Who owns 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-Q2 13F filings (latest filed 2026-08-26). 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 2026-Q1 and 2026-Q2: 325 added or opened and 63 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 0.2% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 1.8pp 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 2026-Q1 and 2026-Q2, across 702 tracked filers holding AVDE, 464 increased or opened the position and 218 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 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 37
- Bluespring Wealth Management, LLC$26M
- Copper Harbor Investment Advisors, LLC$26M
- Hennion & Walsh Asset Management, Inc.$18M
- Jefferies Financial Group Inc.$14M
- Pacific Excel Wealth Advisors, Inc.$12M
- Coign Capital Advisors LLC$8M
Full exits 34
- HighTower Advisors, LLC$223M
- CWM, LLC$120M
- Cambridge Investment Research Advisors, Inc.$49M
- FOSTER & MOTLEY INC$34M
- PARK AVENUE SECURITIES LLC$31M
- JOURNEY STRATEGIC WEALTH LLC$30M
Largest adds
- Bank of New York Mellon Corp$320M
- MISSION WEALTH MANAGEMENT, LP$170M
- AMERIPRISE FINANCIAL INC$151M
- LPL Financial LLC$140M
- AMERICAN CENTURY COMPANIES INC$121M
- WELLS FARGO & COMPANY/MN$103M
Largest trims
- Corient Private Wealth LP$221M
- Henderson Brothers Financial Partners, LLC$13M
- Focus Partners Wealth$9M
- Gateway Wealth Partners, LLC$8M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- CITADEL ADVISORS LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 8,831,440 | $788M | 6.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 6,138,581 | $548M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 5,634,103 | $503M | 4.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 5,369,195 | $479M | 4.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,248,750 | $468M | 4.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 5,149,175 | $459M | 4.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,397,843 | $392M | 3.4% | 2026-Q2 |
| MORGAN STANLEY added | 4,388,303 | $391M | 3.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 4,356,688 | $389M | 3.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,148,065 | $370M | 3.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,267,330 | $291M | 2.6% | 2026-Q2 |
| Rockwood Wealth Management, LLC added | 3,165,871 | $282M | 2.5% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 2,919,800 | $260M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,886,060 | $257M | 2.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 2,275,091 | $203M | 1.8% | 2026-Q2 |
| MASECO LLP added | 2,008,367 | $179M | 1.6% | 2026-Q2 |
| Advance Capital Management, Inc. added | 1,854,102 | $165M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,755,170 | $157M | 1.4% | 2026-Q2 |
| UBS Group AG added | 1,727,133 | $154M | 1.4% | 2026-Q2 |
| HB Wealth Management, LLC added | 1,693,261 | $151M | 1.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,542,262 | $138M | 1.2% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 1,504,548 | $134M | 1.2% | 2026-Q2 |
| Gradient Investments LLC added | 1,445,630 | $129M | 1.1% | 2026-Q2 |
| Oak Root LLC | 1,427,068 | $127M | 1.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,262,823 | $113M | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC added | 1,222,477 | $109M | 1.0% | 2026-Q2 |
| Financial Plan, Inc. added | 1,209,058 | $108M | 0.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,178,813 | $105M | 0.9% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC trimmed | 1,058,929 | $94M | 0.8% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,046,145 | $93M | 0.8% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 1,030,458 | $92M | 0.8% | 2026-Q2 |
| First National Trust Co trimmed | 1,009,714 | $90M | 0.8% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 994,311 | $89M | 0.8% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 926,373 | $83M | 0.7% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 876,278 | $78M | 0.7% | 2026-Q2 |
| Plancorp, LLC trimmed | 862,580 | $77M | 0.7% | 2026-Q2 |
| &PARTNERS added | 858,519 | $77M | 0.7% | 2026-Q2 |
| Cerity Partners LLC trimmed | 846,764 | $76M | 0.7% | 2026-Q2 |
| Apella Capital, LLC added | 828,607 | $74M | 0.7% | 2026-Q2 |
