AVRY EA SERIES TRUST
FollowAVORY FOUND ETF (fund)
6 managers (6 13F filers) reported a position in AVRY shares at 2026-03-31, 1,915,144 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 6
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 1,915,144
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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 1,506,450 | $32.2M | 0.53% | new | 13F-HRTimeline |
| Avory & Company, LLC | 341,225 | $7.29M | 9.43% | new | 13F-HRTimeline |
| GTS SECURITIES LLC | 29,463 | $629K | 0.02% | new | 13F-HRTimeline |
| Aventura Private Wealth, LLC | 25,408 | $543K | 0.2% | new | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 12,334 | $264K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 264 | $5.64K | <0.01% | new | 13F-HRTimelineGroup |