120 tracked 13F filers disclose a position in AVGE as of the latest SEC 13F filings, a combined $264.6M 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 | Meredith Wealth Planning | $29.5M | 297K | ▲+6.7% Added · +19K sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $20.2M | 230K | ▲+255% Added · +165K sh | Q1 2026 | |
| 3 | Greenspring Advisors, LLC | $15.3M | 174K | ▼−0.1% Reduced · −100 sh | Q1 2026 | |
| 4 | BIP Wealth, LLC | $11.6M | 117K | ▲+7.6% Added · +8K sh | Q2 2026 | |
| 5 | AQR CAPITAL MANAGEMENT LLC | $9.5M | 108K | ▲13× Added · +100K sh | Q1 2026 | |
| 6 | IEQ CAPITAL, LLC | $8.8M | 100K | ▲New +100K sh | Q1 2026 | |
| 7 | Nova R Wealth, Inc. | $9.5M | 96K | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 8 | LPL Financial LLC | $7.9M | 90K | ▲+16% Added · +13K sh | Q1 2026 | |
| 9 | Index Fund Advisors, Inc. | $7.6M | 87K | ▲+14% Added · +11K sh | Q1 2026 | |
| 10 | Paragon Advisors, LLC | $7.3M | 74K | ▼−0.1% Reduced · −78 sh | Q2 2026 | |
| 11 | Pacific Asset Management, LLC | $7.1M | 72K | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 12 | Intelligent Financial Strategies | $6.4M | 65K | ▼−0.5% Reduced · −310 sh | Q2 2026 | |
| 13 | FMB WEALTH MANAGEMENT | $6.2M | 62K | ▲+0.1% Added · +73 sh | Q2 2026 | |
| 14 | Frankly Finances, LLC | $5.8M | 59K | ▲+11% Added · +6K sh | Q2 2026 | |
| 15 | Sprinkle Financial Consultants LLC | $5.7M | 57K | ▲+1.1% Added · +641 sh | Q2 2026 | |
| 16 | Cogent Private Wealth, Inc. | $5.1M | 52K | ▲+60% Added · +19K sh | Q2 2026 | |
| 17 | Align Financial, LLC | $4.8M | 48K | ▲+8.9% Added · +4K sh | Q2 2026 | |
| 18 | Hutchens & Kramer Investment Management Group, LLC | $4.8M | 48K | ▲+56% Added · +17K sh | Q2 2026 | |
| 19 | Werba Rubin Papier Wealth Management | $4.5M | 45K | ▲+21% Added · +8K sh | Q2 2026 | |
| 20 | B&D White Capital Company, LLC | $4.3M | 44K | —Held | Q2 2026 | |
| 21 | Fermata Advisors, LLC | $4.3M | 44K | ▲+1.4% Added · +622 sh | Q2 2026 | |
| 22 | Corient Private Wealth LLC | $3.4M | 38K | ▲+3.3% Added · +1K sh | Q1 2026 | |
| 23 | CreativeOne Wealth, LLC | $3.1M | 35K | ▲New +35K sh | Q1 2026 | |
| 24 | Yardley Wealth Management LLC | $3.4M | 34K | ▲+0.9% Added · +309 sh | Q2 2026 | |
| 25 | SC&H Financial Advisors, Inc. | $3.2M | 32K | ▲+6.8% Added · +2K 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, 4 funds opened a new position in AVGE and 24 added to an existing one, while 11 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 | 52 funds | $6.1B |
| MICROSOFT CORPMSFT | 52 funds | $4.9B |
| AMAZON.COM INCAMZN | 51 funds | $2.9B |
| NVIDIA CORPNVDA | 49 funds | $7.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 49 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 49 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 49 funds | $1.8B |
| ISHARES CORE S&P 500 ETFIVV | 47 funds | $2.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 47 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 47 funds | $1.3B |
| DIMENSIONAL US CORE EQUITY 2DFAC | 46 funds | $4.1B |
| META PLATFORMS INC-CLASS AMETA | 46 funds | $1.5B |
Ranked by how many of AVGE'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 AVGE
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/AVGE/capital-change-brief"
Use Arkolith's capital_change_brief for AVGE. 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 AVGE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.