Who owns AVDE (AVDE)
Which tracked institutional funds hold AVDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVDE 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 AVDE is one-sided between 2025-Q4 and 2026-Q1: 293 added or opened and 59 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
AVDE’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 1.6% of theirs — a 1.4pp gap the other way — the median holder sizes AVDE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVDE 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 669 tracked filers holding AVDE, 418 increased or opened the position and 201 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 AVDE 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 42
- MASECO LLP$166M
- Werba Rubin Papier Wealth Management$71M
- JNBA Financial Advisors$60M
- SEARCY FINANCIAL SERVICES INC /ADV$29M
- Henderson Brothers Financial Partners, LLC$28M
- Purpose Unlimited Inc.$18M
Full exits 17
- AXXCESS WEALTH MANAGEMENT, LLC$21M
- FAS Wealth Partners, Inc.$14M
- Divergent Planning, LLC$9M
- CORE WEALTH ADVISORS, LLC$7M
- E-Wealth Partners, LLC$6M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$5M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$234M
- MISSION WEALTH MANAGEMENT, LP$169M
- Advance Capital Management, Inc.$139M
- AMERIPRISE FINANCIAL INC$130M
- MORGAN STANLEY$97M
- LPL Financial LLC$93M
Largest trims
- JANE STREET GROUP, LLC$133M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$31M
- Annex Advisory Services, LLC$23M
- Henrickson Nauta Wealth Advisors, Inc.$19M
- NewEdge Advisors, LLC$13M
- Goldstein Advisors, LLC$12M
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 7,502,434 | $637M | 6.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 5,027,310 | $427M | 4.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 4,999,263 | $424M | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,916,520 | $417M | 4.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,679,558 | $398M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 4,270,736 | $362M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,003,424 | $340M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,851,261 | $327M | 3.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,540,028 | $300M | 3.0% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 3,407,612 | $289M | 2.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,096,165 | $263M | 2.6% | 2026-Q1 |
| Rockwood Wealth Management, LLC added | 3,008,115 | $255M | 2.5% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,909,857 | $247M | 2.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,626,851 | $223M | 2.2% | 2026-Q1 |
| MASECO LLP added | 1,957,771 | $166M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,817,012 | $154M | 1.5% | 2026-Q1 |
| Advance Capital Management, Inc. added | 1,732,496 | $147M | 1.5% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 1,664,927 | $141M | 1.4% | 2026-Q1 |
| UBS Group AG added | 1,587,900 | $135M | 1.3% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 1,555,705 | $132M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,511,611 | $128M | 1.3% | 2026-Q1 |
| Oak Root LLC | 1,427,068 | $121M | 1.2% | 2026-Q1 |
| CWM, LLC added | 1,415,086 | $120M | 1.2% | 2026-Q1 |
| Gradient Investments LLC added | 1,414,786 | $120M | 1.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,289,900 | $114M | 1.1% | 2026-Q1 |
| Financial Plan, Inc. added | 1,186,391 | $101M | 1.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,086,719 | $92M | 0.9% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 1,086,496 | $92M | 0.9% | 2026-Q1 |
| First National Trust Co added | 1,017,133 | $86M | 0.9% | 2026-Q1 |
| GW HENSSLER & ASSOCIATES LTD added | 1,007,149 | $85M | 0.9% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 934,365 | $79M | 0.8% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 932,696 | $79M | 0.8% | 2026-Q1 |
| Parallel Advisors, LLC added | 925,232 | $78M | 0.8% | 2026-Q1 |
| Plancorp, LLC trimmed | 864,565 | $77M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC added | 864,479 | $73M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 857,498 | $73M | 0.7% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 835,062 | $71M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC added | 809,026 | $70M | 0.7% | 2026-Q1 |
