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-Q1 13F filings (latest filed 2026-05-18). 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 2025-Q4 and 2026-Q1: 289 added or opened and 49 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 2.2% of theirs — a 0.8pp 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 2025-Q4 and 2026-Q1, across 648 tracked filers holding AVDV, 393 increased or opened the position and 217 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 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 46
- CITADEL ADVISORS LLC$44M
- Werba Rubin Papier Wealth Management$33M
- Angeles Investment Advisors, LLC$29M
- Summit Portfolio Management, LTD.$18M
- Penserra Capital Management LLC$17M
- Barry Investment Advisors, LLC$14M
Full exits 12
- Divergent Planning, LLC$50M
- CoreFirst Bank & Trust$10M
- Schulz Wealth, LTD.$8M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
- Platform Wealth Management, LLC$4M
- E-Wealth Partners, LLC$3M
Largest adds
- Creative Planning$252M
- Savant Capital, LLC$76M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$74M
- BANK OF AMERICA CORP /DE/$51M
- EP Wealth Advisors, LLC$51M
- Focus Partners Wealth$50M
Largest trims
- Annex Advisory Services, LLC$33M
- Ocean Park Asset Management, LLC$25M
- Henrickson Nauta Wealth Advisors, Inc.$13M
- Efficient Advisors, LLC$8M
- Klaas Financial Asset Advisors, LLC$7M
- NewEdge Advisors, LLC$6M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP trimmed | 30,361,872 | $2.9B | 24.0% | 2026-Q1 |
| Creative Planning added | 23,779,849 | $2.4B | 19.4% | 2026-Q1 |
| Savant Capital, LLC added | 11,522,222 | $1.2B | 9.4% | 2026-Q1 |
| Focus Partners Wealth added | 4,375,680 | $437M | 3.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 4,117,972 | $411M | 3.4% | 2026-Q1 |
| Accredited Investors Inc. added | 2,633,904 | $263M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,562,549 | $256M | 2.1% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. trimmed | 2,360,214 | $236M | 1.9% | 2026-Q1 |
| Modera Wealth Management, LLC added | 2,188,303 | $219M | 1.8% | 2026-Q1 |
| Haverford Trust Co added | 1,660,500 | $166M | 1.4% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 1,647,863 | $165M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 1,636,238 | $163M | 1.3% | 2026-Q1 |
| Cerity Partners LLC added | 1,423,552 | $142M | 1.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,330,144 | $133M | 1.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,201,875 | $120M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,093,841 | $109M | 0.9% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 957,139 | $96M | 0.8% | 2026-Q1 |
| Unison Advisors LLC trimmed | 827,530 | $83M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 800,212 | $80M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 762,781 | $76M | 0.6% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 697,531 | $70M | 0.6% | 2026-Q1 |
| Frontier Asset Management, LLC added | 660,273 | $66M | 0.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 647,182 | $65M | 0.5% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 630,579 | $63M | 0.5% | 2026-Q1 |
| Wealth Management Nebraska added | 565,044 | $56M | 0.5% | 2026-Q1 |
| Burton Enright Welch trimmed | 557,390 | $56M | 0.5% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 543,283 | $54M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 532,125 | $53M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 489,839 | $53M | 0.4% | 2026-Q1 |
| Horizon Investments, LLC trimmed | 527,553 | $53M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 517,400 | $52M | 0.4% | 2026-Q1 |
| Hill Investment Group Partners, LLC trimmed | 506,111 | $51M | 0.4% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 505,685 | $50M | 0.4% | 2026-Q1 |
| Foster Group, Inc. trimmed | 495,563 | $49M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 478,967 | $48M | 0.4% | 2026-Q1 |
| Brickley Wealth Management trimmed | 451,270 | $45M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 448,414 | $45M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 443,056 | $44M | 0.4% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 426,729 | $43M | 0.3% | 2026-Q1 |
