Among active 13F managers last quarter, 9 opened and 19 added, while 16 reduced; the largest holder to move was EVR Research LP (+7.6%). Over the last 180 days, 1 insider sold and 3 insiders bought, a net -$987K in open-market trades.
The legs disagree, or only one of them leans.
103 tracked 13F filers disclose a position in AVD as of the latest SEC 13F filings, a combined $33.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 1.1M | $3.2M | ▲+0.6% Added · +7K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.0M | $2.6M | ▼−12% Reduced · −147K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 933K | $2.6M | ▼−55% Reduced · −1.1M sh | Q2 2026 | |
| 4 | EVR Research LP | 775K | $2.2M | ▲+7.6% Added · +55K sh | Q2 2026 | |
| 5 | Two Sigma Investments, LP | 746K | $1.9M | ▲+142% Added · +437K sh | Q1 2026 | |
| 6 | Cruiser Capital Advisors, LLC | 572K | $1.6M | —Held | Q2 2026 | |
| 7 | Morgan Stanley | 546K | $1.4M | ▼−2.5% Reduced · −14K sh | Q1 2026 | |
| 8 | D. E. Shaw & Co., Inc. | 530K | $1.3M | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 9 | JPMorgan Chase & Co | 529K | $1.3M | ▲+13% Added · +62K sh | Q1 2026 | |
| 10 | CastleKnight Management LP | 504K | $1.4M | —Held | Q2 2026 | |
| 11 | American Century Companies Inc | 446K | $1.1M | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 12 | Pullen Investment Management, LLC | 379K | $1.1M | ▲+1.3% Added · +5K sh | Q2 2026 | |
| 13 | Geode Capital Management, LLC | 304K | $851K | ▼−54% Reduced · −359K sh | Q2 2026 | |
| 14 | FMR LLC | 295K | $826K | ▲+9.0% Added · +24K sh | Q2 2026 | |
| 15 | Tudor Investment Corp Et Al | 279K | $782K | ▲+39% Added · +78K sh | Q2 2026 | |
| 16 | Renaissance Technologies LLC | 218K | $544K | ▲+34% Added · +55K sh | Q1 2026 | |
| 17 | Northern Trust Corp | 204K | $507K | ▲+4.7% Added · +9K sh | Q1 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 178K | $499K | ▲+4.9% Added · +8K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 174K | $432K | ▲+27% Added · +37K sh | Q1 2026 | |
| 20 | Russell Investments Group, Ltd. | 169K | $421K | ▼−50% Reduced · −167K sh | Q1 2026 | |
| 21 | AQR Capital Management LLC | 167K | $417K | ▼−14% Reduced · −28K sh | Q1 2026 | |
| 22 | Curi Capital, LLC | 138K | $386K | ▼−38% Reduced · −84K sh | Q2 2026 | |
| 23 | State Street Corp | 137K | $383K | ▼−79% Reduced · −503K sh | Q2 2026 | |
| 24 | Point72 Asset Management, L.P. | 105K | $295K | ▲+18% Added · +16K sh | Q2 2026 | |
| 25 | Nuveen, LLC | 96K | $238K | ▲+28% Added · +21K 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, 9 funds opened a new position in AVD and 19 added to an existing one, while 16 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 52 funds | $92.8B |
| Alphabet Inc-CL AGOOGL | 52 funds | $69.4B |
| Advanced Micro DevicesAMD | 51 funds | $28.7B |
| Nvidia CorpNVDA | 50 funds | $162.6B |
| Amazon.com IncAMZN | 50 funds | $74.4B |
| Meta Platforms Inc-Class AMETA | 50 funds | $44.4B |
| Eli Lilly & CoLLY | 50 funds | $34.6B |
| Visa Inc-Class A SharesV | 50 funds | $25.7B |
| JPMorgan Chase & CoJPM | 50 funds | $22.7B |
| Costco Wholesale CorpCOST | 50 funds | $15.1B |
| Intel CorpINTC | 50 funds | $12.9B |
| Broadcom IncAVGO | 49 funds | $67.9B |
Ranked by how many of AVD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Rosenbloom Keith M | Director | Sell (S) | 557K | $1.2M |
| Aug 17, 2026 | Macicek Steven D | Director | Buy (P) | 19K | $40K |
| Jun 3, 2026 | Kaye Douglas | CHIEF EXECUTIVE OFFICER | Buy (P) | 5K | $13K |
| May 19, 2026 | Gottschalk Patrick E | Director | Buy (P) | 25K | $68K |
| May 13, 2026 | Gottschalk Patrick E | Director | Buy (P) | 20K | $59K |
| May 12, 2026 | Gottschalk Patrick E | Director | Buy (P) | 20K | $58K |
| Sep 4, 2025 | Eilers Peter | See Remarks | Sell (S) | 6K | $32K |
| Jun 11, 2025 | Kaye Douglas | CHIEF EXECUTIVE OFFICER | Buy (P) | 2K | $9K |
| Dec 13, 2024 | Eilers Peter | See Remarks | Sell (S) | 3K | $16K |
| Nov 15, 2024 | Macicek Steven D | Director | Buy (P) | 12K | $72K |
| Sep 4, 2024 | Cruiser Capital Advisors, LLC | Insider | Buy (P) | 7K | $43K |
| Sep 3, 2024 | Cruiser Capital Advisors, LLC | Insider | Buy (P) | 25K | $149K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 40 | 31 | – |
Insiders Form 4 open-market | 3 | 1 | -$987K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AVD
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/AVD/capital-change-brief"
Use Arkolith's capital_change_brief for AVD. 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 AVD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.