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Institutional Ownership · SEC Form 13F

Who owns AVLC (AVLC)


Which tracked institutional funds hold AVLC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVLC 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.

88
Institutional holders
12,931,081
Shares held (tracked funds)

How the tape is positioned

32 tracked funds added or opened AVLC while 16 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

AVLC’s largest tracked holder by dollar value, Oak Root LLC, sizes it at 22.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 22.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in AVLC 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 88 tracked filers holding AVLC, 62 increased or opened the position and 25 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 AVLC 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 7

  • Canvas Wealth Advisors, LLC$7M
  • SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$6M
  • GOLDMAN SACHS GROUP INC$2M
  • COMMERCE BANK$1M
  • Betterment LLC$1M
  • JANE STREET GROUP, LLC$809K

Full exits 3

  • FAS Wealth Partners, Inc.$17M
  • Skyview Financial Group LLC$4M
  • AMERICAN CENTURY COMPANIES INC$2M

Largest adds

  • Hills Bank & Trust Co$91M
  • Allworth Financial LP$6M
  • Beaird Harris Wealth Management, LLC$6M
  • GRIMES & Co WEALTH MANAGEMENT, LLC$4M
  • ENVESTNET ASSET MANAGEMENT INC$4M
  • PARK AVENUE SECURITIES LLC$3M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$74M
  • Buttonwood Financial Group, LLC$14M
  • Oak Root LLC$9M
  • Pacific Life Fund Advisors LLC$3M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • MML INVESTORS SERVICES, LLC$1M

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).

