Who owns AVGE (AVGE)
Which tracked institutional funds hold AVGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVGE 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 AVGE is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 4 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
AVGE’s largest tracked holder by dollar value, Meredith Wealth Planning, sizes it at 6.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVGE 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 128 tracked filers holding AVGE, 82 increased or opened the position and 38 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 AVGE 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 4
- IEQ CAPITAL, LLC$9M
- Werba Rubin Papier Wealth Management$3M
- CreativeOne Wealth, LLC$3M
- Independent Advisor Alliance$787K
Full exits 2
- Austin Wealth Management, LLC$4M
- AXXCESS WEALTH MANAGEMENT, LLC$2M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$15M
- AQR CAPITAL MANAGEMENT LLC$9M
- Meredith Wealth Planning$5M
- Compass Ion Advisors, LLC$2M
- LPL Financial LLC$1M
- Index Fund Advisors, Inc.$1M
Largest trims
- Collaborative Wealth Managment Inc.$2M
- Focus Partners Advisor Solutions, LLC$913K
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 |
|---|---|---|---|---|
| Meredith Wealth Planning added | 278,601 | $25M | 8.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 229,663 | $20M | 7.3% | 2026-Q1 |
| Greenspring Advisors, LLC trimmed | 174,176 | $15M | 5.5% | 2026-Q1 |
| BIP Wealth, LLC added | 108,447 | $10M | 3.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 108,276 | $10M | 3.4% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 100,131 | $9M | 3.2% | 2026-Q1 |
| Nova R Wealth, Inc. trimmed | 97,677 | $9M | 3.1% | 2026-Q1 |
| LPL Financial LLC added | 89,653 | $8M | 2.8% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 86,746 | $8M | 2.7% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 86,197 | $8M | 2.7% | 2026-Q1 |
| Paragon Advisors, LLC added | 73,672 | $6M | 2.3% | 2026-Q1 |
| Pacific Asset Management, LLC added | 73,563 | $6M | 2.3% | 2026-Q1 |
| Intelligent Financial Strategies trimmed | 64,831 | $6M | 2.1% | 2026-Q1 |
| FMB WEALTH MANAGEMENT trimmed | 61,992 | $5M | 2.0% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 56,829 | $5M | 1.8% | 2026-Q1 |
| Frankly Finances, LLC added | 53,059 | $5M | 1.7% | 2026-Q1 |
| Align Financial, LLC trimmed | 44,493 | $4M | 1.4% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 43,782 | $4M | 1.4% | 2026-Q1 |
| Fermata Advisors, LLC added | 43,094 | $4M | 1.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 38,163 | $3M | 1.2% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 37,528 | $3M | 1.2% | 2026-Q1 |
| ENTREWEALTH, LLC added | 36,076 | $3M | 1.1% | 2026-Q1 |
| Magnolia Private Wealth, LLC trimmed | 35,390 | $3M | 1.1% | 2026-Q1 |
| CreativeOne Wealth, LLC new | 34,659 | $3M | 1.1% | 2026-Q1 |
| Yardley Wealth Management LLC added | 33,521 | $3M | 1.1% | 2026-Q1 |
| Cogent Private Wealth, Inc. added | 32,474 | $3M | 1.0% | 2026-Q1 |
| Wilkerson Advisory Group LLC added | 32,207 | $3M | 1.0% | 2026-Q1 |
| Evanson Asset Management, LLC trimmed | 31,936 | $3M | 1.0% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC added | 30,686 | $3M | 1.0% | 2026-Q1 |
| SC&H Financial Advisors, Inc. added | 30,186 | $3M | 1.0% | 2026-Q1 |
| Betterment LLC added | 29,062 | $3M | 0.9% | 2026-Q1 |
| Ridgeline Wealth, LLC added | 27,940 | $2M | 0.9% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 24,571 | $2M | 0.8% | 2026-Q1 |
| CWM, LLC added | 21,260 | $2M | 0.7% | 2026-Q1 |
| Cresset Asset Management, LLC added | 20,839 | $2M | 0.7% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 19,332 | $2M | 0.6% | 2026-Q1 |
| WMG Financial Advisors, LLC added | 19,350 | $2M | 0.6% | 2026-Q1 |
| CURIO WEALTH, LLC trimmed | 18,500 | $2M | 0.6% | 2026-Q1 |
| Oceanside Advisors LLC added | 18,073 | $2M | 0.6% | 2026-Q1 |
| Integrity Wealth Solutions LLC added | 17,345 | $2M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 16,928 | $1M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,205 | $1M | 0.5% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 15,872 | $1M | 0.5% | 2026-Q1 |