| Greenline Partners, LLC added | 411,922 | $41M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 402,129 | $40M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 384,046 | $38M | 0.3% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 378,227 | $38M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 340,704 | $34M | 0.3% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 339,046 | $34M | 0.3% | 2026-Q1 |
| Symmetry Partners, LLC added | 337,844 | $34M | 0.3% | 2026-Q1 |
| Marquette Asset Management, LLC added | 330,321 | $33M | 0.3% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 327,494 | $33M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 322,571 | $32M | 0.3% | 2026-Q1 |
| Meredith Wealth Planning trimmed | 313,555 | $31M | 0.3% | 2026-Q1 |
| Opus Capital Group, LLC trimmed | 313,238 | $31M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 312,794 | $31M | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 293,193 | $31M | 0.3% | 2026-Q1 |
| Angeles Investment Advisors, LLC new | 295,050 | $29M | 0.2% | 2026-Q1 |
| Emprise Bank added | 288,385 | $29M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 282,603 | $28M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 277,457 | $28M | 0.2% | 2026-Q1 |
| ATWOOD & PALMER INC added | 272,527 | $27M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 270,952 | $27M | 0.2% | 2026-Q1 |
| Falcon Wealth Planning trimmed | 262,493 | $26M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 261,555 | $26M | 0.2% | 2026-Q1 |
| CogentBlue Wealth Advisors, LLC trimmed | 259,429 | $26M | 0.2% | 2026-Q1 |
| QUARRY HILL ADVISORS, LLC trimmed | 236,077 | $25M | 0.2% | 2026-Q1 |
| DEFINE FINANCIAL, LLC trimmed | 252,101 | $25M | 0.2% | 2026-Q1 |
| Kondo Wealth Advisors, Inc. trimmed | 249,502 | $25M | 0.2% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 249,014 | $25M | 0.2% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 245,336 | $24M | 0.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 233,349 | $24M | 0.2% | 2026-Q1 |
| Morton Brown Family Wealth, LLC added | 241,467 | $24M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 239,518 | $24M | 0.2% | 2026-Q1 |
| B&D White Capital Company, LLC added | 238,274 | $24M | 0.2% | 2026-Q1 |
| Peirce Capital Management, LLC trimmed | 221,292 | $22M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 218,924 | $22M | 0.2% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC added | 215,718 | $22M | 0.2% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 204,845 | $20M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 200,648 | $20M | 0.2% | 2026-Q1 |
| Squire Investment Management Company, LLC added | 199,377 | $20M | 0.2% | 2026-Q1 |
| Wealth Architects, LLC trimmed | 198,353 | $20M | 0.2% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC added | 193,233 | $19M | 0.2% | 2026-Q1 |
| Discipline Wealth Solutions, LLC added | 191,520 | $19M | 0.2% | 2026-Q1 |
| Oakwell Private Wealth Management, LLC added | 189,908 | $19M | 0.2% | 2026-Q1 |
| Plancorp, LLC added | 176,058 | $19M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 181,821 | $18M | 0.1% | 2026-Q1 |
| Prosperity Planning, Inc. added | 181,542 | $18M | 0.1% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 179,401 | $18M | 0.1% | 2026-Q1 |
| Summit Portfolio Management, LTD. new | 179,161 | $18M | 0.1% | 2026-Q1 |
| McMill Wealth Management trimmed | 178,302 | $18M | 0.1% | 2026-Q1 |
| Invariant Investment Management trimmed | 167,728 | $18M | 0.1% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 175,760 | $18M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 173,052 | $17M | 0.1% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 172,112 | $17M | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC new | 171,959 | $17M | 0.1% | 2026-Q1 |
| JRM Investment Counsel, LLC added | 171,919 | $17M | 0.1% | 2026-Q1 |
| Rialto Wealth Management, LLC added | 168,793 | $17M | 0.1% | 2026-Q1 |
| KEB ASSET MANAGEMENT, LLC added | 165,086 | $16M | 0.1% | 2026-Q1 |
| CCM INVESTMENT GROUP, LLC added | 715,192 | $50M | 0.4% | 2025-Q1 stale |
| Divergent Planning, LLC trimmed | 529,894 | $50M | 0.4% | 2025-Q4 stale |
| PrairieView Partners, LLC trimmed | 482,251 | $38M | 0.3% | 2025-Q2 stale |
| Callan Capital, LLC added | 448,149 | $31M | 0.3% | 2025-Q1 stale |
| Willow Creek Wealth Management Inc. added | 299,193 | $27M | 0.2% | 2025-Q3 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.