Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Citadel Advisors LLC (−20%).
6 tracked 13F filers disclose a position in AVIE as of the latest SEC 13F filings, a combined $2.7M 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 | Plancorp, LLC | 21K | $1.6M | —Held | Q1 2026 | |
| 2 | Citadel Advisors LLC | 8K | $566K | ▼−20% Reduced · −2K sh | Q2 2026 | |
| 3 | Verus Financial Partners, Inc. | 4K | $331K | —Held | Q2 2026 | |
| 4 | Rialto Wealth Management, LLC | 3K | $204K | ▲New +3K sh | Q2 2026 | |
| 5 | UBS Group AG | 323 | $24K | ▲New +323 sh | Q1 2026 | |
| 6 | Lam Group, Inc. | 205 | $15K | ▲+14% Added · +25 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, 1 fund added to an existing position in AVIE, while 1 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 |
|---|---|---|
| Amazon.com IncAMZN | 4 funds | $2.6B |
| Nvidia CorpNVDA | 4 funds | $2.4B |
| Apple IncAAPL | 4 funds | $2.1B |
| Microsoft CorpMSFT | 4 funds | $1.4B |
| Abbvie IncABBV | 4 funds | $801.8M |
| Meta Platforms Inc-Class AMETA | 4 funds | $637.8M |
| Walmart IncWMT | 4 funds | $631.3M |
| Wells Fargo & CoWFC | 4 funds | $558.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $553.8M |
| Home Depot IncHD | 4 funds | $537.6M |
| Costco Wholesale CorpCOST | 4 funds | $479.3M |
| Caterpillar IncCAT | 4 funds | $381.9M |
Ranked by how many of AVIE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AVIE.
No filings captured for this ticker in the live stream yet.
Connected entities for AVIE
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/AVIE/capital-change-brief"
Use Arkolith's capital_change_brief for AVIE. 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 AVIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.