Who owns AVNV
Which tracked institutional funds hold AVNV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVNV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 AVNV is one-sided between 2025-Q4 and 2026-Q1: 6 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
AVNV’s largest tracked holder by dollar value, Ridgeline Wealth, LLC, sizes it at 4.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVNV 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 15 tracked filers holding AVNV, 9 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 AVNV 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 5
- StoneX Group Inc.$6M
- CITADEL ADVISORS LLC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- Belpointe Asset Management LLC$1M
- Fortis Capital Advisors, LLC$1M
Full exits 1
- B&D White Capital Company, LLC$711K
Largest adds
- Ridgeline Wealth, LLC$256K
Largest trims
- JANE STREET GROUP, LLC$603K
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 |
|---|---|---|---|---|
| Ridgeline Wealth, LLC trimmed | 83,825 | $7M | 21.5% | 2026-Q1 |
| StoneX Group Inc. new | 74,971 | $6M | 19.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 64,914 | $5M | 16.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 54,522 | $4M | 14.0% | 2026-Q1 |
| Ruedi Wealth Management, Inc. | 28,513 | $2M | 7.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 15,440 | $1M | 4.0% | 2026-Q1 |
| Belpointe Asset Management LLC new | 13,617 | $1M | 3.5% | 2026-Q1 |
| Fortis Capital Advisors, LLC new | 13,617 | $1M | 3.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 9,905 | $777K | 2.5% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC new | 5,517 | $454K | 1.5% | 2026-Q1 |
| Cushing Capital Partners, LLC new | 4,658 | $365K | 1.2% | 2026-Q1 |
| Breakwater Capital Group added | 4,018 | $315K | 1.0% | 2026-Q1 |
| McCartney Wealth Management LLC | 2,792 | $219K | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 1,212 | $96K | 0.3% | 2026-Q1 |
| RHL GROUP, LLC added | 856 | $67K | 0.2% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 9,507 | $711K | 2.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,640 | $272K | 0.9% | 2025-Q4 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 65 | $5K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 41 | $3K | 0.0% | 2025-Q3 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.