| Apella Capital, LLC added | 757,248 | $69M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 805,700 | $68M | 0.7% | 2026-Q1 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 798,188 | $68M | 0.7% | 2026-Q1 |
| &PARTNERS added | 794,001 | $68M | 0.7% | 2026-Q1 |
| ATWOOD & PALMER INC added | 767,452 | $65M | 0.6% | 2026-Q1 |
| ESL Trust Services, LLC added | 748,102 | $63M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 729,356 | $62M | 0.6% | 2026-Q1 |
| Savant Capital, LLC added | 720,524 | $61M | 0.6% | 2026-Q1 |
| JNBA Financial Advisors new | 708,211 | $60M | 0.6% | 2026-Q1 |
| HUB Investment Partners, LLC added | 681,333 | $58M | 0.6% | 2026-Q1 |
| Cresset Asset Management, LLC added | 677,105 | $57M | 0.6% | 2026-Q1 |
| JSF Financial, LLC added | 671,730 | $57M | 0.6% | 2026-Q1 |
| Simplicity Wealth,LLC added | 647,822 | $55M | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 617,576 | $52M | 0.5% | 2026-Q1 |
| CGN Advisors LLC trimmed | 617,185 | $52M | 0.5% | 2026-Q1 |
| BSW Wealth Partners trimmed | 613,310 | $52M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 595,083 | $50M | 0.5% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 551,646 | $50M | 0.5% | 2026-Q1 |
| Versant Capital Management, Inc trimmed | 585,132 | $50M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 580,176 | $49M | 0.5% | 2026-Q1 |
| McLean Asset Management Corp added | 544,215 | $46M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 543,527 | $46M | 0.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 489,854 | $42M | 0.4% | 2026-Q1 |
| Legacy Financial Strategies, LLC added | 470,141 | $40M | 0.4% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 456,882 | $39M | 0.4% | 2026-Q1 |
| Family Investment Center, Inc. added | 456,402 | $39M | 0.4% | 2026-Q1 |
| Zhang Financial LLC added | 452,332 | $38M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 435,690 | $37M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 444,793 | $37M | 0.4% | 2026-Q1 |
| CVA Family Office, LLC added | 429,697 | $36M | 0.4% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 421,739 | $36M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 424,678 | $35M | 0.3% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 398,670 | $34M | 0.3% | 2026-Q1 |
| IAM Advisory, LLC trimmed | 398,663 | $34M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 392,404 | $33M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 377,620 | $32M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 372,383 | $32M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 366,373 | $31M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 366,255 | $31M | 0.3% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 363,129 | $31M | 0.3% | 2026-Q1 |
| Kelman-Lazarov, Inc. added | 354,431 | $30M | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 352,164 | $30M | 0.3% | 2026-Q1 |
| Financial Enhancement Group LLC added | 326,601 | $30M | 0.3% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 349,944 | $30M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 344,035 | $29M | 0.3% | 2026-Q1 |
| SEARCY FINANCIAL SERVICES INC /ADV new | 343,292 | $29M | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 321,599 | $29M | 0.3% | 2026-Q1 |
| BCR Wealth Strategies, LLC trimmed | 341,186 | $29M | 0.3% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 339,130 | $29M | 0.3% | 2026-Q1 |
| SC&H Financial Advisors, Inc. trimmed | 330,713 | $28M | 0.3% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 327,520 | $28M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 324,355 | $28M | 0.3% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC trimmed | 322,155 | $27M | 0.3% | 2026-Q1 |
| Capital Planning Advisors, LLC added | 315,497 | $27M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 312,514 | $27M | 0.3% | 2026-Q1 |
| ACT Advisors, LLC. added | 312,372 | $27M | 0.3% | 2026-Q1 |
| B&D White Capital Company, LLC added | 307,612 | $26M | 0.3% | 2026-Q1 |
| Yardley Wealth Management LLC added | 304,944 | $26M | 0.3% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS added | 284,980 | $26M | 0.3% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 305,877 | $25M | 0.3% | 2026-Q1 |
| Adero Partners, LLC added | 1,220,027 | $81M | 0.8% | 2025-Q1 stale |
| Waypoint Wealth Partners Inc. trimmed | 914,355 | $68M | 0.7% | 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.