37 tracked 13F filers disclose a position in AVMU as of the latest SEC 13F filings, a combined $96.1M 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 | ENVESTNET ASSET MANAGEMENT INC | $38.7M | 846K | ▲+5.2% Added · +42K sh | Q1 2026 | |
| 2 | Beaird Harris Wealth Management, LLC | $7.9M | 170K | ▼−7.6% Reduced · −14K sh | Q2 2026 | |
| 3 | Plancorp, LLC | $6.7M | 145K | —Held | Q1 2026 | |
| 4 | SAX WEALTH ADVISORS, LLC | $6.2M | 135K | ▲+21% Added · +23K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 81K | ▲+0.2% Added · +142 sh | Q1 2026 | |
| 6 | LPL Financial LLC | $3.2M | 69K | ▲+1.4% Added · +980 sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $3.2M | 69K | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 8 | Tortoise Investment Management, LLC | $3.2M | 69K | ▲+7.7% Added · +5K sh | Q2 2026 | |
| 9 | Align Financial, LLC | $2.8M | 60K | ▲+0.4% Added · +260 sh | Q2 2026 | |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $2.5M | 54K | ▲Added Added · +54K sh | Q2 2026 | |
| 11 | Visionary Wealth Advisors | $2.4M | 52K | ▲+1.1% Added · +583 sh | Q2 2026 | |
| 12 | EJMK Ventures LLC | $2.2M | 47K | ▲+46% Added · +15K sh | Q2 2026 | |
| 13 | Financial Engines Advisors L.L.C. | $2.1M | 44K | ▼−2.1% Reduced · −956 sh | Q2 2026 | |
| 14 | IHT Wealth Management, LLC | $2.0M | 43K | ▲New +43K sh | Q2 2026 | |
| 15 | L.K. Benson & Company, P.C. | $1.1M | 23K | ▼−5.5% Reduced · −1K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $1.0M | 23K | ▲+61% Added · +9K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $965K | 21K | ▲+0.8% Added · +173 sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $847K | 18K | ▲+220% Added · +12K sh | Q2 2026 | |
| 19 | Landmark Wealth Management, LLC | $806K | 17K | ▲+0.7% Added · +112 sh | Q2 2026 | |
| 20 | Crews Bank & Trust | $623K | 13K | —Held | Q2 2026 | |
| 21 | OLD MISSION CAPITAL LLC | $571K | 12K | ▼−49% Reduced · −12K sh | Q1 2026 | |
| 22 | Financial Plan, Inc. | $546K | 12K | ▲+1.1% Added · +131 sh | Q2 2026 | |
| 23 | Mutual Advisors, LLC | $442K | 10K | —Held | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $351K | 8K | ▲+15% Added · +1K sh | Q2 2026 | |
| 25 | Hill Investment Group Partners, LLC | $342K | 7K | ▼−13% Reduced · −1K 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, 4 funds opened a new position in AVMU and 4 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $3.6B |
| APPLE INCAAPL | 14 funds | $1.8B |
| MICROSOFT CORPMSFT | 14 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $302.0M |
| AMAZON.COM INCAMZN | 13 funds | $1.9B |
| ALPHABET INC-CL CGOOG | 13 funds | $812.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $764.8M |
| COSTCO WHOLESALE CORPCOST | 13 funds | $607.8M |
| VANGUARD S&P 500 ETFVOO | 13 funds | $556.5M |
| VANGUARD FTSE DEVELOPED ETFVEA | 13 funds | $403.0M |
| AVANTIS US SMALL CAP VALUEAVUV | 13 funds | $339.4M |
| AVANTIS EMERGING MARKETS EQAVEM | 13 funds | $244.6M |
Ranked by how many of AVMU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for AVMU
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/AVMU/capital-change-brief"
Use Arkolith's capital_change_brief for AVMU. 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 AVMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.