AVEE(AVEE)
AVEE
Institutional Ownership
Top 35 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | 320.72K | Jun 30, 26 | +47.46K | 17.82% |
| Tortoise Investment Management, LLC | 184.69K | Jun 30, 26 | +3.99K | 10.26% |
| Index Fund Advisors, Inc. | 155.46K | Jun 30, 26 | +18.80K | 8.64% |
| Cornerstone Wealth Partners, LLC | 126.21K | Jun 30, 26 | +14.93K | 7.01% |
| Timonier Family Office, LTD. | 82.40K | Jun 30, 26 | +82.40K | 4.58% |
| JANE STREET GROUP, LLC | 43.55K | Jun 30, 26 | -6.45K | 2.42% |
| Richard P Slaughter Associates Inc | 31.62K | Jun 30, 26 | +31.62K | 1.76% |
| Ariadne Wealth Management, LP | 26.83K | Jun 30, 26 | +381 | 1.49% |
| Beacon Pointe Advisors, LLC | 20.93K | Jun 30, 26 | +2.58K | 1.16% |
| VISTA CAPITAL PARTNERS, INC. | 19.93K | Jun 30, 26 | -142 | 1.11% |
| ARK & TLK INVESTMENTS, LLC | 19.25K | Jun 30, 26 | +1.93K | 1.07% |
| Cypress Point Wealth Management, LLC | 18.65K | Jun 30, 26 | +1.25K | 1.04% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.26K | Jun 30, 26 | -630 | 0.85% |
| Cloud Capital Management, LLC | 11.79K | Jun 30, 26 | +883 | 0.66% |
| Three Arch Wealth Management LLC | 11.74K | Jun 30, 26 | -- | 0.65% |
| ERn Financial, LLC | 10.81K | Jun 30, 26 | +1.46K | 0.60% |
| LAM GROUP, INC. | 9.85K | Jun 30, 26 | +560 | 0.55% |
| Plancorp, LLC | 8.06K | Jun 30, 26 | +1.88K | 0.45% |
| Kane Co Wealth Management, Inc. | 5.82K | Jun 30, 26 | +456 | 0.32% |
| B&D White Capital Company, LLC | 5.47K | Jun 30, 26 | +11 | 0.30% |
| CARDIFF PARK ADVISORS, LLC | 5.22K | Jun 30, 26 | +2 | 0.29% |
| Mills Wealth Advisors LLC | 4.21K | Jun 30, 26 | +148 | 0.23% |
| Resources Investment Advisors, LLC. | 3.76K | Jun 30, 26 | +3.76K | 0.21% |
| WorthPointe, LLC | 3.57K | Jun 30, 26 | +3.57K | 0.20% |
| CI Private Wealth, LLC | 3.26K | Jun 30, 26 | +10 | 0.18% |
| Evanson Financial, LLC | 2.94K | Jun 30, 26 | +2.94K | 0.16% |
| Ares Financial Consulting, LLC | 2.43K | Jun 30, 26 | +2.16K | 0.14% |
| Integrated Wealth Concepts LLC | 587 | Jun 30, 26 | +587 | 0.03% |
| Bogart Wealth, LLC | 336 | Jun 30, 26 | +2 | 0.02% |
| ANGELES WEALTH MANAGEMENT, LLC | 261 | Jun 30, 26 | +261 | 0.01% |
| 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 LLC | 7.14K | Jun 30, 25 | -- | 0.40% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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