644 tracked 13F filers disclose a position in AVDV as of the latest SEC 13F filings, a combined $13.7B 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 | JONES FINANCIAL COMPANIES LLLP | $2.9B | 30.4M | ▼−1.9% Reduced · −579K sh | Q1 2026 | |
| 2 | Creative Planning | $2.4B | 23.8M | ▲+5.3% Added · +1.2M sh | Q1 2026 | |
| 3 | Savant Capital, LLC | $1.2B | 11.7M | ▲+1.5% Added · +168K sh | Q2 2026 | |
| 4 | Focus Partners Advisor Solutions, LLC | $483.5M | 4.7M | ▲+14% Added · +574K sh | Q2 2026 | |
| 5 | Focus Partners Wealth | $437.3M | 4.4M | ▲+6.2% Added · +257K sh | Q1 2026 | |
| 6 | Accredited Investors Inc. | $263.0M | 2.6M | ▲+0.9% Added · +24K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $255.9M | 2.6M | ▲+12% Added · +281K sh | Q1 2026 | |
| 8 | Modera Wealth Management, LLC | $243.4M | 2.4M | ▲+7.9% Added · +174K sh | Q2 2026 | |
| 9 | Mason Investment Advisory Services, Inc. | $235.7M | 2.4M | ▼−2.3% Reduced · −56K sh | Q1 2026 | |
| 10 | Haverford Trust Co | $175.7M | 1.7M | ▲+2.7% Added · +44K sh | Q2 2026 | |
| 11 | Pure Financial Advisors, LLC | $169.7M | 1.6M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 12 | LPL Financial LLC | $163.4M | 1.6M | ▲+15% Added · +210K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | $142.2M | 1.4M | ▲+6.7% Added · +90K sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $132.6M | 1.3M | ▲+4.1% Added · +53K sh | Q1 2026 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $120.0M | 1.2M | ▲+16% Added · +164K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $109.2M | 1.1M | ▲+26% Added · +226K sh | Q1 2026 | |
| 17 | BANK OF MONTREAL /CAN/ | $95.6M | 957K | ▲+2.1% Added · +20K sh | Q1 2026 | |
| 18 | Unison Advisors LLC | $85.7M | 832K | ▲+0.5% Added · +4K sh | Q2 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $79.9M | 800K | ▲+160% Added · +493K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76.2M | 763K | ▲+27% Added · +162K sh | Q1 2026 | |
| 21 | TCI Wealth Advisors, Inc. | $77.3M | 750K | ▲+7.5% Added · +52K sh | Q2 2026 | |
| 22 | Frontier Asset Management, LLC | $68.6M | 666K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 23 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $68.4M | 664K | ▲+5.3% Added · +33K sh | Q2 2026 | |
| 24 | Sequoia Financial Advisors, LLC | $64.6M | 647K | ▲+1.7% Added · +11K sh | Q1 2026 | |
| 25 | Wealth Management Nebraska | $59.2M | 574K | ▲+1.6% Added · +9K 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, 1 fund opened a new position in AVDV and 33 added to an existing one, while 10 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 | 344 funds | $69.4B |
| MICROSOFT CORPMSFT | 334 funds | $58.0B |
| NVIDIA CORPNVDA | 328 funds | $83.3B |
| AMAZON.COM INCAMZN | 325 funds | $40.7B |
| ALPHABET INC-CL AGOOGL | 320 funds | $35.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 312 funds | $13.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 311 funds | $12.1B |
| ALPHABET INC-CL CGOOG | 307 funds | $26.4B |
| VANGUARD S&P 500 ETFVOO | 306 funds | $14.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 306 funds | $11.6B |
| JPMORGAN CHASE & COJPM | 304 funds | $16.7B |
| ISHARES CORE S&P 500 ETFIVV | 302 funds | $20.0B |
Ranked by how many of AVDV'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 AVDV
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/AVDV/capital-change-brief"
Use Arkolith's capital_change_brief for AVDV. 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 AVDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.