Who owns Avory Foundational ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of AVRY from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 2.2M shares of Avory Foundational ETF worth $53.3M — about 94.9% of shares outstanding; the largest disclosed holder is Arkadios Wealth Advisors. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$53.3M
value, 2026 filers
94.9%
of shares outstanding (2.2M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of AVRY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1.8M | $42.9M | 0.6% | 76.4% | +19.0% |
| 2 | Avory & Company, LLC | 354,102 | $8.5M | 10.6% | 15.1% | +3.8% |
| 3 | Aventura Private Wealth, LLC | 28,677 | $686,241 | 0.2% | 1.2% | +12.9% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,133 | $649,293 | 0.0% | 1.2% | +120.0% |
| 5 | GTS SECURITIES LLC | 17,182 | $411,165 | 0.0% | 0.7% | -41.7% |
| 6 | Empire Financial Management Company, LLCNEW | 8,504 | $203,500 | 0.1% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.