Who owns Avidia Bancorp, Inc. (AVBC)
Which tracked institutional funds hold AVBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVBC company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on AVBC is one-sided between 2025-Q4 and 2026-Q1: 27 added or opened and 5 trimmed or exited — on balance accumulating.
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
AVBC’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVBC 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 66 tracked filers holding AVBC, 40 increased or opened the position and 19 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 AVBC 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 9
- VANGUARD CAPITAL MANAGEMENT LLC$16M
- VANGUARD FIDUCIARY TRUST CO$2M
- Russell Investments Group, Ltd.$2M
- Ancora Advisors LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Schonfeld Strategic Advisors LLC$935K
Full exits 4
- VANGUARD GROUP INC$17M
- M3F, Inc.$4M
- TWO SIGMA ADVISERS, LP$832K
- MERCER GLOBAL ADVISORS INC /ADV$585K
Largest adds
- T. Rowe Price Investment Management, Inc.$15M
- MILLENNIUM MANAGEMENT LLC$5M
- WELLINGTON MANAGEMENT GROUP LLP$2M
- TWO SIGMA INVESTMENTS, LP$1M
- HENNESSY ADVISORS INC$1M
- FJ Capital Management LLC$1M
Largest trims
- MALTESE CAPITAL MANAGEMENT LLC$377K
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 |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. added | 1,197,758 | $24M | 15.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 821,976 | $16M | 10.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 778,436 | $15M | 10.2% | 2026-Q1 |
| FJ Capital Management LLC | 497,258 | $10M | 6.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 323,030 | $6M | 4.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 276,514 | $5M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 219,905 | $4M | 2.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 211,122 | $4M | 2.8% | 2026-Q1 |
| HENNESSY ADVISORS INC added | 155,000 | $3M | 2.0% | 2026-Q1 |
| MORGAN STANLEY added | 123,925 | $2M | 1.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 116,298 | $2M | 1.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 134,876 | $2M | 1.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 100,982 | $2M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 97,999 | $2M | 1.3% | 2026-Q1 |
| Russell Investments Group, Ltd. new | 76,897 | $2M | 1.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 76,298 | $2M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 76,181 | $1M | 1.0% | 2026-Q1 |
| Ancora Advisors LLC new | 75,390 | $1M | 1.0% | 2026-Q1 |
| WHITE PINE CAPITAL LLC added | 73,878 | $1M | 1.0% | 2026-Q1 |
| STATE STREET CORP added | 62,922 | $1M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 58,859 | $1M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 58,302 | $1M | 0.7% | 2026-Q1 |
| IRONWOOD INVESTMENT MANAGEMENT LLC trimmed | 53,635 | $1M | 0.7% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC new | 47,539 | $935K | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 43,300 | $852K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 42,713 | $840K | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 40,289 | $792K | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 40,190 | $791K | 0.5% | 2026-Q1 |
| Polaris Capital Management, LLC | 40,000 | $787K | 0.5% | 2026-Q1 |
| STILWELL VALUE LLC | 40,000 | $787K | 0.5% | 2026-Q1 |
| GREAT OAK CAPITAL PARTNERS, LLC trimmed | 34,155 | $692K | 0.5% | 2026-Q1 |
| Freestone Capital Holdings, LLC added | 34,754 | $684K | 0.5% | 2026-Q1 |
| Arbiter Partners Capital Management LLC | 32,800 | $645K | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 26,512 | $521K | 0.3% | 2026-Q1 |
| Oppenheimer & Close, LLC | 26,502 | $521K | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 26,195 | $515K | 0.3% | 2026-Q1 |
| Trexquant Investment LP new | 26,049 | $512K | 0.3% | 2026-Q1 |
| Voleon Capital Management LP new | 25,868 | $509K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 20,296 | $399K | 0.3% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC new | 20,296 | $399K | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 17,577 | $346K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,380 | $303K | 0.2% | 2026-Q1 |
| LYNCH & ASSOCIATES/IN | 15,206 | $299K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 14,505 | $285K | 0.2% | 2026-Q1 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 13,500 | $266K | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP new | 13,090 | $257K | 0.2% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 12,747 | $251K | 0.2% | 2026-Q1 |
| ROCKLAND TRUST CO | 12,646 | $249K | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP new | 12,607 | $248K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 12,428 | $244K | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC | 12,000 | $237K | 0.2% | 2026-Q1 |
| Hudson Bay Capital Management LP new | 12,002 | $236K | 0.2% | 2026-Q1 |
| BARCLAYS PLC new | 10,835 | $213K | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10,000 | $197K | 0.1% | 2026-Q1 |
| Intellus Advisors LLC | 10,000 | $197K | 0.1% | 2026-Q1 |
| State of Wyoming trimmed | 8,071 | $159K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 6,517 | $128K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 6,223 | $122K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 1,738 | $34K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 357 | $8K | 0.0% | 2026-Q1 |
| EASTERN BANK | 123 | $2K | 0.0% | 2026-Q1 |
| FMR LLC new | 77 | $2K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. | 66 | $1K | 0.0% | 2026-Q1 |
| Rialto Wealth Management, LLC new | 33 | $650 | 0.0% | 2026-Q1 |
| Bare Financial Services, Inc new | 29 | $570 | 0.0% | 2026-Q1 |
| Avion Wealth | 34 | — | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 993,638 | $17M | 11.1% | 2025-Q4 stale |
| M3F, Inc. trimmed | 222,361 | $4M | 2.5% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 49,500 | $832K | 0.6% | 2025-Q4 stale |
| MELFA WEALTH MANAGEMENT, INC. new | 45,000 | $672K | 0.4% | 2025-Q3 stale |
| MERCER GLOBAL ADVISORS INC /ADV | 34,824 | $585K | 0.4% | 2025-Q4 stale |
| Point72 (DIFC) Ltd new | 30,593 | $457K | 0.3% | 2025-Q3 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 13,492 | $227K | 0.2% | 2025-Q4 stale |
| OMERS ADMINISTRATION Corp new | 12,400 | $208K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC new | 10,134 | $151K | 0.1% | 2025-Q3 stale |
| FLAGSHIP WEALTH ADVISORS, LLC | 5,000 | $84K | 0.1% | 2025-Q4 stale |
| BARDIN HILL MANAGEMENT PARTNERS LP new | 0 | — | 0.0% | 2025-Q4 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.