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-Q1 13F filings (latest filed 2026-05-15). 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
4 tracked funds added or opened AVAL while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp 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 2025-Q4 and 2026-Q1, across 47 tracked filers holding AVAL, 27 increased or opened the position and 15 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 2025-Q4 and 2026-Q1 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 1
- Banco BTG Pactual S.A.$595K
Largest adds
- Pekin Hardy Strauss, Inc.$604K
- Stokes Family Office, LLC$567K
- RENAISSANCE TECHNOLOGIES LLC$520K
Largest trims
- Truffle Hound Capital, LLC$725K
- MARSHALL WACE, LLP$610K
- MILLENNIUM MANAGEMENT LLC$401K
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 | 1,400,000 | $6M | 29.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 895,772 | $4M | 19.1% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. added | 493,850 | $2M | 10.5% | 2026-Q1 |
| Stokes Family Office, LLC added | 209,189 | $920K | 4.5% | 2026-Q1 |
| Banco BTG Pactual S.A. added | 135,321 | $595K | 2.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 132,619 | $580K | 2.8% | 2026-Q1 |
| Massar Capital Management, LP | 130,000 | $572K | 2.8% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 114,673 | $505K | 2.4% | 2026-Q1 |
| BlackRock, Inc. added | 106,901 | $470K | 2.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 89,676 | $395K | 1.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 86,685 | $381K | 1.9% | 2026-Q1 |
| Kerrisdale Advisers, LLC | 75,000 | $330K | 1.6% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 72,612 | $319K | 1.6% | 2026-Q1 |
| Sage Investment Counsel LLC added | 60,955 | $268K | 1.3% | 2026-Q1 |
| First Affirmative Financial Network | 72,977 | $241K | 1.2% | 2026-Q1 |
| BTG Pactual Asset Management US LLC added | 35,715 | $157K | 0.8% | 2026-Q1 |
| Inspire Advisors, LLC trimmed | 32,893 | $145K | 0.7% | 2026-Q1 |
| SmartHarvest Portfolios, LLC added | 25,507 | $112K | 0.5% | 2026-Q1 |
| Stelac Advisory Services LLC new | 25,125 | $111K | 0.5% | 2026-Q1 |
| XTX Topco Ltd added | 24,533 | $108K | 0.5% | 2026-Q1 |
| UBS Group AG added | 22,044 | $97K | 0.5% | 2026-Q1 |
| Inspire Investing, LLC trimmed | 20,884 | $92K | 0.4% | 2026-Q1 |
| Vise Technologies, Inc. | 20,017 | $81K | 0.4% | 2026-Q1 |
| National Philanthropic Trust added | 17,986 | $79K | 0.4% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 18,164 | $79K | 0.4% | 2026-Q1 |
| Plan A Wealth LLC trimmed | 15,216 | $67K | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 12,608 | $55K | 0.3% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC added | 4,219 | $49K | 0.2% | 2026-Q1 |
| HBK Sorce Advisory LLC trimmed | 10,000 | $45K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 10,096 | $44K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,299 | $31K | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 4,534 | $20K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,493 | $15K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS | 3,288 | $14K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,500 | $11K | 0.1% | 2026-Q1 |
| Larson Financial Group LLC new | 1,694 | $7K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 968 | $4K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 704 | $3K | 0.0% | 2026-Q1 |
| SIGNATUREFD, LLC | 614 | $3K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. trimmed | 318 | $1K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 159 | $700 | 0.0% | 2026-Q1 |
| Stone House Investment Management, LLC new | 131 | $576 | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 69 | $304 | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. | 44 | $194 | 0.0% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC new | 32 | $141 | 0.0% | 2026-Q1 |
| IMA Advisory Services, Inc. new | 31 | $136 | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 1 | $4 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 71,742 | $291K | 1.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 86,105 | $235K | 1.1% | 2025-Q1 stale |
| J. Safra Sarasin Holding AG | 70,299 | $198K | 1.0% | 2025-Q2 stale |
| Dauntless Investment Group, LLC new | 58,887 | $161K | 0.8% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 55,124 | $155K | 0.8% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 36,113 | $101K | 0.5% | 2025-Q2 stale |
| GTS SECURITIES LLC new | 17,130 | $69K | 0.3% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 13,306 | $37K | 0.2% | 2025-Q2 stale |
| Virtu Financial LLC trimmed | 11,049 | $31K | 0.2% | 2025-Q2 stale |
| SAGE ADVISORS, LLC new | 10,809 | $30K | 0.1% | 2025-Q1 stale |
| CITIGROUP INC added | 4,896 | $13K | 0.1% | 2025-Q1 stale |
| MAI Capital Management new | 913 | $3K | 0.0% | 2025-Q2 stale |
| Bell Investment Advisors, Inc | 596 | $2K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 114 | $231 | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 3 | $12 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.