Who owns AVEE (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-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 AVEE is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 2 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
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 2025-Q4 and 2026-Q1, across 28 tracked filers holding AVEE, 21 increased or opened the position and 7 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 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 2
- CITADEL ADVISORS LLC$6M
- Beacon Pointe Advisors, LLC$1M
Full exits 1
- Timonier Family Office, LTD.$5M
Largest adds
- Tortoise Investment Management, LLC$11M
- AMERICAN CENTURY COMPANIES INC$3M
- JANE STREET GROUP, LLC$3M
- Index Fund Advisors, Inc.$2M
- Cornerstone Wealth Partners, LLC$1M
- OLD MISSION CAPITAL LLC$1M
Largest trims
- Mills Wealth Advisors LLC$699K
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 |
|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC added | 273,261 | $17M | 23.3% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 180,706 | $11M | 15.4% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 136,660 | $9M | 11.7% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 111,283 | $7M | 9.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 94,119 | $6M | 8.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 50,000 | $3M | 4.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 27,687 | $2M | 2.4% | 2026-Q1 |
| Ariadne Wealth Management, LP added | 26,450 | $2M | 2.3% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. trimmed | 20,068 | $1M | 1.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC new | 18,349 | $1M | 1.6% | 2026-Q1 |
| Cypress Point Wealth Management, LLC added | 17,397 | $1M | 1.5% | 2026-Q1 |
| ARK & TLK INVESTMENTS, LLC added | 17,322 | $1M | 1.5% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 15,889 | $1M | 1.4% | 2026-Q1 |
| CAP Partners, LLC added | 14,406 | $914K | 1.2% | 2026-Q1 |
| Three Arch Wealth Management LLC trimmed | 11,743 | $745K | 1.0% | 2026-Q1 |
| Cloud Capital Management, LLC added | 10,908 | $691K | 0.9% | 2026-Q1 |
| ERn Financial, LLC trimmed | 9,351 | $593K | 0.8% | 2026-Q1 |
| LAM GROUP, INC. added | 9,285 | $589K | 0.8% | 2026-Q1 |
| Plancorp, LLC added | 6,185 | $416K | 0.6% | 2026-Q1 |
| B&D White Capital Company, LLC added | 5,463 | $347K | 0.5% | 2026-Q1 |
| Summit Portfolio Management, LTD. new | 5,436 | $345K | 0.5% | 2026-Q1 |
| Kane Co Wealth Management, Inc. new | 5,366 | $340K | 0.5% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC | 5,214 | $331K | 0.4% | 2026-Q1 |
| Mills Wealth Advisors LLC trimmed | 4,067 | $258K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 3,253 | $206K | 0.3% | 2026-Q1 |
| Bogart Wealth, LLC new | 334 | $21K | 0.0% | 2026-Q1 |
| Ares Financial Consulting, LLC added | 268 | $17K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 208 | $13K | 0.0% | 2026-Q1 |
| Timonier Family Office, LTD. added | 78,632 | $5M | 6.6% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 7,586 | $473K | 0.6% | 2025-Q4 stale |
| Efficient Frontier Advisors LLC | 7,143 | $430K | 0.6% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.