AVORY FOUNDATIONAL ETF (AVRY) Institutional Ownership and Insiders Activity
AVORY FOUNDATIONAL ETF (AVRY) is widely held by institutional investors, with 6 firms reporting positions valued at approximately $54.59M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Arkadios Wealth Advisors is the largest disclosed holder, reporting approximately $42.91M in AVRY holdings in its latest filing.
Institutional ownership remains highly concentrated, with Arkadios Wealth Advisors representing the majority of disclosed value.
Institutional Holders
6
Total Reported Value
$54.59M
Largest Holder
Arkadios Wealth Advisors
Largest Position
$42.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
1
Top Institutional Owners
View allInvestorReported Balance
- Arkadios Wealth Advisors$42.91M
- Avory & Company, Llc$9.73M
- Aventura Private Wealth, Llc$686,241
- Susquehanna International Group, Llp$649,293
- Gts Securities Llc$411,165