Who owns AVEM
Which tracked institutional funds hold AVEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVEM 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 AVEM is one-sided between 2026-Q1 and 2026-Q2: 534 added or opened and 105 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
AVEM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 1.2% of theirs — a 1.0pp gap the other way — the median holder sizes AVEM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVEM 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 974 tracked filers holding AVEM, 577 increased or opened the position and 406 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 AVEM 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 59
- Bluespring Wealth Management, LLC$76M
- JANE STREET GROUP, LLC$63M
- Copper Harbor Investment Advisors, LLC$29M
- Financial Strategies Group, Inc.$20M
- Intergy Private Wealth, LLC$19M
- Evelyn Partners Group Ltd$17M
Full exits 48
- HighTower Advisors, LLC$151M
- CWM, LLC$59M
- PARK AVENUE SECURITIES LLC$49M
- FOSTER & MOTLEY INC$42M
- Thrivent Financial for Lutherans$26M
- OLD MISSION CAPITAL LLC$24M
Largest adds
- BANK OF AMERICA CORP /DE/$475M
- MORGAN STANLEY$441M
- Savant Capital, LLC$331M
- ENVESTNET ASSET MANAGEMENT INC$257M
- Bank of New York Mellon Corp$217M
- LPL Financial LLC$190M
Largest trims
- Kestra Investment Management, LLC$64M
- Cerity Partners LLC$25M
- OneDigital Investment Advisors LLC$20M
- CreativeOne Wealth, LLC$14M
- Corient Private Wealth LP$13M
- Mariner, LLC$13M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 28,876,146 | $2.8B | 14.5% | 2026-Q2 |
| Savant Capital, LLC added | 19,140,381 | $1.8B | 9.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,127,258 | $1.6B | 8.1% | 2026-Q2 |
| MORGAN STANLEY added | 11,245,817 | $1.1B | 5.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,970,793 | $962M | 5.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,883,606 | $761M | 4.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,148,703 | $592M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 5,901,982 | $569M | 3.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,376,383 | $519M | 2.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 5,346,733 | $505M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,403,867 | $328M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,773,603 | $268M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,693,268 | $260M | 1.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 2,558,075 | $247M | 1.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 2,393,648 | $231M | 1.2% | 2026-Q2 |
| Haverford Trust Co added | 2,368,819 | $229M | 1.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,295,165 | $221M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,188,324 | $211M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,182,737 | $211M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 2,094,497 | $202M | 1.1% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 1,885,486 | $182M | 0.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,639,286 | $158M | 0.8% | 2026-Q2 |
| Annex Advisory Services, LLC added | 1,548,921 | $149M | 0.8% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,542,140 | $149M | 0.8% | 2026-Q2 |
| BOKF, NA trimmed | 1,484,682 | $143M | 0.7% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,379,015 | $133M | 0.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 1,374,387 | $133M | 0.7% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,286,150 | $124M | 0.6% | 2026-Q2 |
| UBS Group AG added | 1,273,939 | $123M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,232,831 | $117M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,181,713 | $114M | 0.6% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,180,739 | $114M | 0.6% | 2026-Q2 |
| MASECO LLP added | 1,161,088 | $112M | 0.6% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 1,125,157 | $109M | 0.6% | 2026-Q2 |
| HB Wealth Management, LLC added | 1,108,268 | $107M | 0.6% | 2026-Q2 |
| Oak Root LLC | 1,075,466 | $104M | 0.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 1,065,277 | $103M | 0.5% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 1,058,365 | $101M | 0.5% | 2026-Q2 |
| Gradient Investments LLC trimmed | 1,031,444 | $100M | 0.5% | 2026-Q2 |
| Apella Capital, LLC added | 997,148 | $92M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 937,777 | $90M | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 905,306 | $87M | 0.5% | 2026-Q2 |
| Cresset Asset Management, LLC added | 892,971 | $86M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 891,693 | $86M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 871,190 | $84M | 0.4% | 2026-Q2 |
| Midwest Trust Co added | 870,014 | $84M | 0.4% | 2026-Q2 |
| Parallel Advisors, LLC added | 814,662 | $79M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 807,051 | $78M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 799,019 | $77M | 0.4% | 2026-Q2 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 797,996 | $77M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 796,366 | $77M | 0.4% | 2026-Q2 |
| Summit Financial Strategies, Inc. trimmed | 785,029 | $76M | 0.4% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 784,880 | $76M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 750,726 | $72M | 0.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 723,814 | $70M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 715,835 | $69M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 709,099 | $68M | 0.4% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 704,363 | $68M | 0.4% | 2026-Q2 |
| FMR LLC added | 683,105 | $66M | 0.3% | 2026-Q2 |
| ATWOOD & PALMER INC added | 674,517 | $65M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 669,305 | $65M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 650,000 | $63M | 0.3% | 2026-Q2 |
| Falcon Wealth Planning added | 632,978 | $61M | 0.3% | 2026-Q2 |
| Rockwood Wealth Management, LLC added | 627,972 | $61M | 0.3% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 610,432 | $59M | 0.3% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC trimmed | 567,849 | $55M | 0.3% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 554,738 | $54M | 0.3% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 515,769 | $50M | 0.3% | 2026-Q2 |
| Financial Plan, Inc. added | 511,267 | $49M | 0.3% | 2026-Q2 |
| Tarbox Family Office, Inc. trimmed | 506,746 | $49M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 495,601 | $48M | 0.2% | 2026-Q2 |
| McLean Asset Management Corp trimmed | 489,332 | $44M | 0.2% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 488,339 | $47M | 0.2% | 2026-Q2 |
| Morton Brown Family Wealth, LLC added | 480,549 | $46M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 461,703 | $45M | 0.2% | 2026-Q2 |
| Bogart Wealth, LLC added | 435,036 | $42M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 429,143 | $41M | 0.2% | 2026-Q2 |
| Truepoint, Inc. trimmed | 427,119 | $41M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 421,788 | $41M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 403,568 | $38M | 0.2% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 402,768 | $39M | 0.2% | 2026-Q2 |
| WEST PACES ADVISORS INC. trimmed | 401,179 | $39M | 0.2% | 2026-Q2 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 388,904 | $38M | 0.2% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 381,114 | $34M | 0.2% | 2026-Q2 |
| Versant Capital Management, Inc trimmed | 371,481 | $36M | 0.2% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 362,842 | $35M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 358,301 | $35M | 0.2% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 353,788 | $34M | 0.2% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD added | 351,549 | $34M | 0.2% | 2026-Q2 |
| Quantum Financial Advisors, LLC trimmed | 345,315 | $33M | 0.2% | 2026-Q2 |
| JRM Investment Counsel, LLC added | 337,757 | $33M | 0.2% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 332,081 | $32M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 331,094 | $32M | 0.2% | 2026-Q2 |
| ACT Advisors, LLC. added | 321,927 | $31M | 0.2% | 2026-Q2 |
| Cannon Financial Strategists, Inc. trimmed | 321,733 | $31M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 304,353 | $29M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 297,746 | $29M | 0.1% | 2026-Q2 |
| HORAN Wealth, LLC added | 291,832 | $28M | 0.1% | 2026-Q2 |
| High Probability Advisors, LLC added | 289,841 | $28M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 289,536 | $28M | 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.