Among active 13F managers last quarter, 6 opened and 27 added, while 9 reduced; the largest holder to move was Greenspring Advisors, LLC (−5.0%).
142 tracked 13F filers disclose a position in AVGE as of the latest SEC 13F filings, a combined $300.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Meredith Wealth Planning | 297K | $29.5M | ▲+6.7% Added · +19K sh | Q2 2026 | |
| 2 | Commonwealth Equity Services, LLC | 230K | $20.2M | ▲+255% Added · +165K sh | Q1 2026 | |
| 3 | Greenspring Advisors, LLC | 165K | $16.4M | ▼−5.0% Reduced · −9K sh | Q2 2026 | |
| 4 | Compass Ion Advisors, LLC | 119K | $11.8M | ▲+38% Added · +33K sh | Q2 2026 | |
| 5 | BIP Wealth, LLC | 117K | $11.6M | ▲+7.6% Added · +8K sh | Q2 2026 | |
| 6 | AQR Capital Management LLC | 108K | $9.5M | ▲13× Added · +100K sh | Q1 2026 | |
| 7 | IEQ Capital, LLC | 100K | $9.9M | —Held | Q2 2026 | |
| 8 | Nova R Wealth, Inc. | 96K | $9.5M | ▼−2.0% Reduced · −2K sh | Q2 2026 | |
| 9 | Index Fund Advisors, Inc. | 91K | $9.0M | ▲+4.6% Added · +4K sh | Q2 2026 | |
| 10 | LPL Financial LLC | 90K | $7.9M | ▲+16% Added · +13K sh | Q1 2026 | |
| 11 | Paragon Advisors, LLC | 74K | $7.3M | ▼−0.1% Reduced · −78 sh | Q2 2026 | |
| 12 | Pacific Asset Management, LLC | 72K | $7.1M | ▼−2.1% Reduced · −2K sh | Q2 2026 | |
| 13 | Intelligent Financial Strategies | 65K | $6.4M | ▼−0.5% Reduced · −310 sh | Q2 2026 | |
| 14 | FMB Wealth Management | 62K | $6.2M | ▲+0.1% Added · +73 sh | Q2 2026 | |
| 15 | Frankly Finances, LLC | 59K | $5.8M | ▲+11% Added · +6K sh | Q2 2026 | |
| 16 | Sprinkle Financial Consultants LLC | 57K | $5.7M | ▲+1.1% Added · +641 sh | Q2 2026 | |
| 17 | Cogent Private Wealth, Inc. | 52K | $5.1M | ▲+60% Added · +19K sh | Q2 2026 | |
| 18 | Cresset Asset Management, LLC | 52K | $5.1M | ▲+148% Added · +31K sh | Q2 2026 | |
| 19 | Align Financial, LLC | 48K | $4.8M | ▲+8.9% Added · +4K sh | Q2 2026 | |
| 20 | Hutchens & Kramer Investment Management Group, LLC | 48K | $4.8M | ▲+56% Added · +17K sh | Q2 2026 | |
| 21 | Werba Rubin Papier Wealth Management | 45K | $4.5M | ▲+21% Added · +8K sh | Q2 2026 | |
| 22 | B&D White Capital Company, LLC | 44K | $4.3M | —Held | Q2 2026 | |
| 23 | Fermata Advisors, LLC | 44K | $4.3M | ▲+1.4% Added · +622 sh | Q2 2026 | |
| 24 | Entrewealth, LLC | 39K | $3.9M | ▲+7.8% Added · +3K sh | Q2 2026 | |
| 25 | Savant Capital, LLC | 39K | $3.8M | ▲New +39K 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, 6 funds opened a new position in AVGE and 27 added to an existing one, while 9 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 68 funds | $8.2B |
| Microsoft CorpMSFT | 68 funds | $5.7B |
| Amazon.com IncAMZN | 67 funds | $3.7B |
| Nvidia CorpNVDA | 65 funds | $9.2B |
| Vanguard Total Stock MKT ETFVTI | 65 funds | $3.4B |
| Alphabet Inc-CL AGOOGL | 65 funds | $3.1B |
| Vanguard S&P 500 ETFVOO | 64 funds | $2.3B |
| Ishares Core S&P 500 ETFIVV | 61 funds | $2.9B |
| Alphabet Inc-CL CGOOG | 61 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 60 funds | $2.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 60 funds | $1.6B |
| Dimensional US Core Equity 2DFAC | 59 funds | $4.6B |
Ranked by how many of AVGE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVGE.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 1044 funds | $17.8B |
| AVEMmc | 934 funds | $20.1B |
| AVDEmc | 686 funds | $13.2B |
| AVDVmc | 652 funds | $13.7B |
| AVUSmc | 551 funds | $10.3B |
| AVLVmc | 524 funds | $10.4B |
| AVSCUI | 228 funds | $2.2B |
| AVIVmc | 178 funds | $968.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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.