AVRY Avory Foundational ETF
BATSAVRY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 6 filers · $54.6M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 1 | 1 | 4 | 1 | · |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Arkadios Wealth Advisors | $42,910,760 | 1,793,178 | 78.61% | Shares |
| Avory & Company, LLC | $9,726,123 | 392,459 | 17.82% | Shares |
| Aventura Private Wealth, LLC | $686,241 | 28,677 | 1.26% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $649,293 | 27,133 | 1.19% | Shares |
| GTS SECURITIES LLC | $411,165 | 17,182 | 0.75% | Shares |
| Empire Financial Management Company, LLC | $203,500 | 8,504 | 0.37% | Shares |
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