Who owns AVTM (AVTM)
Which tracked institutional funds hold AVTM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVTM 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.
Conviction spread
AVTM’s largest tracked holder by dollar value, Cresset Asset Management, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.2pp gap the other way — the median holder sizes AVTM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVTM 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
Only one quarter (2026-Q1) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cresset Asset Management, LLC new | 1,563,262 | $73M | 22.4% | 2026-Q1 |
| Torren Management, LLC new | 1,240,351 | $58M | 17.7% | 2026-Q1 |
| Fortitude Family Office, LLC new | 710,489 | $33M | 10.2% | 2026-Q1 |
| EVOKE WEALTH, LLC new | 624,484 | $29M | 8.9% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC new | 500,872 | $24M | 7.2% | 2026-Q1 |
| Tarbox Family Office, Inc. new | 397,466 | $19M | 5.7% | 2026-Q1 |
| Relyea Zuckerberg Hanson LLC new | 371,216 | $17M | 5.3% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 282,376 | $13M | 4.0% | 2026-Q1 |
| Bridgewater Advisors Inc. new | 192,733 | $10M | 3.1% | 2026-Q1 |
| SJS Investment Consulting Inc. new | 205,237 | $10M | 2.9% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. new | 204,758 | $10M | 2.9% | 2026-Q1 |
| ANDERSON HOAGLAND & CO new | 162,708 | $8M | 2.3% | 2026-Q1 |
| Tortoise Investment Management, LLC new | 125,476 | $6M | 1.8% | 2026-Q1 |
| HighTower Advisors, LLC new | 118,996 | $6M | 1.7% | 2026-Q1 |
| RVW Wealth, LLC new | 111,410 | $5M | 1.6% | 2026-Q1 |
| IEQ CAPITAL, LLC new | 111,192 | $5M | 1.6% | 2026-Q1 |
| BCR Wealth Strategies, LLC new | 26,974 | $1M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC new | 17,901 | $842K | 0.3% | 2026-Q1 |
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.