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-Q1 13F filings (latest filed 2026-05-18). 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
5 tracked funds added or opened AVUQ while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 20 tracked filers holding AVUQ, 16 increased or opened the position and 2 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 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 2
- AMERICAN CENTURY COMPANIES INC$51M
- Tortoise Investment Management, LLC$1M
Largest adds
- EnRich Financial Partners LLC$2M
- TrustWell Financial Advisors, LLC$510K
- CITADEL ADVISORS LLC$327K
Largest trims
- Cresset Asset Management, LLC$4M
- Torren Management, LLC$629K
- Strategic Blueprint, LLC$607K
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 | 1,165,651 | $66M | 40.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC new | 901,171 | $51M | 31.0% | 2026-Q1 |
| Strategic Blueprint, LLC added | 266,174 | $15M | 9.2% | 2026-Q1 |
| Torren Management, LLC added | 194,083 | $11M | 6.7% | 2026-Q1 |
| TrustWell Financial Advisors, LLC added | 156,870 | $9M | 5.4% | 2026-Q1 |
| Three Arch Wealth Management LLC | 57,999 | $3M | 2.0% | 2026-Q1 |
| EnRich Financial Partners LLC added | 42,581 | $2M | 1.5% | 2026-Q1 |
| True Wealth Design, LLC added | 27,841 | $2M | 1.0% | 2026-Q1 |
| Tortoise Investment Management, LLC new | 18,500 | $1M | 0.6% | 2026-Q1 |
| LEGACY FINANCIAL GROUP, INC. added | 13,710 | $778K | 0.5% | 2026-Q1 |
| Haven Private, LLC added | 12,503 | $709K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 11,104 | $630K | 0.4% | 2026-Q1 |
| Herold Advisors, Inc. added | 10,639 | $604K | 0.4% | 2026-Q1 |
| Plancorp, LLC added | 4,395 | $264K | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC new | 122,094 | $122K | 0.1% | 2026-Q1 |
| Sankala Group LLC added | 1,406 | $78K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 36 | $2K | 0.0% | 2026-Q1 |
| Orion Capital Management LLC | 20 | $1K | 0.0% | 2026-Q1 |
| LAM GROUP, INC. new | 5 | $284 | 0.0% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC | 0 | $8 | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 13,872 | $750K | 0.5% | 2025-Q2 stale |
| LPL Financial LLC trimmed | 4,278 | $257K | 0.2% | 2025-Q4 stale |
| Tripletail Wealth Management, LLC new | 415 | $25K | 0.0% | 2025-Q3 stale |
| JONES FINANCIAL COMPANIES LLLP new | 124 | $7K | 0.0% | 2025-Q4 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.