| CORRECT CAPITAL WEALTH MANAGEMENT added | 809,847 | $72M | 0.6% | 2026-Q2 |
| Simplicity Wealth,LLC added | 795,696 | $71M | 0.6% | 2026-Q2 |
| Savant Capital, LLC added | 773,812 | $69M | 0.6% | 2026-Q2 |
| ATWOOD & PALMER INC added | 771,462 | $69M | 0.6% | 2026-Q2 |
| JNBA Financial Advisors added | 769,910 | $69M | 0.6% | 2026-Q2 |
| ESL Trust Services, LLC added | 748,227 | $67M | 0.6% | 2026-Q2 |
| HUB Investment Partners, LLC added | 736,719 | $66M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC added | 723,784 | $65M | 0.6% | 2026-Q2 |
| JSF Financial, LLC added | 714,806 | $64M | 0.6% | 2026-Q2 |
| CGN Advisors LLC added | 694,974 | $62M | 0.5% | 2026-Q2 |
| Creative Planning added | 686,681 | $61M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 681,091 | $61M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 644,212 | $57M | 0.5% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 607,391 | $56M | 0.5% | 2026-Q2 |
| BSW Wealth Partners trimmed | 599,240 | $53M | 0.5% | 2026-Q2 |
| Versant Capital Management, Inc added | 587,841 | $52M | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 587,109 | $52M | 0.5% | 2026-Q2 |
| McLean Asset Management Corp added | 585,863 | $53M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 555,377 | $49M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 554,433 | $49M | 0.4% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 529,917 | $47M | 0.4% | 2026-Q2 |
| Family Investment Center, Inc. added | 512,323 | $46M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 504,383 | $45M | 0.4% | 2026-Q2 |
| Legacy Financial Strategies, LLC added | 483,677 | $43M | 0.4% | 2026-Q2 |
| Zhang Financial LLC added | 475,617 | $42M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 464,198 | $41M | 0.4% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 463,319 | $41M | 0.4% | 2026-Q2 |
| CVA Family Office, LLC added | 457,745 | $41M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 449,387 | $40M | 0.4% | 2026-Q2 |
| HORAN Wealth, LLC added | 426,053 | $38M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 420,371 | $37M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 419,960 | $37M | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 414,689 | $37M | 0.3% | 2026-Q2 |
| Pacific Life Fund Advisors LLC trimmed | 410,408 | $37M | 0.3% | 2026-Q2 |
| Highland Financial Advisors, LLC added | 405,093 | $36M | 0.3% | 2026-Q2 |
| IAM Advisory, LLC trimmed | 398,427 | $36M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 386,895 | $35M | 0.3% | 2026-Q2 |
| Perkins Coie Trust Co added | 382,790 | $34M | 0.3% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 370,077 | $33M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 367,306 | $33M | 0.3% | 2026-Q2 |
| Financial Enhancement Group LLC added | 356,732 | $32M | 0.3% | 2026-Q2 |
| Strategic Blueprint, LLC added | 355,855 | $32M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 354,773 | $32M | 0.3% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 353,800 | $32M | 0.3% | 2026-Q2 |
| Kelman-Lazarov, Inc. trimmed | 352,258 | $31M | 0.3% | 2026-Q2 |
| SEARCY FINANCIAL SERVICES INC /ADV trimmed | 341,527 | $30M | 0.3% | 2026-Q2 |
| Symphony Financial, Ltd. Co. added | 335,841 | $30M | 0.3% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 332,244 | $30M | 0.3% | 2026-Q2 |
| CARDIFF PARK ADVISORS, LLC added | 330,466 | $29M | 0.3% | 2026-Q2 |
| Krilogy Financial LLC added | 328,620 | $29M | 0.3% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 326,631 | $29M | 0.3% | 2026-Q2 |
| ACT Advisors, LLC. added | 324,608 | $29M | 0.3% | 2026-Q2 |
| Echo Wealth Management, LLC added | 321,389 | $29M | 0.3% | 2026-Q2 |
| Yardley Wealth Management LLC added | 319,168 | $28M | 0.3% | 2026-Q2 |
| B&D White Capital Company, LLC added | 315,797 | $28M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 314,914 | $28M | 0.2% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 306,872 | $27M | 0.2% | 2026-Q2 |
| GRAND WEALTH MANAGEMENT, LLC added | 298,688 | $27M | 0.2% | 2026-Q2 |
| Oak Wealth Advisors LLC added | 298,639 | $27M | 0.2% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 298,615 | $27M | 0.2% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 296,039 | $26M | 0.2% | 2026-Q2 |
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.