169 tracked 13F filers disclose a position in AVES as of the latest SEC 13F filings, a combined $1.1B 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 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $170.9M | 2.6M | ▲+0.7% Added · +19K sh | Q2 2026 | |
| 2 | AMERICAN CENTURY COMPANIES INC | $130.1M | 2.2M | ▲+22% Added · +396K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $129.8M | 2.2M | ▲+806% Added · +1.9M sh | Q1 2026 | |
| 4 | First Command Advisory Services, Inc. | $106.6M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 5 | Focus Partners Wealth | $44.2M | 738K | ▲~0% Added · +128 sh | Q1 2026 | |
| 6 | Empowered Funds, LLC | $42.8M | 714K | ▲New +714K sh | Q1 2026 | |
| 7 | Symmetry Partners, LLC | $26.1M | 398K | ▲+2.1% Added · +8K sh | Q2 2026 | |
| 8 | Armbruster Capital Management, Inc. | $23.2M | 354K | ▲+1.5% Added · +5K sh | Q2 2026 | |
| 9 | Pathstone Holdings, LLC | $18.2M | 304K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 10 | Meredith Wealth Planning | $19.0M | 289K | ▲+1.1% Added · +3K sh | Q2 2026 | |
| 11 | Three Arch Wealth Management LLC | $17.0M | 260K | ▲+8.3% Added · +20K sh | Q2 2026 | |
| 12 | HighTower Advisors, LLC | $14.7M | 245K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 13 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $14.5M | 222K | ▲+0.4% Added · +937 sh | Q2 2026 | |
| 14 | Allegiance Financial Group Advisory Services LLC | $13.9M | 212K | ▲+7.7% Added · +15K sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $12.7M | 212K | ▲+281% Added · +156K sh | Q1 2026 | |
| 16 | FIDELITY D & D BANCORP INC | $13.7M | 209K | ▲+13% Added · +24K sh | Q2 2026 | |
| 17 | BSW Wealth Partners | $12.2M | 187K | ▼−3.0% Reduced · −6K sh | Q2 2026 | |
| 18 | B&D White Capital Company, LLC | $11.7M | 178K | ▼−23% Reduced · −52K sh | Q2 2026 | |
| 19 | Perigon Wealth Management, LLC | $10.8M | 165K | ▲+4.7% Added · +7K sh | Q2 2026 | |
| 20 | Austin Wealth Management, LLC | $10.1M | 160K | ▲+5.2% Added · +8K sh | Q2 2026 | |
| 21 | ANDERSON HOAGLAND & CO | $10.4M | 158K | ▼−3.7% Reduced · −6K sh | Q2 2026 | |
| 22 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $9.8M | 150K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 23 | Apeiron RIA LLC | $9.8M | 149K | ▲+0.7% Added · +1K sh | Q2 2026 | |
| 24 | Global Strategic Investment Solutions, LLC | $9.3M | 142K | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 25 | Cornerstone Wealth Partners, LLC | $8.8M | 134K | ▲+13% Added · +16K 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, 7 funds opened a new position in AVES and 35 added to an existing one, while 14 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 | 86 funds | $19.8B |
| MICROSOFT CORPMSFT | 85 funds | $15.1B |
| NVIDIA CORPNVDA | 81 funds | $26.7B |
| AMAZON.COM INCAMZN | 81 funds | $12.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 80 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $3.8B |
| AVANTIS US SMALL CAP VALUEAVUV | 79 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 78 funds | $10.7B |
| ALPHABET INC-CL CGOOG | 78 funds | $7.3B |
| VANGUARD S&P 500 ETFVOO | 78 funds | $4.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 78 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 76 funds | $4.0B |
Ranked by how many of AVES'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 AVES
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/AVES/capital-change-brief"
Use Arkolith's capital_change_brief for AVES. 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 AVES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.