| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERICAN CENTURY COMPANIES INC | $17.3M | 273K | ▲+22% Added · +50K sh | Q1 2026 | |
| 2 | Index Fund Advisors, Inc. | $8.7M | 137K | ▲+27% Added · +29K sh | Q1 2026 | |
| 3 | CITADEL ADVISORS LLC | $6.0M | 94K | ▲New +94K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $3.2M | 50K | ▲12× Added · +46K sh | Q1 2026 | |
| 5 | Richard P Slaughter Associates Inc | $2.2M | 32K | ▲New +32K sh | Q2 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $1.8M | 28K | ▲+130% Added · +16K sh | Q1 2026 | |
| 7 | Ariadne Wealth Management, LP | $1.7M | 26K | ▲+0.2% Added · +53 sh | Q1 2026 | |
| 8 | ARK & TLK INVESTMENTS, LLC | $1.3M | 19K | ▲+11% Added · +2K sh | Q2 2026 | |
| 9 | Cypress Point Wealth Management, LLC | $1.3M | 19K | ▲+7.2% Added · +1K sh | Q2 2026 | |
| 10 | Beacon Pointe Advisors, LLC | $1.2M | 18K | ▲New +18K sh | Q1 2026 | |
| 11 | Avior Wealth Management, LLC | $1.0M | 16K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 12 | LAM GROUP, INC. | $683K | 10K | ▲+6.0% Added · +560 sh | Q2 2026 | |
| 13 | Plancorp, LLC | $416K | 6K | ▲+50% Added · +2K sh | Q1 2026 | |
| 14 | CARDIFF PARK ADVISORS, LLC | $331K | 5K | —Held | Q1 2026 | |
| 15 | Mills Wealth Advisors LLC | $292K | 4K | ▲+3.6% Added · +148 sh | Q2 2026 | |
| 16 | Corient Private Wealth LLC | $206K | 3K | ▲~0% Added · +1 sh | Q1 2026 | |
| 17 | Evanson Financial, LLC | $204K | 3K | ▲New +3K sh | Q2 2026 | |
| 18 | Ares Financial Consulting, LLC | $169K | 2K | ▲+807% Added · +2K sh | Q2 2026 | |
| 19 | Bogart Wealth, LLC | $21K | 334 | ▲New +334 sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $13K | 208 | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $3.1B |
| AMAZON.COM INCAMZN | 3 funds | $1.9B |
| APPLE INCAAPL | 3 funds | $1.9B |
| MICROSOFT CORPMSFT | 3 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.2B |
| BROADCOM INCAVGO | 3 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 3 funds | $996.2M |
| JPMORGAN CHASE & COJPM | 3 funds | $852.2M |
| TESLA INCTSLA | 3 funds | $824.5M |
| ALPHABET INC-CL CGOOG | 3 funds | $796.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $743.7M |
Ranked by how many of AVEE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/AVEE/capital-change-brief"
Use Arkolith's capital_change_brief for AVEE. 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 AVEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.