Who owns AVUV (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 531 added or opened and 86 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 1.5% of its own reported 13F book, while the median holder sizes it at 1.7% of theirs — a 0.2pp 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 2025-Q4 and 2026-Q1, across 1044 tracked filers holding AVUV, 683 increased or opened the position and 337 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 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 53
- RW Investment Management LLC$101M
- Werba Rubin Papier Wealth Management$48M
- Summit Portfolio Management, LTD.$37M
- 3EDGE Asset Management, LP$35M
- Wheelhouse Advisory Group LLC$18M
- HHM Wealth Advisors, LLC$17M
Full exits 42
- Empowered Funds, LLC$105M
- COMERICA BANK$40M
- McMill Wealth Management$29M
- Quent Long Short Global Small Cap Fund, LP$26M
- Heritage Financial Services, LLC$20M
- AXXCESS WEALTH MANAGEMENT, LLC$17M
Largest adds
- Creative Planning$309M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$218M
- LPL Financial LLC$163M
- Focus Partners Wealth$70M
- Focus Partners Advisor Solutions, LLC$69M
- AMERIPRISE FINANCIAL INC$62M
Largest trims
- M&T Bank Corp$72M
- Prime Capital Investment Advisors, LLC$26M
- NewEdge Advisors, LLC$16M
- Henrickson Nauta Wealth Advisors, Inc.$11M
- Klaas Financial Asset Advisors, LLC$8M
- Orion Porfolio Solutions, LLC$8M
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 |
|---|---|---|---|---|
| Creative Planning added | 20,195,491 | $2.2B | 18.7% | 2026-Q1 |
| Focus Partners Wealth added | 6,665,990 | $737M | 6.2% | 2026-Q1 |
| LPL Financial LLC added | 6,527,850 | $721M | 6.0% | 2026-Q1 |
| MORGAN STANLEY added | 3,300,915 | $365M | 3.1% | 2026-Q1 |
| Truepoint, Inc. added | 2,871,933 | $317M | 2.7% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. trimmed | 2,833,098 | $313M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,823,632 | $312M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,494,305 | $276M | 2.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 2,484,516 | $274M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,480,157 | $274M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,392,956 | $264M | 2.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,742,086 | $192M | 1.6% | 2026-Q1 |
| Plancorp, LLC added | 1,469,326 | $169M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,486,333 | $164M | 1.4% | 2026-Q1 |
| UBS Group AG added | 1,449,790 | $160M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,412,354 | $156M | 1.3% | 2026-Q1 |
| Waverly Advisors, LLC added | 1,410,331 | $156M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,366,089 | $151M | 1.3% | 2026-Q1 |
| Unison Advisors LLC added | 1,328,533 | $147M | 1.2% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 1,212,762 | $134M | 1.1% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 1,200,901 | $133M | 1.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 1,087,142 | $120M | 1.0% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 1,051,667 | $116M | 1.0% | 2026-Q1 |
| Savant Capital, LLC added | 960,379 | $106M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 952,248 | $105M | 0.9% | 2026-Q1 |
| RW Investment Management LLC added | 914,627 | $101M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 885,613 | $98M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 875,683 | $97M | 0.8% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 862,566 | $95M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 867,864 | $94M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 755,647 | $83M | 0.7% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC added | 748,037 | $83M | 0.7% | 2026-Q1 |
| Foster Group, Inc. trimmed | 702,392 | $78M | 0.6% | 2026-Q1 |
| Symmetry Partners, LLC added | 677,534 | $75M | 0.6% | 2026-Q1 |
| Moisand Fitzgerald Tamayo, LLC trimmed | 632,849 | $70M | 0.6% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 623,763 | $69M | 0.6% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC added | 619,938 | $68M | 0.6% | 2026-Q1 |
| Petersen Hastings Wealth Advisors Inc. added | 610,884 | $67M | 0.6% | 2026-Q1 |
| PDS Planning, Inc added | 603,359 | $67M | 0.6% | 2026-Q1 |
| Meredith Wealth Planning added | 591,966 | $65M | 0.5% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 562,877 | $65M | 0.5% | 2026-Q1 |
