26 tracked 13F filers disclose a position in AVGV as of the latest SEC 13F filings, a combined $90.9M 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 | $52.1M | 613K | ▲+15% Added · +78K sh | Q2 2026 | |
| 2 | Paul R. Ried Financial Group, LLC | $10.0M | 118K | ▲+12% Added · +12K sh | Q2 2026 | |
| 3 | B&D White Capital Company, LLC | $4.4M | 51K | —Held | Q2 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 38K | ▲+1.9% Added · +731 sh | Q2 2026 | |
| 5 | McCartney Wealth Management LLC | $2.5M | 29K | ▲+2.5% Added · +712 sh | Q2 2026 | |
| 6 | Evanson Financial, LLC | $2.4M | 28K | ▲New +28K sh | Q2 2026 | |
| 7 | Evanson Asset Management, LLC | $2.1M | 27K | ▲+0.5% Added · +137 sh | Q1 2026 | |
| 8 | M Wealth Management, LLC | $2.3M | 27K | ▲+0.1% Added · +24 sh | Q2 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.9M | 25K | ▲New +25K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.8M | 23K | ▲+85% Added · +11K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $1.8M | 23K | ▲New +23K sh | Q1 2026 | |
| 12 | MAIMON WEALTH MANAGEMENT LTD. | $1.4M | 16K | ▲+431% Added · +13K sh | Q2 2026 | |
| 13 | NewEdge Advisors, LLC | $711K | 9K | ▲+127% Added · +5K sh | Q1 2026 | |
| 14 | Ridgeline Wealth, LLC | $718K | 8K | ▲+1.3% Added · +107 sh | Q2 2026 | |
| 15 | JPMORGAN CHASE & CO | $608K | 8K | ▼−0.2% Reduced · −17 sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $413K | 5K | —Held | Q1 2026 | |
| 17 | Empirical Finance, LLC | $408K | 5K | ▲New +5K sh | Q1 2026 | |
| 18 | Copper Harbor Investment Advisors, LLC | $382K | 4K | ▲New +4K sh | Q2 2026 | |
| 19 | Farther Finance Advisors, LLC | $348K | 4K | ▲+34% Added · +1K sh | Q1 2026 | |
| 20 | Vawter Financial, Ltd. | $353K | 4K | ▼−4.4% Reduced · −191 sh | Q2 2026 | |
| 21 | Compound Planning, Inc. | $311K | 4K | ▼−0.2% Reduced · −7 sh | Q2 2026 | |
| 22 | SAX WEALTH ADVISORS, LLC | $280K | 4K | ▼−6.1% Reduced · −235 sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $271K | 3K | ▲New +3K sh | Q1 2026 | |
| 24 | Mosley Wealth Management | $114K | 1K | ▲New +1K sh | Q2 2026 | |
| 25 | Moisand Fitzgerald Tamayo, LLC | $17K | 195 | —Held | 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 AVGV and 3 added to an existing one, while 2 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 | 11 funds | $4.3B |
| MICROSOFT CORPMSFT | 11 funds | $4.0B |
| AMAZON.COM INCAMZN | 11 funds | $2.2B |
| COSTCO WHOLESALE CORPCOST | 11 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $922.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 11 funds | $720.7M |
| NVIDIA CORPNVDA | 10 funds | $5.9B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.9B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $1.1B |
| ELI LILLY & COLLY | 10 funds | $868.7M |
| VANGUARD S&P 500 ETFVOO | 10 funds | $809.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $740.0M |
Ranked by how many of AVGV'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 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.