Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 37 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 2026-Q1 and 2026-Q2, across 77 tracked filers holding AVMC, 59 increased or opened the position and 13 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 2026-Q1 and 2026-Q2 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 8
- Corient Private Wealth LP$7M
- Glenview Trust Co$3M
- FIDUCIARY FINANCIAL ADVISORS$1M
- GOLDMAN SACHS GROUP INC$975K
- BENJAMIN EDWARDS INC$887K
- FSA Advisors, Inc.$725K
Full exits 2
- McIlrath & Eck, LLC$55M
- HighTower Advisors, LLC$9M
Largest adds
- LPL Financial LLC$11M
- MORGAN STANLEY$10M
- Tarbox Family Office, Inc.$8M
- Bleakley Financial Group, LLC$6M
- Elwood & Goetz Wealth Advisory Group, LLC$5M
- Berger Financial Group, Inc$4M
Largest trims
- JANE STREET GROUP, LLC$298K
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 |
|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC added | 441,006 | $35M | 9.4% | 2026-Q2 |
| Berger Financial Group, Inc added | 269,524 | $22M | 5.8% | 2026-Q2 |
| LPL Financial LLC added | 248,067 | $20M | 5.3% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 240,067 | $19M | 5.1% | 2026-Q2 |
| Wealth Management Partners, LLC added | 218,287 | $18M | 4.7% | 2026-Q2 |
| Networth Advisors, LLC added | 189,314 | $15M | 4.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 187,798 | $15M | 4.0% | 2026-Q2 |
| CGN Advisors LLC added | 180,847 | $15M | 3.9% | 2026-Q2 |
| Envision Financial Planning, LLC added | 143,101 | $11M | 3.1% | 2026-Q2 |
| AE Wealth Management LLC added | 141,166 | $11M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 126,988 | $10M | 2.7% | 2026-Q2 |
| Tiller Private Wealth, Inc. added | 111,704 | $9M | 2.4% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 101,456 | $8M | 2.2% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 101,205 | $8M | 2.2% | 2026-Q2 |
| Corient Private Wealth LP new | 89,404 | $7M | 1.9% | 2026-Q2 |
| Mendota Financial Group, LLC added | 88,914 | $7M | 1.9% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 68,484 | $5M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 51,660 | $4M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 50,481 | $4M | 1.1% | 2026-Q2 |
| &PARTNERS added | 49,946 | $4M | 1.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 47,944 | $4M | 1.0% | 2026-Q2 |
| COMMERCE BANK added | 42,311 | $3M | 0.9% | 2026-Q2 |
| CFS Investment Advisory Services, LLC added | 38,813 | $3M | 0.8% | 2026-Q2 |
| Glenview Trust Co new | 38,225 | $3M | 0.8% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 32,728 | $3M | 0.7% | 2026-Q2 |
| Balance Wealth Partners LLC added | 32,120 | $3M | 0.7% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 28,370 | $2M | 0.6% | 2026-Q2 |
| Gradient Capital Advisors, LLC added | 27,007 | $2M | 0.6% | 2026-Q2 |
| Summit Financial, LLC added | 26,153 | $2M | 0.6% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 25,743 | $2M | 0.6% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 24,203 | $2M | 0.5% | 2026-Q2 |
| Plancorp, LLC added | 18,101 | $1M | 0.4% | 2026-Q2 |
| Jacobi Capital Management LLC added | 17,115 | $1M | 0.4% | 2026-Q2 |
| WMG Financial Advisors, LLC | 16,300 | $1M | 0.3% | 2026-Q2 |
| SRH ADVISORS, LLC added | 15,798 | $1M | 0.3% | 2026-Q2 |
| Canvas Wealth Advisors, LLC added | 15,585 | $1M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 14,634 | $1M | 0.3% | 2026-Q2 |
| Team Financial Group, LLC added | 14,516 | $1M | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 13,807 | $1M | 0.3% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 12,707 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,494 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 12,146 | $975K | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 11,437 | $918K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 11,050 | $887K | 0.2% | 2026-Q2 |
| Madrid Wealth Management, LLC trimmed | 10,561 | $847K | 0.2% | 2026-Q2 |
| GEN Financial Management, INC. added | 10,382 | $833K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,578 | $769K | 0.2% | 2026-Q2 |
| FSA Advisors, Inc. new | 9,033 | $725K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 8,989 | $721K | 0.2% | 2026-Q2 |
| StrongBox Wealth, LLC trimmed | 8,669 | $696K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP new | 8,490 | $681K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 8,202 | $658K | 0.2% | 2026-Q2 |
| B&D White Capital Company, LLC trimmed | 6,155 | $494K | 0.1% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 5,951 | $478K | 0.1% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. trimmed | 5,711 | $458K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 4,476 | $359K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,471 | $359K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,209 | $338K | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. new | 3,909 | $314K | 0.1% | 2026-Q2 |
| Avondale Wealth Management | 3,754 | $301K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 3,404 | $273K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 3,054 | $245K | 0.1% | 2026-Q2 |
| Narus Financial Partners, LLC new | 2,754 | $221K | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC new | 2,610 | $209K | 0.1% | 2026-Q2 |
| ATWOOD & PALMER INC | 1,743 | $140K | 0.0% | 2026-Q2 |
| Trust Co added | 1,445 | $116K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 876 | $70K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 492 | $39K | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 401 | $32K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 280 | $22K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 215 | $17K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 190 | $15K | 0.0% | 2026-Q2 |
| Rialto Wealth Management, LLC | 179 | $14K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC new | 171 | $14K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 161 | $13K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 113 | $9K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 62 | $5K | 0.0% | 2026-Q2 |
| McIlrath & Eck, LLC added | 763,230 | $55M | 14.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 119,840 | $9M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| IHT Wealth Management, LLC new | 10,000 | $458K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FineMark National Bank & Trust new | 7,646 | $540K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Skyview Financial Group LLC new | 4,332 | $306K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Arlington Financial Advisors, LLC added | 3,008 | $212K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 1,040 | $73K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PALO ALTO WEALTH ADVISORS, LLC added | 68,650 | $5M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| MML INVESTORS SERVICES, LLC added | 11,992 | $834K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 3,687 | $257K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Accredited Wealth Management, LLC added | 1,432 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Tripletail Wealth Management, LLC new | 100 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Park Square Financial Group, LLC added | 9,961 | $659K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 29 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.