Who owns AVMC (AVMC)
Which tracked institutional funds hold AVMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVMC 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 AVMC is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 3 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
AVMC’s largest tracked holder by dollar value, McIlrath & Eck, LLC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVMC 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 64 tracked filers holding AVMC, 48 increased or opened the position and 16 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 AVMC 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 11
- Tarbox Family Office, Inc.$12M
- Independent Advisor Alliance$8M
- ENVESTNET ASSET MANAGEMENT INC$3M
- &PARTNERS$3M
- LexAurum Advisors, LLC$3M
- Bleakley Financial Group, LLC$2M
Full exits 1
- FineMark National Bank & Trust$540K
Largest adds
- HighTower Advisors, LLC$6M
- McIlrath & Eck, LLC$3M
- Elwood & Goetz Wealth Advisory Group, LLC$2M
- LPL Financial LLC$2M
- CFS Investment Advisory Services, LLC$2M
- AMERICAN CENTURY COMPANIES INC$2M
Largest trims
- Lloyd Advisory Services, LLC.$342K
- Madrid Wealth Management, LLC$254K
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 |
|---|---|---|---|---|
| McIlrath & Eck, LLC added | 763,230 | $55M | 18.8% | 2026-Q1 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 419,573 | $30M | 10.3% | 2026-Q1 |
| Berger Financial Group, Inc added | 244,192 | $18M | 6.0% | 2026-Q1 |
| Wealth Management Partners, LLC added | 217,157 | $16M | 5.4% | 2026-Q1 |
| Networth Advisors, LLC added | 178,285 | $13M | 4.4% | 2026-Q1 |
| CGN Advisors LLC trimmed | 165,461 | $12M | 4.1% | 2026-Q1 |
| Tarbox Family Office, Inc. new | 160,661 | $12M | 4.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 159,550 | $12M | 3.9% | 2026-Q1 |
| Envision Financial Planning, LLC added | 141,457 | $10M | 3.5% | 2026-Q1 |
| LPL Financial LLC added | 122,110 | $9M | 3.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 119,840 | $9M | 3.0% | 2026-Q1 |
| Independent Advisor Alliance new | 115,855 | $8M | 2.9% | 2026-Q1 |
| AE Wealth Management LLC added | 113,090 | $8M | 2.8% | 2026-Q1 |
| Tiller Private Wealth, Inc. added | 105,533 | $8M | 2.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 67,642 | $5M | 1.8% | 2026-Q1 |
| Mendota Financial Group, LLC added | 68,505 | $5M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 52,161 | $4M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,353 | $3M | 1.2% | 2026-Q1 |
| &PARTNERS new | 48,143 | $3M | 1.2% | 2026-Q1 |
| LexAurum Advisors, LLC added | 43,432 | $3M | 1.1% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 37,740 | $3M | 1.0% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 34,076 | $2M | 0.8% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 25,423 | $2M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 25,379 | $2M | 0.6% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 24,537 | $2M | 0.6% | 2026-Q1 |
| Bleakley Financial Group, LLC new | 23,100 | $2M | 0.6% | 2026-Q1 |
| Gradient Capital Advisors, LLC added | 22,776 | $2M | 0.6% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 19,509 | $1M | 0.5% | 2026-Q1 |
| COMMERCE BANK new | 17,572 | $1M | 0.4% | 2026-Q1 |
| Plancorp, LLC added | 16,371 | $1M | 0.4% | 2026-Q1 |
| Jacobi Capital Management LLC added | 16,405 | $1M | 0.4% | 2026-Q1 |
| WMG Financial Advisors, LLC trimmed | 16,300 | $1M | 0.4% | 2026-Q1 |
| SRH ADVISORS, LLC added | 15,022 | $1M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 14,914 | $1M | 0.4% | 2026-Q1 |
| Madrid Wealth Management, LLC trimmed | 14,455 | $1M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 11,437 | $826K | 0.3% | 2026-Q1 |
| GEN Financial Management, INC. added | 10,305 | $744K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,205 | $737K | 0.3% | 2026-Q1 |
| HTG Investment Advisors, Inc. added | 9,821 | $709K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,847 | $639K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 8,798 | $636K | 0.2% | 2026-Q1 |
| StrongBox Wealth, LLC new | 8,675 | $627K | 0.2% | 2026-Q1 |
| B&D White Capital Company, LLC added | 8,588 | $620K | 0.2% | 2026-Q1 |
| Canvas Wealth Advisors, LLC new | 7,839 | $566K | 0.2% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. trimmed | 6,538 | $472K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC new | 10,000 | $458K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 6,161 | $435K | 0.1% | 2026-Q1 |
| Team Financial Group, LLC added | 4,398 | $318K | 0.1% | 2026-Q1 |
| Avondale Wealth Management added | 3,754 | $271K | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 3,715 | $268K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 3,696 | $267K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,065 | $221K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC new | 3,011 | $218K | 0.1% | 2026-Q1 |
| ATWOOD & PALMER INC | 1,743 | $126K | 0.0% | 2026-Q1 |
| Trust Co added | 1,264 | $91K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 1,058 | $76K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 874 | $63K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. added | 874 | $63K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 492 | $36K | 0.0% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 387 | $28K | 0.0% | 2026-Q1 |
| Rialto Wealth Management, LLC | 179 | $13K | 0.0% | 2026-Q1 |
| MCF Advisors LLC trimmed | 161 | $12K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 76 | $5K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 62 | $4K | 0.0% | 2026-Q1 |
| PROATHLETE WEALTH MANAGEMENT LLC added | 147,669 | $9M | 3.1% | 2025-Q1 stale |
| PALO ALTO WEALTH ADVISORS, LLC added | 68,650 | $5M | 1.6% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC added | 11,992 | $834K | 0.3% | 2025-Q3 stale |
| Park Square Financial Group, LLC added | 9,961 | $659K | 0.2% | 2025-Q2 stale |
| FineMark National Bank & Trust new | 7,646 | $540K | 0.2% | 2025-Q4 stale |
| Skyview Financial Group LLC new | 4,332 | $306K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 3,687 | $257K | 0.1% | 2025-Q3 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 3,652 | $226K | 0.1% | 2025-Q1 stale |
| Arlington Financial Advisors, LLC added | 3,008 | $212K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ new | 1,040 | $73K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 961 | $64K | 0.0% | 2025-Q2 stale |
| Accredited Wealth Management, LLC added | 1,432 | $10K | 0.0% | 2025-Q3 stale |
| Tripletail Wealth Management, LLC new | 100 | $7K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 29 | $2K | 0.0% | 2025-Q2 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.