
Plancorp, LLC
21,452$1.8M0.0%ETFLowSaint Louis, MO2026-11-03
Verus Financial Partners, Inc.
4,447$343.8K0.0%ETFVery LowRichmond, VA2026-10-29
Independent Wealth Network Inc.
4,232$327.2K0.1%ETFMediumUrbandale, IA2026-10-19
Elevate Wealth Advisory, Inc
1,428$110.4K0.1%ETFVery LowAthens, GA2026-10-29
Team Financial Group, LLC
458$35.4K0.0%ETFLowTemecula, CA2026-10-30
LAM Group, Inc.
210$16.2K0.0%ETFVery LowLake Oswego, OR2026-10-26