Who owns AVNM (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-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 AVNM is one-sided between 2025-Q4 and 2026-Q1: 26 added or opened and 2 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
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 2025-Q4 and 2026-Q1, across 53 tracked filers holding AVNM, 41 increased or opened the position and 7 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 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 8
- LPL Financial LLC$15M
- Cerity Partners LLC$11M
- AQR CAPITAL MANAGEMENT LLC$2M
- Acumen Wealth Advisors, LLC$2M
- JANE STREET GROUP, LLC$1M
- Equitable Holdings, Inc.$842K
Full exits 1
- Edge Financial Advisors LLC$12M
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$11M
- Merit Financial Group, LLC$11M
- BWM Planning, LLC$4M
- Wealth Management Partners, LLC$4M
- Geometric Wealth Advisors$4M
- OSAIC HOLDINGS, INC.$2M
Largest trims
- B&D White Capital Company, LLC$6M
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 | 2,026,345 | $154M | 31.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 771,326 | $59M | 12.1% | 2026-Q1 |
| Geometric Wealth Advisors added | 713,554 | $54M | 11.2% | 2026-Q1 |
| Wealth Management Partners, LLC added | 380,960 | $29M | 6.0% | 2026-Q1 |
| BWM Planning, LLC added | 379,007 | $29M | 6.0% | 2026-Q1 |
| Duncan Williams Asset Management, LLC added | 313,894 | $24M | 4.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 215,698 | $16M | 3.4% | 2026-Q1 |
| LPL Financial LLC new | 196,758 | $15M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 189,584 | $14M | 3.0% | 2026-Q1 |
| HOWARD BAILEY SECURITIES, LLC added | 149,008 | $11M | 2.3% | 2026-Q1 |
| Cerity Partners LLC new | 145,383 | $11M | 2.3% | 2026-Q1 |
| Peak Asset Management, LLC added | 124,955 | $10M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 67,920 | $5M | 1.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 60,904 | $5M | 1.0% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 55,743 | $4M | 0.9% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 47,306 | $4M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 35,401 | $3M | 0.6% | 2026-Q1 |
| Altus Wealth Group LLC added | 30,545 | $2M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 20,990 | $2M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 20,880 | $2M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 20,386 | $2M | 0.3% | 2026-Q1 |
| Acumen Wealth Advisors, LLC new | 19,696 | $2M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 18,627 | $1M | 0.3% | 2026-Q1 |
| Oak Wealth Advisors LLC added | 17,756 | $1M | 0.3% | 2026-Q1 |
| Strathmore Capital Advisors, Inc. added | 16,618 | $1M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. new | 11,050 | $842K | 0.2% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 11,004 | $838K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 10,669 | $813K | 0.2% | 2026-Q1 |
| SFG Wealth Management, LLC. new | 10,514 | $801K | 0.2% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. trimmed | 9,629 | $733K | 0.2% | 2026-Q1 |
| Orcam Financial Group added | 8,921 | $679K | 0.1% | 2026-Q1 |
| Cloud Capital Management, LLC trimmed | 8,083 | $615K | 0.1% | 2026-Q1 |
| Hutchens & Kramer Investment Management Group, LLC added | 7,567 | $576K | 0.1% | 2026-Q1 |
| FMB WEALTH MANAGEMENT added | 6,967 | $531K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 6,947 | $529K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. new | 6,277 | $478K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC | 5,143 | $392K | 0.1% | 2026-Q1 |
| XY Planning Network, Inc. | 3,785 | $293K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 3,278 | $249K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,992 | $228K | 0.0% | 2026-Q1 |
| EHRLICH FINANCIAL GROUP new | 2,833 | $216K | 0.0% | 2026-Q1 |
| Frankly Finances, LLC | 2,742 | $209K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 636 | $48K | 0.0% | 2026-Q1 |
| CWM, LLC added | 477 | $36K | 0.0% | 2026-Q1 |
| Team Financial Group, LLC new | 400 | $30K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 181 | $14K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 174 | $13K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 110 | $8K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 89 | $7K | 0.0% | 2026-Q1 |
| Orion Capital Management LLC | 57 | $4K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 16 | $1K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC | 15 | $1K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC new | 1 | $44 | 0.0% | 2026-Q1 |
| Edge Financial Advisors LLC added | 164,799 | $12M | 2.5% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 21,710 | $2M | 0.3% | 2025-Q3 stale |
| Paragon Advisors, LLC added | 11,574 | $756K | 0.2% | 2025-Q2 stale |
| Modern Wealth Management, LLC new | 4,468 | $315K | 0.1% | 2025-Q3 stale |
| Fortress Wealth Management, Inc. added | 4,131 | $292K | 0.1% | 2025-Q3 stale |
| BIP Wealth, LLC trimmed | 3,942 | $290K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 1,348 | $99K | 0.0% | 2025-Q4 stale |
| Morling Financial Advisors, LLC | 712 | $42K | 0.0% | 2025-Q1 stale |
| UBS Group AG added | 344 | $22K | 0.0% | 2025-Q2 stale |
| EverSource Wealth Advisors, LLC new | 149 | $10K | 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.