Who owns AVXC
Which tracked institutional funds hold AVXC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AVXC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 AVXC is one-sided between 2026-Q1 and 2026-Q2: 26 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
AVXC’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AVXC 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 72 tracked filers holding AVXC, 39 increased or opened the position and 28 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 AVXC 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
- OLD MISSION CAPITAL LLC$10M
- Prosperity Financial Group, Inc.$4M
- Concurrent Investment Advisors, LLC$1M
- Rialto Wealth Management, LLC$508K
Full exits 2
- TOUNJIAN ADVISORY PARTNERS, LLC$5M
- Quantum Financial Advisors, LLC$1M
Largest adds
- AE Wealth Management LLC$32M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$14M
- Clearwater Capital Advisors, LLC$9M
- Pacific Sage Partners, LLC$6M
- Providence Financial Advisors, LLC$4M
- MERCER GLOBAL ADVISORS INC /ADV$4M
Largest trims
- CITADEL ADVISORS LLC$9M
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 |
|---|---|---|---|---|
| AE Wealth Management LLC added | 1,434,184 | $123M | 33.7% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 474,084 | $41M | 11.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 314,509 | $27M | 7.4% | 2026-Q2 |
| Vestment Financial LLC trimmed | 214,854 | $18M | 4.9% | 2026-Q2 |
| Trajan Wealth LLC trimmed | 201,427 | $17M | 4.7% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 191,056 | $16M | 4.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 186,588 | $16M | 4.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 128,604 | $11M | 3.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 122,188 | $10M | 2.9% | 2026-Q2 |
| Providence Financial Advisors, LLC added | 68,547 | $6M | 1.6% | 2026-Q2 |
| Mach-1 Financial Group, LLC added | 66,972 | $6M | 1.6% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 65,564 | $6M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 61,304 | $5M | 1.4% | 2026-Q2 |
| Networth Advisors, LLC added | 58,191 | $5M | 1.4% | 2026-Q2 |
| Ridgeline Wealth, LLC trimmed | 57,665 | $5M | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 54,465 | $5M | 1.3% | 2026-Q2 |
| CWS Financial Advisors, LLC added | 50,885 | $4M | 1.2% | 2026-Q2 |
| Prosperity Financial Group, Inc. new | 43,740 | $4M | 1.0% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 38,811 | $3M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 38,697 | $3M | 0.9% | 2026-Q2 |
| Madrid Wealth Management, LLC added | 32,313 | $3M | 0.8% | 2026-Q2 |
| Fortitude Family Office, LLC trimmed | 27,664 | $2M | 0.7% | 2026-Q2 |
| Retirement Planning Group, LLC | 24,182 | $2M | 0.6% | 2026-Q2 |
| Corus Family Wealth Advisors added | 18,462 | $2M | 0.4% | 2026-Q2 |
| Cauble & Harre Wealth Management, Inc. added | 14,481 | $1M | 0.3% | 2026-Q2 |
| Fortis Capital Advisors, LLC trimmed | 13,015 | $1M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 13,015 | $1M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 12,845 | $1M | 0.3% | 2026-Q2 |
| Tyche Wealth Partners LLC trimmed | 8,697 | $745K | 0.2% | 2026-Q2 |
| Applied Capital LLC trimmed | 7,687 | $658K | 0.2% | 2026-Q2 |
| Prudent Man Investment Management, Inc. | 10,086 | $643K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 6,839 | $586K | 0.2% | 2026-Q2 |
| Rialto Wealth Management, LLC new | 5,937 | $508K | 0.1% | 2026-Q2 |
| Verus Financial Partners, Inc. | 5,651 | $484K | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 5,833 | $475K | 0.1% | 2026-Q2 |
| Csenge Advisory Group trimmed | 5,078 | $435K | 0.1% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4,974 | $426K | 0.1% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 4,957 | $425K | 0.1% | 2026-Q2 |
| Fragasso Financial Advisors Inc | 4,855 | $416K | 0.1% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 4,645 | $398K | 0.1% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 4,505 | $386K | 0.1% | 2026-Q2 |
| Key Capital Management, INC added | 4,335 | $371K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 4,237 | $363K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 4,230 | $362K | 0.1% | 2026-Q2 |
| BSW Wealth Partners trimmed | 4,175 | $358K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC trimmed | 3,833 | $328K | 0.1% | 2026-Q2 |
| Plancorp, LLC | 4,075 | $326K | 0.1% | 2026-Q2 |
| FSA Advisors, Inc. new | 3,762 | $322K | 0.1% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 3,235 | $277K | 0.1% | 2026-Q2 |
| RMR Wealth Builders trimmed | 2,931 | $251K | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 2,836 | $243K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 2,543 | $218K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,890 | $162K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 1,791 | $153K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC new | 1,114 | $95K | 0.0% | 2026-Q2 |
| Bogart Wealth, LLC added | 698 | $60K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 600 | $51K | 0.0% | 2026-Q2 |
| EASTERN BANK added | 302 | $26K | 0.0% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 272 | $23K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 253 | $22K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 240 | $21K | 0.0% | 2026-Q2 |
| JDM Financial Group LLC | 202 | $17K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 200 | $17K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 173 | $15K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 157 | $13K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 81 | $7K | 0.0% | 2026-Q2 |
| Kings Path Partners LLC added | 72 | $6K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 35 | $3K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 29 | $2K | 0.0% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 18 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 13 | $1K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 4 | — | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 75,124 | $5M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Quantum Financial Advisors, LLC | 16,503 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 3,081 | $208K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 435 | $29K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC | 246 | $17K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. new | 144 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 88 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Balance Wealth, LLC trimmed | 4,875 | $311K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 141 | $9K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 555 | $33K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Kestra Advisory Services, LLC added | 28,321 | $2M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 3,940 | $223K | 0.1% | 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.