Who owns AVMA (AVMA)
Which tracked institutional funds hold AVMA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVMA 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 AVMA is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 0 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
AVMA’s largest tracked holder by dollar value, Cogent Private Wealth, Inc., sizes it at 5.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVMA 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 19 tracked filers holding AVMA, 12 increased or opened the position and 6 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 AVMA 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.
Largest adds
- Cogent Private Wealth, Inc.$1M
- DIVERSIFY WEALTH MANAGEMENT, LLC$615K
- Integrity Wealth Solutions LLC$266K
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 |
|---|---|---|---|---|
| Cogent Private Wealth, Inc. added | 110,713 | $7M | 29.9% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 90,874 | $6M | 24.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 35,804 | $2M | 9.7% | 2026-Q1 |
| CROSSPOINT FINANCIAL, LLC added | 21,170 | $1M | 5.7% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 15,044 | $1M | 4.3% | 2026-Q1 |
| Vawter Financial, Ltd. added | 15,414 | $1M | 4.2% | 2026-Q1 |
| Versant Capital Management, Inc trimmed | 14,308 | $962K | 3.9% | 2026-Q1 |
| Integrity Wealth Solutions LLC added | 13,400 | $901K | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,199 | $686K | 2.8% | 2026-Q1 |
| Plancorp, LLC | 3,750 | $261K | 1.0% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 3,674 | $247K | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,548 | $238K | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,388 | $228K | 0.9% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 3,316 | $223K | 0.9% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 2,102 | $141K | 0.6% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 1,408 | $95K | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC | 600 | $41K | 0.2% | 2026-Q1 |
| CURIO WEALTH, LLC | 46 | $3K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1 | $63 | 0.0% | 2026-Q1 |
| PFG Private Wealth Management, LLC new | 8,157 | $531K | 2.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 6,366 | $414K | 1.7% | 2025-Q3 stale |
| Corient Private Wealth LLC new | 4,639 | $269K | 1.1% | 2025-Q1 stale |
| Keystone Financial Group, Inc. trimmed | 2,047 | $136K | 0.5% | 2025-Q4 stale |
| UBS Group AG trimmed | 86 | $6K | 0.0% | 2025-Q4 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.