42 tracked 13F filers disclose a position in AVAL as of the latest SEC 13F filings, a combined $17.6M 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 | Truffle Hound Capital, LLC | $5.0M | 1.0M | ▼−29% Reduced · −400K sh | Q2 2026 | |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $3.9M | 896K | ▲+6.0% Added · +51K sh | Q1 2026 | |
| 3 | Pekin Hardy Strauss, Inc. | $2.6M | 517K | ▲+4.7% Added · +23K sh | Q2 2026 | |
| 4 | Banco BTG Pactual S.A. | $1.1M | 227K | ▲+67% Added · +91K sh | Q2 2026 | |
| 5 | MARSHALL WACE, LLP | $604K | 137K | ▼−50% Reduced · −138K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $580K | 133K | ▲+7.0% Added · +9K sh | Q1 2026 | |
| 7 | Massar Capital Management, LP | $572K | 130K | —Held | Q1 2026 | |
| 8 | BlackRock, Inc. | $470K | 107K | ▲+5.8% Added · +6K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $395K | 90K | ▼−54% Reduced · −107K sh | Q1 2026 | |
| 10 | AQR CAPITAL MANAGEMENT LLC | $381K | 87K | ▼−1.0% Reduced · −906 sh | Q1 2026 | |
| 11 | Kerrisdale Advisers, LLC | $330K | 75K | —Held | Q1 2026 | |
| 12 | Connor, Clark & Lunn Investment Management Ltd. | $319K | 73K | ▲+63% Added · +28K sh | Q1 2026 | |
| 13 | Inspire Advisors, LLC | $145K | 33K | ▼−21% Reduced · −9K sh | Q1 2026 | |
| 14 | SmartHarvest Portfolios, LLC | $130K | 26K | ▲+1.5% Added · +379 sh | Q2 2026 | |
| 15 | XTX Topco Ltd | $108K | 25K | ▲+132% Added · +14K sh | Q1 2026 | |
| 16 | AXQ CAPITAL, LP | $120K | 24K | ▲New +24K sh | Q2 2026 | |
| 17 | UBS Group AG | $97K | 22K | ▲40× Added · +21K sh | Q1 2026 | |
| 18 | Vise Technologies, Inc. | $81K | 20K | —Held | Q1 2026 | |
| 19 | National Philanthropic Trust | $79K | 18K | ▲New +18K sh | Q1 2026 | |
| 20 | Plan A Wealth LLC | $82K | 16K | ▲+7.3% Added · +1K sh | Q2 2026 | |
| 21 | QRG CAPITAL MANAGEMENT, INC. | $68K | 13K | ▲New +13K sh | Q2 2026 | |
| 22 | Apollon Wealth Management, LLC | $55K | 13K | ▲New +13K sh | Q1 2026 | |
| 23 | Walleye Capital LLC | $53K | 11K | ▲New +11K sh | Q2 2026 | |
| 24 | MORGAN STANLEY | $44K | 10K | ▲+2.9% Added · +288 sh | Q1 2026 | |
| 25 | EverSource Wealth Advisors, LLC | $39K | 9K | ▲+7.7% Added · +637 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, 7 funds opened a new position in AVAL and 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 24 funds | $8.9B |
| ALPHABET INC-CL AGOOGL | 24 funds | $6.2B |
| AMAZON.COM INCAMZN | 23 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $4.1B |
| MICRON TECHNOLOGY INCMU | 23 funds | $4.0B |
| ADVANCED MICRO DEVICESAMD | 23 funds | $2.0B |
| UNITEDHEALTH GROUP INCUNH | 23 funds | $1.7B |
| VISA INC-CLASS A SHARESV | 23 funds | $1.6B |
| QUALCOMM INCQCOM | 23 funds | $658.6M |
| UNION PACIFIC CORPUNP | 23 funds | $575.9M |
| NVIDIA CORPNVDA | 22 funds | $16.3B |
| APPLE INCAAPL | 22 funds | $11.9B |
Ranked by how many of AVAL's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for AVAL
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/AVAL/capital-change-brief"
Use Arkolith's capital_change_brief for AVAL. 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 AVAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.