FundSharesReported value% of valueQuarter
Oak Root LLC trimmed2,351,457$182M17.6%2026-Q1
Hills Bank & Trust Co added1,188,777$92M8.9%2026-Q1
Pacific Life Fund Advisors LLC trimmed800,365$62M6.0%2026-Q1
Beaird Harris Wealth Management, LLC added744,755$58M5.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added629,355$49M4.7%2026-Q1
Cypress Point Wealth Management, LLC added497,372$39M3.7%2026-Q1
Ridgeline Wealth, LLC added449,618$35M3.4%2026-Q1
LPL Financial LLC added446,321$35M3.3%2026-Q1
GRIMES & Co WEALTH MANAGEMENT, LLC added443,964$34M3.3%2026-Q1
PARK AVENUE SECURITIES LLC added425,109$33M3.2%2026-Q1
Simplicity Wealth,LLC trimmed371,421$29M2.8%2026-Q1
JPMORGAN CHASE & CO added361,785$27M2.6%2026-Q1
Well Done, LLC added339,426$26M2.5%2026-Q1
Allworth Financial LP added252,976$20M1.9%2026-Q1
Networth Advisors, LLC added242,663$19M1.8%2026-Q1
OneDigital Investment Advisors LLC added226,149$18M1.7%2026-Q1
Global Strategic Investment Solutions, LLC trimmed218,787$17M1.6%2026-Q1
Buttonwood Financial Group, LLC trimmed176,093$14M1.3%2026-Q1
AE Wealth Management LLC added150,599$12M1.1%2026-Q1
Prosperity Planning, Inc. added143,690$11M1.1%2026-Q1
Strategic Blueprint, LLC added142,300$11M1.1%2026-Q1
ARCADIA INVESTMENT ADVISORS LLC added142,261$11M1.1%2026-Q1
Cresset Asset Management, LLC added140,443$11M1.1%2026-Q1
HighTower Advisors, LLC added135,243$10M1.0%2026-Q1
Western Reserve Capital Management, LLC trimmed131,178$10M1.0%2026-Q1
Visionary Wealth Advisors trimmed121,283$9M0.9%2026-Q1
Dogwood Wealth Management LLC added115,853$9M0.9%2026-Q1
Haven Private, LLC added96,042$7M0.7%2026-Q1
Mendota Financial Group, LLC added92,625$7M0.7%2026-Q1
UPTICK PARTNERS, LLC added91,310$7M0.7%2026-Q1
ShankerValleau Wealth Advisors, Inc. added90,743$7M0.7%2026-Q1
Herold Advisors, Inc. added90,586$7M0.7%2026-Q1
Canvas Wealth Advisors, LLC new87,440$7M0.7%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed83,672$6M0.6%2026-Q1
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC new83,565$6M0.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed83,182$6M0.6%2026-Q1
CoreCap Advisors, LLC added81,570$6M0.6%2026-Q1
Private Wealth Asset Management, LLC added55,903$4M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added48,621$4M0.4%2026-Q1
Waterfront Wealth Inc. added44,545$3M0.3%2026-Q1
Plancorp, LLC added36,267$3M0.3%2026-Q1
ENDEAVOR PRIVATE WEALTH, INC. added33,769$3M0.3%2026-Q1
GOLDMAN SACHS GROUP INC new32,221$2M0.2%2026-Q1
WCG Wealth Advisors LLC trimmed30,747$2M0.2%2026-Q1
Rockefeller Capital Management L.P. added29,387$2M0.2%2026-Q1
SEEDS INVESTOR LLC added23,204$2M0.2%2026-Q1
Chicago Partners Investment Group LLC added20,533$2M0.2%2026-Q1
Armbruster Capital Management, Inc.21,000$2M0.2%2026-Q1
BFI Wealth Solutions, LLC trimmed20,247$2M0.2%2026-Q1
World Investment Advisors added19,360$2M0.1%2026-Q1
Vestmark Advisory Solutions, Inc. added19,360$2M0.1%2026-Q1
Kestra Advisory Services, LLC added18,067$1M0.1%2026-Q1
COMMERCE BANK new17,604$1M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed16,905$1M0.1%2026-Q1
MAI Capital Management added15,773$1M0.1%2026-Q1
LEGACY FINANCIAL GROUP, INC. added15,524$1M0.1%2026-Q1
Betterment LLC new13,974$1M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed11,934$925K0.1%2026-Q1
DIXON FNANCIAL SERVICES, INC.11,933$925K0.1%2026-Q1
JANE STREET GROUP, LLC added10,435$809K0.1%2026-Q1
Bison Wealth, LLC added9,131$801K0.1%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC new8,628$669K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed7,775$603K0.1%2026-Q1
Corient Private Wealth LLC6,912$556K0.1%2026-Q1
Farther Finance Advisors, LLC added6,344$497K0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed5,586$433K0.0%2026-Q1
Allegiance Financial Group Advisory Services LLC added5,565$432K0.0%2026-Q1
CITADEL ADVISORS LLC trimmed4,921$382K0.0%2026-Q1
Pacific Asset Management, LLC added4,635$359K0.0%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added3,973$308K0.0%2026-Q1
MONTAG A & ASSOCIATES INC added3,805$295K0.0%2026-Q1
Private Advisor Group, LLC new3,516$273K0.0%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC new3,276$254K0.0%2026-Q1
KMG FIDUCIARY PARTNERS, LLC new3,053$237K0.0%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new2,800$236K0.0%2026-Q1
Team Financial Group, LLC new3,023$234K0.0%2026-Q1
Compound Planning, Inc.2,748$213K0.0%2026-Q1
Acropolis Investment Management, LLC added2,140$166K0.0%2026-Q1
Burk Holdings LLC new1,918$149K0.0%2026-Q1
Kingdom Financial Group LLC. trimmed1,054$82K0.0%2026-Q1
Lloyd Advisory Services, LLC. trimmed1,054$82K0.0%2026-Q1
Nemes Rush Group LLC823$64K0.0%2026-Q1
Rossby Financial, LCC added426$33K0.0%2026-Q1
Asset Dedication, LLC added399$31K0.0%2026-Q1
FAS Wealth Partners, Inc. added218,686$17M1.7%2025-Q4 stale
Skyview Financial Group LLC new49,061$4M0.4%2025-Q4 stale
Full Sail Capital, LLC trimmed37,847$3M0.3%2025-Q3 stale
AMERICAN CENTURY COMPANIES INC30,374$2M0.2%2025-Q4 stale
Lion Street Advisors, LLC added15,357$1M0.1%2025-Q2 stale
Focus Partners Advisor Solutions, LLC added10,158$793K0.1%2025-Q3 stale
Park Square Financial Group, LLC added9,229$656K0.1%2025-Q2 stale
PALO ALTO WEALTH ADVISORS, LLC new6,525$510K0.0%2025-Q3 stale
FineMark National Bank & Trust added5,401$425K0.0%2025-Q4 stale
WealthPlan Investment Management, LLC new4,543$323K0.0%2025-Q2 stale
Kestra Investment Management, LLC4,883$313K0.0%2025-Q2 stale
CONFLUENCE INVESTMENT MANAGEMENT LLC new3,458$272K0.0%2025-Q4 stale
BLVD Private Wealth, LLC trimmed2,596$204K0.0%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed2,622$201K0.0%2025-Q3 stale
Ameritas Advisory Services, LLC new1,046$74K0.0%2025-Q2 stale
Arax Advisory Partners new736$58K0.0%2025-Q4 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.

HoldersTotal shares

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.

Learn how to read institutional ownership