Who owns AVLV (AVLV)
Which tracked institutional funds hold AVLV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVLV 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
The tracked-fund tape on AVLV is one-sided between 2025-Q4 and 2026-Q1: 223 added or opened and 33 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
AVLV’s largest tracked holder by dollar value, PNC FINANCIAL SERVICES GROUP, INC., sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 2.0% of theirs — a 1.4pp gap the other way — the median holder sizes AVLV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVLV 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 479 tracked filers holding AVLV, 303 increased or opened the position and 152 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 AVLV 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 29
- BENJAMIN EDWARDS INC$52M
- Vestmark Advisory Solutions, Inc.$44M
- Tulsa Wealth Advisors, INC$33M
- TUDOR INVESTMENT CORP ET AL$15M
- Summit Portfolio Management, LTD.$14M
- ACTION POINT FINANCIAL PLANNING, LLC$12M
Full exits 10
- COMERICA BANK$98M
- FAS Wealth Partners, Inc.$52M
- AXXCESS WEALTH MANAGEMENT, LLC$13M
- Forthright Family Wealth Advisory LLC$9M
- SOL Capital Management CO$7M
- FineMark National Bank & Trust$4M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$189M
- FIFTH THIRD BANCORP$95M
- LPL Financial LLC$52M
- AMERICAN CENTURY COMPANIES INC$49M
- Cerity Partners LLC$38M
- Focus Partners Wealth$35M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$194M
- BANK OF AMERICA CORP /DE/$12M
- NewEdge Advisors, LLC$12M
- Verus Financial Partners, Inc.$11M
- Pacific Life Fund Advisors LLC$9M
- ENVESTNET ASSET MANAGEMENT INC$7M
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 |
|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 13,221,779 | $1.1B | 12.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,139,321 | $817M | 9.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,700,512 | $621M | 7.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,867,435 | $312M | 3.7% | 2026-Q1 |
| LPL Financial LLC added | 3,096,355 | $250M | 2.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,860,379 | $231M | 2.7% | 2026-Q1 |
| Cerity Partners LLC added | 2,829,736 | $228M | 2.7% | 2026-Q1 |
| Focus Partners Wealth added | 2,504,756 | $202M | 2.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,401,298 | $194M | 2.3% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. added | 2,002,480 | $161M | 1.9% | 2026-Q1 |
| Falcon Wealth Planning added | 1,970,576 | $159M | 1.9% | 2026-Q1 |
| Waverly Advisors, LLC added | 1,666,055 | $134M | 1.6% | 2026-Q1 |
| Savant Capital, LLC trimmed | 1,513,146 | $122M | 1.4% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 1,448,030 | $117M | 1.4% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC added | 1,358,554 | $110M | 1.3% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC added | 1,342,478 | $108M | 1.3% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 1,189,165 | $105M | 1.2% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 1,291,725 | $104M | 1.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,272,973 | $103M | 1.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 1,269,381 | $102M | 1.2% | 2026-Q1 |
| FMR LLC added | 1,260,817 | $102M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,223,715 | $99M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,199,784 | $97M | 1.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 1,163,667 | $94M | 1.1% | 2026-Q1 |
| HUB Investment Partners, LLC added | 1,130,337 | $91M | 1.1% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 1,130,111 | $91M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,070,767 | $86M | 1.0% | 2026-Q1 |
| NIXON PEABODY TRUST CO added | 1,031,823 | $83M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 988,484 | $80M | 0.9% | 2026-Q1 |
| Wealth Management Nebraska added | 937,713 | $76M | 0.9% | 2026-Q1 |
| &PARTNERS added | 891,464 | $72M | 0.8% | 2026-Q1 |
| ESL Trust Services, LLC added | 842,631 | $68M | 0.8% | 2026-Q1 |
| B&D White Capital Company, LLC added | 820,112 | $66M | 0.8% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 710,310 | $57M | 0.7% | 2026-Q1 |
| Glenview Trust Co added | 700,094 | $56M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 696,206 | $56M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 683,776 | $55M | 0.6% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 669,290 | $54M | 0.6% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 648,674 | $52M | 0.6% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 647,955 | $52M | 0.6% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 636,283 | $51M | 0.6% | 2026-Q1 |
