Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 53 added or opened and 10 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 7.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 6.9pp 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 2026-Q1 and 2026-Q2, across 150 tracked filers holding AVGE, 112 increased or opened the position and 44 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 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 8
- GFG Capital, LLC$16M
- Savant Capital, LLC$4M
- Evanson Financial, LLC$3M
- Arista Wealth Management, LLC$1M
- Diversify Advisory Services, LLC$1M
- Steffes Financial, Ltd.$556K
Full exits 6
- Evanson Asset Management, LLC$3M
- Betterment LLC$3M
- CWM, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Independent Advisor Alliance$787K
- Ferguson Johnson Wealth Management Inc$648K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- Meredith Wealth Planning$5M
- Compass Ion Advisors, LLC$4M
- Cresset Asset Management, LLC$3M
- Cogent Private Wealth, Inc.$2M
- Hutchens & Kramer Investment Management Group, LLC$2M
Largest trims
- Frankly Finances, LLC$5M
- Modern Wealth Management, LLC$1M
- Magnolia Private Wealth, LLC$615K
- Strategic Blueprint, LLC$409K
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 |
|---|---|---|---|---|
| Meredith Wealth Planning added | 297,253 | $29M | 9.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 254,389 | $25M | 8.0% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 165,420 | $16M | 5.2% | 2026-Q2 |
| GFG Capital, LLC new | 163,602 | $16M | 5.1% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 118,846 | $12M | 3.7% | 2026-Q2 |
| BIP Wealth, LLC added | 116,708 | $12M | 3.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 108,276 | $11M | 3.4% | 2026-Q2 |
| IEQ CAPITAL, LLC | 100,131 | $10M | 3.1% | 2026-Q2 |
| Nova R Wealth, Inc. trimmed | 95,762 | $9M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 94,256 | $9M | 3.0% | 2026-Q2 |
| Index Fund Advisors, Inc. added | 90,746 | $9M | 2.9% | 2026-Q2 |
| Paragon Advisors, LLC trimmed | 73,594 | $7M | 2.3% | 2026-Q2 |
| Pacific Asset Management, LLC trimmed | 71,984 | $7M | 2.3% | 2026-Q2 |
| Intelligent Financial Strategies trimmed | 64,521 | $6M | 2.0% | 2026-Q2 |
| FMB WEALTH MANAGEMENT added | 62,065 | $6M | 2.0% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 57,470 | $6M | 1.8% | 2026-Q2 |
| Cogent Private Wealth, Inc. added | 51,846 | $5M | 1.6% | 2026-Q2 |
| Cresset Asset Management, LLC added | 51,619 | $5M | 1.6% | 2026-Q2 |
| Align Financial, LLC added | 48,466 | $5M | 1.5% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC added | 47,965 | $5M | 1.5% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 45,424 | $5M | 1.4% | 2026-Q2 |
| B&D White Capital Company, LLC | 43,782 | $4M | 1.4% | 2026-Q2 |
| Fermata Advisors, LLC added | 43,716 | $4M | 1.4% | 2026-Q2 |
| Corient Private Wealth LP added | 40,718 | $4M | 1.3% | 2026-Q2 |
| ENTREWEALTH, LLC added | 38,882 | $4M | 1.2% | 2026-Q2 |
| Savant Capital, LLC new | 38,733 | $4M | 1.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 35,784 | $4M | 1.1% | 2026-Q2 |
| Yardley Wealth Management LLC added | 33,830 | $3M | 1.1% | 2026-Q2 |
| SC&H Financial Advisors, Inc. added | 32,246 | $3M | 1.0% | 2026-Q2 |
| Evanson Financial, LLC new | 32,115 | $3M | 1.0% | 2026-Q2 |
| Wilkerson Advisory Group LLC trimmed | 32,013 | $3M | 1.0% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 28,783 | $3M | 0.9% | 2026-Q2 |
| Ridgeline Wealth, LLC trimmed | 27,621 | $3M | 0.9% | 2026-Q2 |
| Magnolia Private Wealth, LLC trimmed | 25,230 | $3M | 0.8% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 24,015 | $2M | 0.8% | 2026-Q2 |
| Integrity Wealth Solutions LLC added | 20,692 | $2M | 0.7% | 2026-Q2 |
| CURIO WEALTH, LLC added | 19,674 | $2M | 0.6% | 2026-Q2 |
| Oceanside Advisors LLC added | 18,920 | $2M | 0.6% | 2026-Q2 |
| WMG Financial Advisors, LLC trimmed | 18,268 | $2M | 0.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 17,700 | $2M | 0.6% | 2026-Q2 |
