84 tracked 13F filers disclose a position in AVMV as of the latest SEC 13F filings, a combined $426.9M 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 | ENZI WEALTH | $57.7M | 716K | ▲+5.7% Added · +39K sh | Q2 2026 | |
| 2 | ECLECTIC ASSOCIATES INC /ADV | $39.2M | 486K | ▲+19% Added · +78K sh | Q2 2026 | |
| 3 | Moisand Fitzgerald Tamayo, LLC | $36.5M | 453K | ▲+2.0% Added · +9K sh | Q2 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $32.6M | 440K | ▲+24% Added · +85K sh | Q1 2026 | |
| 5 | Three Arch Wealth Management LLC | $32.3M | 401K | ▲+4.6% Added · +18K sh | Q2 2026 | |
| 6 | Falcon Wealth Planning | $26.3M | 327K | ▲+2.7% Added · +9K sh | Q2 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.1M | 231K | ▲+4.0% Added · +9K sh | Q1 2026 | |
| 8 | COMMERCE BANK | $16.3M | 202K | ▲+63% Added · +78K sh | Q2 2026 | |
| 9 | FINANCIAL MANAGEMENT NETWORK INC | $15.3M | 189K | ▲+28% Added · +41K sh | Q2 2026 | |
| 10 | Family Investment Center, Inc. | $13.9M | 173K | ▲+7.5% Added · +12K sh | Q2 2026 | |
| 11 | Prosperity Planning, Inc. | $12.7M | 157K | ▲+7.8% Added · +11K sh | Q2 2026 | |
| 12 | WMG Financial Advisors, LLC | $11.0M | 137K | ▼−1.4% Reduced · −2K sh | Q2 2026 | |
| 13 | IHT Wealth Management, LLC | $9.7M | 120K | ▲+0.6% Added · +746 sh | Q2 2026 | |
| 14 | LPL Financial LLC | $8.8M | 119K | ▲+25% Added · +23K sh | Q1 2026 | |
| 15 | Rialto Wealth Management, LLC | $8.3M | 104K | ▲+5.0% Added · +5K sh | Q2 2026 | |
| 16 | Quadcap Wealth Management, LLC | $8.1M | 101K | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 17 | B&D White Capital Company, LLC | $7.8M | 97K | ▼−12% Reduced · −14K sh | Q2 2026 | |
| 18 | Team Financial Group, LLC | $7.8M | 96K | ▲+5.2% Added · +5K sh | Q2 2026 | |
| 19 | Maridea Wealth Management LLC | $6.7M | 84K | ▲+3.1% Added · +3K sh | Q2 2026 | |
| 20 | Allegheny Financial Group | $6.5M | 81K | ▲+408% Added · +65K sh | Q2 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $5.3M | 72K | ▲+61% Added · +27K sh | Q1 2026 | |
| 22 | Corient Private Wealth LP | $4.6M | 61K | ▲+99% Added · +31K sh | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $4.1M | 55K | ▲+1.6% Added · +876 sh | Q1 2026 | |
| 24 | Premier Path Wealth Partners, LLC | $3.0M | 37K | ▲+17% Added · +5K sh | Q2 2026 | |
| 25 | FIRST NATIONAL BANK SIOUX FALLS | $2.8M | 37K | —Held | 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, 8 funds opened a new position in AVMV and 21 added to an existing one, while 5 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 | 41 funds | $9.8B |
| AMAZON.COM INCAMZN | 41 funds | $6.6B |
| NVIDIA CORPNVDA | 39 funds | $13.5B |
| MICROSOFT CORPMSFT | 39 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 39 funds | $6.3B |
| BROADCOM INCAVGO | 38 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $3.6B |
| ELI LILLY & COLLY | 38 funds | $2.8B |
| VANGUARD S&P 500 ETFVOO | 38 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 38 funds | $1.0B |
| TESLA INCTSLA | 37 funds | $3.1B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $2.1B |
Ranked by how many of AVMV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 1039 funds | $17.6B |
| AVEMmc | 929 funds | $20.0B |
| AVDEmc | 680 funds | $13.0B |
| AVDVmc | 648 funds | $13.7B |
| AVUSmc | 547 funds | $10.3B |
| AVLVmc | 518 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 AVMV
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/AVMV/capital-change-brief"
Use Arkolith's capital_change_brief for AVMV. 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 AVMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.