| Allegiance Financial Group Advisory Services LLC added | 632,785 | $51M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 622,088 | $50M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 613,298 | $48M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 579,883 | $47M | 0.6% | 2026-Q1 |
| Arax Advisory Partners trimmed | 570,540 | $46M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 549,655 | $44M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 548,647 | $44M | 0.5% | 2026-Q1 |
| JRM Investment Counsel, LLC added | 532,169 | $43M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 514,375 | $41M | 0.5% | 2026-Q1 |
| Opus Capital Group, LLC added | 497,560 | $40M | 0.5% | 2026-Q1 |
| Legacy Financial Strategies, LLC added | 481,853 | $39M | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 470,069 | $38M | 0.4% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 433,804 | $35M | 0.4% | 2026-Q1 |
| Tulsa Wealth Advisors, INC new | 408,289 | $33M | 0.4% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 390,672 | $31M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 381,410 | $31M | 0.4% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 346,993 | $30M | 0.3% | 2026-Q1 |
| ShoreHaven Wealth Partners, LLC added | 349,848 | $28M | 0.3% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 347,359 | $28M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 346,777 | $28M | 0.3% | 2026-Q1 |
| Apella Capital, LLC added | 325,246 | $28M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 336,698 | $27M | 0.3% | 2026-Q1 |
| Symmetry Partners, LLC added | 332,226 | $27M | 0.3% | 2026-Q1 |
| Three Cord True Wealth Management, LLC added | 296,162 | $24M | 0.3% | 2026-Q1 |
| McMill Wealth Management added | 289,783 | $23M | 0.3% | 2026-Q1 |
| Verus Financial Partners, Inc. trimmed | 257,373 | $22M | 0.3% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 265,529 | $22M | 0.3% | 2026-Q1 |
| Northland Capital Management LLC added | 266,638 | $21M | 0.3% | 2026-Q1 |
| AIRE ADVISORS, LLC added | 265,478 | $21M | 0.3% | 2026-Q1 |
| Fonville Wealth Management LLC added | 263,925 | $21M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 253,305 | $20M | 0.2% | 2026-Q1 |
| Arlington Financial Advisors, LLC trimmed | 251,875 | $20M | 0.2% | 2026-Q1 |
| Nova R Wealth, Inc. added | 251,854 | $20M | 0.2% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 250,614 | $20M | 0.2% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 246,536 | $20M | 0.2% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC added | 241,731 | $19M | 0.2% | 2026-Q1 |
| Oceanside Advisors LLC added | 241,729 | $19M | 0.2% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 238,850 | $19M | 0.2% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS added | 225,021 | $19M | 0.2% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 231,965 | $19M | 0.2% | 2026-Q1 |
| Meritas Wealth Management, LLC added | 231,132 | $19M | 0.2% | 2026-Q1 |
| Keener Financial Planning LLC added | 230,857 | $19M | 0.2% | 2026-Q1 |
| REAP Financial Group, LLC added | 229,676 | $19M | 0.2% | 2026-Q1 |
| Heritage Wealth Management, Inc. /CA/ added | 225,171 | $18M | 0.2% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 221,519 | $18M | 0.2% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 219,931 | $18M | 0.2% | 2026-Q1 |
| Shotwell Rutter Baer Inc added | 216,582 | $17M | 0.2% | 2026-Q1 |
| Advantage Trust Co added | 211,547 | $17M | 0.2% | 2026-Q1 |
| Providence Financial Advisors, LLC added | 210,327 | $17M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 206,523 | $17M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 198,881 | $16M | 0.2% | 2026-Q1 |
| Apollon Financial, LLC added | 196,536 | $16M | 0.2% | 2026-Q1 |
| BostonPremier Wealth LLC added | 195,848 | $16M | 0.2% | 2026-Q1 |
| COMERICA BANK trimmed | 1,291,780 | $98M | 1.1% | 2025-Q4 stale |
| PrairieView Partners, LLC added | 1,232,715 | $84M | 1.0% | 2025-Q2 stale |
| FAS Wealth Partners, Inc. added | 680,847 | $52M | 0.6% | 2025-Q4 stale |
| Willow Creek Wealth Management Inc. added | 444,586 | $32M | 0.4% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. added | 347,107 | $25M | 0.3% | 2025-Q3 stale |
| Summit X, LLC added | 265,049 | $18M | 0.2% | 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.