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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Oak Root LLC trimmed | 2,351,457 | $182M | 17.6% | 2026-Q1 |
| Hills Bank & Trust Co added | 1,188,777 | $92M | 8.9% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 800,365 | $62M | 6.0% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC added | 744,755 | $58M | 5.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 629,355 | $49M | 4.7% | 2026-Q1 |
| Cypress Point Wealth Management, LLC added | 497,372 | $39M | 3.7% | 2026-Q1 |
| Ridgeline Wealth, LLC added | 449,618 | $35M | 3.4% | 2026-Q1 |
| LPL Financial LLC added | 446,321 | $35M | 3.3% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 443,964 | $34M | 3.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 425,109 | $33M | 3.2% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 371,421 | $29M | 2.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 361,785 | $27M | 2.6% | 2026-Q1 |
| Well Done, LLC added | 339,426 | $26M | 2.5% | 2026-Q1 |
| Allworth Financial LP added | 252,976 | $20M | 1.9% | 2026-Q1 |
| Networth Advisors, LLC added | 242,663 | $19M | 1.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 226,149 | $18M | 1.7% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 218,787 | $17M | 1.6% | 2026-Q1 |
| Buttonwood Financial Group, LLC trimmed | 176,093 | $14M | 1.3% | 2026-Q1 |
| AE Wealth Management LLC added | 150,599 | $12M | 1.1% | 2026-Q1 |
| Prosperity Planning, Inc. added | 143,690 | $11M | 1.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 142,300 | $11M | 1.1% | 2026-Q1 |
| ARCADIA INVESTMENT ADVISORS LLC added | 142,261 | $11M | 1.1% | 2026-Q1 |
| Cresset Asset Management, LLC added | 140,443 | $11M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 135,243 | $10M | 1.0% | 2026-Q1 |
| Western Reserve Capital Management, LLC trimmed | 131,178 | $10M | 1.0% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 121,283 | $9M | 0.9% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 115,853 | $9M | 0.9% | 2026-Q1 |
| Haven Private, LLC added | 96,042 | $7M | 0.7% | 2026-Q1 |
| Mendota Financial Group, LLC added | 92,625 | $7M | 0.7% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 91,310 | $7M | 0.7% | 2026-Q1 |
| ShankerValleau Wealth Advisors, Inc. added | 90,743 | $7M | 0.7% | 2026-Q1 |
| Herold Advisors, Inc. added | 90,586 | $7M | 0.7% | 2026-Q1 |
| Canvas Wealth Advisors, LLC new | 87,440 | $7M | 0.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 83,672 | $6M | 0.6% | 2026-Q1 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC new | 83,565 | $6M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 83,182 | $6M | 0.6% | 2026-Q1 |
| CoreCap Advisors, LLC added | 81,570 | $6M | 0.6% | 2026-Q1 |
| Private Wealth Asset Management, LLC added | 55,903 | $4M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 48,621 | $4M | 0.4% | 2026-Q1 |
| Waterfront Wealth Inc. added | 44,545 | $3M | 0.3% | 2026-Q1 |
| Plancorp, LLC added | 36,267 | $3M | 0.3% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 33,769 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 32,221 | $2M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 30,747 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 29,387 | $2M | 0.2% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 23,204 | $2M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 20,533 | $2M | 0.2% | 2026-Q1 |
| Armbruster Capital Management, Inc. | 21,000 | $2M | 0.2% | 2026-Q1 |
| BFI Wealth Solutions, LLC trimmed | 20,247 | $2M | 0.2% | 2026-Q1 |
| World Investment Advisors added | 19,360 | $2M | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 19,360 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 18,067 | $1M | 0.1% | 2026-Q1 |
| COMMERCE BANK new | 17,604 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,905 | $1M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 15,773 | $1M | 0.1% | 2026-Q1 |
| LEGACY FINANCIAL GROUP, INC. added | 15,524 | $1M | 0.1% | 2026-Q1 |
| Betterment LLC new | 13,974 | $1M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 11,934 | $925K | 0.1% | 2026-Q1 |
| DIXON FNANCIAL SERVICES, INC. | 11,933 | $925K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 10,435 | $809K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC added | 9,131 | $801K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC new | 8,628 | $669K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,775 | $603K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC | 6,912 | $556K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 6,344 | $497K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 5,586 | $433K | 0.0% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 5,565 | $432K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,921 | $382K | 0.0% | 2026-Q1 |
| Pacific Asset Management, LLC added | 4,635 | $359K | 0.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 3,973 | $308K | 0.0% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 3,805 | $295K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC new | 3,516 | $273K | 0.0% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC new | 3,276 | $254K | 0.0% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC new | 3,053 | $237K | 0.0% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 2,800 | $236K | 0.0% | 2026-Q1 |
| Team Financial Group, LLC new | 3,023 | $234K | 0.0% | 2026-Q1 |
| Compound Planning, Inc. | 2,748 | $213K | 0.0% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 2,140 | $166K | 0.0% | 2026-Q1 |
| Burk Holdings LLC new | 1,918 | $149K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. trimmed | 1,054 | $82K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 1,054 | $82K | 0.0% | 2026-Q1 |
| Nemes Rush Group LLC | 823 | $64K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 426 | $33K | 0.0% | 2026-Q1 |
| Asset Dedication, LLC added | 399 | $31K | 0.0% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 218,686 | $17M | 1.7% | 2025-Q4 stale |
| Skyview Financial Group LLC new | 49,061 | $4M | 0.4% | 2025-Q4 stale |
| Full Sail Capital, LLC trimmed | 37,847 | $3M | 0.3% | 2025-Q3 stale |
| AMERICAN CENTURY COMPANIES INC | 30,374 | $2M | 0.2% | 2025-Q4 stale |
| Lion Street Advisors, LLC added | 15,357 | $1M | 0.1% | 2025-Q2 stale |
| Focus Partners Advisor Solutions, LLC added | 10,158 | $793K | 0.1% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 9,229 | $656K | 0.1% | 2025-Q2 stale |
| PALO ALTO WEALTH ADVISORS, LLC new | 6,525 | $510K | 0.0% | 2025-Q3 stale |
| FineMark National Bank & Trust added | 5,401 | $425K | 0.0% | 2025-Q4 stale |
| WealthPlan Investment Management, LLC new | 4,543 | $323K | 0.0% | 2025-Q2 stale |
| Kestra Investment Management, LLC | 4,883 | $313K | 0.0% | 2025-Q2 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC new | 3,458 | $272K | 0.0% | 2025-Q4 stale |
| BLVD Private Wealth, LLC trimmed | 2,596 | $204K | 0.0% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 2,622 | $201K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 1,046 | $74K | 0.0% | 2025-Q2 stale |
| Arax Advisory Partners new | 736 | $58K | 0.0% | 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.
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.