AVIE AMERICAN CENTY ETF TR
FollowAVANTIS INFLATIN (fund)
6 managers (6 13F filers) reported a position in AVIE shares at 2026-03-31, 37,392 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 1
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 37,392
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Plancorp, LLC | 21,457 | $1.55M | 0.04% | 0 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 9,506 | $694K | <0.01% | +1,385 | 13F-HRTimelineGroup |
| Verus Financial Partners, Inc. | 4,447 | $322K | 0.03% | 0 | 13F-HRTimeline |
| ELEVATE WEALTH ADVISORY, INC | 1,479 | $108K | 0.07% | -171 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 323 | $23.6K | <0.01% | new | 13F-HRTimelineGroup |
| LAM GROUP, INC. | 180 | $13.1K | 0.01% | new | 13F-HRTimeline |