Who owns AVUQ
Which tracked institutional funds hold AVUQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVUQ 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 AVUQ is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 1 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
AVUQ’s largest tracked holder by dollar value, Cresset Asset Management, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVUQ 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 27 tracked filers holding AVUQ, 19 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 AVUQ 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
- B&D White Capital Company, LLC$21M
- Bridgewater Advisors Inc.$19M
- Kooman & Associates$15M
- BANK OF MONTREAL /CAN/$849K
Largest adds
- NewEdge Advisors, LLC$11M
- AMERICAN CENTURY COMPANIES INC$9M
- EnRich Financial Partners LLC$4M
- Strategic Blueprint, LLC$3M
- Torren Management, LLC$2M
- TrustWell Financial Advisors, LLC$658K
Largest trims
- Cresset Asset Management, LLC$4M
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 trimmed | 945,545 | $62M | 25.0% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 910,888 | $60M | 24.1% | 2026-Q2 |
| B&D White Capital Company, LLC new | 322,988 | $21M | 8.5% | 2026-Q2 |
| Bridgewater Advisors Inc. new | 286,749 | $19M | 7.7% | 2026-Q2 |
| Strategic Blueprint, LLC added | 273,432 | $18M | 7.2% | 2026-Q2 |
| Kooman & Associates new | 231,427 | $15M | 6.1% | 2026-Q2 |
| Torren Management, LLC added | 195,207 | $13M | 5.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 164,235 | $11M | 4.3% | 2026-Q2 |
| TrustWell Financial Advisors, LLC trimmed | 144,823 | $10M | 3.8% | 2026-Q2 |
| EnRich Financial Partners LLC added | 103,685 | $7M | 2.7% | 2026-Q2 |
| Three Arch Wealth Management LLC trimmed | 57,916 | $4M | 1.5% | 2026-Q2 |
| True Wealth Design, LLC trimmed | 26,921 | $2M | 0.7% | 2026-Q2 |
| Tortoise Investment Management, LLC | 18,500 | $1M | 0.5% | 2026-Q2 |
| LEGACY FINANCIAL GROUP, INC. added | 13,899 | $917K | 0.4% | 2026-Q2 |
| Herold Advisors, Inc. added | 13,526 | $891K | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ new | 12,871 | $849K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 10,336 | $682K | 0.3% | 2026-Q2 |
| Haven Private, LLC trimmed | 7,156 | $472K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 6,045 | $399K | 0.2% | 2026-Q2 |
| Orion Capital Management LLC added | 4,940 | $326K | 0.1% | 2026-Q2 |
| Plancorp, LLC added | 4,875 | $322K | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 4,740 | $318K | 0.1% | 2026-Q2 |
| Tyche Wealth Partners LLC new | 3,765 | $248K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 870 | $57K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 160 | $11K | 0.0% | 2026-Q2 |
| LAM GROUP, INC. added | 25 | $2K | 0.0% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC | 0 | $9 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 36 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 124 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Tripletail Wealth Management, LLC new | 415 | $25K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 13,872 | $750K | 0.3% | 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.