Who owns AVEM (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-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 AVEM is one-sided between 2025-Q4 and 2026-Q1: 416 added or opened and 73 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 0.9% of theirs — a 0.7pp 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 2025-Q4 and 2026-Q1, across 905 tracked filers holding AVEM, 608 increased or opened the position and 277 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 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 69
- MASECO LLP$94M
- Prime Capital Investment Advisors, LLC$61M
- Falcon Wealth Planning$48M
- JACKSON THORNTON WEALTH MANAGEMENT, LLC$25M
- Buttonwood Financial Group, LLC$20M
- Sunburst Financial Group, LLC$18M
Full exits 22
- NICOLET ADVISORY SERVICES, LLC$61M
- JANE STREET GROUP, LLC$54M
- Austin Private Wealth, LLC$23M
- AXXCESS WEALTH MANAGEMENT, LLC$14M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- AllGen Financial Advisors, Inc.$7M
Largest adds
- BANK OF AMERICA CORP /DE/$788M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$391M
- MORGAN STANLEY$208M
- AMERIPRISE FINANCIAL INC$200M
- WELLS FARGO & COMPANY/MN$148M
- Kestra Investment Management, LLC$132M
Largest trims
- M&T Bank Corp$160M
- Annex Advisory Services, LLC$39M
- BANK OF MONTREAL /CAN/$38M
- HighTower Advisors, LLC$22M
- OneDigital Investment Advisors LLC$21M
- CreativeOne Wealth, LLC$19M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 28,676,652 | $2.3B | 15.0% | 2026-Q1 |
| Savant Capital, LLC added | 18,815,997 | $1.5B | 9.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,125,536 | $1.3B | 8.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 9,889,366 | $797M | 5.2% | 2026-Q1 |
| MORGAN STANLEY added | 7,988,347 | $644M | 4.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,265,536 | $585M | 3.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,230,166 | $421M | 2.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,957,349 | $399M | 2.6% | 2026-Q1 |
| LPL Financial LLC added | 4,715,281 | $380M | 2.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 4,262,711 | $335M | 2.2% | 2026-Q1 |
| Cerity Partners LLC added | 3,370,456 | $272M | 1.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,057,168 | $246M | 1.6% | 2026-Q1 |
| Kestra Investment Management, LLC added | 3,051,056 | $246M | 1.6% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 2,383,157 | $192M | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,329,760 | $188M | 1.2% | 2026-Q1 |
| Haverford Trust Co added | 2,158,636 | $174M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,075,447 | $167M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,936,252 | $156M | 1.0% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 1,888,950 | $152M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,878,025 | $151M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers added | 1,868,208 | $151M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,833,494 | $148M | 1.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,712,397 | $147M | 1.0% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 1,533,037 | $124M | 0.8% | 2026-Q1 |
| BOKF, NA added | 1,527,156 | $123M | 0.8% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 1,480,792 | $119M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,413,917 | $110M | 0.7% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 1,220,939 | $98M | 0.6% | 2026-Q1 |
| MASECO LLP added | 1,160,605 | $94M | 0.6% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,147,859 | $92M | 0.6% | 2026-Q1 |
| Gradient Investments LLC added | 1,143,476 | $92M | 0.6% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,111,049 | $90M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,112,156 | $90M | 0.6% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 1,076,937 | $87M | 0.6% | 2026-Q1 |
| Oak Root LLC | 1,075,466 | $87M | 0.6% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 1,065,665 | $86M | 0.6% | 2026-Q1 |
| Apella Capital, LLC added | 960,152 | $86M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,062,318 | $86M | 0.6% | 2026-Q1 |
| HB Wealth Management, LLC added | 1,060,539 | $85M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,025,958 | $83M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 960,951 | $77M | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 919,579 | $74M | 0.5% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 884,346 | $71M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 879,709 | $71M | 0.5% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 862,929 | $70M | 0.4% | 2026-Q1 |
| Summit Financial Strategies, Inc. trimmed | 829,341 | $67M | 0.4% | 2026-Q1 |
| Midwest Trust Co trimmed | 767,587 | $62M | 0.4% | 2026-Q1 |
| Parallel Advisors, LLC added | 760,155 | $61M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 756,001 | $61M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 748,163 | $61M | 0.4% | 2026-Q1 |
| CWM, LLC added | 733,280 | $59M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 722,130 | $58M | 0.4% | 2026-Q1 |
| ATWOOD & PALMER INC added | 671,428 | $54M | 0.4% | 2026-Q1 |
| FMR LLC added | 664,595 | $54M | 0.3% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 619,622 | $50M | 0.3% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 619,902 | $50M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 606,919 | $49M | 0.3% | 2026-Q1 |
| Falcon Wealth Planning new | 600,510 | $48M | 0.3% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 576,945 | $46M | 0.3% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 572,766 | $46M | 0.3% | 2026-Q1 |
| WADDELL & ASSOCIATES, LLC added | 570,400 | $46M | 0.3% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 564,241 | $45M | 0.3% | 2026-Q1 |
| Rockwood Wealth Management, LLC added | 546,043 | $44M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 542,778 | $44M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 541,262 | $44M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 528,977 | $43M | 0.3% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 521,207 | $42M | 0.3% | 2026-Q1 |
| Tarbox Family Office, Inc. trimmed | 516,850 | $42M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 512,926 | $41M | 0.3% | 2026-Q1 |
| Financial Plan, Inc. added | 506,092 | $41M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 499,441 | $40M | 0.3% | 2026-Q1 |
| McLean Asset Management Corp added | 491,761 | $40M | 0.3% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 491,750 | $40M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 490,632 | $40M | 0.3% | 2026-Q1 |
| Morton Brown Family Wealth, LLC added | 465,309 | $37M | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 462,739 | $37M | 0.2% | 2026-Q1 |
| Truepoint, Inc. trimmed | 455,472 | $37M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 453,616 | $37M | 0.2% | 2026-Q1 |
| Bogart Wealth, LLC trimmed | 433,034 | $35M | 0.2% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 410,855 | $33M | 0.2% | 2026-Q1 |
| WEST PACES ADVISORS INC. added | 410,546 | $33M | 0.2% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE trimmed | 399,267 | $32M | 0.2% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 386,797 | $31M | 0.2% | 2026-Q1 |
| Versant Capital Management, Inc trimmed | 380,953 | $31M | 0.2% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 368,308 | $30M | 0.2% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 354,608 | $29M | 0.2% | 2026-Q1 |
| Quantum Financial Advisors, LLC trimmed | 352,831 | $28M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 351,811 | $28M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 350,656 | $28M | 0.2% | 2026-Q1 |
| GW HENSSLER & ASSOCIATES LTD added | 346,311 | $28M | 0.2% | 2026-Q1 |
| JRM Investment Counsel, LLC added | 336,701 | $27M | 0.2% | 2026-Q1 |
| Cannon Financial Strategists, Inc. trimmed | 335,823 | $27M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 321,765 | $26M | 0.2% | 2026-Q1 |
| CW Advisors, LLC added | 1,319,578 | $90M | 0.6% | 2025-Q2 stale |
| NICOLET ADVISORY SERVICES, LLC added | 754,863 | $61M | 0.4% | 2025-Q4 stale |
| Adero Partners, LLC added | 1,010,464 | $61M | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 700,000 | $54M | 0.3% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC added | 654,500 | $39M | 0.3% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 557,208 | $34M | 0.2% | 2025-Q1 stale |
| Waypoint Wealth Partners Inc. trimmed | 439,373 | $30M | 0.2% | 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.