| OXFORD FINANCIAL GROUP, LTD. LLC trimmed | 563,090 | $62M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 558,513 | $62M | 0.5% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ trimmed | 543,168 | $60M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 540,480 | $60M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 532,605 | $56M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 499,530 | $55M | 0.5% | 2026-Q1 |
| Burton Enright Welch added | 487,601 | $54M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 470,834 | $52M | 0.4% | 2026-Q1 |
| Cornerstone Wealth Partners, LLC added | 467,881 | $52M | 0.4% | 2026-Q1 |
| Parcion Private Wealth LLC added | 460,638 | $51M | 0.4% | 2026-Q1 |
| Marquette Asset Management, LLC trimmed | 454,662 | $50M | 0.4% | 2026-Q1 |
| QUARRY HILL ADVISORS, LLC added | 415,067 | $49M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 439,214 | $49M | 0.4% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 432,808 | $48M | 0.4% | 2026-Q1 |
| KEB ASSET MANAGEMENT, LLC added | 428,174 | $47M | 0.4% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 414,659 | $46M | 0.4% | 2026-Q1 |
| Team Hewins, LLC added | 413,588 | $46M | 0.4% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO trimmed | 410,476 | $45M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 406,905 | $45M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 411,029 | $45M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 404,540 | $45M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 396,193 | $44M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 395,340 | $44M | 0.4% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. trimmed | 394,029 | $44M | 0.4% | 2026-Q1 |
| Financial Partners Group, Inc added | 391,650 | $43M | 0.4% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 361,409 | $40M | 0.3% | 2026-Q1 |
| BWM Planning, LLC added | 350,329 | $39M | 0.3% | 2026-Q1 |
| Three Arch Wealth Management LLC added | 343,505 | $38M | 0.3% | 2026-Q1 |
| TruWealth Advisors, LLC added | 341,689 | $38M | 0.3% | 2026-Q1 |
| CWM, LLC added | 340,064 | $38M | 0.3% | 2026-Q1 |
| Summit Portfolio Management, LTD. new | 333,964 | $37M | 0.3% | 2026-Q1 |
| Glenview Trust Co added | 332,823 | $37M | 0.3% | 2026-Q1 |
| Savvy Advisors, Inc. added | 330,824 | $37M | 0.3% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 329,700 | $36M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 329,451 | $36M | 0.3% | 2026-Q1 |
| ORRSTOWN FINANCIAL SERVICES INC trimmed | 327,517 | $36M | 0.3% | 2026-Q1 |
| Greenline Partners, LLC added | 326,413 | $36M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 320,240 | $35M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 315,036 | $35M | 0.3% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 314,694 | $35M | 0.3% | 2026-Q1 |
| Bare Financial Services, Inc added | 311,497 | $34M | 0.3% | 2026-Q1 |
| ENZI WEALTH added | 311,148 | $34M | 0.3% | 2026-Q1 |
| Venturi Wealth Management, LLC added | 307,061 | $34M | 0.3% | 2026-Q1 |
| Kondo Wealth Advisors, Inc. added | 306,161 | $34M | 0.3% | 2026-Q1 |
| Sherrill & Hutchins Financial Advisory, Inc trimmed | 306,117 | $34M | 0.3% | 2026-Q1 |
| Creative Capital Management Investments LLC trimmed | 299,879 | $33M | 0.3% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 286,201 | $33M | 0.3% | 2026-Q1 |
| WMG Financial Advisors, LLC trimmed | 289,163 | $32M | 0.3% | 2026-Q1 |
| Valued Wealth Advisors LLC added | 288,962 | $32M | 0.3% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 285,372 | $32M | 0.3% | 2026-Q1 |
| High Probability Advisors, LLC trimmed | 280,293 | $31M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 279,586 | $31M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 274,923 | $30M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 274,846 | $30M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC added | 1,027,165 | $105M | 0.9% | 2025-Q4 stale |
| CCM INVESTMENT GROUP, LLC added | 1,011,401 | $88M | 0.7% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC added | 505,994 | $50M | 0.4% | 2025-Q3 stale |
| COMERICA BANK trimmed | 391,724 | $40M | 0.3% | 2025-Q4 stale |
| PrairieView Partners, LLC added | 342,112 | $31M | 0.3% | 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.