AVRY Institutional Ownership & Shareholders
AVORY FOUNDATIONAL ETF (AVRY) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arkadios Wealth Advisors is currently the largest disclosed institutional shareholder of AVRY tracked by InsiderSet, reporting ownership valued at approximately $42.91M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.83M, representing an estimated gain of +6.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AVRY value among the investors covered in this analysis. Major shareholders include Arkadios Wealth Advisors, Avory & Company, Llc, Aventura Private Wealth, Llc, and several other long-term asset managers with concentrated positions in AVORY FOUNDATIONAL ETF (AVRY).
This page ranks the largest institutional AVRY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 0.66% | 1,793,178 | $42,910,760 | $45,827,174 | +$2,916,414 | +6.80% | |
| Avory & Company, Llc | 12.33% | 392,459 | $9,726,123 | $10,029,839 | +$303,716 | +3.12% | |
| Aventura Private Wealth, Llc | 0.21% | 28,677 | $686,241 | $732,881 | +$46,640 | +6.80% | |
| Susquehanna International Group, Llp | 0.00% | 27,133 | $649,293 | $693,422 | +$44,129 | +6.80% | |
| Gts Securities Llc | 0.01% | 17,182 | $411,165 | $439,110 | +$27,945 | +6.80% | |
| Empire Financial Management Company, Llc | 0.08% | 8,504 | $203,500 | $217,332 | +$13,832 | +6.80% |
Frequently asked questions about AVRY
Who are the largest institutional holders of AVRY?
The largest institutional holders of AVRY reported in the latest SEC Form 13F filings include Arkadios Wealth Advisors, Avory & Company, Llc, Aventura Private Wealth, Llc, Susquehanna International Group, Llp, and Gts Securities Llc. InsiderSet ranks institutional holders by their latest reported AVRY position.
What is AVRY institutional ownership?
This page tracks AVRY positions reported by institutional investment managers through SEC Form 13F. AVORY FOUNDATIONAL ETF (AVRY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AVRY?
InsiderSet currently tracks 6 institutional managers reporting AVRY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AVRY shareholders.
How much AVRY stock do institutions own?
Institutional investment managers disclosed approximately $54.59M in AVRY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AVRY institutional ownership last updated?
The latest AVRY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AVRY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AVRY position after the reporting date.
Are institutions buying or selling AVRY?
Institutional buying and selling can be analyzed by comparing AVRY positions across consecutive 13F reporting periods. InsiderSet's AVRY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AVRY ownership changes.
How has AVRY institutional ownership changed over time?
InsiderSet tracks AVRY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.