AVRY EA SERIES TRUST
FollowAVORY FOUND ETF (fund)
6 managers (6 13F filers) reported a position in AVRY shares at 2026-06-30, 2,228,776 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 2,228,776
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 1,793,178 | $42.9M | 0.66% | +286,728 | 13F-HRTimeline |
| Avory & Company, LLC | 354,102 | $8.47M | 10.59% | +12,877 | 13F-HRTimeline |
| Aventura Private Wealth, LLC | 28,677 | $686K | 0.21% | +3,269 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 27,133 | $649K | <0.01% | +14,799 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 17,182 | $411K | 0.01% | -12,281 | 13F-HRTimeline |
| Empire Financial Management Company, LLC | 8,504 | $204K | 0.08% | new | 13F-HRTimeline |