Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was GTS Securities LLC (new position).
6 tracked 13F filers disclose a position in AVRY as of the latest SEC 13F filings, a combined $44.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Arkadios Wealth Advisors | 1.8M | $42.9M | ▲+19% Added · +287K sh | Q2 2026 | |
| 2 | GTS Securities LLC | 29K | $629K | ▲New +29K sh | Q1 2026 | |
| 3 | Aventura Private Wealth, LLC | 29K | $686K | ▲+13% Added · +3K sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 12K | $264K | ▲New +12K sh | Q1 2026 | |
| 5 | Empire Financial Management Company, LLC | 9K | $204K | ▲New +9K sh | Q2 2026 | |
| 6 | UBS Group AG | 264 | $6K | ▲New +264 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in AVRY, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Invesco QQQ Trust Series 1QQQ | 1 funds | $140.4M |
| Ishares Core S&P 500 ETFIVV | 1 funds | $132.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 1 funds | $90.3M |
| Nvidia CorpNVDA | 1 funds | $80.4M |
| Microsoft CorpMSFT | 1 funds | $69.5M |
| Vaneck Gold Miners ETFGDX | 1 funds | $56.3M |
| Sapient Quality Select ETFSQS | 1 funds | $47.3M |
| Apple IncAAPL | 1 funds | $44.7M |
| Vanguard S&P 500 ETFVOO | 1 funds | $43.9M |
| SS Consumer Disc Select SectXLY | 1 funds | $38.9M |
| Proshares Ultrapro QQQTQQQ | 1 funds | $37.9M |
| Amazon.com IncAMZN | 1 funds | $37.8M |
Ranked by how many of AVRY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVRY.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $311.0M |
| AAUACom | 34 funds | $233.8M |
| USEWExchange Traded Fund | 34 funds | $129.5M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSETF | 26 funds | $333.3M |
| GEQETF | 25 funds | $74.5M |
| GEWETF | 25 funds | $62.6M |
| FMTMmc | 24 funds | $37.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AVRY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVRY/capital-change-brief"
Use Arkolith's capital_change_brief for AVRY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVRY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.