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-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on AVGV is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 2 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
AVGV’s largest tracked holder by dollar value, Meredith Wealth Planning, sizes it at 12.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.3pp 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 2026-Q1 and 2026-Q2, across 31 tracked filers holding AVGV, 22 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 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 2
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
- Evanson Financial, LLC$2M
Full exits 1
- Evanson Asset Management, LLC$2M
Largest adds
- Meredith Wealth Planning$11M
- Paul R. Ried Financial Group, LLC$2M
- MAIMON WEALTH MANAGEMENT LTD.$1M
- NewEdge Advisors, LLC$1M
- LPL Financial LLC$884K
- Focus Partners Wealth$504K
Largest trims
- RAYMOND JAMES FINANCIAL INC$582K
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 | 613,056 | $52M | 53.2% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC added | 117,691 | $10M | 10.2% | 2026-Q2 |
| B&D White Capital Company, LLC | 51,228 | $4M | 4.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 38,449 | $3M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 31,487 | $3M | 2.7% | 2026-Q2 |
| McCartney Wealth Management LLC added | 29,256 | $2M | 2.5% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 29,239 | $2M | 2.5% | 2026-Q2 |
| Evanson Financial, LLC new | 28,269 | $2M | 2.5% | 2026-Q2 |
| M Wealth Management, LLC added | 26,914 | $2M | 2.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 23,325 | $2M | 2.0% | 2026-Q2 |
| MAIMON WEALTH MANAGEMENT LTD. added | 16,200 | $1M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 15,569 | $1M | 1.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 13,255 | $1M | 1.1% | 2026-Q2 |
| ENTREWEALTH, LLC added | 10,987 | $961K | 1.0% | 2026-Q2 |
| Focus Partners Wealth added | 10,793 | $918K | 0.9% | 2026-Q2 |
| Ridgeline Wealth, LLC added | 8,445 | $718K | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7,674 | $652K | 0.7% | 2026-Q2 |
| Asset One Wealth Management LLC added | 6,195 | $530K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 5,565 | $473K | 0.5% | 2026-Q2 |
| Empirical Finance, LLC | 5,260 | $447K | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,504 | $383K | 0.4% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 4,490 | $382K | 0.4% | 2026-Q2 |
| Vawter Financial, Ltd. trimmed | 4,147 | $353K | 0.4% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 3,662 | $311K | 0.3% | 2026-Q2 |
| SAX WEALTH ADVISORS, LLC trimmed | 3,610 | $280K | 0.3% | 2026-Q2 |
| Mosley Wealth Management new | 1,345 | $114K | 0.1% | 2026-Q2 |
| Rialto Wealth Management, LLC added | 1,062 | $90K | 0.1% | 2026-Q2 |
| Allworth Financial LP new | 605 | $51K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC | 315 | $27K | 0.0% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC | 195 | $17K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1 | $81 | 0.0% | 2026-Q2 |
| Evanson Asset Management, LLC added | 27,399 | $2M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 4 | $310 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Austin Wealth Management, LLC added | 11,758 | $889K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 1,270 | $93K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Cloud Capital Management, LLC new | 1,032 | $72K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,749 | $245K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| MAI Capital Management | 4 | $290 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.