30 tracked 13F filers disclose a position in AVEE as of the latest SEC 13F filings, a combined $75.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $17.3M | 273K | ▲+22% Added · +50K sh | Q1 2026 | |
| 2 | Tortoise Investment Management, LLC | $12.8M | 185K | ▲+2.2% Added · +4K sh | Q2 2026 | |
| 3 | Index Fund Advisors, Inc. | $10.8M | 155K | ▲+14% Added · +19K sh | Q2 2026 | |
| 4 | Cornerstone Wealth Partners, LLC | $8.7M | 126K | ▲+13% Added · +15K sh | Q2 2026 | |
| 5 | Timonier Family Office, LTD. | $5.7M | 82K | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 6 | JANE STREET GROUP, LLC | $3.2M | 50K | ▲12× Added · +46K sh | Q1 2026 | |
| 7 | Richard P Slaughter Associates Inc | $2.2M | 32K | ▲New +32K sh | Q2 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $1.8M | 28K | ▲+130% Added · +16K sh | Q1 2026 | |
| 9 | Ariadne Wealth Management, LP | $1.7M | 26K | ▲+0.2% Added · +53 sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $1.5M | 21K | ▲+14% Added · +3K sh | Q2 2026 | |
| 11 | VISTA CAPITAL PARTNERS, INC. | $1.4M | 20K | ▼−0.7% Reduced · −142 sh | Q2 2026 | |
| 12 | ARK & TLK INVESTMENTS, LLC | $1.3M | 19K | ▲+11% Added · +2K sh | Q2 2026 | |
| 13 | Cypress Point Wealth Management, LLC | $1.3M | 19K | ▲+7.2% Added · +1K sh | Q2 2026 | |
| 14 | Avior Wealth Management, LLC | $1.0M | 16K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 15 | Three Arch Wealth Management LLC | $814K | 12K | —Held | Q2 2026 | |
| 16 | ERn Financial, LLC | $749K | 11K | ▲+16% Added · +1K sh | Q2 2026 | |
| 17 | LAM GROUP, INC. | $683K | 10K | ▲+6.0% Added · +560 sh | Q2 2026 | |
| 18 | Plancorp, LLC | $416K | 6K | ▲+50% Added · +2K sh | Q1 2026 | |
| 19 | Kane Co Wealth Management, Inc. | $404K | 6K | ▲+8.5% Added · +456 sh | Q2 2026 | |
| 20 | B&D White Capital Company, LLC | $379K | 5K | ▲+0.2% Added · +11 sh | Q2 2026 | |
| 21 | CARDIFF PARK ADVISORS, LLC | $362K | 5K | ▲~0% Added · +2 sh | Q2 2026 | |
| 22 | Mills Wealth Advisors LLC | $292K | 4K | ▲+3.6% Added · +148 sh | Q2 2026 | |
| 23 | WorthPointe, LLC | $248K | 4K | ▲New +4K sh | Q2 2026 | |
| 24 | Corient Private Wealth LP | $206K | 3K | ▲~0% Added · +1 sh | Q1 2026 | |
| 25 | Evanson Financial, LLC | $204K | 3K | ▲New +3K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in AVEE and 12 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 17 funds | $8.2B |
| MICROSOFT CORPMSFT | 17 funds | $7.2B |
| AMAZON.COM INCAMZN | 17 funds | $6.9B |
| TESLA INCTSLA | 17 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $746.7M |
| NVIDIA CORPNVDA | 16 funds | $14.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 16 funds | $360.9M |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 15 funds | $3.6B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 15 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $935.2M |
| VANGUARD S&P 500 ETFVOO | 15 funds | $544.7M |
Ranked by how many of AVEE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 1038 funds | $17.6B |
| AVEMmc | 927 funds | $20.0B |
| AVDEmc | 679 funds | $13.0B |
| AVDVmc | 646 funds | $13.7B |
| AVUSmc | 547 funds | $10.3B |
| AVLVmc | 516 funds | $10.3B |
| AVSCUI | 225 funds | $2.1B |
| AVIVmc | 177 funds | $963.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AVEE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVEE/capital-change-brief"
Use Arkolith's capital_change_brief for AVEE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.