Who owns AVAL
Which tracked institutional funds hold AVAL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVAL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened AVAL while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AVAL’s largest tracked holder by dollar value, Truffle Hound Capital, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVAL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 55 tracked filers holding AVAL, 36 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AVAL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- JANE STREET GROUP, LLC$949K
- O'Brien Greene & Co. Inc$629K
- CITADEL ADVISORS LLC$517K
Full exits 2
- Massar Capital Management, LP$572K
- MARSHALL WACE, LLP$505K
Largest adds
- UBS Group AG$639K
- Banco BTG Pactual S.A.$544K
- Pekin Hardy Strauss, Inc.$428K
- RENAISSANCE TECHNOLOGIES LLC$410K
Largest trims
- Truffle Hound Capital, LLC$1M
- Connor, Clark & Lunn Investment Management Ltd.$256K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Truffle Hound Capital, LLC trimmed | 1,000,000 | $5M | 20.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 865,172 | $4M | 17.8% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 517,050 | $3M | 10.6% | 2026-Q2 |
| Banco BTG Pactual S.A. added | 226,559 | $1M | 4.7% | 2026-Q2 |
| Stokes Family Office, LLC added | 210,123 | $1M | 4.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 188,639 | $949K | 3.9% | 2026-Q2 |
| UBS Group AG added | 146,322 | $736K | 3.0% | 2026-Q2 |
| O'Brien Greene & Co. Inc new | 125,000 | $629K | 2.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 118,855 | $598K | 2.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 117,794 | $595K | 2.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 102,777 | $517K | 2.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 81,193 | $408K | 1.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 78,921 | $397K | 1.6% | 2026-Q2 |
| Kerrisdale Advisers, LLC | 75,000 | $377K | 1.5% | 2026-Q2 |
| Thompson David Blair new | 69,000 | $347K | 1.4% | 2026-Q2 |
| Sage Investment Counsel LLC | 60,955 | $307K | 1.3% | 2026-Q2 |
| XTX Topco Ltd added | 59,822 | $301K | 1.2% | 2026-Q2 |
| BTG Pactual Asset Management US LLC | 35,715 | $180K | 0.7% | 2026-Q2 |
| Inspire Advisors, LLC added | 34,253 | $172K | 0.7% | 2026-Q2 |
| SmartHarvest Portfolios, LLC added | 25,886 | $130K | 0.5% | 2026-Q2 |
| Vise Technologies, Inc. added | 25,730 | $129K | 0.5% | 2026-Q2 |
| Stelac Advisory Services LLC | 25,125 | $127K | 0.5% | 2026-Q2 |
| Engineers Gate Manager LP new | 23,945 | $120K | 0.5% | 2026-Q2 |
| AXQ CAPITAL, LP new | 23,819 | $120K | 0.5% | 2026-Q2 |
| Inspire Investing, LLC added | 22,211 | $112K | 0.5% | 2026-Q2 |
| Clear Harbor Asset Management, LLC new | 21,196 | $107K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 19,538 | $100K | 0.4% | 2026-Q2 |
| National Philanthropic Trust | 17,986 | $90K | 0.4% | 2026-Q2 |
| Plan A Wealth LLC added | 16,335 | $82K | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 15,877 | $80K | 0.3% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 15,852 | $80K | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 14,670 | $74K | 0.3% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 13,457 | $68K | 0.3% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 12,530 | $63K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 12,333 | $62K | 0.3% | 2026-Q2 |
| Walleye Capital LLC new | 10,564 | $53K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 6,883 | $35K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,756 | $29K | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 4,426 | $22K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS | 3,288 | $17K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC new | 2,055 | $10K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 1,714 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 968 | $5K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 682 | $3K | 0.0% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 498 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 373 | $2K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) new | 326 | $2K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 156 | $785 | 0.0% | 2026-Q2 |
| Stone House Investment Management, LLC | 131 | $659 | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 75 | $377 | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 69 | $347 | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 46 | $232 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 44 | $221 | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC | 32 | $161 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 11 | $55 | 0.0% | 2026-Q2 |
| Massar Capital Management, LP | 130,000 | $572K | 2.3% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP trimmed | 114,673 | $505K | 2.1% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 72,977 | $241K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| NATURAL INVESTMENTS, LLC added | 18,164 | $79K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Apollon Wealth Management, LLC new | 12,608 | $55K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| QUADRANT CAPITAL GROUP LLC added | 4,219 | $49K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HBK Sorce Advisory LLC trimmed | 10,000 | $45K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| EverSource Wealth Advisors, LLC trimmed | 1,299 | $31K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Physician Wealth Advisors, Inc. trimmed | 318 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 17,130 | $69K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 3 | $12 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| J. Safra Sarasin Holding AG | 70,299 | $198K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 36,113 | $101K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 13,306 | $37K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Virtu Financial LLC new | 11,049 | $31K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MAI Capital Management new | 913 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.