Among active 13F managers last quarter, 5 opened and 4 added, while 2 reduced; the largest holder to move was Paul R. Ried Financial Group, LLC (+12%).
30 tracked 13F filers disclose a position in AVGV as of the latest SEC 13F filings, a combined $94.8M 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 | 613K | $52.1M | ▲+15% Added · +78K sh | Q2 2026 | |
| 2 | Paul R. Ried Financial Group, LLC | 118K | $10.0M | ▲+12% Added · +12K sh | Q2 2026 | |
| 3 | B&D White Capital Company, LLC | 51K | $4.4M | —Held | Q2 2026 | |
| 4 | Wealth Enhancement Advisory Services, LLC | 38K | $3.3M | ▲+1.9% Added · +731 sh | Q2 2026 | |
| 5 | McCartney Wealth Management LLC | 29K | $2.5M | ▲+2.5% Added · +712 sh | Q2 2026 | |
| 6 | Fig Financial Advisory Services Inc | 29K | $2.5M | ▲New +29K sh | Q2 2026 | |
| 7 | Evanson Financial, LLC | 28K | $2.4M | ▲New +28K sh | Q2 2026 | |
| 8 | Evanson Asset Management, LLC | 27K | $2.1M | ▲+0.5% Added · +137 sh | Q1 2026 | |
| 9 | M Wealth Management, LLC | 27K | $2.3M | ▲+0.1% Added · +24 sh | Q2 2026 | |
| 10 | Raymond James Financial Inc | 25K | $1.9M | ▲New +25K sh | Q1 2026 | |
| 11 | LPL Financial LLC | 23K | $1.8M | ▲+85% Added · +11K sh | Q1 2026 | |
| 12 | AQR Capital Management LLC | 23K | $1.8M | ▲New +23K sh | Q1 2026 | |
| 13 | Maimon Wealth Management LTD. | 16K | $1.4M | ▲+431% Added · +13K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 13K | $1.1M | ▲+45% Added · +4K sh | Q2 2026 | |
| 15 | Entrewealth, LLC | 11K | $961K | ▲+15% Added · +1K sh | Q2 2026 | |
| 16 | Ridgeline Wealth, LLC | 8K | $718K | ▲+1.3% Added · +107 sh | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 8K | $608K | ▼−0.2% Reduced · −17 sh | Q1 2026 | |
| 18 | Focus Partners Wealth | 5K | $413K | —Held | Q1 2026 | |
| 19 | Empirical Finance, LLC | 5K | $408K | ▲New +5K sh | Q1 2026 | |
| 20 | Copper Harbor Investment Advisors, LLC | 4K | $382K | ▲New +4K sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | 4K | $348K | ▲+34% Added · +1K sh | Q1 2026 | |
| 22 | Vawter Financial, Ltd. | 4K | $353K | ▼−4.4% Reduced · −191 sh | Q2 2026 | |
| 23 | Compound Planning, Inc. | 4K | $311K | ▼−0.2% Reduced · −7 sh | Q2 2026 | |
| 24 | Sax Wealth Advisors, LLC | 4K | $280K | ▼−6.1% Reduced · −235 sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 3K | $271K | ▲New +3K 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.
Last quarter, 5 funds opened a new position in AVGV and 4 added to an existing one, while 2 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 | 13 funds | $4.3B |
| Microsoft CorpMSFT | 13 funds | $4.0B |
| Amazon.com IncAMZN | 13 funds | $2.2B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 13 funds | $924.6M |
| Vanguard Total Stock MKT ETFVTI | 13 funds | $723.6M |
| Nvidia CorpNVDA | 12 funds | $5.9B |
| Ishares Core S&P 500 ETFIVV | 12 funds | $1.1B |
| Costco Wholesale CorpCOST | 12 funds | $1.1B |
| Eli Lilly & CoLLY | 12 funds | $870.7M |
| Vanguard S&P 500 ETFVOO | 12 funds | $810.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $741.9M |
Ranked by how many of AVGV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVGV.
No filings captured for this ticker in the live stream yet.
Connected entities for AVGV
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/AVGV/capital-change-brief"
Use Arkolith's capital_change_brief for AVGV. 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 AVGV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.