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Institutional Ownership · SEC Form 13F

Who owns AVEE


Which tracked institutional funds hold AVEE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVEE company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

29
Institutional holders
1M
Shares held (tracked funds)

How the tape is positioned

7 tracked funds added or opened AVEE while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

AVEE’s largest tracked holder by dollar value, AMERICAN CENTURY COMPANIES INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes AVEE more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AVEE 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 29 tracked filers holding AVEE, 25 increased or opened the position and 9 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 AVEE 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 2

  • Timonier Family Office, LTD.$6M
  • Richard P Slaughter Associates Inc$2M

Full exits 4

  • CITADEL ADVISORS LLC$6M
  • OLD MISSION CAPITAL LLC$2M
  • CAP Partners, LLC$914K
  • Cloud Capital Management, LLC$691K

Largest adds

  • AMERICAN CENTURY COMPANIES INC$5M
  • Index Fund Advisors, Inc.$2M
  • Cornerstone Wealth Partners, LLC$2M
  • Tortoise Investment Management, LLC$1M
  • Beacon Pointe Advisors, LLC$287K

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).

FundSharesReported value% of valueQuarter
AMERICAN CENTURY COMPANIES INC added320,717$22M24.7%2026-Q2
Tortoise Investment Management, LLC added184,695$13M14.2%2026-Q2
Index Fund Advisors, Inc. added155,463$11M12.0%2026-Q2
Cornerstone Wealth Partners, LLC added126,209$9M9.7%2026-Q2
Timonier Family Office, LTD. added82,404$6M6.4%2026-Q2
JANE STREET GROUP, LLC trimmed43,555$3M3.4%2026-Q2
Richard P Slaughter Associates Inc new31,618$2M2.4%2026-Q2
Ariadne Wealth Management, LP added26,831$2M2.1%2026-Q2
Beacon Pointe Advisors, LLC added20,930$1M1.6%2026-Q2
VISTA CAPITAL PARTNERS, INC. trimmed19,926$1M1.5%2026-Q2
ARK & TLK INVESTMENTS, LLC added19,253$1M1.5%2026-Q2
Cypress Point Wealth Management, LLC added18,648$1M1.4%2026-Q2
Avior Wealth Management, LLC trimmed15,259$1M1.2%2026-Q2
Three Arch Wealth Management LLC11,743$814K0.9%2026-Q2
ERn Financial, LLC added10,807$749K0.8%2026-Q2
LAM GROUP, INC. added9,845$683K0.8%2026-Q2
Plancorp, LLC added8,065$542K0.6%2026-Q2
Kane Co Wealth Management, Inc. added5,822$404K0.4%2026-Q2
B&D White Capital Company, LLC added5,474$379K0.4%2026-Q2
CARDIFF PARK ADVISORS, LLC added5,216$362K0.4%2026-Q2
Mills Wealth Advisors LLC added4,215$292K0.3%2026-Q2
OneDigital Investment Advisors LLC new3,761$261K0.3%2026-Q2
WorthPointe, LLC new3,574$248K0.3%2026-Q2
Corient Private Wealth LP added3,263$226K0.3%2026-Q2
Evanson Financial, LLC new2,936$204K0.2%2026-Q2
Ares Financial Consulting, LLC added2,432$169K0.2%2026-Q2
Integrated Wealth Concepts LLC new587$41K0.0%2026-Q2
Bogart Wealth, LLC added336$23K0.0%2026-Q2
ANGELES WEALTH MANAGEMENT, LLC new261$18K0.0%2026-Q2
CITADEL ADVISORS LLC added94,119$6M6.6%2026-Q1 stale (1 quarter behind)
OLD MISSION CAPITAL LLC added27,687$2M2.0%2026-Q1 stale (1 quarter behind)
CAP Partners, LLC added14,406$914K1.0%2026-Q1 stale (1 quarter behind)
Cloud Capital Management, LLC added10,908$691K0.8%2026-Q1 stale (1 quarter behind)
Summit Portfolio Management, LTD. new5,436$345K0.4%2026-Q1 stale (1 quarter behind)
Farther Finance Advisors, LLC208$13K0.0%2026-Q1 stale (1 quarter behind)
GOLDMAN SACHS GROUP INC trimmed7,586$473K0.5%2025-Q4 stale (2 quarters behind)
Efficient Frontier Advisors LLC7,143$430K0.5%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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.

HoldersTotal shares

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.

Learn how to read institutional ownership