| Apella Capital, LLC trimmed | 14,468 | $1M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 13,659 | $1M | 0.4% | 2026-Q1 |
| LAM GROUP, INC. added | 12,991 | $1M | 0.4% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 12,756 | $1M | 0.4% | 2026-Q1 |
| Financial Plan, Inc. added | 11,727 | $1M | 0.4% | 2026-Q1 |
| Plancorp, LLC added | 11,109 | $1M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,407 | $1M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 10,671 | $945K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC added | 10,520 | $926K | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC added | 9,919 | $873K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 9,836 | $845K | 0.3% | 2026-Q1 |
| Creative Planning added | 9,539 | $840K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC | 9,377 | $825K | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 9,306 | $819K | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 8,946 | $787K | 0.3% | 2026-Q1 |
| Nemes Rush Group LLC added | 8,933 | $786K | 0.3% | 2026-Q1 |
| Vawter Financial, Ltd. added | 8,227 | $724K | 0.3% | 2026-Q1 |
| Versant Capital Management, Inc added | 7,935 | $698K | 0.3% | 2026-Q1 |
| Eaton-Cambridge Inc. added | 7,695 | $677K | 0.2% | 2026-Q1 |
| Ferguson Johnson Wealth Management Inc added | 7,365 | $648K | 0.2% | 2026-Q1 |
| marrick wealth, LLC added | 7,086 | $624K | 0.2% | 2026-Q1 |
| Creative Capital Management Investments LLC added | 6,825 | $601K | 0.2% | 2026-Q1 |
| SAGE RHINO CAPITAL LLC added | 6,456 | $568K | 0.2% | 2026-Q1 |
| GEM Asset Management, LLC added | 6,344 | $558K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,222 | $548K | 0.2% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 6,205 | $546K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 5,825 | $513K | 0.2% | 2026-Q1 |
| Holcombe Financial, Inc. added | 5,515 | $485K | 0.2% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 5,316 | $468K | 0.2% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 4,932 | $454K | 0.2% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 18,255 | $436K | 0.2% | 2026-Q1 |
| BARLOW WEALTH PARTNERS, LLC | 4,472 | $425K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC new | 4,774 | $420K | 0.2% | 2026-Q1 |
| Canvas Wealth Advisors, LLC added | 4,723 | $416K | 0.1% | 2026-Q1 |
| Collaborative Wealth Managment Inc. trimmed | 4,639 | $408K | 0.1% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 4,643 | $399K | 0.1% | 2026-Q1 |
| Meritas Wealth Management, LLC added | 4,325 | $381K | 0.1% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 4,320 | $380K | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 4,227 | $372K | 0.1% | 2026-Q1 |
| BCR Wealth Strategies, LLC added | 4,234 | $372K | 0.1% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 3,953 | $348K | 0.1% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 3,863 | $340K | 0.1% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 3,756 | $331K | 0.1% | 2026-Q1 |
| Fonville Wealth Management LLC added | 3,290 | $290K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 2,909 | $274K | 0.1% | 2026-Q1 |
| Wealthstream Advisors, Inc. added | 169,428 | $14M | 5.1% | 2025-Q3 stale |
| Austin Wealth Management, LLC added | 45,820 | $4M | 1.5% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 26,819 | $2M | 0.8% | 2025-Q4 stale |
| Strategic Financial Concepts, LLC added | 25,424 | $2M | 0.7% | 2025-Q2 stale |
| Aveo Capital Partners, LLC added | 25,686 | $2M | 0.7% | 2025-Q1 stale |
| PFG Private Wealth Management, LLC new | 9,917 | $827K | 0.3% | 2025-Q3 stale |
| Waypoint Wealth Partners Inc. added | 8,901 | $690K | 0.2% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 6,437 | $537K | 0.2% | 2025-Q3 stale |
| SYM FINANCIAL Corp new | 6,233 | $483K | 0.2% | 2025-Q2 stale |
| PACIFIC FINANCIAL GROUP INC new | 5,379 | $449K | 0.2% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,603 | $301K | 0.1% | 2025-Q3 stale |
| Oak Wealth Advisors LLC added | 3,331 | $278K | 0.1% | 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.