Who owns AVDV
Which tracked institutional funds hold AVDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVDV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 AVDV is one-sided between 2026-Q1 and 2026-Q2: 264 added or opened and 70 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
AVDV’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 1.8% of theirs — a 0.4pp gap the other way — the median holder sizes AVDV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVDV 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 690 tracked filers holding AVDV, 433 increased or opened the position and 231 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 AVDV 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- GOLDMAN SACHS GROUP INC$13M
- Highland Financial Advisors, LLC$11M
- Schulz Wealth, LTD.$11M
- Retirement Management Systems Inc.$9M
- BASSO CAPITAL MANAGEMENT, L.P.$8M
Full exits 34
- HighTower Advisors, LLC$52M
- PARK AVENUE SECURITIES LLC$48M
- Opus Capital Group, LLC$31M
- Angeles Investment Advisors, LLC$29M
- Summit Portfolio Management, LTD.$18M
- Penserra Capital Management LLC$17M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$520M
- Creative Planning$255M
- Focus Partners Advisor Solutions, LLC$73M
- Focus Partners Wealth$59M
- Savant Capital, LLC$54M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
Largest trims
- Horizon Investments, LLC$40M
- CITADEL ADVISORS LLC$31M
- Corient Private Wealth LP$20M
- Ocean Park Asset Management, LLC$11M
- Truepoint, Inc.$6M
- Kestra Investment Management, LLC$4M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 33,269,635 | $3.5B | 26.1% | 2026-Q2 |
| Creative Planning added | 25,514,696 | $2.6B | 19.9% | 2026-Q2 |
| Savant Capital, LLC added | 11,690,609 | $1.2B | 9.1% | 2026-Q2 |
| Focus Partners Wealth added | 4,813,065 | $496M | 3.8% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 4,692,285 | $484M | 3.7% | 2026-Q2 |
| Accredited Investors Inc. added | 2,685,375 | $277M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,637,014 | $272M | 2.1% | 2026-Q2 |
| Modera Wealth Management, LLC added | 2,361,879 | $243M | 1.8% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. trimmed | 2,351,220 | $242M | 1.8% | 2026-Q2 |
| Haverford Trust Co added | 1,704,861 | $176M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 1,685,320 | $174M | 1.3% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 1,646,823 | $170M | 1.3% | 2026-Q2 |
| Cerity Partners LLC added | 1,632,319 | $168M | 1.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,329,478 | $137M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 1,097,851 | $113M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,036,301 | $107M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,016,733 | $105M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,016,369 | $105M | 0.8% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,003,126 | $103M | 0.8% | 2026-Q2 |
| Unison Advisors LLC added | 831,796 | $86M | 0.6% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 749,670 | $77M | 0.6% | 2026-Q2 |
| Frontier Asset Management, LLC added | 665,648 | $69M | 0.5% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 663,940 | $68M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 622,801 | $64M | 0.5% | 2026-Q2 |
| Wealth Management Nebraska added | 574,120 | $59M | 0.4% | 2026-Q2 |
| Burton Enright Welch trimmed | 554,449 | $57M | 0.4% | 2026-Q2 |
| Empowered Funds, LLC added | 548,409 | $57M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 530,912 | $55M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 525,853 | $55M | 0.4% | 2026-Q2 |
| Foster Group, Inc. added | 501,980 | $52M | 0.4% | 2026-Q2 |
| Hill Investment Group Partners, LLC trimmed | 494,300 | $51M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 484,875 | $50M | 0.4% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 484,542 | $50M | 0.4% | 2026-Q2 |
| Brickley Wealth Management trimmed | 449,714 | $46M | 0.4% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 427,007 | $44M | 0.3% | 2026-Q2 |
| Greenline Partners, LLC added | 424,813 | $44M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 421,412 | $43M | 0.3% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC added | 384,008 | $40M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 363,714 | $37M | 0.3% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 362,990 | $37M | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 350,754 | $36M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC | 340,704 | $35M | 0.3% | 2026-Q2 |
