AVEE

Institutional Ownership

Top 35 Institutional Holders
HolderSharesDateChange% Held
AMERICAN CENTURY COMPANIES INC320.72KJun 30, 26+47.46K17.82%
Tortoise Investment Management, LLC184.69KJun 30, 26+3.99K10.26%
Index Fund Advisors, Inc.155.46KJun 30, 26+18.80K8.64%
Cornerstone Wealth Partners, LLC126.21KJun 30, 26+14.93K7.01%
Timonier Family Office, LTD.82.40KJun 30, 26+82.40K4.58%
JANE STREET GROUP, LLC43.55KJun 30, 26-6.45K2.42%
Richard P Slaughter Associates Inc31.62KJun 30, 26+31.62K1.76%
Ariadne Wealth Management, LP26.83KJun 30, 26+3811.49%
Beacon Pointe Advisors, LLC20.93KJun 30, 26+2.58K1.16%
VISTA CAPITAL PARTNERS, INC.19.93KJun 30, 26-1421.11%
ARK & TLK INVESTMENTS, LLC19.25KJun 30, 26+1.93K1.07%
Cypress Point Wealth Management, LLC18.65KJun 30, 26+1.25K1.04%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC15.26KJun 30, 26-6300.85%
Cloud Capital Management, LLC11.79KJun 30, 26+8830.66%
Three Arch Wealth Management LLC11.74KJun 30, 26--0.65%
ERn Financial, LLC10.81KJun 30, 26+1.46K0.60%
LAM GROUP, INC.9.85KJun 30, 26+5600.55%
Plancorp, LLC8.06KJun 30, 26+1.88K0.45%
Kane Co Wealth Management, Inc.5.82KJun 30, 26+4560.32%
B&D White Capital Company, LLC5.47KJun 30, 26+110.30%
CARDIFF PARK ADVISORS, LLC5.22KJun 30, 26+20.29%
Mills Wealth Advisors LLC4.21KJun 30, 26+1480.23%
Resources Investment Advisors, LLC.3.76KJun 30, 26+3.76K0.21%
WorthPointe, LLC3.57KJun 30, 26+3.57K0.20%
CI Private Wealth, LLC3.26KJun 30, 26+100.18%
Evanson Financial, LLC2.94KJun 30, 26+2.94K0.16%
Ares Financial Consulting, LLC2.43KJun 30, 26+2.16K0.14%
Integrated Wealth Concepts LLC587Jun 30, 26+5870.03%
Bogart Wealth, LLC336Jun 30, 26+20.02%
ANGELES WEALTH MANAGEMENT, LLC261Jun 30, 26+2610.01%
CAP Partners, LLC--Jun 30, 26-14.41K--
OLD MISSION CAPITAL LLC--Jun 30, 26-27.69K--
CITADEL ADVISORS LLC--Jun 30, 26-94.12K--
Farther Finance Advisors, LLC--Jun 30, 26-208--
Efficient Frontier Advisors LLC7.14KJun 30, 25--0.40%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.