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-Q1 13F filings (latest filed 2026-05-29). 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 2025-Q4 and 2026-Q1: 21 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
AVXC’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2025-Q4 and 2026-Q1, across 63 tracked filers holding AVXC, 29 increased or opened the position and 24 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 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 7
- PCG Wealth Advisors, LLC$3M
- Providence Financial Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- CWS Financial Advisors, LLC$2M
- Belpointe Asset Management LLC$1M
- Fortis Capital Advisors, LLC$1M
Full exits 1
- OLD MISSION CAPITAL LLC$572K
Largest adds
- AE Wealth Management LLC$24M
- CITADEL ADVISORS LLC$7M
- Clearwater Capital Advisors, LLC$5M
- LPL Financial LLC$3M
- JANE STREET GROUP, LLC$2M
- Wealthcare Advisory Partners LLC$2M
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 | 1,340,053 | $91M | 34.1% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 464,766 | $31M | 11.8% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 346,266 | $23M | 8.8% | 2026-Q1 |
| Vestment Financial LLC trimmed | 221,533 | $17M | 6.3% | 2026-Q1 |
| Trajan Wealth LLC trimmed | 206,203 | $14M | 5.2% | 2026-Q1 |
| Pacific Sage Partners, LLC trimmed | 147,423 | $10M | 3.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 144,729 | $10M | 3.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 133,954 | $9M | 3.4% | 2026-Q1 |
| TOUNJIAN ADVISORY PARTNERS, LLC trimmed | 75,124 | $5M | 1.9% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 70,000 | $5M | 1.8% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 63,004 | $4M | 1.6% | 2026-Q1 |
| Ridgeline Wealth, LLC trimmed | 58,444 | $4M | 1.5% | 2026-Q1 |
| LPL Financial LLC added | 49,829 | $3M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 42,181 | $3M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 41,744 | $3M | 1.0% | 2026-Q1 |
| PCG Wealth Advisors, LLC new | 38,356 | $3M | 1.0% | 2026-Q1 |
| Networth Advisors, LLC added | 34,951 | $2M | 0.9% | 2026-Q1 |
| Providence Financial Advisors, LLC new | 32,813 | $2M | 0.8% | 2026-Q1 |
| Madrid Wealth Management, LLC added | 31,462 | $2M | 0.8% | 2026-Q1 |
| Fortitude Family Office, LLC trimmed | 30,760 | $2M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 26,981 | $2M | 0.7% | 2026-Q1 |
| CWS Financial Advisors, LLC new | 25,609 | $2M | 0.7% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 24,182 | $2M | 0.6% | 2026-Q1 |
| Corus Family Wealth Advisors added | 17,871 | $1M | 0.5% | 2026-Q1 |
| Quantum Financial Advisors, LLC | 16,503 | $1M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC new | 15,726 | $1M | 0.4% | 2026-Q1 |
| Fortis Capital Advisors, LLC new | 15,726 | $1M | 0.4% | 2026-Q1 |
| Cauble & Harre Wealth Management, Inc. new | 12,565 | $1M | 0.4% | 2026-Q1 |
| Tyche Wealth Partners LLC trimmed | 10,810 | $731K | 0.3% | 2026-Q1 |
| Prudent Man Investment Management, Inc. | 10,086 | $643K | 0.2% | 2026-Q1 |
| Applied Capital LLC trimmed | 9,173 | $620K | 0.2% | 2026-Q1 |
| Apella Capital, LLC | 5,833 | $446K | 0.2% | 2026-Q1 |
| Verus Financial Partners, Inc. | 5,651 | $423K | 0.2% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC added | 5,768 | $390K | 0.1% | 2026-Q1 |
| Centennial Wealth Advisory LLC trimmed | 5,492 | $371K | 0.1% | 2026-Q1 |
| Csenge Advisory Group added | 5,082 | $344K | 0.1% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4,974 | $336K | 0.1% | 2026-Q1 |
| Fragasso Financial Advisors Inc new | 4,855 | $331K | 0.1% | 2026-Q1 |
| Beta Wealth Group, Inc. new | 4,634 | $313K | 0.1% | 2026-Q1 |
| Plancorp, LLC | 4,075 | $298K | 0.1% | 2026-Q1 |
| BSW Wealth Partners trimmed | 4,200 | $284K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 4,005 | $271K | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 4,004 | $271K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 3,587 | $243K | 0.1% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 3,310 | $224K | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 3,081 | $208K | 0.1% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 2,749 | $186K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 951 | $64K | 0.0% | 2026-Q1 |
| Bogart Wealth, LLC new | 694 | $47K | 0.0% | 2026-Q1 |
| FMR LLC added | 640 | $43K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc new | 580 | $39K | 0.0% | 2026-Q1 |
| MAI Capital Management | 435 | $29K | 0.0% | 2026-Q1 |
| EASTERN BANK | 293 | $20K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 253 | $17K | 0.0% | 2026-Q1 |
| McIlrath & Eck, LLC | 246 | $17K | 0.0% | 2026-Q1 |
| JDM Financial Group LLC | 202 | $14K | 0.0% | 2026-Q1 |
| CVA Family Office, LLC | 200 | $14K | 0.0% | 2026-Q1 |
| Kingdom Financial Group LLC. | 179 | $12K | 0.0% | 2026-Q1 |
| Lloyd Advisory Services, LLC. trimmed | 179 | $12K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. new | 144 | $10K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 88 | $6K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 35 | $2K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC | 29 | $2K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 28,321 | $2M | 0.8% | 2025-Q2 stale |
| CreativeOne Wealth, LLC new | 12,212 | $594K | 0.2% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC trimmed | 8,967 | $572K | 0.2% | 2025-Q4 stale |
| Balance Wealth, LLC trimmed | 4,875 | $311K | 0.1% | 2025-Q4 stale |
| RMR Wealth Builders new | 4,780 | $271K | 0.1% | 2025-Q2 stale |
| Park Square Financial Group, LLC added | 3,940 | $223K | 0.1% | 2025-Q2 stale |
| UBS Group AG added | 2,767 | $135K | 0.1% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ new | 555 | $33K | 0.0% | 2025-Q3 stale |
| CWM, LLC new | 141 | $9K | 0.0% | 2025-Q4 stale |
| Key Capital Management, INC new | 73 | $5K | 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.