| Apella Capital, LLC added | 17,498 | $2M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 16,013 | $2M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 14,699 | $1M | 0.5% | 2026-Q2 |
| Modera Wealth Management, LLC added | 14,569 | $1M | 0.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 14,459 | $1M | 0.5% | 2026-Q2 |
| Financial Plan, Inc. added | 14,323 | $1M | 0.5% | 2026-Q2 |
| LAM GROUP, INC. added | 14,226 | $1M | 0.4% | 2026-Q2 |
| Plancorp, LLC added | 13,259 | $1M | 0.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 11,136 | $1M | 0.4% | 2026-Q2 |
| Arista Wealth Management, LLC added | 10,998 | $1M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 10,776 | $1M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 10,612 | $1M | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 10,300 | $1M | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 10,300 | $1M | 0.3% | 2026-Q2 |
| Nemes Rush Group LLC added | 9,626 | $954K | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 9,505 | $942K | 0.3% | 2026-Q2 |
| Advisory Services Network, LLC | 9,377 | $929K | 0.3% | 2026-Q2 |
| Vawter Financial, Ltd. added | 8,944 | $886K | 0.3% | 2026-Q2 |
| Versant Capital Management, Inc added | 8,339 | $826K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. added | 7,734 | $766K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,640 | $757K | 0.2% | 2026-Q2 |
| Eaton-Cambridge Inc. trimmed | 7,410 | $734K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,331 | $726K | 0.2% | 2026-Q2 |
| marrick wealth, LLC added | 7,303 | $724K | 0.2% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 7,083 | $702K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 6,982 | $692K | 0.2% | 2026-Q2 |
| GEM Asset Management, LLC added | 6,709 | $665K | 0.2% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 6,522 | $646K | 0.2% | 2026-Q2 |
| TCI Wealth Advisors, Inc. trimmed | 6,122 | $607K | 0.2% | 2026-Q2 |
| Steffes Financial, Ltd. new | 5,615 | $556K | 0.2% | 2026-Q2 |
| Holcombe Financial, Inc. added | 5,551 | $550K | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. new | 5,217 | $517K | 0.2% | 2026-Q2 |
| Meritas Wealth Management, LLC added | 5,184 | $514K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 5,178 | $513K | 0.2% | 2026-Q2 |
| Shira Ridge Wealth Management new | 5,019 | $497K | 0.2% | 2026-Q2 |
| OceanIQ Capital, LLC new | 4,900 | $497K | 0.2% | 2026-Q2 |
| Canvas Wealth Advisors, LLC added | 4,824 | $478K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,575 | $453K | 0.1% | 2026-Q2 |
| BARLOW WEALTH PARTNERS, LLC | 4,472 | $439K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 4,433 | $439K | 0.1% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 4,425 | $439K | 0.1% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 4,382 | $386K | 0.1% | 2026-Q2 |
| Collaborative Wealth Managment Inc. trimmed | 4,336 | $430K | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 4,322 | $428K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 4,142 | $410K | 0.1% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 4,075 | $404K | 0.1% | 2026-Q2 |
| Great Point Wealth Advisors, LLC added | 4,007 | $397K | 0.1% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 3,907 | $387K | 0.1% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC new | 3,629 | $360K | 0.1% | 2026-Q2 |
| Fonville Wealth Management LLC added | 3,554 | $352K | 0.1% | 2026-Q2 |
| WJ Wealth Management, LLC new | 3,475 | $344K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 3,404 | $337K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 3,357 | $333K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,202 | $316K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,187 | $317K | 0.1% | 2026-Q2 |
| BAYSHORE ASSET MANAGEMENT, LLC added | 3,140 | $311K | 0.1% | 2026-Q2 |
| McCartney Wealth Management LLC trimmed | 2,947 | $292K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 2,900 | $287K | 0.1% | 2026-Q2 |
| BWM Planning, LLC new | 2,875 | $285K | 0.1% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC | 2,744 | $272K | 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.