The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query AVGE owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVGE"
Use Arkolith to show who owns AVGE, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Greenspring Advisors, LLC | $15.3M | 174K | ▼−0.1% Reduced · −100 sh | Q1 2026 | |
| 2 | BIP Wealth, LLC | $9.5M | 108K | ▲+4.5% Added · +5K sh | Q1 2026 | |
| 3 | IEQ CAPITAL, LLC | $8.8M | 100K | ▲New +100K sh | Q1 2026 | |
| 4 | Index Fund Advisors, Inc. | $7.6M | 87K | ▲+14% Added · +11K sh | Q1 2026 | |
| 5 | CreativeOne Wealth, LLC | $3.1M | 35K | ▲New +35K sh | Q1 2026 | |
| 6 | Evanson Asset Management, LLC | $2.8M | 32K | ▼−1.0% Reduced · −325 sh | Q1 2026 | |
| 7 | CWM, LLC | $1.9M | 21K | ▲+1.1% Added · +221 sh | Q1 2026 | |
| 8 | Cresset Asset Management, LLC | $1.8M | 21K | ▲+49% Added · +7K sh | Q1 2026 | |
| 9 | Focus Partners Advisor Solutions, LLC | $1.5M | 17K | ▼−39% Reduced · −11K sh | Q1 2026 | |
| 10 | Apella Capital, LLC | $1.4M | 14K | ▼−8.0% Reduced · −1K sh | Q1 2026 | |
| 11 | Beacon Pointe Advisors, LLC | $1.2M | 14K | ▼−4.2% Reduced · −602 sh | Q1 2026 | |
| 12 | Avantax Planning Partners, Inc. | $1.1M | 13K | ▲+0.4% Added · +55 sh | Q1 2026 | |
| 13 | HUB Investment Partners, LLC | $926K | 11K | ▲+4.2% Added · +426 sh | Q1 2026 | |
| 14 | Modera Wealth Management, LLC | $873K | 10K | ▲+5.5% Added · +517 sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $845K | 10K | ▲+44% Added · +3K sh | Q1 2026 | |
| 16 | Strategic Blueprint, LLC | $819K | 9K | ▼−6.8% Reduced · −683 sh | Q1 2026 | |
| 17 | TCI Wealth Advisors, Inc. | $546K | 6K | ▼−0.3% Reduced · −20 sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $513K | 6K | ▲+22% Added · +1K sh | Q1 2026 | |
| 19 | SAX WEALTH ADVISORS, LLC | $399K | 5K | —Held | Q1 2026 | |
| 20 | Aprio Wealth Management, LLC | $380K | 4K | ▲+0.8% Added · +35 sh | Q1 2026 | |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | $274K | 3K | ▲New +3K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $235K | 3K | ▲+6.6% Added · +166 sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $23K | 262 | —Held | Q1 2026 | |
| 24 | VANGUARD ADVISERS INC | $19K | 220 | ▲New +220 sh | Q1 2026 | |
| 25 | Arax Advisory Partners | $12K | 133 | ▼−80% Reduced · −529 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 28 funds | $6.8B |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $6.0B |
| NVIDIA CORPNVDA | 28 funds | $5.6B |
| MICROSOFT CORPMSFT | 28 funds | $4.1B |
| VANGUARD S&P 500 ETFVOO | 28 funds | $3.8B |
| AMAZON.COM INCAMZN | 28 funds | $3.2B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 28 funds | $3.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 28 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 28 funds | $2.8B |
| VANGUARD VALUE ETFVTV | 28 funds | $2.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 28 funds | $2.1B |
Ranked by how many of AVGE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AVGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.