Who owns AVMV
Which tracked institutional funds hold AVMV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVMV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 AVMV is one-sided between 2026-Q1 and 2026-Q2: 43 added or opened and 7 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
AVMV’s largest tracked holder by dollar value, ENZI WEALTH, sizes it at 18.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 18.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVMV 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 86 tracked filers holding AVMV, 63 increased or opened the position and 19 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 AVMV 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 9
- Glenview Trust Co$4M
- TWO SIGMA INVESTMENTS, LP$2M
- WORLD EQUITY GROUP, INC.$1M
- Atria Investments, Inc$1M
- Networth Advisors, LLC$1M
- Global Retirement Partners, LLC$860K
Full exits 5
- Evensky & Katz LLC$55M
- PEAPACK GLADSTONE FINANCIAL CORP$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Capital Analysts, LLC$845K
- SEGALL BRYANT & HAMILL, LLC$730K
Largest adds
- AMERICAN CENTURY COMPANIES INC$11M
- MORGAN STANLEY$11M
- LPL Financial LLC$9M
- ECLECTIC ASSOCIATES INC /ADV$9M
- ENZI WEALTH$7M
- COMMERCE BANK$7M
Largest trims
- Henderson Brothers Financial Partners, LLC$3M
- B&D White Capital Company, LLC$390K
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 |
|---|---|---|---|---|
| ENZI WEALTH added | 715,903 | $58M | 10.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 545,799 | $44M | 7.9% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 486,208 | $39M | 7.0% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC added | 453,485 | $37M | 6.5% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 401,168 | $32M | 5.8% | 2026-Q2 |
| Falcon Wealth Planning added | 326,922 | $26M | 4.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 295,809 | $24M | 4.3% | 2026-Q2 |
| LPL Financial LLC added | 225,531 | $18M | 3.3% | 2026-Q2 |
| COMMERCE BANK added | 201,998 | $16M | 2.9% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 188,845 | $15M | 2.7% | 2026-Q2 |
| Family Investment Center, Inc. added | 172,975 | $14M | 2.5% | 2026-Q2 |
| Prosperity Planning, Inc. added | 157,113 | $13M | 2.3% | 2026-Q2 |
| MORGAN STANLEY added | 137,447 | $11M | 2.0% | 2026-Q2 |
| WMG Financial Advisors, LLC trimmed | 136,540 | $11M | 2.0% | 2026-Q2 |
| IHT Wealth Management, LLC added | 119,943 | $10M | 1.7% | 2026-Q2 |
| Corient Private Wealth LP added | 112,542 | $9M | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 112,158 | $9M | 1.6% | 2026-Q2 |
| Rialto Wealth Management, LLC added | 103,572 | $8M | 1.5% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 100,661 | $8M | 1.5% | 2026-Q2 |
| B&D White Capital Company, LLC trimmed | 96,924 | $8M | 1.4% | 2026-Q2 |
| Team Financial Group, LLC added | 96,363 | $8M | 1.4% | 2026-Q2 |
| Maridea Wealth Management LLC added | 83,666 | $7M | 1.2% | 2026-Q2 |
| Allegheny Financial Group added | 80,919 | $7M | 1.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 63,245 | $5M | 0.9% | 2026-Q2 |
| Triangle Securities Wealth Management added | 60,283 | $5M | 0.9% | 2026-Q2 |
| Glenview Trust Co new | 49,076 | $4M | 0.7% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 45,038 | $4M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,151 | $3M | 0.6% | 2026-Q2 |
| Premier Path Wealth Partners, LLC added | 37,033 | $3M | 0.5% | 2026-Q2 |
| FIRST NATIONAL BANK SIOUX FALLS | 36,723 | $3M | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 30,248 | $2M | 0.4% | 2026-Q2 |
| Haven Private, LLC added | 26,120 | $2M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 22,400 | $2M | 0.3% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 21,185 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,255 | $1M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 17,725 | $1M | 0.3% | 2026-Q2 |
| WORLD EQUITY GROUP, INC. new | 17,278 | $1M | 0.2% | 2026-Q2 |
| Atria Investments, Inc new | 17,288 | $1M | 0.2% | 2026-Q2 |
| Herold Advisors, Inc. added | 17,046 | $1M | 0.2% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 15,178 | $1M | 0.2% | 2026-Q2 |
| Networth Advisors, LLC new | 14,105 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 12,896 | $1M | 0.2% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC trimmed | 11,972 | $964K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 10,677 | $860K | 0.2% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 9,980 | $804K | 0.1% | 2026-Q2 |
| Wedmont Private Capital added | 9,630 | $776K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 9,431 | $767K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 9,431 | $767K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 9,243 | $744K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 9,102 | $733K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC new | 7,746 | $624K | 0.1% | 2026-Q2 |
| PACES FERRY WEALTH ADVISORS, LLC | 6,921 | $557K | 0.1% | 2026-Q2 |
| GUYASUTA INVESTMENT ADVISORS INC | 6,886 | $555K | 0.1% | 2026-Q2 |
| ProCore Advisors, LLC added | 6,821 | $549K | 0.1% | 2026-Q2 |
| Plancorp, LLC | 6,730 | $543K | 0.1% | 2026-Q2 |
| Signature Resources Capital Management, LLC added | 6,613 | $533K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 6,408 | $516K | 0.1% | 2026-Q2 |
| Savant Capital, LLC | 6,359 | $512K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 6,013 | $484K | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 5,651 | $455K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 5,185 | $418K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 4,991 | $402K | 0.1% | 2026-Q2 |
| NWAM LLC new | 4,516 | $364K | 0.1% | 2026-Q2 |
| Stegent Equity Advisors, Inc. trimmed | 4,220 | $340K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 3,813 | $307K | 0.1% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 3,723 | $300K | 0.1% | 2026-Q2 |
| Paragon Advisors, LLC | 3,716 | $299K | 0.1% | 2026-Q2 |
| Bedel Financial Consulting, Inc. new | 3,512 | $283K | 0.1% | 2026-Q2 |
| PFG Advisors | 3,392 | $273K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 2,904 | $234K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 2,820 | $227K | 0.0% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 803 | $65K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 750 | $60K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 642 | $52K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 637 | $51K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 619 | $50K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC | 529 | $43K | 0.0% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 417 | $34K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 296 | $24K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. | 160 | $13K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 147 | $12K | 0.0% | 2026-Q2 |
| Acumen Wealth Advisors, LLC new | 100 | $8K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 50 | $4K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 30 | $2K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC | 10 | $813 | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 10 | $805 | 0.0% | 2026-Q2 |
| Evensky & Katz LLC added | 736,997 | $55M | 9.8% | 2026-Q1 stale (1 quarter behind) |
| PEAPACK GLADSTONE FINANCIAL CORP added | 29,146 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 17,304 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 11,391 | $845K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SEGALL BRYANT & HAMILL, LLC new | 9,895 | $730K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 4,003 | $297K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO new | 2,062 | $150K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 1,717 | $127K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 423 | $31K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FineMark National Bank & Trust added | 81,937 | $6M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 6,323 | $450K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Clearstead Advisors, LLC new | 586 | $42K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Financial Partners Group, Inc trimmed | 3,600 | $248K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cloud Capital Management, LLC added | 1,173 | $80K | 0.0% | 2025-Q3 stale (3 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.