Who owns AVUV
Which tracked institutional funds hold AVUV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVUV 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 AVUV is one-sided between 2026-Q1 and 2026-Q2: 624 added or opened and 78 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
AVUV’s largest tracked holder by dollar value, Creative Planning, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 2.3% of theirs — a 0.7pp gap the other way — the median holder sizes AVUV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AVUV 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 1104 tracked filers holding AVUV, 702 increased or opened the position and 409 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 AVUV 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 60
- Wealth Management Nebraska$141M
- Northwest Financial Advisors$41M
- Tidal Investments LLC$22M
- Diversify Advisory Services, LLC$18M
- Platform Wealth Management, LLC$16M
- SAXON INTERESTS, INC.$11M
Full exits 43
- HighTower Advisors, LLC$156M
- Evensky & Katz LLC$133M
- TruWealth Advisors, LLC$38M
- CWM, LLC$38M
- Summit Portfolio Management, LTD.$37M
- Cambridge Investment Research Advisors, Inc.$35M
Largest adds
- Creative Planning$464M
- LPL Financial LLC$260M
- Plante Moran Financial Advisors, LLC$140M
- BANK OF AMERICA CORP /DE/$120M
- AMERIPRISE FINANCIAL INC$112M
- Focus Partners Advisor Solutions, LLC$100M
Largest trims
- Mariner, LLC$38M
- Independent Advisor Alliance$37M
- Flaharty Asset Management, LLC$21M
- L2 Asset Management, LLC$11M
- Gateway Wealth Partners, LLC$9M
- GREENUP STREET WEALTH MANAGEMENT LLC$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% 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 |
|---|---|---|---|---|
| Creative Planning added | 21,603,359 | $2.7B | 18.9% | 2026-Q2 |
| LPL Financial LLC added | 7,864,486 | $981M | 6.9% | 2026-Q2 |
| Focus Partners Wealth trimmed | 6,563,363 | $819M | 5.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,459,279 | $432M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 3,408,496 | $425M | 3.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,091,988 | $386M | 2.7% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 2,999,892 | $374M | 2.6% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. trimmed | 2,824,089 | $352M | 2.5% | 2026-Q2 |
| Truepoint, Inc. trimmed | 2,653,956 | $331M | 2.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,613,184 | $326M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,398,665 | $299M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,285,615 | $285M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,929,481 | $241M | 1.7% | 2026-Q2 |
| Waverly Advisors, LLC added | 1,801,650 | $225M | 1.6% | 2026-Q2 |
| UBS Group AG added | 1,607,642 | $201M | 1.4% | 2026-Q2 |
| Plancorp, LLC added | 1,545,016 | $192M | 1.3% | 2026-Q2 |
| TCI Wealth Advisors, Inc. added | 1,388,724 | $173M | 1.2% | 2026-Q2 |
| Unison Advisors LLC added | 1,335,841 | $167M | 1.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 1,300,542 | $162M | 1.1% | 2026-Q2 |
| Wealth Management Nebraska new | 1,133,259 | $141M | 1.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC added | 1,119,113 | $140M | 1.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 1,063,743 | $133M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 1,060,508 | $132M | 0.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,034,018 | $129M | 0.9% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 1,021,939 | $127M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 969,133 | $121M | 0.8% | 2026-Q2 |
| Savant Capital, LLC trimmed | 948,506 | $118M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 918,011 | $115M | 0.8% | 2026-Q2 |
| RW Investment Management LLC trimmed | 902,611 | $113M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 889,271 | $111M | 0.8% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 864,456 | $108M | 0.8% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 749,891 | $94M | 0.7% | 2026-Q2 |
| Foster Group, Inc. trimmed | 685,757 | $86M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 685,640 | $86M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC added | 682,657 | $85M | 0.6% | 2026-Q2 |
| Symmetry Partners, LLC trimmed | 667,861 | $83M | 0.6% | 2026-Q2 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 631,595 | $79M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 629,767 | $79M | 0.6% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC trimmed | 618,166 | $77M | 0.5% | 2026-Q2 |
