Who owns AVNM
Which tracked institutional funds hold AVNM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVNM 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
21 tracked funds added or opened AVNM while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
AVNM’s largest tracked holder by dollar value, Merit Financial Group, LLC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVNM 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 54 tracked filers holding AVNM, 37 increased or opened the position and 24 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 AVNM 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 3
- TrustWell Financial Advisors, LLC$5M
- Waterfront Wealth Inc.$2M
- Savant Capital, LLC$632K
Full exits 5
- THOROUGHBRED FINANCIAL SERVICES, LLC$5M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
- CITADEL ADVISORS LLC$813K
- North Ridge Wealth Advisors, Inc.$733K
- Cloud Capital Management, LLC$615K
Largest adds
- Merit Financial Group, LLC$23M
- Acumen Wealth Advisors, LLC$15M
- COMMONWEALTH EQUITY SERVICES, LLC$9M
- Geometric Wealth Advisors$6M
- Duncan Williams Asset Management, LLC$6M
- BWM Planning, LLC$5M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$1M
- Farther Finance Advisors, LLC$1M
- JANE STREET GROUP, LLC$1M
- Altus Wealth Group LLC$676K
- TRUIST FINANCIAL CORP$578K
- SFG Wealth Management, LLC.$479K
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 |
|---|---|---|---|---|
| Merit Financial Group, LLC added | 2,155,582 | $178M | 31.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 822,604 | $68M | 11.8% | 2026-Q2 |
| Geometric Wealth Advisors added | 736,769 | $61M | 10.6% | 2026-Q2 |
| BWM Planning, LLC added | 406,514 | $33M | 5.8% | 2026-Q2 |
| Wealth Management Partners, LLC added | 384,167 | $32M | 5.5% | 2026-Q2 |
| Duncan Williams Asset Management, LLC added | 361,184 | $30M | 5.2% | 2026-Q2 |
| LPL Financial LLC added | 224,409 | $18M | 3.2% | 2026-Q2 |
| Acumen Wealth Advisors, LLC added | 197,134 | $16M | 2.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 192,423 | $16M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 160,512 | $13M | 2.3% | 2026-Q2 |
| Cerity Partners LLC added | 156,822 | $13M | 2.3% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC added | 154,349 | $13M | 2.2% | 2026-Q2 |
| Peak Asset Management, LLC added | 129,890 | $11M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 69,585 | $6M | 1.0% | 2026-Q2 |
| TrustWell Financial Advisors, LLC new | 66,661 | $5M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 64,155 | $5M | 0.9% | 2026-Q2 |
| B&D White Capital Company, LLC trimmed | 51,999 | $4M | 0.7% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 46,834 | $4M | 0.7% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 33,300 | $3M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 25,500 | $2M | 0.4% | 2026-Q2 |
| Waterfront Wealth Inc. new | 24,722 | $2M | 0.4% | 2026-Q2 |
| Altus Wealth Group LLC trimmed | 20,041 | $2M | 0.3% | 2026-Q2 |
| Oak Wealth Advisors LLC added | 19,240 | $2M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 17,192 | $1M | 0.2% | 2026-Q2 |
| Strathmore Capital Advisors, Inc. trimmed | 16,498 | $1M | 0.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 12,553 | $1M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 12,445 | $1M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 11,584 | $954K | 0.2% | 2026-Q2 |
| Orcam Financial Group added | 9,010 | $742K | 0.1% | 2026-Q2 |
| Hutchens & Kramer Investment Management Group, LLC added | 7,717 | $636K | 0.1% | 2026-Q2 |
| Savant Capital, LLC new | 7,666 | $632K | 0.1% | 2026-Q2 |
| FMB WEALTH MANAGEMENT | 6,967 | $574K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 6,400 | $527K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,182 | $509K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC new | 5,858 | $483K | 0.1% | 2026-Q2 |
| BIP Wealth, LLC added | 4,491 | $370K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,483 | $369K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 4,436 | $365K | 0.1% | 2026-Q2 |
| XY Planning Network, Inc. added | 3,928 | $324K | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 3,912 | $322K | 0.1% | 2026-Q2 |
| Focus Partners Wealth new | 3,755 | $309K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,593 | $296K | 0.1% | 2026-Q2 |
| EHRLICH FINANCIAL GROUP added | 2,848 | $235K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC added | 523 | $43K | 0.0% | 2026-Q2 |
| UBS Group AG added | 390 | $32K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 218 | $18K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 198 | $16K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 173 | $14K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 110 | $9K | 0.0% | 2026-Q2 |
| New England Capital Financial Advisors LLC new | 97 | $8K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 49 | $4K | 0.0% | 2026-Q2 |
| Frankly Finances, LLC | 2,742 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 16 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 15 | $1K | 0.0% | 2026-Q2 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 60,904 | $5M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 21,447 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 10,669 | $813K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| North Ridge Wealth Advisors, Inc. trimmed | 9,629 | $733K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cloud Capital Management, LLC trimmed | 8,083 | $615K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 3,278 | $249K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,992 | $228K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 477 | $36K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Team Financial Group, LLC new | 400 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN | 89 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 1 | $44 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Edge Financial Advisors LLC added | 164,799 | $12M | 2.1% | 2025-Q4 stale (2 quarters behind) |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 21,710 | $2M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Modern Wealth Management, LLC new | 4,468 | $315K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Fortress Wealth Management, Inc. added | 4,131 | $292K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Paragon Advisors, LLC added | 11,574 | $756K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC new | 149 | $10K | 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.