Who owns 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-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 AVTM is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 3 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
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 0.4% of theirs — a 0.1pp 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
Between 2026-Q1 and 2026-Q2, across 23 tracked filers holding AVTM, 8 increased or opened the position and 8 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 AVTM 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 4
- MAI Capital Management$34M
- SHEETS SMITH WEALTH MANAGEMENT$26M
- Ridgeline Wealth, LLC$7M
- Foster Group, Inc.$5M
Full exits 3
- EVOKE WEALTH, LLC$29M
- HighTower Advisors, LLC$6M
- BCR Wealth Strategies, LLC$1M
Largest adds
- Cresset Asset Management, LLC$12M
- Torren Management, LLC$9M
- Fortitude Family Office, LLC$5M
- Global Strategic Investment Solutions, LLC$4M
- Tarbox Family Office, Inc.$3M
- Relyea Zuckerberg Hanson LLC$3M
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 |
|---|---|---|---|---|
| Cresset Asset Management, LLC | 1,563,262 | $85M | 19.1% | 2026-Q2 |
| Torren Management, LLC | 1,240,351 | $68M | 15.1% | 2026-Q2 |
| Fortitude Family Office, LLC | 710,489 | $39M | 8.7% | 2026-Q2 |
| MAI Capital Management new | 624,484 | $34M | 7.6% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 500,857 | $27M | 6.1% | 2026-Q2 |
| SHEETS SMITH WEALTH MANAGEMENT new | 484,908 | $26M | 5.9% | 2026-Q2 |
| Tarbox Family Office, Inc. trimmed | 395,590 | $22M | 4.8% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC | 371,216 | $20M | 4.5% | 2026-Q2 |
| Sanctuary Advisors, LLC | 282,376 | $15M | 3.4% | 2026-Q2 |
| SJS Investment Consulting Inc. | 205,237 | $11M | 2.5% | 2026-Q2 |
| Bridgewater Advisors Inc. | 192,733 | $11M | 2.4% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. trimmed | 192,119 | $10M | 2.3% | 2026-Q2 |
| ANDERSON HOAGLAND & CO | 162,708 | $9M | 2.0% | 2026-Q2 |
| Ridgeline Wealth, LLC new | 128,110 | $7M | 1.6% | 2026-Q2 |
| Tortoise Investment Management, LLC trimmed | 123,076 | $7M | 1.5% | 2026-Q2 |
| RVW Wealth, LLC | 111,410 | $6M | 1.4% | 2026-Q2 |
| IEQ CAPITAL, LLC | 111,192 | $6M | 1.4% | 2026-Q2 |
| Foster Group, Inc. new | 100,870 | $5M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,395 | $729K | 0.2% | 2026-Q2 |
| Plancorp, LLC new | 8,943 | $483K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,932 | $323K | 0.1% | 2026-Q2 |
| Orion Capital Management LLC new | 35 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 21 | $1K | 0.0% | 2026-Q2 |
| EVOKE WEALTH, LLC new | 624,484 | $29M | 6.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 118,996 | $6M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| BCR Wealth Strategies, LLC new | 26,974 | $1M | 0.3% | 2026-Q1 stale (1 quarter 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.