Who owns AVGV
Which tracked institutional funds hold AVGV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVGV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
7 tracked funds added or opened AVGV while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
AVGV’s largest tracked holder by dollar value, Meredith Wealth Planning, sizes it at 11.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVGV 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 AVGV, 18 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 AVGV 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
- RAYMOND JAMES FINANCIAL INC$2M
- AQR CAPITAL MANAGEMENT LLC$2M
Full exits 1
- Austin Wealth Management, LLC$889K
Largest adds
- Meredith Wealth Planning$8M
- Paul R. Ried Financial Group, LLC$2M
- LPL Financial LLC$880K
- McCartney Wealth Management LLC$290K
- ENTREWEALTH, LLC$273K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- NewEdge Advisors, LLC$286K
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 | 534,577 | $41M | 55.3% | 2026-Q1 |
| Paul R. Ried Financial Group, LLC added | 105,434 | $8M | 10.9% | 2026-Q1 |
| B&D White Capital Company, LLC | 51,228 | $4M | 5.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 37,718 | $3M | 3.9% | 2026-Q1 |
| McCartney Wealth Management LLC added | 28,544 | $2M | 3.0% | 2026-Q1 |
| Evanson Asset Management, LLC added | 27,399 | $2M | 2.8% | 2026-Q1 |
| M Wealth Management, LLC trimmed | 26,890 | $2M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 24,574 | $2M | 2.5% | 2026-Q1 |
| LPL Financial LLC added | 23,126 | $2M | 2.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 23,037 | $2M | 2.4% | 2026-Q1 |
| ENTREWEALTH, LLC added | 9,562 | $741K | 1.0% | 2026-Q1 |
| Ridgeline Wealth, LLC trimmed | 8,338 | $647K | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,040 | $608K | 0.8% | 2026-Q1 |
| Asset One Wealth Management LLC new | 6,020 | $492K | 0.7% | 2026-Q1 |
| Focus Partners Wealth | 5,328 | $413K | 0.6% | 2026-Q1 |
| Empirical Finance, LLC new | 5,260 | $408K | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,458 | $348K | 0.5% | 2026-Q1 |
| Vawter Financial, Ltd. trimmed | 4,338 | $336K | 0.4% | 2026-Q1 |
| Compound Planning, Inc. added | 3,669 | $285K | 0.4% | 2026-Q1 |
| SAX WEALTH ADVISORS, LLC | 3,845 | $281K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,496 | $271K | 0.4% | 2026-Q1 |
| MAIMON WEALTH MANAGEMENT LTD. new | 3,050 | $233K | 0.3% | 2026-Q1 |
| Rialto Wealth Management, LLC added | 938 | $73K | 0.1% | 2026-Q1 |
| Orion Capital Management LLC | 315 | $24K | 0.0% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC | 195 | $15K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 9,171 | $9K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 4 | $310 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 0 | $38 | 0.0% | 2026-Q1 |
| Austin Wealth Management, LLC added | 11,758 | $889K | 1.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,749 | $245K | 0.3% | 2025-Q2 stale |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 1,270 | $93K | 0.1% | 2025-Q4 stale |
| Cloud Capital Management, LLC new | 1,032 | $72K | 0.1% | 2025-Q3 stale |
| MAI Capital Management | 4 | $290 | 0.0% | 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.