369 tracked 13F filers disclose a position in AVA as of the latest SEC 13F filings, a combined $2.7B 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 | BlackRock, Inc. | $571.7M | 14.2M | ▼−3.1% Reduced · −458K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $280.2M | 7.0M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $220.5M | 5.4M | ▲+4.8% Added · +246K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $148.2M | 3.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | WESTWOOD HOLDINGS GROUP INC | $101.9M | 2.5M | ▼−3.0% Reduced · −79K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $90.9M | 2.2M | ▲+7.8% Added · +160K sh | Q2 2026 | |
| 7 | MORGAN STANLEY | $68.2M | 1.7M | ▼−6.0% Reduced · −109K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $60.9M | 1.5M | ▲+0.3% Added · +5K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.8M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $41.4M | 1.0M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $40.8M | 1.0M | ▲+125% Added · +564K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $40.2M | 1.0M | ▼−12% Reduced · −137K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $36.5M | 910K | ▼−3.0% Reduced · −28K sh | Q1 2026 | |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $33.7M | 839K | ▼−2.9% Reduced · −25K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $32.4M | 807K | ▲+1.9% Added · +15K sh | Q1 2026 | |
| 16 | ALGERT GLOBAL LLC | $30.3M | 740K | ▲+16% Added · +101K sh | Q2 2026 | |
| 17 | VICTORY CAPITAL MANAGEMENT INC | $29.6M | 738K | ▲+3.1% Added · +23K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $29.1M | 726K | ▲+111% Added · +383K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | $24.3M | 605K | ▲+72% Added · +253K sh | Q1 2026 | |
| 20 | GAMCO INVESTORS, INC. ET AL | $22.1M | 550K | ▲+8.4% Added · +42K sh | Q1 2026 | |
| 21 | SEI INVESTMENTS CO | $21.4M | 533K | ▲+10% Added · +49K sh | Q1 2026 | |
| 22 | FMR LLC | $21.3M | 531K | ▲+60% Added · +200K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $21.1M | 525K | →First observed position No prior filed position | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $19.7M | 492K | ▼−16% Reduced · −95K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $19.0M | 474K | ▲+7.1% Added · +31K sh | Q1 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, 2 funds opened a new position in AVA and 30 added to an existing one, while 27 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 204 funds | $210.0B |
| AMAZON.COM INCAMZN | 202 funds | $155.8B |
| ELI LILLY & COLLY | 201 funds | $62.7B |
| NVIDIA CORPNVDA | 199 funds | $316.1B |
| META PLATFORMS INC-CLASS AMETA | 199 funds | $91.5B |
| APPLE INCAAPL | 198 funds | $233.0B |
| ALPHABET INC-CL AGOOGL | 197 funds | $126.1B |
| VISA INC-CLASS A SHARESV | 194 funds | $50.3B |
| COSTCO WHOLESALE CORPCOST | 193 funds | $29.7B |
| BROADCOM INCAVGO | 192 funds | $124.3B |
| ALPHABET INC-CL CGOOG | 192 funds | $103.5B |
| CHEVRON CORPCVX | 191 funds | $22.8B |
Ranked by how many of AVA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | DiLuciano Joshua D | Vice President | Sell (S) | 4K | $144K |
| Sep 2, 2026 | DiLuciano Joshua D | Vice President | Sell (S) | 818 | $30K |
| May 7, 2026 | Manuel Wayne O | Senior Vice President | Sell (S) | 2K | $65K |
| Mar 13, 2026 | Alexander Alexis G. | Vice President | Sell (S) | 555 | $22K |
| Feb 26, 2026 | Cox Bryan Alden | Senior Vice President | Sell (S) | 2K | $71K |
| Dec 16, 2025 | Manuel Wayne O | Senior Vice President | Sell (S) | 2K | $69K |
| Dec 12, 2025 | Widmann Janet D. | Director | Sell (S) | 7K | $286K |
| Dec 2, 2025 | Alexander Alexis G. | Vice President | Sell (S) | 127 | $5K |
| Sep 16, 2025 | Cox Bryan Alden | Senior Vice President | Buy (P) | 4K | $131K |
| Sep 5, 2025 | MEYER DAVID J | Vice President | Sell (S) | 1K | $50K |
| Jun 12, 2025 | Kinney Scott J | Vice President | Sell (S) | 1K | $39K |
| Mar 13, 2025 | Cox Bryan Alden | Senior Vice President | Sell (S) | 3K | $130K |
Connected entities for AVA
This stock 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/AVA/capital-change-brief"
Use Arkolith's capital_change_brief for AVA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.