| PDS Planning, Inc added | 614,951 | $77M | 0.5% | 2026-Q2 |
| Petersen Hastings Wealth Advisors Inc. trimmed | 597,318 | $75M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC added | 590,250 | $74M | 0.5% | 2026-Q2 |
| Meredith Wealth Planning trimmed | 588,447 | $73M | 0.5% | 2026-Q2 |
| Krilogy Financial LLC added | 573,763 | $72M | 0.5% | 2026-Q2 |
| Corient Private Wealth LP added | 559,714 | $70M | 0.5% | 2026-Q2 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ added | 545,956 | $68M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 545,414 | $68M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 526,841 | $66M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 525,630 | $66M | 0.5% | 2026-Q2 |
| Cornerstone Wealth Partners, LLC added | 508,262 | $63M | 0.4% | 2026-Q2 |
| Burton Enright Welch added | 507,991 | $63M | 0.4% | 2026-Q2 |
| KEB ASSET MANAGEMENT, LLC added | 507,078 | $63M | 0.4% | 2026-Q2 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 497,164 | $62M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 466,900 | $58M | 0.4% | 2026-Q2 |
| Marquette Asset Management, LLC trimmed | 454,633 | $57M | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. added | 446,377 | $56M | 0.4% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC added | 445,593 | $56M | 0.4% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 444,573 | $55M | 0.4% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 440,829 | $55M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 436,592 | $54M | 0.4% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 434,760 | $54M | 0.4% | 2026-Q2 |
| Parcion Private Wealth LLC trimmed | 434,292 | $54M | 0.4% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 429,436 | $54M | 0.4% | 2026-Q2 |
| Team Hewins, LLC trimmed | 411,350 | $51M | 0.4% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 410,057 | $51M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 408,340 | $51M | 0.4% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 397,677 | $50M | 0.3% | 2026-Q2 |
| Financial Partners Group, Inc trimmed | 390,844 | $49M | 0.3% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. trimmed | 385,249 | $48M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 384,161 | $48M | 0.3% | 2026-Q2 |
| Three Arch Wealth Management LLC added | 365,012 | $46M | 0.3% | 2026-Q2 |
| HB Wealth Management, LLC added | 363,036 | $45M | 0.3% | 2026-Q2 |
| BWM Planning, LLC added | 362,254 | $45M | 0.3% | 2026-Q2 |
| Greenline Partners, LLC added | 338,946 | $42M | 0.3% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 338,462 | $42M | 0.3% | 2026-Q2 |
| Glenview Trust Co added | 337,905 | $42M | 0.3% | 2026-Q2 |
| Northwest Financial Advisors new | 328,848 | $41M | 0.3% | 2026-Q2 |
| MAI Capital Management trimmed | 328,545 | $41M | 0.3% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC trimmed | 325,361 | $41M | 0.3% | 2026-Q2 |
| ENZI WEALTH added | 325,220 | $40M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 320,844 | $40M | 0.3% | 2026-Q2 |
| Bare Financial Services, Inc added | 315,023 | $39M | 0.3% | 2026-Q2 |
| Kondo Wealth Advisors, Inc. added | 311,684 | $39M | 0.3% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 307,011 | $38M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 306,724 | $38M | 0.3% | 2026-Q2 |
| Creative Capital Management Investments LLC added | 302,746 | $38M | 0.3% | 2026-Q2 |
| High Probability Advisors, LLC added | 295,565 | $37M | 0.3% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 293,796 | $37M | 0.3% | 2026-Q2 |
| Sherrill & Hutchins Financial Advisory, Inc trimmed | 288,668 | $36M | 0.3% | 2026-Q2 |
| WMG Financial Advisors, LLC trimmed | 288,366 | $36M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 287,416 | $36M | 0.3% | 2026-Q2 |
| Hill Investment Group Partners, LLC added | 287,140 | $36M | 0.3% | 2026-Q2 |
| Valued Wealth Advisors LLC trimmed | 284,951 | $36M | 0.2% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 282,850 | $35M | 0.2% | 2026-Q2 |
| Quent Capital, LLC added | 281,331 | $35M | 0.2% | 2026-Q2 |
| Fonville Wealth Management LLC added | 277,486 | $35M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 275,637 | $34M | 0.2% | 2026-Q2 |
| Falcon Wealth Planning added | 270,692 | $34M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 269,698 | $34M | 0.2% | 2026-Q2 |
| Allegiance Financial Group Advisory Services LLC added | 264,812 | $33M | 0.2% | 2026-Q2 |
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.