| Symmetry Partners, LLC added | 340,588 | $35M | 0.3% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 338,706 | $35M | 0.3% | 2026-Q2 |
| Marquette Asset Management, LLC trimmed | 330,111 | $34M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 319,885 | $33M | 0.2% | 2026-Q2 |
| Meredith Wealth Planning added | 317,877 | $33M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC added | 303,166 | $31M | 0.2% | 2026-Q2 |
| Magnus Financial Group LLC added | 297,911 | $31M | 0.2% | 2026-Q2 |
| Emprise Bank added | 295,845 | $30M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 295,820 | $30M | 0.2% | 2026-Q2 |
| ATWOOD & PALMER INC added | 278,701 | $29M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 276,552 | $28M | 0.2% | 2026-Q2 |
| DEFINE FINANCIAL, LLC added | 269,261 | $28M | 0.2% | 2026-Q2 |
| Falcon Wealth Planning added | 267,454 | $28M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 262,245 | $27M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 261,126 | $27M | 0.2% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 258,980 | $27M | 0.2% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 255,834 | $26M | 0.2% | 2026-Q2 |
| Morton Brown Family Wealth, LLC added | 255,151 | $26M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 253,983 | $26M | 0.2% | 2026-Q2 |
| Stratos Investment Management, LLC added | 253,695 | $26M | 0.2% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. added | 252,626 | $26M | 0.2% | 2026-Q2 |
| B&D White Capital Company, LLC added | 246,676 | $25M | 0.2% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 245,942 | $25M | 0.2% | 2026-Q2 |
| CogentBlue Wealth Advisors, LLC trimmed | 245,635 | $25M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 238,611 | $25M | 0.2% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 231,651 | $24M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 230,444 | $24M | 0.2% | 2026-Q2 |
| Peirce Capital Management, LLC added | 222,752 | $23M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 213,530 | $22M | 0.2% | 2026-Q2 |
| Squire Investment Management Company, LLC added | 206,275 | $21M | 0.2% | 2026-Q2 |
| Quantum Financial Advisors, LLC added | 205,867 | $21M | 0.2% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC added | 200,844 | $21M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 196,010 | $20M | 0.2% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 195,266 | $20M | 0.2% | 2026-Q2 |
| Wealth Architects, LLC trimmed | 194,456 | $20M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 192,982 | $20M | 0.2% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 192,772 | $20M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 189,877 | $20M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 188,913 | $19M | 0.1% | 2026-Q2 |
| Great Point Wealth Advisors, LLC added | 187,077 | $19M | 0.1% | 2026-Q2 |
| Prosperity Planning, Inc. added | 185,156 | $19M | 0.1% | 2026-Q2 |
| Rialto Wealth Management, LLC added | 183,604 | $19M | 0.1% | 2026-Q2 |
| Kaufman Rossin Wealth, LLC added | 180,927 | $19M | 0.1% | 2026-Q2 |
| McMill Wealth Management added | 178,884 | $18M | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 178,867 | $18M | 0.1% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 178,372 | $18M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 177,960 | $18M | 0.1% | 2026-Q2 |
| Plancorp, LLC added | 176,120 | $18M | 0.1% | 2026-Q2 |
| JRM Investment Counsel, LLC added | 175,220 | $18M | 0.1% | 2026-Q2 |
| Oakwell Private Wealth Management, LLC trimmed | 174,577 | $18M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 172,848 | $17M | 0.1% | 2026-Q2 |
| HMV Wealth Advisors, LLC added | 172,213 | $18M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 168,723 | $18M | 0.1% | 2026-Q2 |
| UBS Group AG added | 168,225 | $17M | 0.1% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 165,162 | $17M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Partners, LLC added | 162,609 | $17M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 162,299 | $17M | 0.1% | 2026-Q2 |
| Valued Wealth Advisors LLC added | 162,263 | $17M | 0.1% | 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.