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Avantis Inflation FOC EQ ETF (AVIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Plancorp, LLC
DECREASED
Shares21,452 from 21,457
Change-5 (0%)
Value$1.8M (+$169.7K)
Filed 2026-11-03
Verus Financial Partners, Inc.
UNCHANGED
Shares4,447 from 4,447
Change0 (0%)
Value$343.8K (+$13.2K)
Filed 2026-10-29
Independent Wealth Network Inc.
NEW
Shares4,232
Change+4,232
Value$327.2K
Filed 2026-10-19
Elevate Wealth Advisory, Inc
DECREASED
Shares1,428 from 1,479
Change-51 (-3%)
Value$110.4K (+$446)
Filed 2026-10-29
Team Financial Group, LLC
NEW
Shares458
Change+458
Value$35.4K
Filed 2026-10-30
LAM Group, Inc.
INCREASED
Shares210 from 205
Change+5 (+2%)
Value$16.2K (+$995)
Filed 2026-10-26
Citadel Advisors LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
UBS Group AG
N/A
Shares— from 475
Change-475 (-100%)
Value—
Status
Plancorp, LLC
DECREASED21,45221,457-50%$1.6M$1.8M+$169.7K2026-11-03
Verus Financial Partners, Inc.
UNCHANGED4,4474,44700%$330.6K$343.8K+$13.2K2026-10-29
Independent Wealth Network Inc.
NEW4,232—+4,232——$327.2K—2026-10-19
Elevate Wealth Advisory, Inc
DECREASED1,4281,479-51-3%$110.0K$110.4K+$4462026-10-29
Team Financial Group, LLC
NEW458—+458——$35.4K—2026-10-30
LAM Group, Inc.
INCREASED210205+5+2%$15.2K$16.2K+$9952026-10-26
Citadel Advisors LLC
N/A—7,610-7,610-100%$565.8K———
Rialto Wealth Management, LLC
N/A—2,750-2,750-100%$204.5K———
UBS Group AG
N/A—475-475-100%$35.3K———
Showing 9 of 9 institutions